Curated articles and podcasts from trusted financial experts and real retirees.
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The match amount is calculated as if the employee contributed their loan amount to the plan even if they did not make any elective contributions....
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With the real estate industry finally lowering commission rates after August 17, 2024, a battle is brewing among brokerages and agents to win business. For example, Sotheby's has decided to charge 2% ...
Discover the cheapest car insurance in Arizona for 2024. This comprehensive guide covers the best rates for minimum and full coverage, plus tips for young drivers, seniors, and those with poor credit....
My Merrill Lynch guy sent me my report and it showed a 80 percent score. I was pretty disappointed sine I’m two years from my preferred retirement date. After the call he sent me a new one - at ...
WCICON25 registration is officially open! And if you sign up now, you can get early-bird pricing that will take $300 off the in-person price. The post 12 Reasons to Come to WCICON25 appeared first on ...
In this episode we’re answering listener voicemails and tackling some tough questions about Social Security, RMDs, estate planning, and more. First up, we help Diane, whose husband is a minister...
SmartRetirement Lifetime Income allows participants to use familiar target date funds and…...
New research predicts Dems would continue to support student loan debt reforms aimed at…...
The latest news from Capitalize, Empower, ShareBuilder 401k and The Standard...
Digital wealth management solution and technology provider SigFig is adding new artificial…...
Invest in Others Charitable Foundation announces this year’s best at giving back to their…...
Working with individuals and couples gives me a front-row seat to how people invest. The view is fascinating. Several clients have worked with other advisors. Some come with collections of high-cost a...
A look at the top retirement industry groups who made Inc. 5000's fastest-growing list...
Now is a great time to minimize your upcoming tax bills, get your RMDs in order and make sure your investments are on track for a prosperous new year....
How much money do psychiatrists make? Here's everything you need to know about a psychiatrist's average salary and whether it's increasing. The post How Much Do Psychiatrists Make? appeared first on T...
Americans feel they need $1.46 million to retire comfortably. The good news, if you're falling short, is you might not need that much to reach your individual retirement goals....
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
If you guessed which physician specialties have the happiest marriages, you might choose the least stressful specialties. You might be wrong. The post What Physician Specialties Have the Happiest Marr...
I don't understand why if I go by the 4% rule, my SS payment and our budget, we have plenty of money left over, without even counting on collecting my husband's SS payment in 9 years. But New Retireme...
I'll be retiring very soon at 60. This will be prior to the ACA open enrollment period. Loss of employer based health care is a qualifying life event for ACA enrollment, but from what I can gather, yo...
I am currently 60 (F). I work full-time and based on information that I have learned in the past few months it is likely that my job/role will be ending by the end of December 2025. At that point I wi...
These early retirement mistakes can douse your FIRE (Financial Independence, Retire Early) efforts....
After 35 years of practice, I've retired. Here's how I had the confidence and know-how to do so—and what I'm looking forward to the most. The post Why Lawyers (and, Really, All Kinds of People) ...
Online financial fraud is growing fast, while crypto and speedy money transfers are making it tougher to recover stolen funds. Here are tips for staying safe....
In this episode we continue our discussion on some of the most frequently asked 401(K) questions. Glenn is available for in person and online meetings if you'd like to discuss or strategize about your...
Today, Dr. Jim Dahle talks with Michael Kitces, creator of the popular blog Nerds Eye View. He is a CFP (along with many other designations) who has a passion for educating. His platform is huge, and ...
During my intern year, some financial benefits have mattered more than I expected. Here's my list of what's overrated and underrated. The post Financial Benefits During Residency That Are Vastly Under...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! Social Security COLA 2025: How Much Will Payments Increase Next Year? With inflation cooling, analysts estimate benefit boost could come in a bit under 3%. B...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! Why Retirees Are Carrying More and More Debt. Federal Reserve data shows sharp rise in amount Americans 65 and older owe. By Martha C. White, AARP. Published...
Thanks to Justin Fitzpatrick at Nerd’s Eye View for his recent article reminding us that planning assumptions about the future (in his article, mortality/longevity assumptions) are just assumpti...
I'm a leader in a healthcare organization IT department. My team works on Population Health and Regulatory/Quality functions. It's been about a week since my departure was announced. No one has shown ...
When retirees have more guaranteed lifetime income, they spend significantly more than those with a lot of investments....
Younger generations sometimes face an uphill battle to buy their first home. Here’s how to decide if you can help — or if you should....
The next few weeks will be critical as the COLA is determined on the average inflation rate in the third quarter — July, August and September — versus the average third-quarter inflation a...
None of us want to end up rolling down a nursing home hallway in a wheelchair, right? If that’s how you feel, it raises a question… What are you doing […] The post Longevity Lesson...
Discover the cheapest car insurance options in Alaska for 2024. Compare rates from top providers like Geico, USAA, and State Farm to find affordable coverage, whether you're a young driver, a high-ris...
Many retirees struggle to feel busy or fulfilled without a full-time job. It's a common problem lots of people face when they finally reach this stage of their life. Transitioning to retirement is a s...
I want to be a good dad and I try hard to be one. It’s not easy but I try to be present. I love my kids and my wife very much. Nearly my entire motivation for wanting to retire early is to have ...
I recently received an email from an agent at Sotheby’s, a prominent real estate brokerage with 1,115 offices located in 84 countries and territories worldwide, and I thought it was worth sharin...
Investors should resist the impulse to make major changes solely in response to the latest polls or policy pronouncements....
Transitions can be hard, stressful and costly. With a little preparation and the right team on your side, you can handle all the curveballs life throws....
The new Part D cap on out-of-pocket costs, could cause trouble for people on Employer Health Plans that will no longer be credible....
As a Chartered Financial Analyst (CFA) with over 20 years of experience in finance, including managing Investment Risk and Investment Product Teams, I’ve seen countless individuals make costly m...
Thinking about retiring on a luxury cruise ship? With programs like the new “Endless Horizons,” you can retire at sea and travel the world for the rest of your life....
The wider array of investment choices in SDBAs could help a savvy investor grow their nest egg faster than they could with a traditional 401(k) retirement plan....
An Individual Retirement Account (IRA) is a tax-advantaged savings account to help you boost your nest egg. Learn which type of IRA is best for you....
Discover three effective strategies for using Roth IRAs and Roth 401(k)s in retirement to maximize tax-free income, manage withdrawals, and secure your financial future....
I'm so glad that most here seem to be happy with retirement . How about those of you that it didn't turn out like you expected. Maybe you thought you would travel only to find that you are taking care...