Curated articles and podcasts from trusted financial experts and real retirees.
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62M. Live in a smaller city in Colorado. Retired from my government job on 7/1/24 after 18 years. Before that I was in the military for 23 years and retired from that in 2005. I was really looking for...
Eliminating taxes on Social Security benefits could impact your finances. Here's what you need to know....
The latest stock market correction cost me about five times what I made consulting part-time for four months. If I were smarter, I would have sold 100% of my rollover IRA before stocks started to tumb...
Using a financial advisor can be a smart move, and 80% of docs would be better off if they had a good one. Here's how much it'll cost you. The post What Do Good Financial Advisors Cost in 2024? appear...
Unlike most private employers these days, Kaiser offers a pension. We are occasionally asked if the pension is worth it? Here's our answer. The post Is the Kaiser Pension Worth It? appeared first on T...
If you want to increase your income, telemedicine can be a viable option, and it can be done from the comfort of home. Here's what to know. The post The Wonders of Telemedicine for a Doctor appeared f...
In this episode of Big Picture Retirement, Devin is joined by Alexander Davis, a financial advisor at Carroll Advisory Group, to address some of the most pressing questions from our listeners. Togethe...
Some high earners end up in the 0% long term capital gains bracket. Don't scoff and assume this post does not and never will apply to you. The post Life in the 0% Long Term Capital Gains Bracket appea...
Answering listener questions about Ascensus acquiring Vanguards's individual 401(k) business, about DAFs and if appreciated securities are a reasonable alternative, and about contributing to your non-...
"Follow your passions" may be well-intentioned guidance, but it's insufficient. Ikigai provides a fourfold framework for making college and career decisions....
People who are already doing well are seeing their wealth continue to grow. The rest could use a little help, and financial coaches could be just the ticket....
Watch a free clip from the “Estate Planning in Your Retirement” online course to learn: The 4 essential questions that can help you determine if you need a trust or […] The post Do ...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
The former editor of Kiplinger Personal Finance shares key financial takeaways from his first year of retirement....
It might seem counterintuitive, but there are scenarios in which it would make sense to lock in lower marginal tax rates....
Explore Assurance America's auto insurance options for high-risk drivers in ten states. Our comprehensive review covers customer satisfaction, costs, claims handling, and coverage options to help you ...
The financial landscape is undergoing a rapid transformation, driven by advancements in technology and the growing demand for more accessible and integrated investment solutions. At the forefront of t...
Stop using banks and credit unions for cash savings. Use money market funds and Treasuries for better transparency and fairness. Learn the Nuts and Bolts I put everything I use to manage my money in a...
Mid 60s. Retired about a year. Income means little to me in retirement. I’m delaying social security. I decide what my income will be. Besides dividends and interest, there’s no new money ...
Life is easier when you can make a positive connection with other people. As I discovered recently, creating a connection with your service provider can also save you money or provide you better servi...
If you know anything about saving for retirement you probably understand at least a few things about 401(K)s. However, when exploring the details of a 401(K) there are a number of questions that are o...
Understandably, you don't want to pay for too long or pay too much, so here's what to consider when you're deciding when to buy long-term care insurance....
Clients have several options to tackle this unpleasant topic, but for advisors, the best time to start the discussion is now....
Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options....
Two people in my family who are independent contractors and lack employer health insurance happen to be turning 65 this year and will finally be eligible for Medicare. Hallelujah! A report by KFF, the...
I am retiring at the end of August !!! Yeah!!! Need some more education on estimated tax payments. Two situations in the coming years. 2024: Through Aug, taxes have been deducted from my paycheck. I w...
A friend of mine (age 60) who thought their job was secure was suddenly informed that it is not secure. This person still has children under 18 and their spouse is already retired. My friend asked me ...
Hi Folks, Do you have any tips for a senior beginning chess player? I’m particularly interested in hearing from those who took up chess after retiring, though all advice is welcome. I played che...
As a Chartered Financial Analyst with over 20 years of experience in real estate investing and financial services, I’ve seen firsthand the financial advantages of owning a home versus renting. I...
Sixty-seven percent of parents expect to pay at least some of their children's higher…...
Monday’s thousand-point drop in Dow put many retirement investors on edge, but best move is…...
Sixty-seven percent of parents expect to pay at least some of their children's higher…...
Alight’s 401(k) Index shows yesterday’s trading volume was more than eight times above…...
As a result, Summer will acquire several of Vault’s assets, intellectual property, and…...
However, respondents to a Northwestern Mutual survey still expect their 401(k) or retirement…...
A new bill introduced by Rep. Brittany Pettersen would revise ERISA to expand retirement…...
The average 401(k) contribution rate held steady at 6.5%...
As the presidential election draws closer, a look into possible Social Security policies…...
The complicated way Social Security is taxed can catch middle-income earners by surprise....
You may have been hearing more about the so-called “Yen carry trade” lately. But what exactly is the Yen Carry Trade and why should you care?...
Recordkeeper’s earnings of $236M in Q2 2024 represents 19% year-over-year growth...
If you've been a good saver and face large required minimum distributions (RMDs), then you need to plan for how to head off or limit higher Medicare premiums....
When you're gone, you want your heirs to be happy and successful and for your life's legacy to live on. Creative estate planning can help with all of that....
Investing in private markets can help lower portfolio volatility and potentially achieve better returns. Here's what to know before deciding to dive in....
There’s something sexy about a shiny gold bar, but should you go for the glitter? If you're tempted, a four-pronged investing approach could be best....
The S&P 500 is now roughly 8.5% off its all-time highs last month, foreign stocks are getting hammered, and the crypto markets saw over $1 billion in liquidations over the past weekend. What is ca...
The biggest change coming to Medicare may be the $2,000 cap on Part D drug costs which has spawned a new program: the Medicare Payment Prescription Plan or MPPP....
Taking legal control away from an impaired elder's access to free spending can make them mad. But the risk of their anger is worth it. Family can stop financial abuse....
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