Curated articles and podcasts from trusted financial experts and real retirees.
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Needless to say, a $20 million net worth is a substantial amount of money. It firmly places you within the top 1% of net worth, with the current threshold around $13 million. Previously, we discussed ...
I would absolutely not want to drive one of those huge busses around, but the "Class B" vans look pretty interesting! They are all in the 20-24 feet long range it seems, with a variety of manufacturer...
When an irrevocable trust no longer makes sense, you're not stuck with it. You can modernize it, but you must follow the rules and consider the consequences....
In the current election cycle, I am glad to see that people are talking about "affordable housing" and talking about needing MORE housing built - unfortunately builders are not building what is needed...
A phased retirement is an attractive choice for several reasons, especially among employees who have spent decades developing work-related knowledge and skills....
These retirement savings accounts, which are often pitched to young investors, can be a good option for older and retired workers....
Today, Devin and Alexander are back answering listener questions. Tune in as we explore: Jamie's request for a detailed walkthrough of a monthly brokerage account statement, explaining where to find a...
I have some fantastic resources for you all. We will start by reinforcing one of the core principles this blog has embraced over its history: simplicity in your finances and life. Articles will challe...
As the rate of gray divorce increases, we look at why older couples are splitting up and some ways to make it work....
Here are three scenarios in which you might want to consider claiming Social Security benefits later if you have saved a significant chunk of change....
Rather than despairing over a lack of retirement savings, try to focus on what you can do to help ensure a more confident retirement for you and your spouse....
Now that I'm retired I decided to go on a bus trip for a week with a friend as I have never been on one before. My friend has, and talked about bringing books and magazines for us to read on the bus (...
Inflation is real, and it'll have a serious impact on your life. You have to be sure you're planning for inflation when building a nest egg. The post Why You Must Adjust for Inflation in Long-Term Pla...
It's been five years since we opened our plastic surgery practice. Here are all the lessons we've learned in the past half-decade. The post Our 5-Year Update After Starting a Medical Practice appeared...
Doctors are keenly aware of their own health history, and they might fear how they will be treated when they apply for disability insurance. The post Can You Still Get Disability Insurance with Your H...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
Answering reader questions about 401(ks) and if you should have more than one, what to do with a crummy retirement account, and if you should be worried that your 403(b) is referred to as an annuity. ...
When it comes to choosing a mortgage, one of the most significant decisions homeowners face is whether to opt for a fixed-rate mortgage or an adjustable-rate mortgage (ARM). While fixed-rate mortgages...
...or maybe I don't. I got to "the number" in my retirement account, and I'll get a small pension (about $800/month), and social security. I'll be 60 in a couple of months. I'm also not happy with my ...
However, financial advisors have been trying to ease client fears by taking a longer view....
All that money in your tax-deferred retirement accounts? Uncle Sam is going to want his cut, so here's how to prepare for that....
Abstract We examined descriptive patterns in the frequency of medical continuing disability reviews (CDRs) for child Supplemental Security Income (SSI) recipients. These CDRs are designed to determine...
Luxury retirement communities for the ultra-wealthy are springing up in the U.S....
I use a Google Voice number for 2FA in all my financial accounts. Making the Google Voice number permanent puts it securely under my control. Learn the Nuts and Bolts I put everything I use to manage ...
Abstract This paper reexamines impacts from the Benefit Offset National Demonstration (BOND) to explore previously unexamined racial differences in participant outcomes. It examines whether the impact...
Over the last few years, there has been a surge in interest in all things Artificial Intelligence, and because of this, it should be no surprise that some traders are exploring its potential to capita...
Unfortunately, it's not uncommon for people to not be fully honest with themselves when it comes to their finances. In this episode we explore 5 of the most common “lies” that people may b...
I have a 401K with a former employer and anhave a 401K with a former employer and another one with my current employer, also an IRA. The current 401K is better, I think, than the former one. Theother ...
10 words or fewer please! submitted by /u/Life-Airport953[visit reddit] [comments]...
What to know about annuities, which are seen as a reliable source of retirement income....
Travel in retirement is a dream for many people. Here are 12 tips to make the reality of it more enjoyable....
Rolling your 401(k) over to an IRA the wrong way could cost you big-time in taxes and penalties. It’s worth it to consult a professional first....
As a physician, you’re no stranger to the demands of your profession. But have you ever wondered how your financial ... Read more...
With so many new types of work possibilities, many professionals want to make a different transition than full retirement. Here’s how to see what is out there first....
Knowing how to address the errors you make on the job can keep you from hurting your professional career — and even help you thrive at work....
August 22, 2024 – Welcome back after a long, relaxed summer break this year. Today’s post – suggested by a reader – deals with an intriguing question: how does early retirement...
Like most people, I enjoyed watching the Olympics. Some of us might even imagine our children becoming elite athletes one day. Unfortunately, becoming a great athlete is prohibitively expensive for mo...
Inherited traditional retirement accounts come with tax burdens and restrictions that were increased in recent IRA regulations....
To sell online or in real life... that is the question. With the rise of digital technology, more and more people wonder whether they should open a traditional brick and mortar store or jump into the ...
I am currently working and have my health insurance thru my employer. we are a large employer. I never got part A or B. When should I start the process with SSA? Medicare? I will be 69 1/2 when I reti...
Learn about 2025 Social Security’s COLA to help you maximize the money you receive over your lifetime....
If you're a real estate investor with children, you may face two significant challenges. The first challenge is holding onto your rental property for as long as possible. You understand that the longe...
They might not be allowed to do it at their company, but they also might not be willing to commit the time or are more focused on compensation. Here's how to make sure you're covered....
Liquidity and tax-free benefits can bring peace of mind to policyholders, and the healthier and younger you are when you get it, the better....
Which pension option is right for you? To avoid costly mistakes, here are four key factors to consider....
We’re mid-60’s and considering this within 5 years. We’re currently assisting 88 year old father-in-law and his wife with Dr appts and other miscellaneous things, and we won’t ...
My husband and I had an excellent retirement plan and were planning on retiring the same month. We have a vision for what that will be like and what we will do, However, I’m having mobility prob...
Dollar cost averaging, also known as DCA, is an investment strategy that’s been popularized in the financial media for a ... Read more...
2025 will be a banner year for retirees. In January, a hard $2,000 cap on how much they spend out of their own pockets for medications kicks in. Retirees should welcome the new, much lower spending li...
Given the increase in the cost of retirement, it’s no wonder many are worried they are behind on 401(k) savings. According to the Northwestern Mutual 2024 Planning & Progress Study, “A...