Curated articles and podcasts from trusted financial experts and real retirees.
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You might need to modify your estate plan before the election — or at least before a new administration....
Charitable giving in retirement isn't right for everybody. But in certain situations, a tax-efficient donor-advised fund (DAF) may be well worth considering....
Hi , love this community. I am 60, wife 59. I make a lot more then my wife so she would get more from spousal vs her own SS. If I wait until 67, can she take SS at 62 and then when I take SS at 67 can...
For years now, by Thursday, my brain was beyond thinking and making decisions, doing all the detail work my job requires. I used to have plenty of energy to get thru the week through that 4th day with...
With physician surveys, you can increase your income without negotiating a raise or taking on more work. Here's how to get started. The post The Doctors Guide to Paid Medical (Physician) Surveys appea...
Some have dedicated their life to a profession out of love only to find emotional exhaustion. For many veterinarians, this is their reality. The post Understanding Veterinarian Burnout and Mental Heal...
Bonds are dramatically safer than investing in stocks, real estate, or speculation, but there is still risk when you invest with bonds. The post The 3 Risks of Bond Investing — And How to Beat T...
Can you imagine renting forever and never actually buying a house? For some people (and maybe for some docs), it could be the right decision. The post Does It Make Sense for Doctors to Rent Forever? a...
Do you have three buckets handy?...
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The surge in remote work sparked by the pandemic has opened up new job options to keep older Americans with disabilities employed until they’re ready to retire. Remote work has inherent advantag...
Job prospects have improved since the pandemic for these often overlooked workers. My colleagues just completed an interesting study exploring why the employment rate for older workers with disabiliti...
There is so much junk food around us that almost no one has a chance of keeping all their teeth intact until old age. Although the teeth seem quite strong at first glance, they are particularly delica...
A classic interview with prominent Boglehead-published author Rick Van Ness, where they discuss his 10 principles for common sense investing and why investing in bonds is worth it. The post Common Sen...
In an effort to impart some financial literacy, let's go over a potpourri of financial wisdom in true "Buy This, Not That" style. The post Buy This, Not That appeared first on The White Coat Investor ...
Has anyone experienced problems with logging in to MySSA? Can anyone explain Login.gov, ID.me and MySSA logins. Which one is the best to use and how are these different logins related....
Overworking has become the norm today, but that doesn’t mean it should be. When we work too hard for too ... Read more...
Upstream basis planning can help younger wealthy people pay less taxes on highly appreciated assets if they appoint an aging relative as a trust beneficiary....
A complete and up-to-date estate plan can help ease your loved ones' worries and make things easier for them after you pass....
Discover affordable car insurance options in Massachusetts. This guide breaks down the cheapest providers, rates by city, and tips to lower premiums for all driver profiles, including young drivers an...
For over 10 years, my father has been my primary editor on Financial Samurai. When my father isn't available, my wife steps in. This system has allowed me to maintain a consistent publishing schedule ...
My company outsourced my job and I am 62 next month. I have a 401k, pension and working younger wife. She is 56 will work another 4 to 6 years. Medical is covered via her work. I am on staff till Dece...
My partner and I are both retired and have lived in our current home in central Texas since 1986 - new build (partner purchased the home two months before we met). House is a two story in a fully deve...
When my 7-year-old son Jonathan asked how large companies operate, I saw an opportunity to teach him about stocks using his own business experiences. By relating investing concepts to his entrepreneur...
Moonlighting is pretty much a rite of passage in residency. And extra hours of practice in your field plus the ... Read more...
Did you leave your workplace with a big farewell affair (lunch with a large group, gift, etc) or did you keep it low-key by saying goodbye to your closest work friends followed by a simple sincere ema...
Debunking 3 Medicare myths and examining the ways you can avoid falling for common Medicare mistakes....
Fidelity is only provider to earn “High” ratings in both categories of new health savings…...
Seventy-four percent of Hispanic and Latina women and 69% of Black women credited building…...
Fidelity is only provider to earn “High” ratings in both categories of new health savings…...
The latest news from The Retirement Planning Group, 401GO, and Northwestern Mutual...
The firm's investment will drive further growth at Creative Planning...
Welcome to another insightful episode where we kick off a month-long series on improving your decision-making abilities. This week, we delve into the concept of inversion, a powerful mental model that...
GOBanking Rates ranks the best retirement havens with an eye toward affordability and…...
The firm is growing its Alight Partner Network with Journey and Carrot Fertility...
Considerable resources have been devoted to solving the challenge of portability in…...
BlackRock will provide standard and custom RIA custom model portfolios through Vestmark platform...
New offering raises bar on personalized advice at scale to help savers reach retirement goals...
I am 68 and looking to get together with some other retirees, primarily to jam but possibly to play out occasionally. We could get together at my house; I have a music room that could accommodate a sm...
I’ve had some recent encounters with younger folks that I thought I’d share. I’m not judging them at all, I just think it’s interesting how much attitudes have changed. This is...
I’ve been teaching for over 40 years. After COVID, I went to part-time, remotely doing research and writing for my employer. I am having a really hard time working hourly on projects. I’ve...
One of the most significant developments to come out of the pandemic, if not the greatest, was the shift to remote work for millions of employees. Beginning in March 2020, businesses quickly adapted o...
Our post-recital ice cream social was in full swing. The kids were running rampant, the leftover ice cream was slowly ... Read more...
One of the goals of the Inflation Reduction Act is to lower drug costs for Medicare beneficiaries. The $2,000 cap on Part D out-of-pocket costs are a big step forward....
Fluctuations in the stock market, high interest rates and unpredictable geopolitical events have made it more important than ever to find a predictable and…...
Many people cherish the dream of becoming financially independent, and as such, a state provides its citizens with financially determined freedom. Hence, creating several forms of passive income is on...
Should David in Ohio use 457 funds to do an in-plan Roth conversion in his 403(b) plan, and should he hire a financial advisor? Chris in DC needs a retirement and Roth conversion spitball analysis, an...
Patrick and Mary will soon both be retired. They are curious about what their withdrawal strategy should be as they balance various retirement accounts, including a pension, IRAs, and a brokerage acco...
Ben has been a saver his entire life, which helped position him for an early retirement at the age of 53. Yet, he faces a big challenge. Having maintained his modest lifestyle, Ben’s comfortable...