Curated articles and podcasts from trusted financial experts and real retirees.
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Forty percent of U.S. private-sector workers in a 401(k) retirement plan are in plans with automatic enrollment, and the widely agreed-upon story is that these plans work well. Now comes a more nuance...
Including disability benefits provides a more complete picture. The Social Security actuaries just released a study that takes a new look at the progressivity of the Social Security program – th...
You finally made it. College, med school, residency, and fellowship, and now you have an offer for your first “real” ... Read more...
Love it or hate it, Medicare has become one of the major pathways to healthcare in America. With all the ... Read more...
Remaining at home as long as possible is what most people want. But age brings serious safety risks for those living alone. Consider the family's options....
A securities-backed line of credit (SBLOC) lets you borrow against your investments without forfeiting their growth potential....
Learn how to master Medicare and get the coverage you need at the best rate available....
According to many of the talking heads at Fox and other conservative media sources, a huge factor in selecting who to vote for in the upcoming presidential election is whether you are better or worse ...
The IRS just increased the exemption as we enter what could be the final year of TCJA....
Using the three mental models outlined, discover how to enhance your retirement planning and become a better decision maker....
It's impossible to predict the future, but you can still create a financial plan that includes buffers for life's uncertainties....
Don't let election drama tempt you into changing the makeup of your portfolio. The sensible move right now is to work out how to lower your future tax burden....
This is how you turn the money in your Employee Stock Ownership Plan (ESOP) into a retirement nest egg, plus an example with actual numbers....
Retiring in a couple of years, partner will follow soon thereafter. We're looking around the house and thinking about things to get done. What things did you do in your home in anticipation of aging i...
Hi all, As my spouse and I approach retirement, we're considering moving out of our big, old, and high maintenance house and downsizing. Our considerations are having some extra money in the bank, and...
John Hancock’s David Cohen explains why Collective Investment Trusts are increasingly being…...
In this episode, discover retirement saving trends, financial priorities, and misconceptions…...
Transamerica survey finds 77% had little to no familiarity with pooled plans prior to adoption...
If former President’s pledges on campaign trail were to be enacted, budget watchdog says…...
Ron Surz says fund managers are coming to market with PTDAs melding target date glidepaths…...
Aerospace giant sweetens offer to end strike with better 401(k) benefits but many Machinists…...
Discover 50 free apps that pay real money instantly! Learn how to earn extra cash through surveys, games, data-sharing, and more with these legit apps in 2024....
Avoid these common retirement planning mistakes to ensure financial security and a fulfilling retirement. Learn strategies to avoid costly errors in your 50s and beyond....
Growing up, I developed a relationship with money that some might call obsessive, others might call smart, but I see it as a unique blend of hoarding and emotional struggle. I don’t part with my...
California is the dream state for many, right? It has a vibrant lifestyle, great weather, and some of the highest ... Read more...
Dementia-friendly towns, restaurants and cruises can improve the lives of people with dementia by offering experiences that ease their isolation....
An LLC can prevent problems with assets within the LLC from affecting assets outside the LLC, but there are limits to asset protection....
This past year has been a whirlwind. Somehow, it’s been a full year since Little Match Stick was born, and FIRECracker and I have experienced every emotion between joy and terror, with liberal a...
In this episode, discover retirement saving trends, financial priorities, and misconceptions…...
Fiduciary duty, standards of conduct, cybersecurity and AI among SEC Division of…...
With longer lives and potentially more years in retirement, report shows action during…...
Since the bottom of the global financial crisis in July 2009, the S&P 500 has generally experienced a strong bull market. While there were challenging periods in 2018, 1Q 2020, and 2022, stock mar...
Despite the widening political divide in America, Democrats, Republicans, and Independents share common worries about retirement, while also largely agreeing on solutions....
I run a lot. My core group of friends get together and run. It’s a very successful group dominated by financial experts and leaders in the finance space. One of the guys in the group is a profes...
In this episode, we delve into the concept of the Circle of Competence, a key principle in the mental mindset arsenal. We also feature Karen's inspiring story of transitioning from accumulation to dec...
These countries welcome American retirees with special programs and benefits....
As Murdoch family members clash over who will control voting shares in the Fox media empire, the court proceedings, in Nevada, are private....
Real estate is the American investment because it effectively serves two purposes: It’s an asset that can be easily leveraged ... Read more...
On October 10, the new Social Security COLA increase was announced, and many retirees were disappointed. Each year, there is a cost-of-living adjustment (COLA), which is determined by a measurement of...
I work from an office, 5 days a week. My last day is December 6. My immediate post-retirement fantasies circle around padding around in sweatpants and leisurely drinking coffee without the rush and st...
Most people think of Medicare – not Medicaid – when considering government health care for older Americans. However, Medicaid, the program that covers the medical expenses of the poor, spe...
If someone decides to retire and live off of their investment portfolio, an important detail called the sequence of returns risk can be one of the most critical components to comprehend. You might hav...
James sits down with someone who’s financially set to retire—mortgage paid off, kids through college, and investments in place—but he’s still grappling with one big question: w...
For 499 episodes of YMYW, Joe Anderson, CFP® and Big Al Clopine, CPA have been making fun of finance. On episode 500, we’re celebrating The Top Funniest Moments From the Your Money, Your Wea...
Today we discuss the pros and cons of downsizing in retirement. We discuss how selling your home can reduce expenses, simplify your lifestyle, and free up money for travel or investments. But we also ...
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This post was written by Harry Margolis, a new contributor to the Squared Away Blog. On my Risking Old Age in America podcast, I discuss healthy aging withTaylor Jansenof the Healthy Aging Data Report...
Market volatility plays a critical role in shaping the environment for futures trading, influencing decisions and strategies employed by traders and investors alike. As volatility increases, it brings...
Is an estate plan something you need? There’s a whole week set aside that says you do....
Things to consider with an inherited 401(k) plan - such as, you can convert the plan to a Roth IRA, enjoying tax-free withdrawals afterward. The post Converting an Inherited 401(k) to Roth appeared fi...