Discover the Best Insights for Every Stage of Retirement

Athletes Die Twice: Retirement As A Death

Retirement is a death as one phase of life is ending....

How To Move Out Of The U.S.: This New Company Will Help You Live Abroad

Want to move out of the U.S.? A new company called Expatsi is helping Americans move abroad and live their dream life....

Performance Update: May*

*What a boring title! Some days, the creative juices just aren’t flowing. My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay o...

One Retiree's Story of How She Built Her Retirement Nest Egg

One way to build wealth is to max out your company’s retirement plans, but doing it in tax-efficient ways can make an even bigger difference....

Roth 401(k) vs. 401(k): Which Is Right for You?

The Roth 401(k) vs. traditional 401(k) decision can mean the difference between higher taxes now or in retirement. It's your choice....

Medicare Premiums 2025: Projected IRMAA for Parts B and D

Will your monthly Medicare premiums increase next year? It depends....

New RISR advisor platform raises $1.5M for expansion

New advisor tech provider is expanding its recently launched platform built for advisors to manage portfolios specifically for private business owners....

Costco Car Insurance Review 2024 [Is It Any Good?]

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...

Comprehensive Review of Nationwide Insurance 2024

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...

Facts And Fiction About The Social Security Earnings Test

One of the more confusing Social Security rules is the limit on earnings while receiving retirement benefits....

Trading Health For Wealth: Will You Pay In Retirement?

Hard work is a value in our society but it can interfere with health. We need to make changes now to have a healthy retirement. See how....

3 Fun Beachside Cities Ideal For Expat Life

Many expat havens offer beachside living along with every city convenience. Here’s my pick of beachside cities for retirees in Europe, Latin America, and Southeast Asia....

Money and the Momentous Decision to Retire

If other baby boomers and members of Gen-X are like me, they have taken a second, third or even a fifth look at their finances and asked: Will I really be able to retire? The impulse to ruminate over ...

How to Get the Most Out of Your Pension

If you’re expecting a pension when you retire, your decisions on how it’s distributed could have long-term effects on your financial security....

How Much Do You Really Need to Save for Retirement?

Enough retirement savings for one person might not be nearly enough for another or way too much for someone else. Here’s what to consider....

Things Change: Is It Time to Update Your Retirement Plan?

Here’s how to go about updating your retirement plan, including adding important elements, to ensure it meets all of your retirement objectives....

Early 401(k) Withdrawals: Benefits, Risks and Alternatives

If you need money now and are thinking about tapping your 401(k) savings, you might want to consider other available options....

Non-Clinical Job Alternatives For Physicians

Let’s face it, doing a clinical 9-to-5 gets more than a little stale for physicians out there. That’s not to ... Read more...

Embrace Summer: 10 Active and Enriching Activities

Enjoy the warmer weather and sunshine during this time of the year. Summer is in full swing and it’s a great time to get outside with activities that promote physical health, social connection, ...

Pensions Are A Vital Workforce Tool For Retaining Public Safety Professionals

As state and local governments struggle fill public safety positions, new research finds pensions play a critical role with worker retention....

The Economics of Sports Trading

In sports trading, the real game is buying and se­lling odds to make money, like trading stocks. This guide­ shows how to use changing odds, supply and demand, and real-time­ info to your ...

Selfish

A few weeks ago I ran the J.P. Morgan Corporate Challenge in NYC with 19 of my fellow coworkers. It’s a 3.5 mile race (slightly longer than a 5k) through Central Park in the early evening. The l...

Roger Federer's Success: A Surprising Lesson For Your Investments

Roger Federer won 54% of points, similar to the stock market's 54% up days (1950-2023). His lesson: perfection isn't needed—stay disciplined through market ups and downs....

Are You Confident About Your Finances? Many Americans Are

More than 60% of Americans feel they are in better shape to reach their financial goals than the generations that came before them, according to a 2024 Schwab Survey...

Buy The Dream Home Now Or Wait For A Better Price

A large part of building wealth involves delaying gratification. Therefore, you might find yourself wondering whether to buy your dream home now or wait for a better price. But what if you wait too lo...

Letting An ARM Reset Is Similar To A Free Mortgage Recast

If you bought a home during a high-interest rate environment, it's wise to prepare for either a mortgage refinance or a recast. Interest rates have been gradually coming down since their highs of 2022...

Revocable vs. Irrevocable Trusts: What You May Not Know

Your choice to set up a revocable vs. irrevocable trust could have a big impact on your heirs....

How to Shop for Annuities Like You’re Buying a Car

Figuring out which annuity suits you best starts with knowing what you want the annuity to do for you. Like vehicles, there are lots of options and add-ons....

In Retirement Planning, Consider the Entire Journey

Retirement planning is like climbing a mountain — how you came down the mountain is just as important, if not more so, than how you get to the top....

Comprehensive Review of Geico Insurance 2024: Coverage, Cost, and Customer Satisfaction

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...

Medicare Changes In 2024, 2025 Affect Prescriptions, Vaccines And More

A slate of new policies change how much you pay for premiums, medicine, vaccines, telehealth and more....

Will You Make The Same Mistakes About Aging That Your Parents Did?

Aging well is not simply a matter of luck. We do have solid research that tells us how we can make our last decades better and healthier. That takes work....

Where To Enjoy Car-Free Living In Europe

In these 3 European cities, retirees can go car-free, cut their costs, and rely on safe and efficient public transportation systems....

The Great Wealth Transfer Is Happening, But Not In The Way You Think

The Great Wealth Transfer is happening now, but maybe not entirely in the way you think. Aging Boomers are living while giving multigenerational travel experiences....

Want To Live In Italy? Tuscany Will Pay You $32,000 To Move There

Have you ever dreamed of living in Italy? Tuscany is paying new residents to purchase and renovate a home. But you need to move fast....

Widows Share Their Financial Strategies

Widows discuss what helped - and would have helped - with finances and documents after their spouses' deaths....