Curated articles and podcasts from trusted financial experts and real retirees.
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The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
The former editor of Kiplinger Personal Finance shares key financial takeaways from his first year of retirement....
It might seem counterintuitive, but there are scenarios in which it would make sense to lock in lower marginal tax rates....
Explore Assurance America's auto insurance options for high-risk drivers in ten states. Our comprehensive review covers customer satisfaction, costs, claims handling, and coverage options to help you ...
The financial landscape is undergoing a rapid transformation, driven by advancements in technology and the growing demand for more accessible and integrated investment solutions. At the forefront of t...
Stop using banks and credit unions for cash savings. Use money market funds and Treasuries for better transparency and fairness. Learn the Nuts and Bolts I put everything I use to manage my money in a...
Mid 60s. Retired about a year. Income means little to me in retirement. I’m delaying social security. I decide what my income will be. Besides dividends and interest, there’s no new money ...
Life is easier when you can make a positive connection with other people. As I discovered recently, creating a connection with your service provider can also save you money or provide you better servi...
If you know anything about saving for retirement you probably understand at least a few things about 401(K)s. However, when exploring the details of a 401(K) there are a number of questions that are o...
Understandably, you don't want to pay for too long or pay too much, so here's what to consider when you're deciding when to buy long-term care insurance....
Clients have several options to tackle this unpleasant topic, but for advisors, the best time to start the discussion is now....
Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options....
Two people in my family who are independent contractors and lack employer health insurance happen to be turning 65 this year and will finally be eligible for Medicare. Hallelujah! A report by KFF, the...
I am retiring at the end of August !!! Yeah!!! Need some more education on estimated tax payments. Two situations in the coming years. 2024: Through Aug, taxes have been deducted from my paycheck. I w...
A friend of mine (age 60) who thought their job was secure was suddenly informed that it is not secure. This person still has children under 18 and their spouse is already retired. My friend asked me ...
Hi Folks, Do you have any tips for a senior beginning chess player? I’m particularly interested in hearing from those who took up chess after retiring, though all advice is welcome. I played che...
As a Chartered Financial Analyst with over 20 years of experience in real estate investing and financial services, I’ve seen firsthand the financial advantages of owning a home versus renting. I...
Sixty-seven percent of parents expect to pay at least some of their children's higher…...
Monday’s thousand-point drop in Dow put many retirement investors on edge, but best move is…...
Sixty-seven percent of parents expect to pay at least some of their children's higher…...
As a result, Summer will acquire several of Vault’s assets, intellectual property, and…...
A new bill introduced by Rep. Brittany Pettersen would revise ERISA to expand retirement…...
The average 401(k) contribution rate held steady at 6.5%...
As the presidential election draws closer, a look into possible Social Security policies…...
The complicated way Social Security is taxed can catch middle-income earners by surprise....
You may have been hearing more about the so-called “Yen carry trade” lately. But what exactly is the Yen Carry Trade and why should you care?...
Alight’s 401(k) Index shows yesterday’s trading volume was more than eight times above…...
However, respondents to a Northwestern Mutual survey still expect their 401(k) or retirement…...
Recordkeeper’s earnings of $236M in Q2 2024 represents 19% year-over-year growth...
If you've been a good saver and face large required minimum distributions (RMDs), then you need to plan for how to head off or limit higher Medicare premiums....
When you're gone, you want your heirs to be happy and successful and for your life's legacy to live on. Creative estate planning can help with all of that....
Investing in private markets can help lower portfolio volatility and potentially achieve better returns. Here's what to know before deciding to dive in....
There’s something sexy about a shiny gold bar, but should you go for the glitter? If you're tempted, a four-pronged investing approach could be best....
The S&P 500 is now roughly 8.5% off its all-time highs last month, foreign stocks are getting hammered, and the crypto markets saw over $1 billion in liquidations over the past weekend. What is ca...
The biggest change coming to Medicare may be the $2,000 cap on Part D drug costs which has spawned a new program: the Medicare Payment Prescription Plan or MPPP....
Taking legal control away from an impaired elder's access to free spending can make them mad. But the risk of their anger is worth it. Family can stop financial abuse....
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Hi -- I am a reporter at USA Today, and I am halfway through an article about people who are retired and living on their Social Security checks. I want to find a few more people to interview. If you a...
I worked long and hard to make it to my role now where I make $130k per year. I am 59. I'm saving 45% of income and have $225k in retirement accounts. My plan on paper is to quit working at age 67. Hu...
While many people look towards retirement as a golden period during which they can finally relax, that isn’t the case ... Read more...
It’s hard to know how much house you can afford. Actually it’s easy to know how much house you can afford. It’s hard to know how much house you should afford. The McDonald’s Pr...
Should you max out your 401k? It’s an intimidating idea. Before jumping into why you should max out your 401k, let’s step back. If you are under 50, you are allowed to contribute up to $22...
How can Medicare B not be covered automatically when benefits start regardless of the impact of work earnings? I am enrolled in Medicare part B while continuing to work. My benefits began, but my earn...
It is not difficult to find people who have received a fake email claiming to be from the government or a retailer asking them to clear up a problem with their Social Security number, tax filing, or r...
I have 401ks, SIMPLE and Traditional. In preparation for retirement I’d like to simplify by rolling my 401k and SIMPLE IRAs to one Traditional IRA. Assuming I keep the same funds, are there any ...
Traditional planning for the cost of long-term care doesn't reflect the realities of what the costs are and how they'll be paid....
When you're paid less, it's hard to get by, much less save for retirement. And your Social Security benefit could be lower, too. What's a woman to do? Invest....
A 401(k) is a powerful retirement tool. Here's how they work and why your older self will thank you for investing in one....
Explore Bristol West Insurance Group, a Farmers subsidiary specializing in auto insurance for high-risk drivers....