Curated articles and podcasts from trusted financial experts and real retirees.
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I've never seen Paris or Rome or taken a Viking cruise or hiked up Machu Picchu, but I've been to a dozen countries and hiked in a number of national parks and been to 45 states. Now, my appetite for ...
Intersectionality helps explain why personal finance is more personal than it is finance....
As a physician or high-income professional, you are uniquely positioned when it comes to financial independence. Years of rigorous education ... Read more...
We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time....
The wealthy favor private equity and credit (and private placement life insurance) for higher returns with no taxes. If you're worth $1 million, you can, too....
I like working, so I am looking at a job 5 minutes from my house, @ 1/2 my pay, good insurance benefits, and none of the work drama, management of people, work pressure and stress I have in my current...
I retired about a month ago and last posted an update after the first few days HERE. Now that it's been 30 days, a few more notes and a couple of questions for you: 1) Still have not had a work dream ...
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2 News) —Just because Bruce Schof...
Hi everyone, I am wondering if cost of living, inflation, etc has changed or will change your plans for travel in retirement? I would love to read your thoughts in the thread below. The reason I am as...
Financial knowledge isn't enough. Without the X Factor, you'll never reach financial success. Here's how to get to the next level. The post The X Factor appeared first on The White Coat Investor - Inv...
Several tax changes are happening that can impact how your retirement income is taxed at federal and state levels....
In several of our recent posts, we have been touting the Actuarial Approach and its use of the Funded Status metric to measure household financial health. This is another one of those posts. One of my...
Picture the thing you love the most. For me, its my Koa wood ukelele. Imagine it sitting on a desk ... Read more...
Many couples are surprisingly unaware about key aspects of each other’s finances — and that can hurt them. Here’s how to get on the same page....
This lush locale is the perfect setting for 'The White Lotus,' season three. You can retire there peacefully without the hit show's murder and mayhem....
A few practical steps, such as establishing your financial independence and asking questions, can help you avoid inheritance pitfalls....
Is your retirement nest egg going to last as long as you will? In this episode, Ryan and Tyson Thacker delve into America’s retirement crisis, equipping you with the knowledge…...
What lessons can a mudslide teach us about retirement planning? In this episode, Ryan Thacker and Tyson Thacker share a powerful metaphor of water wreaking havoc, drawing from a personal…...
Being broke isn’t just about how much you earn, it’s about what you do with it. You can bring in six figures and still feel like you’re treading water, or you can make a modest salar...
Eldercare takes a toll on everyone, but women's careers tend to suffer more — with dire consequences over the long term....
If you're looking for the best tax-efficient way to sell a real estate investment, should you use a deferred sales trust or a 1031 exchange? The post Deferred Sales Trust: An Alternative to a 1031 Exc...
Three real estate listings in Portland, Maine....
Maximize your retirement savings and minimize your tax burdens by taking advantage of the strategic 'Golden Window' before Social Security and RMDs begin....
Retirement savings and taxes are a minefield — and the higher your income, the more complicated the options. Use these tips to find your way forward....
Millions will be affected by new rules that boost Social Security benefits. But if you qualify, there may be knock-on effects on your retirement cash flow....
Economic policy uncertainty has surged since Donald Trump’s election. This does not bode well for the economy....
Tending to the needs of aging parents will exact a toll on anyone doing this job. Noticing the effects and taking protective steps can save you from breakdowns....
If you don’t believe the world will grant your children a fair chance to succeed, you may want to take matters into your own hands as parents. One way is to set them up for financial independenc...
FROM THE ARTICLE: AARP calls for reassurances from SSA on commitment to customer service. By Andy Markowitz, AARP. Published February 28, 2025. The Social Security Administration (SSA) announced plans...
Let’s talk credit scores. Some people stress over them, others ignore them completely, but the truth is, a good score makes life easier. Better rates, better loan approvals, and more financial f...
Boomers spent decades building businesses from scratch, grinding through long hours, late nights, and more stress than they’d like to admit. Now, they’re ready to cash out, hand over the k...
FIRECracker is a world-travelling early retiree. She used to live in one of the most expensive cities in Canada, but ... Read more...
I submitted my application, in New York, for social security retirement benefits on October 22, 2024 for my benefits to start in February. I haven't heard anything from the social security office. The...
Starting retirement savings later in life can feel daunting, but it’s far from impossible....
Medicare Advantage enrollees have until March 31 to make changes to their selections....
If you're thinking about retiring from your private practice, here are a few things to think about before you get ready to sell. The post Planning to Retire? Exit Strategies for Physician Private Prac...
Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision....
Boomers made saving look easy. They built wealth, bought homes, and retired with money in the bank. Millennials? They’re stuck with sky-high housing costs, crushing debt, and a paycheck that bar...
Let’s talk credit scores. Most people either ignore them or assume they’re some kind of scam. The truth? They’re just a tool, and if you understand how they work, you can make them w...
Here are 28 retirement investing tips from today's greatest financial minds. Just one of these lessons might make your dream retirement a reality. The post 28 Retirement Investing Tips from Today&rsqu...
Understanding investment trends can help you refine your own strategy and stay ahead in the ever-evolving world of investing. Are you keeping up? The post 8 Investing Trends Across Generations: What&r...
Learn about 8 options for investing in real estate for retirement. Explore the pros and cons and discover which one is right for you. Read now... The post 8 Ways to Invest in Real Estate for Wealth an...
Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose. The post Podcast 88: Invest with Impact with Toussaint Baile...
Social Security payments are a relied upon source of income in retirement. To keep them flowing make sure you don’t make these four mistakes....
The key to finding a financial planner who will do great work for you and your family is knowing what to look for during your search....
How to Make Money on Audible in 2025...
How Bitcoin Volatility Affects Long-Term Financial Planning...
Top 5 OTC Global Crypto Exchanges & Brokers...
What Goes Into Effective Long-Term Retirement Planning?...
Where to Sell Gift Cards for Cash: Top 3 Best Places in 2025...