Curated articles and podcasts from trusted financial experts and real retirees.
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Home equity is sometimes overlooked as a viable resource in retirement. You don’t have to sell your home to find income and liquidity....
In a thought-provoking analysis, Nick Maggiulli of OfDollarsAndData delves into the world of alternative investments, exploring their role in wealth ... Read more...
Would you like to have the confidence to know that it is all going to be okay so that you can walk away from your career? So would Judy! In this episode of Retirement Answer Man, you’ll meet Mik...
Identifying the common health savings account mistakes, identifying key strategies to maximize your HSA and exploring some of the practical ways to utilize your HSA over your lifetime. If you’re...
Tackling three roadblocks to retirement plan participation...
New LIMRA research shows majority of workers interested in guaranteed income products—and…...
Health Savings Accounts (HSA) can be a very effective tool not only to pay for out-of-pocket…...
DC plan sponsors are making changes to their benefits to set workers up for retirement…...
This comes as 18% are unaware of SECURE 2.0's startup tax credit, finds Sharebuilder 401(k)...
Voya says it's offering its PrimaryPlus feature after hearing demand from advisors wanting…...
SmartAsset study ranks 345 largest U.S. cities according to mean retirement incomes for…...
Renée Wilder Guerin of Retirement Clearinghouse recounts RCH Chairman Robert L. Johnson's…...
The market for document management software is expanding steadily. It is predicted to reach $11.47 billion in 2026, which is almost twice as much as it was at $5.51 billion in 2020. Every year, busine...
Healthcare subsidies are like a tax break and should always be optimized, right? That seems like an easy question that should have a straightforward answer. But the correct answer is, “It depend...
Spouses can coordinate their retirement benefits to get bigger tax breaks and employer contributions....
Why storing gold at home in a self-directed IRA violates IRS regulations and what to do instead....
Lean into a Roth IRA well before your “day one” of retirement....
Credit card rewards: are they a free lunch, a waste of time, or a bit of both? I've often thought about this question over the years as I signed up for different credit card reward programs and chase ...
I work from home in my partner is hybrid. We've always gotten along very well and this arrangement has not changed that. However when they do go into the office, though I miss having the company since...
I am 63 have enough money in investment accounts that I should be able to retire. But I am really unclear about how I go about withdrawing money to live on. I have a Schwab investment account, a tradi...
Retired last year, living off savings and small SS for my wife until I turn 70 in December. Filed taxes for 2023 using HR Block software, paid state and Feds calculated taxes due. Then in last few wee...
So I've been trying to find tools to help with my retirement financial planning and it's been a nightmare. Someone recommended NewRetirement.com and it is great BECAUSE it handles everything from expe...
It reduces Social Security applications and new beneficiaries. Enthusiasm seems to be running high for Family and Medical Leave programs. My views are mixed: as a human I can see some benefit; as a pe...
Thebrief’skey findings are: High inflation generally harms older households, but the impact varies by retirement status and wealth. Retirees are hurt more than near retirees because, outside of ...
To bring a broader perspective to issues affecting retirement and aging, the Center for Retirement Research (CRR) at Boston College is working with the Gerontology Institute and other researchers at t...
The Health and Retirement Study (HRS) is a primary source of information on retirement wealth, income, and replacement rates, but calculating these measures requires a host of methodological choices t...
There's a new method of counting defined contribution retirement plan participants that can make a big difference for clients....
After 8 months of living in an RV (with a couple of small breaks in between), our RV adventure has come to an end. It’s a little bittersweet in a lot of ways. We saw so many incredible places th...
Most of us have had a solar panel sales rep knocking on our door to pitch the benefits: huge savings, ... Read more...
Balancing the costs and benefits of surrendering control is key when ensuring a trust maker’s assets are properly managed and distributed the way they want....
Hey everyone! Wow, it’s almost summer. The months are flying by quickly. That’s what happens when life is good. May was a busy month for me. I went to the gym, delivered some lunches, work...
Home » Online Wills and Trusts Updated: Creating a will is one of the most important steps you can take to ensure your wishes are carried out after your passing. A legally valid will provides cl...
I can retire 60 but my place of work is throwing money at me to stay a bit longer. Honestly I will probably leave anyway in a year, I'm just ready for a new adventure. While I still have full health i...
B.O.S.S. Retirement Solutions is proud to sponsor the Treasure Valley Silver Awards By:Idahonews.com BOISE, Idaho (CBS2) —The Greek Food Festivalis one of the biggest cultural events in Boise an...
For more than half of U.S. households, retirement isn't a finish line. It's just a different phase of the marathon....
Last March marked the 5th anniversary of my retirement. I earned my last dollar from work at 52, just shy of my 53rd birthday. Now 58, I ask myself what, if any, regrets I have about retiring early. I...
While many people spend their working years aiming to eventually retire, there are reasons why complete retirement should not be a primary goal....
Someone once told me that once you get to the age of 55, you have all the clothes you need for the rest of your life. For me, I think that's largely true. This year, I've bought one pair of shorts, on...
I would like to offer a forum to my former co-workers to meet and post messages but the difficulties are: I am willing to pay a certain amount for it, but I don't want other people to have to pay to j...
What do you all consider to be a reasonable amount of phone use? I have set a somewhat arbitrary number of 4 hours. I am horrified by my 6-8 hour average. This is a ramatic increase since retirement. ...
( I am sort of a newbie. ) I am looking at the total bond market as I get older. Looking at VBTLX (Total Bond Market) it has earned about 1.25% past ten years. Isn't this a very poor investment, since...
Host Kathe Kline is joined by guest Barbara, who candidly shares her transformative journey after undergoing surgery for breast cancer. Barbara provides an intimate account of the emotional and physic...
Why Some Social Security Recipients Will Get 2 Payments in May...
When Will Social Security Run Out of Money? Latest Prediction Offers Good News...
Thousands of Social Security Recipients Will Soon Qualify for Bigger Payments...
Social Security COLA: Projected 2025 Payments Tick up on Latest Inflation Data...
Inflation Is Pushing Many Older Americans Into ‘Un-Retirement’...
May and June bring a rush of residents and fellows across the country looking to secure disability insurance with their ... Read more...
Photo credit: diedoe I occasionally receive this question: Can I make a non-deductible IRA contribution, and then shortly after convert the IRA into a Roth IRA? My income is too high for me to make a ...
Now that we’re halfway through the year, are you looking for ways to boost your 401(k) savings? Many Americans are struggling to save like they used to, and their retirement accounts are taking ...