Curated articles and podcasts from trusted financial experts and real retirees.
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I have been retired for exactly 1 month and am wondering how long it takes to get used to being retired? I am a “hare” personality and have worked since babysitting at age 12. Can’t ...
Chuck Pagano is joining the Baltimore Ravens after retiring four years ago. Here's what it takes to unretire....
Looking for some new ways to rejuvenate your body? Why not jump in a sauna and experience the boost that heat therapy can give to your body and mood. Believe it or not, humans have been enjoying sauna...
To maximize your Social Security benefits in retirement, it’s essential to understand five key limits and thresholds: ✅ Earnings Limit: If you start Social Security before full retirement ...
In this final episode of the Retirement Plan Live series, we welcome back Laura and Nick to discuss their unique perspectives on investment risk and aging, particularly from the viewpoint of individua...
One adjustment I'm making to my net worth asset allocation is reducing exposure to closed-end venture capital funds while increasing allocation to open-ended venture capital funds. Closed-end venture ...
A young venture capital firm is searching for the new 'new thing' among older entrepreneurs....
The retirement industry can better serve their preretiree and retiree clients by guiding them through the most important decisions they face....
President Trump is offering government workers a buyout. If you are on the receiving end of this or a similar offer and are close to retirement, here’s what to consider....
These places to retire overseas have high-quality health care....
If you had children later in life, they might be entitled to Social Security benefits when you retire....
The White House has ordered a pause on all Federal grants and loans but left Social Security and Medicare off the list....
Fink says it's time to rethink the traditional retirement age of 65. Baby boomers are partly to blame....
With dorm room costs rising faster than tuition, this is an option for families that can scrape up a down payment, find a manageable mortgage and maintain the property....
Retirement isn’t a one-size-fits-all plan, it’s a personal roadmap to financial freedom. Some want to retire early, others aim for a secure and stress-free future. No matter your goal, the...
Once you hit 50, taxes start working in your favor, if you know where to look. The government, for all its faults, actually hands out plenty of tax breaks to older adults, helping them keep more of th...
Here are our retirement picks in the 12 midwestern states....
You can take a loan from your 401(k) plan if necessary, but it runs the risk of jeopardizing your long-term retirement goals, so make sure to consider your options carefully....
A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules....
I am retiring very soon. The wife and I are wanting to leave the cheap cost of living small town we live in now and move closer to our kids. Unfortunately, we will need to spend roughly an extra $300K...
I’ve had a turbulent relationship with money and have been scarred when I got scammed out of a lot of money a few years ago. Since then I’ve kind of stuck my head in the sand and tried not...
I’ve always loved reading ever since I was a kid. I actually had a relatively big toy box that I kept in my bedroom closet. It was obviously meant for storing lots of toys, but I filled it compl...
Among some investors, real estate syndications get a bad name. Let's talk about why and how an intelligent investor invests in syndications. The post Real Estate Syndications — Who Are They Righ...
After a brief reprieve following the inauguration where it looked like President Trump may have been open to not starting a trade war, it looks like tariffs are back on the table, with him reiterating...
There’s a gap most people have in their insurance plans, and it eventually could cost them a bundle....
Employees have a protected right to seek workplace accommodation and flexibility for age-related disabilities....
Public sector retirees, spouses' or surviving spouses' benefits will be delayed until further notice. The SSA must manually adjust benefits for over 3 million beneficiaries....
What is Coast FIRE? We all know the FIRE movement, stands for “Financial Independence, Retire Early.” It’s a lifestyle shift ... Read more...
In this episode, we take a deep dive into the world of annuities and uncover the truth behind the flashy promises often made by radio hosts, TV personalities, and seminar speakers. While many people a...
Long story short - we pull our statements every January. The latest statement (2025) shows that my wife is now back down to 39 credits when she had 40 credits on the previous two statements (2023 &...
Mike and his wife in Tampa are 39 and 36, they’ve got nearly a million bucks saved. Are they on track for retirement? Kate in California is 55 and hopes to retire in the next couple of years. Ho...
When it comes to money, most people don’t think much about what they’re doing wrong. It’s easy to blame circumstances, bad luck, or not making enough. But often, the habits and behav...
When one adult child has authority over decisions about the aging parent they can become overly controlling. Other family members have options to stop this....
Suppressing unions to favor big business is not popular or populist. is Trump going to far? Union approval is at an all time high....
Attention, Fellow AARP members: I want to bring to light and important issue regarding the possibility of the income tax being replaced by a national sales tax system, which could have a significant i...
One of my goals for the year is to simplify my financial life. To turn a web of connected accounts into something that is easily understood without a complicated explanation....
Episode 461: Some of the kneejerk reaction to DeepSeek has already subsided but I want to make the point that advances in disruptive technology is ALWAYS a good thing and shouldn’t come as a sur...
We make a large salary, and we're retiring in our 40s later this year. Here are my biggest fears and most rational thoughts about it. The post Giving Up a $250,000 Salary to Retire Early Is Hard appea...
Savvy retirees tap retirement accounts with a tax plan. Each type of account may have different tax rules and rates, so know before withdrawing funds....
To retire at 62, kick the tires to see if your retirement plan is a classic car or a jalopy....
The cheapest small towns might not be for everyone, but their charms can make them the best places to live for plenty of folks....
All Medicare patients still have access to telehealth services until March 31. Starting April 1, you must be located in a rural area for most telehealth services...
You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do wonders to help your savings last....
The role of the family office is evolving with the Great Wealth Transfer and tech advancements. This is how financial professionals can manage the shifts....
Over 100 million Americans are saddled with medical debt, but a few initiatives are addressing — or even eliminating — it....
China's DeepSeek has shaken up the AI world with the release of an open-source AI model that reportedly outperformed OpenAI's in several benchmarks. Even more startling is the company’s claim th...
A recent Supreme Court decision in Connelly v. United States has sent shockwaves through closely held businesses employing life-insurance-funded redemption-type buy-sell agreements. In this episode, w...
Hey everyone! I got sick last week, but life is too busy to stay down for long. The tenant at our rental condo chose not to renew the lease and ... Read more The post Prepping Our Rental Condo for Sal...
6 Cost-Effective Tips for Launching an Employee Intranet...
Why IT Support Is Essential for Modern Manufacturing...