Showing 50 results of 15844
Lean Private Practice: A Sustainable Model in a Changing Healthcare Landscape
The private practices that'll thrive in the future are ones that think differently and innovate. The idea of lean private practice is key. The post Lean Private Practice: A Sustainable Model in a Chan...
August 2024 FIRE Update
Hey everyone! Summer is over. Our son is back in school and the weather is turning cooler. It’s nice and quiet at home again. Ahhh… August was a tough month ... Read more The post August ...
Five December 31 Tax Deadlines for Retirees
The end of the year will be here before you know it, so it might be a good idea to start thinking soon about what you need to do for taxes before it arrives....
What my dad is teaching me about retirement
I'm in my mid-50s. My dad is in his early 80s. My mom passed away several years ago and my brother last year, so it's just me and my dad now. What have I learned? There's early retirement and later re...
Long distance move, late in the game
Hello everyone! My husband and I are in our early 60s (him) and late 50s (me). He is looking at retiring from his company in about 5 years. We have lived in the same area in the south for the entire 3...
navigating first year of retirement
I retired in my late 50s as the university I was working for here in the UK had massive financial problems. They offered buyouts, so I took one...the alternative was taking a pay cut and having many m...
Handling vacation property in retirement
I am newly retired (June 1 2024), so am still figuring it out. I am the 3rd generation owner of a 'camp' in Maine, by inheritance. It is only useable about 3-4 months a year, roughly mid-May to mid-Se...
How Retirement Withdrawals May Affect Your Tax Bracket
Learn how retirement withdrawals impact your tax bracket and explore strategies to minimize tax hits on your income during retirement....
2024 Year End Estate Planning: Are You Ready?
You may need to take action before 2024 year-end to protect your estate plan: avoid reciprocal trust & step transaction doctrines, file for the Corporate Transparency Act...
Temporary Rent Assistance Promotes Job Stability
Critics of temporary rental assistance argue that it gives people the financial leeway to work less. But that was not the case for low-income workers in Chicago. The workers, who received up to $1,000...
How Applying the Kelly Criterion Can Benefit Your Financial Investments
If you’ve ever wondered how to find the right balance between risk and reward in sports betting or financial investments, the Kelly Criterion might just be the answer. Developed by John L. Kelly...
Reader Case: Canadian making USD
FIRECracker got me in a reader case mood, so I thought I’d get in on the fun too! Here we go! Can I start off with THANK YOU for providing your investment workshop for free. It’s so refres...
How to Get Into the Stock Market: Dollar Cost Average or Go All In? - 494
TJ in Louisiana has been sitting on the sidelines, but now it’s time to get into the market. Should he dollar cost average, or just go all in? Margaret in California has an idea of selling a sto...
Retirement is 'Comfortable' for Three in Four Americans, Survey Finds
In a snapshot survey of views on retirement in the U.S., three in four retirees say they have enough money to live comfortably. Will you be able to say the same?...
Time Is Precious: Rekindling Relationships Is Now a #1 Priority
Around 14 years ago, one of my closest friends told me he had been diagnosed with colon cancer. I was shocked by the news but he didn’t seem any different and I knew he’d be just fine. Aft...
Unexpected Retirement: Finding Happiness and New Adventures
Elaine didn’t decide to retire at age 57, but changes in her company meant an early retirement for her. Being caught off guard, she didn’t feel emotionally prepared to make the shift, even...
Getting Paid to Not Understand It
I'm tired of the financial scammers. A few months ago John Oliver did a great show on how these scammers operate what is known as pig butchering. A typical pig butchering scam works as follows. First,...
The Financial Benefits and Drawbacks of Working During Retirement, Ep #224
Retirement planning is a delicate process, and you need to carefully consider your various income streams, including Social Security benefits. For those of us who plan to continue working while claimi...
Vanguard Lowers Minimum for Robo-Advisory Service
The reduction comes as Vanguard's increases its investment in the robo-advisor service...
Nationwide and Peyton Manning Spotlight Financial Services in Latest Campaign
The new ad campaign centers Nationwide's financial and retirement planning services...
Presidential Election, Interest Rates Top Investor Concerns for Next Decade
Investors in the Janus Henderson report also cited concerns over inflation, stock market…...
Investors Proactively Managing Retirement Savings
More are also taking interest in lifetime income options, notes Nationwide's new Protected…...
Does Remote Work Help Older People with Disabilities?
One aspect of the pandemic that has persisted is the increased relevance of remote work. This shift could help older people with disabilities, who might otherwise find it hard to get or keep jobs. Ind...
Has Remote Work Improved Employment Outcomes for Older People with Disabilities?
