Curated articles and podcasts from trusted financial experts and real retirees.
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Are short-term savings using an adjustable rate mortgage worth the risk of rate hikes? In this podcast, we cover how adjustable rate mortgages (ARMs) work, how they differ from fixed-rate mortgages, a...
Unexpected jackpots can profoundly improve your life — if you carefully manage the money....
Hawkeye and Elle are age 61 and in the 32% tax bracket. How should they get money into their Roth accounts for tax-free retirement income? Clark and Ellen are 69 and 68, expenses will pretty much be c...
Erik in MN is divorced, and the OC Birdman of South OC is getting divorced. Should Erik contribute to pre-tax retirement accounts or Roth? How should the Birdman and his soon-be-ex time the sale of th...
Can Jessie and Becky in Iowa retire now at age 52? Should Robert and his wife file their taxes separately, to pay less tax on their required minimum distributions? Can Joe and Al validate Mike in Minn...
Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) The Bank of Canada has two more interest rate announcements this year. One later this month and another in December. Although the U.S. ec...
A Wall Street Journal Your Money Briefing podcast appeared on my feed shortly after the recent Fed interest rate cut. The title was As Interest Rates Fall Bonds Become a More Attractive Investment. Th...
Reaching your financial goals builds confidence and peace of mind, which are essential for making informed decisions that benefit your entire family. In this episode, we’re following a fictional...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! By Jennifer Sauer, AARP Research. Published October 07, 2024. The AARP Personal Finance Poll Series provides timely insights on the views of Americans age 50...
Episode 427: The Market has been down for two consecutive months…how bad will it get? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ -----------...
The decade of July 2024, or at least it feels that way, is finally coming to an end. I have a great collection of resources to provide a break from the political news and current events of the day. I ...
My wife and I will retire in our 40s, and we need to decide how to draw down our investments. So, we created a Retirement Drawdown Statement. The post I’m Retiring in My Mid-40s; Here’s Ho...
Investing in Dual Citizenship for a Secure Retirement: How the Portuguese Golden Visa Opens Up New Horizons...
The peace of mind from knowing your family is financially protected if something happens to you is invaluable, but there are other compelling reasons, too....
More than a trillion dollars sit in forgotten bank accounts, abandoned pensions or other misplaced assets. Here’s how to look for your unclaimed property....
Hey everyone! Did you have a good month? September was glorious in the Pacific Northwest. The weather turned cooler, RB40Jr started 8th grade, and life settled into a familiar rhythm ... Read more The...
I viewed about 15 minutes of each of the infamous debates. I don't take them too seriously because as we know, the way politicians get elected is not to tell us what they intend to do, but to tell us ...
Long-term care is a reality that many retirees will face, but the question is—how will you pay for it? In this episode, we break down the three primary ways to cover long-term care expenses. We&...
A SIMPLE IRA through a small employer is often set up with an expensive broker. Roll it over to a Traditional IRA after two years. Learn the Nuts and Bolts I put everything I use to manage my money in...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! See how retirement benefits stack up to cost of living where you live. By Andy Markowitz, AARP. Published October 07, 2024. Social Security was never intende...
The average retirement age is 62, but many people wait until Medicare starts at 65. Should health care be the key driver of your retirement date?...
If you're afraid you're behind in saving for retirement, it's important to act. You can do something. Here are four ways to help get back on track....
Get as mad at debt as I am! Do the math, make a plan, take control, and seize the life you want by paying off your debt FAST. The post How Fast Can You Get Out of Debt? appeared first on The White Coa...
Retiring early is more than just a dream, it’s a reality that many people can achieve with the right plan. If you’re like me, you’ve thought about leaving the 9-to-5 grind before the...
For many, early retirement feels like the ultimate goal. More time with family, pursuing hobbies, and saying goodbye to the daily grind. When I retired early, I imagined relaxation, adventure, and mor...
I'm 59 1/2 and my wife and I are wanting to plan retirement but we have quite a few issues to safely retire. We are still having to be caretakers of parents and don't have funds really set aside to fi...
I'm retiring at the end of the month (Happy Halloween!). Until I am eligible for Medicare in 3 years, I will be getting health insurance through the exchange. When I'm asked for my income, do I put my...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
Here is the latest research on happiness and wealth. Do you have a 'happiness number' you're trying to achieve?...
What are buffered ETFs? Are they something you should be investing in, or is it a product made to be sold? Here's the scoop. The post Buffered ETFs — What You Need to Know appeared first on The ...
Learn how to value your pension with different methods, understand its worth, and make informed financial decisions for retirement....
Planning for retirement is crucial to financial stability, but many individuals unknowingly jeopardize their future by making poor decisions regarding their retirement accounts. Understanding the comp...
When you convert a traditional IRA to a Roth IRA matters if you want to limit how much you pay in taxes....
I think I know the right answer but …I plan to retire at some point next year and I know I have to roll my 401k and pension into a IRA but do most pull out the money on a monthly basis or pull ...
I own a home in the U.S. but want to live in Australia. Due to its visa restrictions, I can only be there three months at a time, which means I'd split my "residency" between the two countries. Plus, ...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! 5 Features to Help You Make the Most of Your 401(k). It’s more than just a place to park a chunk of your pay until retirement. By Alani Asis, AARP. Pub...
I often think that when I reach retirement (less than 5 years), that I might like to register to be a volunteer for disaster relief. Wondering if any of you have done so, and what it's been like. Also...
On December 1st, 1986, my Mom took me to open my first bank account at the local Dollar Bank branch. I was 11 years old and a little skeptical of giving the bank teller my $21.60. I walked out with a ...
There are two things most financially-conscience people aspire to: retiring rich or retiring early. But which is better? Many people who haven't retired believe early retirement sounds fantastic, espe...
It's not always easy determining how much you owe in state taxes for passive investments. Here's a guide that will help you figure it out. The post The 20 States Real Estate Investors Should Avoid Unl...
A few weeks ago I saw a tweet that said that Tim Walz, the Democratic vice presidential candidate, had a net worth of around $330,000. I didn't know much about Walz at the time, but I did know that he...
We want a happy, stress-free life after retirement. However, many of us also want a meaningful life. Find out how to plan for a meaningful retirement. The post Prepare for Life After Retirement: 6 Way...
Lessons from Nobel Prize winner Daniel Kahneman's book "Noise" can help you make better financial decisions. Find out how. The post Shhhh: Hush Noise (It’s Different than Bias) for Better Financ...
A secure retirement is hard to achieve – especially if you are leaving money on the table. Here are 7 tips to increase wealth. The post 7 Ways You May Be Leaving Money on the Table When You Reti...
With so many headlines surrounding Social Security these days, what is fact and what is fiction? For instance, will the program really run out of money?...
A new study shows that 51% of Americans prefer adding $1 million to their retirement accounts over adding five healthy years to their lives. Many Americans believe they need a six-figure income to ret...
Take your time and seek professional advice before making decisions about your late spouse’s wishes and wealth....
Find affordable car insurance in Michigan with this comprehensive guide. Explore the cheapest providers, average costs, and tips to lower your premiums. Perfect for young drivers, high-risk profiles, ...
Are you and your spouse on the same page when it comes to retirement planning? On this episode we explore different aspects of retirement planning for couples and ways to work together as a team. Glen...
Expectations in families that a daughter or other should care for an aging parent for free lead to family conflicts. Working for free is not fair to the caregiver....