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The Sunday Best 03/16/2025

Things overheard at the Prosperity Conference in Las Vegas: “You don’t need more time, you need less distractions.” “You don’t ... Read more...

Retire in Italy for Culture and Beauty

U.S. citizens retire in Italy for a lifestyle of abundance. If you love history, gastronomy, art and natural beauty, Italy almost always does it better....

Markets Are Down: Here's How Your Estate Can Benefit

Your estate can benefit from stock market malaise by using several creative tools. Here's how....

Capitalize and Public to Offer 401(k) Rollover Solution

Predictions from The Senior Citizens League and retired analyst Mary Johnson align after…...

Medical Bills Outpace Student Loan Debt as Top Financial Concern

Americans ranked medical costs as among their top three sources of debt, pushing out student…...

7 in 10 Retirees Over 70 Receive Income from 401(k)s or IRAs

New ICI research finds voluntary retirement system is in fact working as designed...

Advisor Attitudes Toward 3(16) Fiduciary Outsourcing Explored in New Study

Pentegra publishes latest research to mark Sunday as 4th annual “3(16) Day”...

Gen Z Total Income Stretches to $1.1T

Still, close to half continue to live with parents due to inflation, rising home rates, and debt...

Where to find info on how to not blow my IRA

I'm in my mid 60s and this is the first time that I have to make a decision about a 401k. My spouse used to be the one that handled all our financial interests, not much financials we were both poor a...

Deferred Compensation Plans — 457(b), 457(f), and 409(a)

More and more physicians are being offered deferred compensation plans at their workplace. Here's what to know about 457s and 409s. The post Deferred Compensation Plans — 457(b), 457(f), and 409...

These 20 Costs Are Totally Negotiable (But Most People Don’t Try)

Most people don’t negotiate. They see a price, assume it’s final, and pay without thinking twice. That mindset is the reason businesses keep charging more, because they know most won&rsquo...

21 Money Habits Gen Z Swears By (That You Should At Least Consider)

Gen Z isn’t playing the same financial game as past generations. They’re done with outdated advice, overpriced degrees, and the idea that working 40 years for someone else is the only way....

It’s Never Too Late

When I was younger, I was always in a hurry. Things were never going fast enough. I was impatient. I ... Read more...

The Impact Anti-DEI/ESG May Have on Fiduciary Responsibility

To act in the best interests of a client, a fiduciary has a duty to align the client’s goals…...

Trump Nominates Former EEOC Head to Lead PBGC

Dhillon was previously nominated by President Donald Trump in 2017 to chair the EEOC...

Near-Retirees’ Recession Playbook: Turning Worry Into Wins

Gearing up to retire within two years? Here are some tips you might want to pay attention to should the economy slip into a recession....

Do You Need a Measles Booster? You Might Be Surprised

Older adults may lack protection. Here's the scoop on your risk, how to test immunity and where to find affordable boosters....

A Paid-Off Home Is A Great Shield Against Fear And Uncertainty

As I sadly watch my stock portfolio correct by over 10%, I find serenity in my paid-off home. No matter how much the stock market tanks, it's comforting to know I'll always have shelter to take care o...

23 Useless Expenses Smart Retirees Refuse to Pay For

Retirement should be about freedom, not watching money drain away on things that don’t matter. The truth is, small, unnecessary expenses add up fast. Smart retirees know that keeping more cash i...

13 Monthly Expenses That Are Quietly Taking Your Money 

Saving money isn’t complicated. People just make it that way. You don’t need another budgeting hack, a fancy app, or a financial guru telling you to “cut back on coffee.” What ...

Using accumulated sick leave to phase out your career

I've been planning to retire at the end of this calendar year, at the age of 59. Currently I have over 1400 hours of accumulated sick leave, roughly 35 weeks (considering a 5-day work week). While I c...

Where to withdraw funds after retirement?

I hope this is not off topic here, but you all usually have very good advice. I retired Dec 31. I am 63 yrs old. In November a family member unexpectedly gifted investments to me and my siblings. I De...

ACA to get me to Medicare. OOPS!

Hubby is retiring at end of this year. Me, well I'm still figuring it out. The big issue for us is medical coverage for the 2.5 years before we hit 65. I went to ACA site to *try* and see how much I c...

Think Social Security Will Cover Retirement? Think Again.

Many Americans mistakenly believe Social Security will be enough to fund their retirement – but reality paints a different picture. Consider the most recent cost of living adjustment. The 2025 S...

Have $1M+ Saved? Consider a Financial Planning One-Stop Shop

A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, estate and retirement planning needs....

Stock Market Corrections, Crashes, and Bear & Secular Bear Markets: The Differences and How to Handle for Long Term Financial Health

Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms. The post Stock Market Corrections, Crashes, and Bear & S...

Podcast 89: Boldin Your Wealth with Jackie Cummings Koski from Catching Up to Fi

ackie Cummings Koski, co-host of Catching Up to FI, talks about overcoming poverty, divorce, and single motherhood to achieve financial independence. The post Podcast 89: Boldin Your Wealth with Jacki...

The Most Common Questions I Get Asked By Young Doctors

When I give my annual talks to residents and young docs, they ask many of the same questions. Here are all the answers. The post The Most Common Questions I Get Asked By Young Doctors appeared first o...

Options for Retirement in Portugal

For individuals contemplating retirement abroad, Portugal is a prime destination....

What Poverty Really Feels Like: 15 Things Poor People Wish You Knew

Poverty isn’t just struggling to make ends meet. It’s waking up every day knowing that no matter how hard you work, it’ll never be enough. People who have never lived it love to give...

thinking of where to move after we retire

We live in the DC metro area and are wanting to leave after retirement which is next year. We'll be in our early 60's. Don't have any family to be concerned with so that is not an issue. We've been lo...

Your weekly /r/Retirement roundup for the week of March 04 - March 10, 2025

Tuesday, March 04 - Monday, March 10, 2025 Most Commented score comments title & link 516 126 comments The thing about retirement - is time Top Comments score comment 56 /u/W_Santoro said I retire...

Economic Uncertainty: 10 Ways to Improve Your Financial Well-Being When the World Feels Chaotic

Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there's a lot you can do to improve financial well being right now. Get started! The post Economic Uncertainty: 10 Ways to Impro...

Why Retirees Can Smile Through A Recession Storm

There’s talk of dark clouds looming on the economic horizon. If you’re retired, that may be the best news you’ve heard today....

How Likely Are You to Get Audited by the IRS? A CPA Answers

Taxes are a headache. Audits are worse. Nobody wants to deal with the IRS sending a letter, asking for records, and possibly demanding more money. But is an audit something most people should actually...

Arrival of First Long-term Mortgages Helped Fueled Baby Boom

Among the many explanations for the baby boom are rising incomes in the post-war economy, modern appliances that made childrearing more manageable, and lots of women who were no longer working in the ...

Is 2025 a Bad Year To Retire?

Should you retire in 2025? It depends on on how much you saved, your withdrawal plan and how the country is doing....

Living Solely on Portfolio Income in Retirement: Can it Be Done?

Relying only on portfolio income is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you?...