One aspect of the pandemic that has persisted is the increased relevance of remote work. This shift could help older people with disabilities, who might otherwise find it hard to get or keep jobs. Ind...
U.S. Needs ‘Hybrid’ Retirement Plan System: Report
TIAA Institute researchers say system needs to incorporate best features from DC and DB…...
Fiduciary Rule Update and ERISA at 50 with Lathrop GPM’s Allie Itami
On this episode, ERISA attorney Allie Itami discusses the fiduciary rule delays, its impact…...
EBSA Updates Cybersecurity Guidance for Plan Sponsors and Fiduciaries
New Compliance Assistance Release confirms agency’s 2021 guidance applies to all…...
America Falls Again in Global Retirement Security Rankings
2024 Global Retirement Index has a new No. 1 while U.S. drops out of top 20...
‘Co-Manufacturing’ Trend Having Major Impact on New Target Date Series Launches
Report from Sway Research explores trend, shows TDF assets top $4 trillion as CITs overtake…...
Maximizing Real Estate Returns In A Multi-Year Rate Cut Environment
At long last, the time has finally come for the Fed to begin cutting rates in September. As a result, real estate investors will likely benefit from a tailwind over the next couple of years, after a r...
Why You Should Expect a Lower Social Security COLA for 2025
Avoid the COLA social security dip in 2025 with a Health Savings Account...
Tax Efficiency Mastery for Financial Success
As you build your wealth, tax considerations are going to become more important in protecting your earnings and staying in good standing with tax authorities....
Ways to Pay for Long-Term Care Expenses
The earlier you start planning, the more control you have over your future, empowering you to make informed decisions and feel more secure....
To not be in debt in retirement, when do you buy your last house?
After an earlier post about advice to give to kids about retirement, one of the most common answers was to be debt-free at retirement, including a mortgage. I got to thinking about that, and what that...
"old person" housing in a state that do not tax on retirement income?
hello! I've entered my 50's and I need to start planning for housing...I just like to plan things and of course, I'm single, so it's good for me to plan, too. someone in a subreddit somewhere on reddi...
Grow Your Investments Like Yale, Through a Self-Directed IRA
Yale's successful endowment focuses on alternatives. With a self-directed IRA, an individual investor could design a portfolio based on similar principles....
Pleasure-Way Eulogy: Selling a Small RV
Change is constant. Each season of life inevitably transitions into the next, and windows of opportunity eventually close. So, an essential strategy for happiness in retirement is to group your experi...
Cheapest Auto Insurance in Delaware 2024: A Comprehensive Guide
Discover how to find affordable auto insurance in Delaware with our 2024 guide. Learn about factors influencing rates, average costs, and the best providers to secure the cheapest coverage...
Ed Slott Explains How to Outmaneuver the Tax Trap in Retirement
Today we're joined by Ed Slott, the expert’s expert on retirement planning, to talk about how to make the most of your retirement savings and avoid costly tax surprises. Ed explains why converti...
My 27-Year-Old Car Will Make Me a Multimillionaire
I just turned 40 years old, and I have spent less than $20,000 on all the cars I have ever owned. That is going to make me wealthy one day. The post My 27-Year-Old Car Will Make Me a Multimillionaire ...
Self-Insuring Your Long-Term Care (and Other Non-Recurring Expenses)
This post is a follow-up to our post of April 16, 2022 regarding planning for non-recurring expenses in retirement, with emphasis in this post on long-term care costs. We also build on the example dis...
Aging in Place Will Be Big Business for Home Builders
Many people will be looking to make their homes aging-friendly in the years to come....
What is The Role Of An Expert Witness In A Trial?
Nowadays, more and more physicians are turning to secondary jobs to supplement their clinical work. And it isn’t hard to ... Read more...
First-time snowbirder with a house
Hello. I live in Vermont and after long Covid delays (shutdowns, crazy interest rates), I really do not want to be here all of winter 2024-2025. This is a one-time transition, though I may do it seaso...
Prepare to Start Taking Money Out of Your Inherited IRA
The IRS has issued final rules on taking required distributions from an inherited IRA, and warns that the reprieve on penalties for adult children and other non-spouse beneficiaries who don't comply w...
Five Things About Annuities That May Surprise You
They're more varied, flexible and cost-effective than most people think, so don't let their complexity scare you off....
Five Very Affordable Places To Retire In Europe According To New Reports
In these European countries, it's possible to live comfortably on a monthly budget of between €1,000 and €1,500....
Unlike Football, Personal Finance Is Not A Game Of Inches
Personal finance gurus would have us believe that the difference between financial success and failure depends on our choice to buy a latte. But it likely doesn't....
how much can you have in a bank account?
i am 78, receive $1300 in ssi. i am not on disability. how much can i keep in bank account?...