Discover the Best Insights for Every Stage of Retirement

5 Things You Should Know About Trustee Fees

If you serve as trustee for a friend or family member, you understand how much work can go into the role....

Stuck No More

We love doing reader cases on this blog, as that’s kind of our way of giving back to the FIRE community that has been so kind to us over the years. Most of the time, we don’t really have a...

Why You Should Bring Your Kids into Your Estate Planning Meetings

Here are eight reasons why your kids should be involved with your estate planning meetings (and one potential downside to it). The post Why You Should Bring Your Kids into Your Estate Planning Meeting...

Got a Hot Rate on a Money Market Account? Think Again

After taxes and inflation, the real return you get may not be as good as you think. Here's another approach to consider: fixed deferred annuities....

Is Pre-IPO Investing Worth the Risk of Getting Burned?

Returns for investors who get in before companies go public can be white-hot. But you'd better be savvy and have nerves of steel. What to consider first....

Last Week of Vacation Blues

Hey everyone! I’m heading home later this week. Woohoo! I’ve been away for almost 6 weeks and am anxious to get home. Travel is fun, but I’m completely worn out. ... Read more The po...

Best States To Retire: Fixed Income Edition

A while ago we did an article on what states are best to retire in based on the tax situations ... Read more...

Hidden Risk: Aging Parent With Assets In A Different State

An elder who became mentally incapacitated had a problem Power of Attorney document. His wife got stopped from helping with finances. Learn from this case!...

Rolling Over Your 401(k)? This Common Mistake Could Cost You $130,000

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Social Security Benefits Have Lost 20% of Their Buying Power Since 2010: Report

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The Economics Of Being A Childless Cat Lady Or Gentleman

With elections approaching, let the political mudslinging and insults begin! This time, its regarding being childless and loving cats. Republican VP nominee JD Vance said this during an interview with...

Meals to Make in the Microwave

Meals to Make in the Microwave...

Wearing Shoes Inside: Pros vs. Cons

Wearing Shoes Inside: Pros vs. Cons...

Creative Ways to Store Your Pets Gear

Creative Ways to Store Your Pets Gear...

Veterinarians May Use AI to Treat Pets

Veterinarians May Use AI to Treat Pets...

7 Dating Dos and 7 Don'ts

7 Dating Dos and 7 Don'ts...

Four Life Hacks To Help Retirees Set The Course For A Long Life

Four Life Hacks To Help Retirees Set The Course For A Long Life...

Americans Think They'll Need $1.8 Million in Retirement

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You Need a Retirement Contingency Plan: Five Steps to Get It Done

Planning for the unknown in retirement might sound impossible, but you can manage it by breaking it down into these five components....

Social security early for working spouse

This might seem like an odd question but I've been getting conflicting advice. Husband 71 and retired with pension and SS. I'm 65 and working full time at the moment. My full SS is 66, 10 months. My h...

The Sunday Best (07/28/2024)

The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...

A One-Step Process For Recovering From Financial Screw Ups

Before addressing root issues and finding the best financial tools and techniques, here is a one-step process for recovering from financial screw ups....

Advantages And Disadvantages Of Using TOD Accounts To Avoid Probate

Transfer on death accounts are growing in popularity, but be sure to know all the angles before using one....

The Financial Impact of Car Insurance

Discover how to effectively manage car insurance premiums within your household budget, prepare for emergencies, protect your assets, and align your coverage with your financial goals....

Life insurance in retirement?

We are both on all 401k and ira accounts. Our pensions have 100% survivorship to the other spouse. That's sad, I'm wondering about life insurance. Currently I have life insurancev my employer but that...

Organizing Medical Records - Suggestions? Resources? Forms? Successes? Tools?

I'm retired, I have gotten our finances organized, next step is getting health records organized for both of us. seems every doctor has different questions on past medical conditions, How do I put tog...

How to Hire a Caregiver: Tips for Finding the Right Fit

When a loved one needs a little (or a lot of) help, take heart. You have options. Here's where to start looking for the support you need....

Check Your State’s Tax Law Before Converting An IRA

Some states tax IRA conversions differently than the federal government. Know the details before you decide on a conversion....

How financial advisors can serve clients diagnosed with dementia

By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families....

Who Is John Galt? It’s John Bogle!

How are John Galt and John Bogle similar, and how did they manage to change their respective worlds for the better? The post Who Is John Galt? It’s John Bogle! appeared first on The White Coat I...

Social Security Login Changes Taking Effect Soon

my Social Security accounts created before 2021, are transitioning to the Login.gov platform....

Protect Your Loved Ones With an Estate Plan

Here are eight things you can do to help protect your family....

Vanguard vs. Fidelity: When First Class Is Cheaper than Economy

In a surprising twist on the classic “Vanguard vs. Fidelity” debate, seasoned financial advisor Steve Abramowitz shares his unexpected findings ... Read more...

What Is A Mortgage Recast, And When Is Better Than A Refinance?

Imagine a financial strategy that can lower your monthly mortgage payments, save you thousands in interest, and bring you closer to the dream of early retirement. Mortgage recasting is a powerful tool...

Comprehensive Mercury Car Insurance Review 2024

Discover comprehensive insights into Mercury Insurance, including customer satisfaction ratings, coverage options, pricing, and discounts. Learn how Mercury stands out in affordability and service for...

Planning Retirement as a Single Person - do I need more or less?

I (50f) am working on my final phases of retirement planning as a single person. Even if I were to find a partner, I would not get married again and plan on financially supporting only myself in the f...

Life Insurance Settlements Experience

I (64F) am retired. My husband (65M) has a term life insurance policy that we may want to sell as the premiums are escalating to the point of becoming unaffordable. We have met with 3 different planne...

Financial (and life) management without close relatives

My wife and I are in our mid-60's and retired. We (supposedly ;-) have enough money to last us through our lifespans, We do not have any children or close younger relatives and we both have parents wh...