Curated articles and podcasts from trusted financial experts and real retirees.
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National 401(k) Day is a great opportunity to review and if need be, revamp your 401(k), as well as any other retirement holdings....
Did you have a great Summer? While you were off having fun you might have missed some useful articles. Here are the most popular posts form the last few months. The post The Top 9 Articles You Missed ...
Push pause on retirement contributions to cover life events and the unexpected....
Learn what retirees do with the hours they have each day....
Paul and Sandra McCrossan live on such high ground in Toronto that their neighborhood is a popular rest stop for migrating birds. But sodden ground affected their aerie when the city experienced its h...
Here's an example of what life insurance coverage would look like, with actual dollar amounts, for a hypothetical family with a mortgage and student debt....
Large language models (LLMs), such as OpenAI's GPT-4, can sift through massive datasets, identify patterns and generate insights about investment decisions....
I’ll never forget when I was in the final two weeks of my career, making the rounds to say goodbye to colleagues and thank those who had been part of my journey. During one of those conversation...
Oh no, I’m 27 and being sued! In 2007, I made a bold move. After years of following a well-calculated strategy in real estate, I decided to take a leap outside my comfort zone. I had already bui...
Answering reader questions about whether you should pay off your mortgage, if nursing home insurance is a good idea, and when to let your disability policy lapse. Plus, we talk about the state of gove...
Unpaid wages can be a stressful and frustrating experience, but you don't have to navigate this situation alone. Whether you're missing a paycheck, overtime compensation, or other forms of earned inco...
Isolated elder fell ill and had no one to call but his abusive son. Son came, but then refused to leave. Legal action helped but the dad had to change his life....
In this heartfelt and insightful episode of "Rock Your Retirement," host Kathe Kline and long term guest co-host Barbara Mock welcome Garry Cole to engage in a deep conversation about aging, purpose, ...
Tax rates are set to revert to 2017 levels after 2025, so now is the time to revisit your muni strategy and plan for optimized portfolio adjustments....
Imagine waking up tomorrow without a job—how long could you sustain your lifestyle before panic sets in? For many, the answer lies in their emergency fund, but determining the “right&rdquo...
Learn about the ideal withdrawal rate and the 4% rule. Plus, understand a more personalized approach to retirement withdrawals. The post The Ideal Retirement Withdrawal Rate: How to Make Sure Your Sav...
Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips. The post 7 Simple Tips for How to Invest for Retirement appeared...
You have a good chance of maintaining your cognitive function. Find out how to up your odds and age with confidence. The post Age with Confidence: How You Can Stay Sharper Than Ever and Defy Aging app...
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future. The post What Do You Need to Do in Your 20s, 30s & 40s, and 5...
Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You'll be surprised by #1. The post 10 Major Retirement Costs Overlooked by a Many Amer...
Have you always thought about living in another country? Learn how to more your dreams of living abroad closer to reality. The post How to Retire Abroad: 12 Tips for Retirement Overseas appeared first...
The ultimate guide to retirement relocation: 20 best places to retire lists, calculators, and tips to help you find your ideal locale. The post The Ultimate Guide to the Best Places to Retire: 20+ Lis...
Expenditures are high and projected to rise because national healthcare costs are out of control. The 2024 Medicare Trustees Report (released this spring) got almost no attention, contained no bad new...
Discover the most affordable car insurance in Hawaii with our 2024 guide. Compare rates for different driver profiles and cities, and learn how to lower your premiums. From young drivers to seniors, f...
How do you decide when you've had enough? I honestly don't think I will be any worse off financially retired than I am working. My job is support staff for a school and I have always worked part time....
One of the investing strategies growing in popularity with the wealthy is Direct Indexing. Before my consulting stint at a fintech startup in 2024, I had never really heard of Direct Indexing. If I di...
Explore phased retirement and its benefits for financial security, health, and personal fulfillment. Learn if this gradual approach to retirement is right for you....
Municipal bonds offer a unique method of investing with a nice tax benefit. Let's take a look at VWIUX vs. FMBIX and see which is better. The post VWIUX vs. FMBIX: Which Bond Fund Is Best? appeared fi...
How do we view our future selves? For most people, it's that of a complete stranger. It could be a reason why some don't save for retirement. The post Saving for Your Future Stranger appeared first on...
Here's all you need to know to find the best disability insurance companies that can offer you the best policies to protect your income. The post The Physician’s Guide to the Best Disability Ins...
Want a massive tax break? Retire early. Retirement income receives much better tax treatment than earned income. The post Taxes in Early Retirement appeared first on The White Coat Investor - Investin...
Have you heard of loud budgeting? Underconsumption core? Death cleaning? See what's trending in the world of personal finance. The post 10 Personal Finance Fads That Are Totally Buzzing Right Now (And...
Get fresh insights and actionable advice to help you connect with others and enrich your social life at any age. The post Making Friends as an Adult: While It Was Never Easy, It Has Gotten Harder, but...
September. Labor Day. Already. Ah well, it has been a great summer here at Kibanda. This was the year we conclusively decided not to tear it down and build new. If you’ve read the saga you know ...
Workers who contracted long COVID or suffered the most severe symptoms of the virus felt a big impact on their families’ finances from the resulting disruptions to their work, researchers at the...
If you are exploring a unique retirement, it is important to do your research. The best way to research something is to talk to someone who has walked the walk. That’s why, on this episode of Re...
Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin? On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joi...
If you have a special needs child, you know that your retirement plan will need to include plans for their future. How do you create a great retirement while honoring and caring for your child with sp...
So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K. Don’t listen to fin...
If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting. One...
The best predictor of happiness and health at age 65 is how many close relationships you have at age 45. To really rock retirement you need to build quality relationships. To do that you need to learn...
Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort leve...
#544 - Legal Tender: Tallying Their Resources Planning for retirement isn’t about creating a new job for yourself, it’s about using what you have to create a great life. On this episode of...
We all have our own dreams for retirement and today, Mike and Judy share theirs. On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the ...
Would you like to have the confidence to know that it is all going to be okay so that you can walk away from your career? So would Judy! In this episode of Retirement Answer Man, you’ll meet Mik...
Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her. On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare c...
What is your risk tolerance? What does risk tolerance even mean? Why does it matter? We’ll explore these questions as I answer one of our listener’s questions on getting back into the stoc...
Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off? In this episode, we explore Scott’s question about pursuing a mortgag...
Have you ever considered moving to a retirement community? With the freedom that retirement brings, many people begin to rethink their living arrangements. On this episode, you’ll hear how Brad ...
Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging? In this episode, we’ll take a look at how reverse dollar-cost averaging w...