Curated articles and podcasts from trusted financial experts and real retirees.
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As the nation was emerging from the pandemic, rents exploded. Two years later, the pressure on rents is starting to ease in response to an increase in multifamily construction, including apartment bui...
The below list highlights several traps into which investors fall in their quest for investment perfection....
Gen Xers say they don't have enough to retire comfortably, but they do have some advantages over boomers....
I'm curious about your decision to reduce the number of cars, especially if you're a retired couple and you reduced the number of cars to one (or even zero). What went into that decision? What was the...
The logical beneficiary of a retirement plan can be denied benefits because of an incomplete or outdated beneficiary designation....
An IRA distribution can be used to reduce or eliminate those pesky quarterly estimated tax payments. See how. The post Using an IRA Distribution and Withholding to Reduce Estimated Tax Payments appear...
When I started blogging, I often lamented that I didn’t learn about FIRE when I was in my 20s. I could have saved more and retired from my engineering career ... Read more The post Young People ...
Get the facts on how the Social Security program works for retirees....
Use this checklist to create an estate plan that reflects your goals and values....
I was sitting around the campfire last weekend, enjoying the warmth of the flames and the comforting crackle of burning wood. My cousin, a financial advisor brimming with enthusiasm, leaned over and b...
Some adult children, used to an aging parent's independence have trouble facing the need for a caregiver. It's expensive. The elder's assets need to be used to pay for it....
Applying to law school is a major life decision that requires careful planning and preparation. With so many steps involved in the process, from choosing the right school to securing financing, it&rsq...
With record-high home equity and declining mortgage rates, the temptation to do a cash-out refinance is growing. I’ve certainly considered it myself. However, after careful reflection, my conclu...
Golf is a great game for people of all ages and it is definitely something to look into if you are retired and find yourself with some extra time. A lot of retired people find it as a great hobby to k...
Will more money make you happier? Up to a certain point, the answer is yes. The evidence offers some interesting insights. The post Will More Money Make Me Happier? appeared first on The White Coat In...
We bought a Tesla Model Y a little less than one year ago. Since then, we’ve been driving the sh*t out of it. In its short life, the Y has already visited 16 states. I know adult humans who aren...
Kudos to the American Academy of Actuaries (AAA) for releasing a new Issue Brief encouraging public pension plan administrators to provide eligible plan members with certain reference amounts when off...
Congratulations. You’ve worked hard to save money in your 401(k) or 403(b). But, if you’re like most Americans, you’re likely to change jobs (and employers) multiple times during you...
In this episode, we unpack Vice President Kamala Harris’s ambitious plan to lower housing costs, which would be funded by adopting Senator Elizabeth Warren’s sweeping estate tax overhaul. ...
Discover the cheapest car insurance options in Illinois for 2024. Explore average costs, state requirements, and tips to lower premiums. Find affordable coverage tailored to your needs today!...
You know, I love joking around about how I chose to become a doctor because I couldn’t do math to ... Read more...
We can’t avoid disagreements in marriage in general—but we can use them to strengthen our relationships....
Let's clear up the confusion among some trust makers and taxpayers over how grantor trust status affects the step-up in basis and estate tax exclusion....
Here's another edition of the WCI Travel Club, where readers can write about their worldly adventures and what they learned from them. The post WCI Travel Club: Momentous Trips to the Appalachian Trai...
With retirement calculators, they often ask you the percentage of income you need to replace. Are these based on current net or gross income? submitted by /u/Finding_Way_[visit reddit] [comments]...
Corporate Transparency Act filings are due soon. Can your CPA or wealth adviser help you without committing the unauthorized practice of law?...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
Find the best places to retire in the United States. The top 25 retirement spots for leisure activities: golf, hiking, boating, theater, music and restaurants....
Forbes compared more than 800 places to find the best 25 for a variety of leisure activities, from hiking, skiing, watersports and golf to fine dining and arts....
Knowing how an annuity might impact your tax situation can be confusing. Here are some advantages and downsides to consider....
I retired and 62, and filed and started receiving social security. I recently had a great job opportunity and decided to “un-retire”, and filed a form SSA-521 to withdraw my social securit...
I will be doing that as I want to leave money to my kids. But what if I didn't have a kid or didn't care to leave money to anyone? IDK, I saved my entire life to have enough money to retire on. The th...
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish these basic goals....
In my post about illegal immigration, a commenter pointed out that I was lucky to avoid greater financial consequences from my car accident. It turns out that the maneuver where a car accelerates from...
Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it. The post Learned Helplessness: Is it Impacting Your Wealth? Se...
QCDs are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises. The post How Making a Qualified Charitable Distribution (QCD)...
Even when the market ebbs and flows, you can keep your retirement investments stable with these proactive strategies....
Just because you have no dependents and no debt doesn't mean life insurance wouldn't come in exceedingly handy for someone in your life or even a charity....
Here are three primary reasons you might want to consider moving your retirement money from your 401(k) to an IRA once you retire....
Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits....
I just put in a three-month notice to retire on December 13 (Friday the 13th struck me as a funny date). My health insurance will be MedEx at 300/month and will cover everything, my IRA is good, Socia...
I think I'm going to retire next year at 60, by claiming my survivor benefits from my late wife. I would later switch to benefits at 67 for the full amount. I was shocked to find out this was possible...
It's key for an advisor to have a firm grasp of clients' long-term goals, how much they are spending now and how much they plan to spend in the future....
Learn how to build a retirement plan so you can feel comfortable and confident using your resources, not scared to spend them....
When you have a spouse or significant other, what’s next in your life is going to affect them too....
The current index is a good compromise. It’s “Social Security COLA-speculation” season, and with it comes the annual controversy about whether the government is using the right index...
See the definition of bold. And, hear from the Boldin team about what being bold in life means. Explore the impact of bold decision making. The post Meet Members of the Boldin Team, Learn About their ...
Were you one of those kids that used to always ask “How do you know?”. It can be a very useful question! This episode starts a two part series of asking “How Do You Know?” when...
Discover the cheapest car insurance options in Idaho with our 2024 guide. Learn about average rates, state requirements, and tips for saving on premiums. Find affordable coverage tailored to your driv...