Curated articles and podcasts from trusted financial experts and real retirees.
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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
Inside]](/postImages/postImage8838.jpeg)
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...
Say you utilized the FIRE system down to a T and finally got to retire before you hit your mid-life ... Read more...
Preserving consumption in the short-term means less resources for the future. We just released a study that introduces behavioral responses when looking at the effect of inflation on consumption and w...
Thebrief’skey findings are: Without any behavioral response, high inflation generally harms older households by reducing their consumption and wealth. But new survey data show that people do res...
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 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...
The key to beating inflation in retirement is to account for it and incorporate it into your plan....
Apart from money, what was your biggest worry pre-retirement that turned out not to be a big deal? What eventually just fell into place? I’m 57M, live in Canada, and I will be retiring in just u...
My husband and I are currently 5 years out from our retirement date and are renting our home. We considered buying around 2019 but didn't and now the housing market is dreadful, especially where we li...
Enjoy the July 4th holiday, which is the start to a long summer weekend for many of our readers. And safe travels! Squared Awaywill return next Tuesday and Thursday with its regular weekly blogs.Sign ...
On Oct. 24, 1975, the women of Iceland went on strike to “demonstrate to ourselves and to others the importance of our role in society.” No going to work. No cooking. No taking care of the...
Robinhood Gold can deliver hundreds of dollars per year in benefits. Here are the top five advantages of upgrading to Robinhood Gold....
College students need to spend a lot of time paying for tuition, room and board. To pay for education, you have to shell out a considerable amount of money. That is why most students are looking for o...
Of course you want to spoil your grandchildren. Who doesn't? You can do it in ways that won't teach them bad habits or set unrealistic expectations, though....
A real life story of a wealthy man who had extensive real estate investments but could not manage them as he aged with cognitive decline....
There’s no doubt we’re making the most out of our early retirement freedom. I left my career at the end of 2018 and we’ve done a lot of unique things since then, including: The point...
Investing in a real estate syndication can be a smart move and has generally been an excellent investment with the ... Read more...
My net worth (total assets minus total liabilities) today is 6.3% higher than it was when I retired in 2019. This is in no small part thanks to stellar returns delivered by the financial markets since...
Im not realy looking for advice, know I'm a part of the problem....Just wonder if any else has dealt with these feelings? I really crave alone time, at home. The peace and quiet. I tried to be mentall...
What if you had a magic app that told you how much of your net worth you never got to spend at the end of your retirement? The trouble with planning for retirement is all the uncertainty, however, pro...
Curious how those of you who are retired or looking at retirement navigate having children under 18 in your household. For example, I have a patient who is on the cusp of retirement who is now looking...
Am I doing it wrong? Almost made the decision to retire in a year. I'm looking at all the money I currently have, plus what I will get from pensions and social security and added up all my projected e...
My wife is retiring from her job with our state govt. She will be drawing a pension. She is not old enough for SS yet. She is going to receive a lump sum amount for accumulated vacation/sick time. Her...
Attention Florida-bound retirees: There's more to the Sunshine State than Disney, golf and beaches....
![Cheapest Car Insurance in Texas in 2024 [From
$52/mo]](/postImages/postImage8797.jpeg)
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...
Nowadays, doctors are opting for less traditional job opportunities. Many young graduates understand that the typical long hours at the ... Read more...
I never thought raising a kid is like investing in the stock market…until I had a kid. Someone once described parenting to me as “winning the lottery while losing a leg”, and I didn...
Find out why higher interest rates benefit some annuities more than others....
Irrevocable trusts can be set up so that the trust maker no longer pays income taxes, and the taxes are instead paid by the trust. What are the pros and cons?...
Hey Everyone! This FIRE update will be a short one because I’m on vacation in Japan. We are exhausted from walking around so much every day. Fortunately, I got us a room at the Dormy Inn. This h...
What is your strategy to withdraw money from your nest egg in retirement? Which accounts should you tap first? And how much can you safely withdraw every year … Without running through your ent...
In assessing how retirees are faring, it is important to go beyond simply asking people how they are feeling about their situation....