Curated articles and podcasts from trusted financial experts and real retirees.
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Save on Car Insurance Today Explore and compare rates from over 50 top insurance companies, including Progressive, Travelers, AAA, and Nationwide, to find the best car insurance deals. Get Your Free Q...
Let’s say you’ve recently come into a lump sum of money. Maybe a relative passed away and left you an inheritance. Perhaps you finally saved up from your job. Regardless of the source, you...
The risk of falls increases with age. A partnership between EMS and the communities they serve can stem the risk of overwhelm on services...
My wife and I are planning to retire at the end of the year and we're in a position where the majority of our pension pots are in my name. It means that I will quickly hit the threshold for paying inc...
I (63) retired 5 years ago. My wife (64) retired last month. We have accumulated a lot of possessions. Some have financial value, most don’t but are useful. I have a “I worked hard for tha...
I'm retiring early in a couple of years at 60, and I'm trying to figure out if there's a best time of year. Bonuses come out in March, so it kind of makes sense to wait for that. I'll need to buy heal...
Hi. As the title says, I (62F) am retiring at the end of July. For some reason, I'm feeling very anxious, and every day that goes by I'm just getting more and more anxious. Is this a normal reaction t...
I’m posting this here because a lot of retirees and soon-to-be retirees have relocation as part of their retirement plans. Also, a lot of us have been in our current homes for years, homes which...
Photo credit: jb Often we find ourselves in situations that we never dreamed of – like owing the IRS a considerable amount of money. Maybe you earned a lot more than you expected, perhaps you ha...
In this episode of the Big Picture Retirement podcast, we dive into listener questions about Social Security, tackling a wide range of scenarios to help you navigate the complexities of your benefits....
Hey everyone! I’m in Thailand for 3 weeks to visit my dad and check on the progress of the RB40 Villa, my ultimate goal. I wrote a post about it 12 years ago. The ultimate goal is a long-term pr...
Despite a brief 6% correction in the latter part of the first quarter, the stock market has shown resilience and growth in the first half of 2024. Keep reading for factors contributing to this and wha...
Hey, remember how our ultimate goal in life was simply to graduate medical school as a doctor, and we thought ... Read more...
Meaning is more important than money and significance is more important than success....
These international cities offer safe, friendly and vibrant communities for retirees in the LGBTQ+ communities....
We're not saying you shouldn't spend it on a new car, but there are some considerations to guard against lifestyle creep and to help ensure a comfy retirement....
Many of my readers are concerned about how they will survive financially after retirement, especially when they realize how small their Social Security benefits will be, compared with what they curren...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
As stated in the title. What is the optimal amount of money to keep in liquid cash while one is in retirement? I currently have about 3.5 years' worth of expenses in a combination of a money market ac...
I officially retired 6 years ago, on July 5, 2018. Before I retired, I was curious about what life would REALLY be like in retirement. Now…I know. I started The Retirement Reality Series to sha...
The new year is a popular time to set financial goals, but now is the ideal time to check how you're doing. Four tweaks could make a big difference....
Could Noah have been a good retirement planner? On this episode we discuss a number of possible comparisons between Noah's planning process and preparing for retirement. Glenn is available for in pers...
Jonathan Clements, columnista de finanzas personales de The Wall Street Journal, tiene muchos ahorros. No le disgusta que una enfermedad mortal le impida gastarlos....
My Dad retired in 2002 with a 403(b) and lifelong teacher’s pension. Unsure of his retirement savings, some fellow retired teachers recommended a financial advisor who “specialized in reti...
Here are some strategies for utilizing whole life or indexed universal life policies to convert your traditional IRA to a Roth with LTC protection....
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth....
One in four 20-somethings in the Boston metropolitan area said in a recent survey that they are planning to quit urban life. Their biggest reason: high housing costs. South Carolina, on the other hand...
The IRS and the Treasury Department released final regulations on RMDs related to the SECURE Acts....
There's a classic saying, “Youth is wasted on the young.” It's meant to convey that those who are young lack the perspective to appreciate all the advantages of youth and thus take it for ...
Hello everyone. I retired June 1, at age 65+8 months. I know, that's a year ahead of 'full retirement age'. Fact is, I was tired. I'd been working full time for 44 years, that felt long enough. My wif...
We need to declutter our portfolio. We also need to rebalance our holdings to align with our goals but we have multiple accounts, account types (taxable vs non-taxable) at different brokerage companie...
Consider these retirement spots in England, Northern Ireland, Scotland and Wales....
Doctors, lawyers, engineers, teachers – all the tired horses are in the sun. So, is it really a wonder there’s ... Read more...
How are you feeling about the upcoming elections? Until about a week ago, I think that many folks might have had November on the periphery of their radar, especially if they don't live in a contested ...
Retirement savers can reap benefits in the conversion if they are able to pay a tax now....
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! Logging in to Your Social Security Account? You May Find a Surprise. SSA sign-in change will affect millions of My Social Security users. By Andy Markowitz, ...
Long story short, I work a full time job and I will be 67 yrs old . I recieved a notification from SS that I can start collecting my full SS. Friends are telling me not to start collecting since I am ...
SSA.gov - Office Closings and Emergencies-Closures or Delays Affecting In-Person Service From the link ~ Due to widespread IT outages due to the global Microsoft and Crowdstrike issues, local Social S...
Save on Car Insurance Today Explore and compare rates from over 50 top insurance companies, including Progressive, Travelers, AAA, and Nationwide, to find the best car insurance deals. Get Your Free Q...
Can your children or other loved ones be trusted to have unfettered control over substantial assets and cash?...
There's a time and a place for taking on risky investments. Don't even consider speculative bets before you've built a strong financial foundation....
The IRS has issued final regulations focused on required minimum distribution (RMD) rules for inherited IRAs....
For many individuals, the dream of retiring early is a goal worth striving for. Whether it’s pursuing passions, spending more time with loved ones, or exploring new adventures, early retirement ...
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I worked at a company headquartered in NC for 20+ years. That company was one if the few remaining companies to offer a pension. I have left the company but haven't started taking my pension. Word on ...
Be sure to read our latest Advisor Perspectives article about the “buckets” used to fund essential and discretionary expenses in retirement under the Actuarial Approach....
Listener Michael asks about how Social Security is taxed, the rationale behind the 50% and 85% tax thresholds, and the implications of these taxes on Social Security and IRA withdrawals. James respond...
