Curated articles and podcasts from trusted financial experts and real retirees.
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Tax planning to minimize state taxes can help you pay few taxes over your lifetime. Where you choose to live can play a big role in the taxes you pay in retirement....
It's pretty common now to see articles online talking about how crypto investing could be a valuable way to save for retirement. Some have gone so far as to say it's one of the best ways to secure eno...
Retirement means different things to different people. This can range from opening up a new business to "if you're working at all, you're not retired". It can mean devoting yourself to unpaid service ...
Listener Nael opens up a discussion about Roth conversions. There are benefits to doing Roth conversions, but can you do too many? Are there any downsides to Roth conversions? Reaping the tax benefits...
We talk a lot about capital in this era. Money is important, and that’s more significant now than ever. From ... Read more...
Hello, I am being forced into retirement at the early age of 60. I have been out for 1 month now and I don't really like it. I will be sufficiently comfortable financially but the perspective of no lo...
Well, I made it exactly one year in retirement. Retired at 62, no financial or health worries, but basically got bored. The highlight of my first year, other than an Awsome one month trip to Japan and...
Photo credit: jb With all the talk about how Social Security is running out of money (or will be, currently projected at 2035), one of the topics that often comes up is the age limits for benefits. As...
Every year, InterNations—the world’s largest expat community—polls expats around the globe to find out the best places to live. Here are the results for 2024....
Social insurance can’t work with participation on a voluntary basis. Providing long-term care is one of the biggest challenges facing an aging society. According to our calculations, about one-q...
Black and Latino workers, along with those of other or multiple races/ethnicities have significantly less money in retirement savings than white workers do....
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...
The evolution of CBI programs has reflected changing global trends and the diverse needs of individuals seeking secondary citizenship....
In this episode, Devin dives deep into the Social Security questions sent in by our listeners. Topics include questions on the earnings limit, spousal benefits, survivor benefits, and the big one...ho...
I’ll be the first to admit this, but us physicians? We aren’t as organized as people like to believe. I’m ... Read more...
As soon as or shortly after you retire, you enter "old age," and you become one of the elderly? Or maybe it's because I was almost 71 when I finished my working years? At any rate, even though I'm in ...
I’m looking for an active adult community in a beautifully scenic place with water views, preferably a beautiful lake. I’d like for it to have natural scenery nearby that is beautiful to e...
During a recent liquidity crunch, I kept thinking how nice it would be to have more cash sitting in my bank account. Once I received a $106,000 real estate capital distribution, I felt a tremendous re...
We can be and do our best—personally, professionally, and financially—when we have Identity / Role alignment....
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
In the dynamic world of gaming, the opportunities to monetize your skills and interests have expanded beyond traditional avenues. This article delves into various methods through which gamers can turn...
Your early retirement withdrawal plan can make or break your FIRE strategy. Think beyond financial independence to how you will maintain a stable portfolio....
Stocks are doing so well right now that I'm rethinking how long I have to work. Had planned on probably retiring in fall of next year, but market has rallied so much, that I hit my numbers in the last...
We get it - not everyone wants to spend much money on phone number location services. Or maybe you'd just want to track a number once and not be bothered by a whole year subscription. So, here come so...
Husband and I are planning to retire in a little over 2 years. Planning to sell current house and buy a little land, downsize by building a smaller house (not tiny) but enough for 2 people. While we a...
Understanding the why of your decisions, balancing needs vs wishes and looking at money as a resource rather than something to be accumulated can reshape your money beliefs....
Episode 449: Celebrating a decade of the Wealthsteading Podcast- earnSAVEinvest – that’s a cryptic message that BROKE people don’t understand! Sign up for free ALERTs & Market Co...
Shortly after retiring last September, I took a part-time job and then took on a consulting gig for half-time and six months, mostly to get me out of the house and to learn something new. I loved bein...
Hey all, I am retiring in 84 days (not that I'm keeping track) I have been accumulating for a long time. I am thinking its going to be a struggle to no longer be saving the same way and having to spen...
There are big kerfuffles out on r/fidelityinvestments regarding the retirement planner. These were very alarming to me, as it's my baseline tool, along with Flexible Retirement Planner, both mentioned...
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order....
Two ways to give to charity — a charitable gift annuity and a charitable remainder trust — can save you taxes and generate income....
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...
In his insightful reflection, Jordan Frey, the Prudent Plastic Surgeon, shatters the "doctor car" myth, emphasizing that fancy cars aren't necessary status symbols for physicians....
I retired on Monday and no longer have access to my calendar, which admittedly I wasn’t enamored with (Outlook & Teams). I’m looking for something to track travel plans, doctor appoint...
In an attempt to determine whether I've got enough to retire on, I did some quick calculations: I calculated 4% of my current investments and combined that with my estimated pension to come up with a ...
met a lovely couple on the expedition cruise i recently took. Second marriage for both, but married recently. The story was rather amusing. They were reading about retirement, and life changes, and we...
These affordable warm-weather cities for snowbirds offer plenty of housing options, abundant activities for retirees and access to good health care....
As we approach the second half of 2024, the commercial real estate (CRE) landscape is poised for strategic investment opportunities. ... Read more...
Don’t underestimate the power of taking advantage of your company’s 401(k) match, catch-up contributions and more....
![10 Budget-Friendly 4th of July Ideas [Recipes
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While we are all about celebrating the birth of our great nation, we don’t believe you should spend a lot of money (or go into debt) celebrating it. But that wasn’t the case in 2023. Ameri...
In the second half of 2023, I significantly impacted our passive income, causing our household to technically lose its financial independence. Prior to this, we had been financially independent since ...
While taking out a loan to fund software development can be risky, it may be worthwhile in certain circumstances if the potential benefits outweigh the costs and risks. Software development projects t...
Will their $5 million nest egg get them to ages 85 and 100? Pa and GiDi are 65 and 60 and retiring now. As they consider moving to the no-income-tax state of Nevada in retirement, they have some decis...
Like any other part of a comprehensive financial plan, there's no one-size-fits-all blueprint for an estate plan. Every person is different. Every family is different. And, as illustrated in a recent ...
David has a question about taxes in retirement: When you’re retired and no longer getting a regular paycheck from which your employer withheld tax payments on your behalf, how do you estimate th...
The business model for most of these companies is simple: They steer users to senior living or other service providers that pay them, generally without regard to quality...
Your income might not be regular, but your saving, budgeting and financial planning can be. Business experts offer ideas to manage issues associated with fluctuating income....
Instead of focusing on arbitrary market returns, in goals-based planning you focus on your personal needs and wants for your retirement....
Though the rate of inflation has decreased over the past two years from a high of 9%, many consumers are still worried about rising prices. This is especially true for retirees, who don't have the abi...