Curated articles and podcasts from trusted financial experts and real retirees.
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I just moved all the allocations in our 401k to 10/25/65 Total international equity/Large Cap Value/Fixed Income Bond edit: (Pimco PIMIX). I wanted the equities to be non-tech stocks as I think they'r...
I haven't been able to contribute to an HSA for a long time, health plan is too good these days. But for a good while I maxed it every year. Its invested and steadily gaining over the years. For those...
We own our home and will retire in 2-3 years (me at 70, my wife at 65). We have adequate retirement income to cover expenses. We live in a small town that is unfortunately quite a ways from either of ...
What’s the thing I like most about being semi-retired (and will LOVE when I can afford to fully retire)? Time. I am no longer speeding and tailgating. I can wait in a checkout line without strai...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
The annual cost-of-living adjustment will increase monthly checks for millions of beneficiaries, including retirees and disabled workers....
Cetera will welcome 350 financial professionals as part of the acquisition...
The firm is offering credit monitoring and identity restoration services to clients for 24 months...
Not long ago I asked you all to help me decide whether or not I should consider an even earlier retirement than my planned exit at the end of 2025. My excuse was to keep earning to pay off a recent ki...
Did you know that financial planning is an excellent way to boost happiness hormones? (In addition to ensuring a secure future!) Find out how! The post How to Boost 4 Different Happiness Hormones and ...
Forty percent of insurance claim appeals are successful. It is definitely worth asking questions and fighting claim denials. Learn about the right steps to take. The post 7 Steps to Take When Your Med...
How much does it cost to be a grandparent? On average, grandparents spend almost $4,000 a year on their grandkids....
In addition to handling your financial wealth, consider ways to manage your non-financial assets: health, knowledge, time and relationships....
How much money have you saved in your IRA or 401K? Making contributions to one of these tax-deferred retirement accounts is easy. But withdrawing this money in retirement… gets complicated.&hel...
I just retired and I have just signed up for Medicare Part B. Since I was working when I became eligible for Part A, I signed up for Part B well after Part A. I signed up to coincide with my retiremen...
There are no one-size fits all solutions for retirement. However, there are a number of universal truths to be aware of when planning for retirement. This two part series is designed to shed light on ...
Have you ever experienced a financial setback? On this episode, we delve into this topic and provide a variety of questions to help learn lessons and a process designed to help recover Glenn is availa...
Do you remember the “Magic 8 Ball” from your childhood? On this episode we explore some retirement questions with answers the “Magic 8 Ball” may have provided and have fun disc...
Deputy Director to Assume Role, Backed by Veteran Research Team Alicia H. Munnell, the founding director of the Center for Retirement Research at Boston College (CRR), has announced that she will step...
The answer depends on several factors. The key is to create a plan that combines all aspects of retirement — income, taxes, health care and legacy planning....
In recent years, 16 states have launched or are preparing to launch auto-IRA programs that require employers without a retirement plan to auto-enroll their workers in an IRA. Although studies have beg...
Thinking about retirement? Dana Ferris from HumbleDollar shares her one-year countdown to July 2025, combining smart financial moves with exciting ... Read more...
One of the worst experiences for a homeowner is filing a home insurance claim only to be told it's not covered. After years of paying premiums, the insurance company doesn't deliver when it's needed m...
Those enrolled in Medicare could soon pay just $2 for these prescription drugs....
Does your financial planner specialize in accumulation or distributions? In this free clip from the online course, “Retirement Ready: Building Your Financial Plan,” you’ll learn why ...
Retired a few months now from teaching. We also built a new house that has a covered porch...my absolute favorite part. We are in the Northeast and the fall weather has been lovely, so I sit outside a...
so I met with my financial counselor today, to go over all of my budgets pre- and post-retirement, etc. my plan for the past few years, has been to retire at 70 (I just turned 68 in september), so tha...
401(k) mistakes like cashing out early and not taking advantage of an employer match can upend your retirement....
Could less mean more, when it comes to taxes and the Social Security COLA for 2025?...
My mom is 87 and she lost her husband 2 years ago. She is not tech saavy and received no letter from SS so she did nothing about claiming spousal benefits. When I assisted her to put in the claim, SS ...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! Social Security COLA Set at 2.5% for 2025. With inflation slowing, annual benefit adjustment will be lowest in 4 years. By Andy Markowitz, AARP. Published Oc...
Do you know who the biggest owners of Apple (AAPL) stock are? If you look it up, you will see that the top three are Vanguard, who owns 8.7%, BlackRock who owns 6.9%, and State Street who owns 3.5%. N...
Best cash advance apps of 2024, offering instant access to funds with low or no fees. Learn about free instant cash advance apps, apps that integrate with Cash App, Chime, and Wisely, and tips for cho...
Another Donald Trump presidency could have pros and cons for retirees, according to financial observers....
The Social Security Administration has announced significant changes affecting millions as we approach a new year....
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How do you get them? For years I’ve heard about those great inbox offers, and now I have the freedom to take off and go. How do I get those deals? Where are those $300 round trip fares to Europe...
The 2025 Social Security COLA, tax wage cap and how much you need to earn to qualify for SS credits has been announced by the Social Security Administration....
Gen X is stuck in the middle of kids and aging parents, but retirement's not far off. Time to prioritize, with help from Nirvana, The Eagles and David Bowie....
Whether you're starting a new job or have never opened a 401(k) account, it's time! Here's how to open an account in five steps....
I discovered FIRE in October of 2012 when a google search led me to MMM: How do I retire early? I wasn’t expecting much. The search was a hail mary move during a difficult part of my life. But M...
Various pundits and some media outlets have been predicting a potential crash in the U.S. housing market for several years ... Read more...
The Social Security cost of living adjustment (COLA) for 2024 stands at 3.2%, much less than 2023. Is it enough? The post Modest Social Security COLA (Benefit Increase) for 2025 appeared first on Bold...
With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump....
According to a recent Cerulli study, more than half of retired 401(k) participants say Social Security is their primary source of income. At the same time, only 6% of millennials predict they will rel...
The Goldman Sachs 2024 Retirement Survey & Insights Report found that while competing priorities affected workers' ability to save, having a plan in place helped clarify goals and the grit require...
You don’t know what you don’t know. That’s the case with a lot of things in life. That’s why knowledge is power. Knowing that something is even possible to do gives you the upp...
2025 COLA Adjustment Announced SSA.gov. 2025 COLA Adjustment & Other Related Income Amounts Announcement from the link: Social Security and Supplemental Security Income (SSI) benefits for more tha...
If I were to make a list of the most common money worries that I've helped seniors deal with in my 30-plus years as a financial advisor, running out of money in retirement would probably be number one...
The comprehensive financial plans we design at Keen Wealth factor in every piece of available information to help folks plan for what we know is coming and prepare for the unexpected. While recent eve...