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I keep search I no and they say it is at AARP but cannot find it....
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I keep search I no and they say it is at AARP but cannot find it....
Answering reader questions about the Mega Backdoor Roth, Roth conversions, solo 401(k)s, individual IRAs, and what to do with an inherited IRA. We also talk about whether the Robinhood 3% match is wor...
Here’s the thing: retirement isn’t just about hitting a magic number—it’s about understanding what you actually want out of your life once work is no longer in the picture. In ...
Here are eight resources to help pass your life story on to your family. How do you want to be remembered?...
Today, we tackle a question from Patrick about the nuances of capital gains taxes on the sale of a primary residence. We break down how community property laws can impact your tax liability, the role ...
This week, many of you will be having RSUs landing in your brokerage account. If you felt stuck on what options you have, this post will go through all the resources I have written on the topic....
Over the past year I have hosted multiple free live Q&As to help answer your pressing RSU questions....
In this episode, Roger discusses the impact of our relationship with "stuff" on our retirement journey. With the holiday season upon us, we're all about giving and receiving, but how does this accumul...
With the Republican Party poised to take over the executive and legislative branches, what should retirees expect?...
When my wife took a new job, I was pumped she could finally get an HSA. But as I crunched the numbers, I wasn't sure it was the right move. The post Beware! An HSA Is Great But . . . appeared first on...
The maximum Social Security check is $5,108 in 2025, up from $4,873 in 2024. Even if you don't qualify for the maximum monthly benefit, you can still increase your payments....
'National Lampoon's Christmas Vacation' shouldn't be anyone's go-to for financial advice, but it does remind us how not to spend a holiday bonus....
How can you plan for retirement when your husband holds the purse strings and talking about money is taboo? Help is at hand for this common problem for women....
This legislation would allow some workers to double-dip and speeds the exhaustion of the trust fund. On November 12, the House passed the Social Security Fairness Act to repeal the Windfall Eliminatio...
AI is becoming more prevalent in healthcare. A new tool for helping families with a member who has dementia is now available from the Alzheimer's Foundation of America....
Now that I’ve shared the 2025 S&P 500 target price forecast, let’s dive into housing price forecasts for 2025. The outlook from housing analysts is positive, with expected gains rangin...
Discover how Acorns simplifies investing for beginners in 2025. This in-depth review covers features like Round-Ups, diversified portfolios, pricing, and new updates, helping you decide if it's the ri...
Discover the best car insurance in New Jersey for 2025 with this comprehensive guide. Learn about state requirements, average costs, top providers, money-saving tips, and discounts to help you find af...
Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) Will Canadian Housing Finally Cool in 2025? The average Canadian home sells for about $700,000 today, similar to last year. (Orange line ...
Just thought you might a post of your own :) And For those that retired and did buy something … you can share that on another thread: Already traditionally retired folks can share here - https:...
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I'm reading Christine Benz's excellent book "How to Retire". In chapter 14, where she interviews Jamie Hopkins, he suggests that from 62 on, if you are still working, to curtail the retirement contrib...
I’m within a year of retirement and I’ve been watching the real estate market where I plan to go. I have about 100k equity in my current house. The market for it should be strong. My credi...
With 2024 near its end, it’s time for my annual tradition of gathering my favorite investment writing of the year. I started this tradition in 2017, and have continued it ever since (2018, 2019,...
They are female, older, people of color, and immigrants. This post was written by Harry Margolis, a new contributor to the Squared Away Blog. I’ve been ringing the alarm about the coming elder c...
Nobody wants to work until the end of their lives. In fact, most of us work to earn just enough ... Read more...
James breaks down five common retirement mistakes and how to avoid them for a secure and fulfilling future: Spending Wrong: Overspending risks running out of money; underspending misses out on life. B...
Learn how to build a fulfilling retirement by utilizing a growth mindset - with Wendy Leggett...
Have you ever been in the middle of a road trip, and you come upon a roadblock whereunexpected traffic adds a half hour or more to your journey? Similar frustrating circumstances pop up in the years j...
As 2024 draws to a close, it’s time to plan for the New Year. For older individuals is is especially important to plan for the costs related to Medicare....
Any effort to accelerate the shift to Medicare Advantage could increase federal spending even as it limits the government’s role in insuring health care....
Health care advisory experts can secure substantial financial benefits for HNW clients while providing a value-added service for wealth managers and family offices....
Your choice of trustee(s) can dramatically influence how closely your wishes are carried out. These tips will help avoid bad blood among your heirs....
While many retirees own an IRA and a home, very few are considering how they could work together in a plan for retirement income....
Whether your blended family is newly formed or fully fledged, use these six steps to review your estate plans now and lower the risk of conflict in the future....
What do you do with the pennies your money earns between the contribution and conversion to a Backdoor Roth IRA? Not much. The post Pennies and the Backdoor Roth IRA appeared first on The White Coat I...
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on paying the tax on your Roth conversions on Your Money, Your Wealth® podcast number 507. If you take the money out of your retirement acco...
“Didn’t you guys say you’re going to Valencia?” “Yeah?” “So, it got flooded yesterday and it’s now a natural disaster zone!” “WHAT?!” ...
Today I have a guest post from personal finance enthusiast Dan Griffin. While Dan is not a practicing financial planner, he passed the CFP exam in 2010 and holds an Executive Certificate in Personal F...
Some people don’t receive all their Social Security benefits, even though they paid into the system. A bill would change that....
Some people fail at retirement. They quit work, try to fill their days with stuff that is fun, meaningful, or ... Read more...
Hey everyone! Today, I want to talk about being too cheap. This is a bit unusual because being cheap gives you a huge advantage in achieving financial independence. However, we ... Read more The post ...
Cryptocurrency may be good for a thrill, but older investors are better off with assets like bonds, guaranteed annuities, CDs and maybe dividend-paying stocks....
Saving for retirement is anxiety-inducing for everyone, especially women. Following this four-part action plan can help improve your financial security....
I officially retired at 60 from the military (Reserve) last year and from law enforcement in 2017. My wife turns 50 next month and is planning at least 15 years until she retires. I want to travel the...
Planning on retiring in next few years. Is there some planner or scheduler in USA that lets me write down what steps I need to do when? Eg. Know I need to stop HSA contribution 6 mts before. When do I...
I'm a 69 year old male, retired 3 weeks ago. My wife is 68 and will likely retire this summer. We live in the Boston suburbs where cost of living is high. Want to move to a more affordable area that o...
My wife and I have lived most of our lives cutting back and working hard and being fiscal responsible. As we look forward to retirement, we want to enjoy it and not just maintain. It seems most articl...
Sin—actions deemed morally wrong or harmful—can be difficult to resist, especially when money is involved.A hefty paycheck or a prestigious title can make it easier to overlook the potenti...