Curated articles and podcasts from trusted financial experts and real retirees.
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The last time we visited Isla Mujeres was back in 2017 and we were on a scuba diving day trip to MUSA, the world-famous underwater museum, led by our Airbnb host, Diego, a scuba dive instructor. He&rs...
Nice to see two more recent articles in the retirement income press discussing the advantages of dynamic retirement approaches like ours that use guardrails to adjust spending in retirement. These two...
Roth conversions can be a powerful retirement-planning strategy. Watch this clip from Retirement University’s online course, “Tax-Saving Strategies in Retirement” to learn how Roth c...
Retirement is your time to enjoy the things you postponed during your working years. Many of our clients enjoy being able to travel and indulge in the things they have saved for so diligently. Sometim...
If you have set up your mySocialSecurity account you are able to name your choice of a Representative Payee (RP) then each year the SSA will send you a letter stating who they currently on file for yo...
Photo credit: jb As you know, it is against all the rules to use your IRA to invest in anything which benefits you or a related party. This is one quick way to get your entire IRA disqualified, quite ...
Should you appoint your new spouse or a child from your previous marriage? It all comes down to who will make the best decisions that are right for you....
Education is the key to freedom for all of us. Therefore, I've made the decision to pursue a doctorate degree instead of seeking a fancy tech job. Specifically, I plan to earn a Doctorate in Business ...
For those of us who have a home mortgage, paying it off may not be an option. Either you lack sufficient cash, or retiring the mortgage early would leave you cash poor and vulnerable. Even for those o...
Hello fellow retirees! I retired just recently and now have lots of time available to do what I like. I have always loved trading. Whenever had time, I would always do great. Whenever I didn’t h...
Hello, I have formed a questionnaire for a class project about Social Security and I am looking for any participants to fill it out. Please share this if you can, and any involvement is greatly apprec...
When a billionaire corporate executive and Senator Bernie Sanders agree on something, it’s worth paying attention....
I retired in May of 2022 at 69+2 two month which should have given me 25.3 delayed credits birthday being 3/23/53 however I only received 22.7 credits witch put my credits back to January 2022 I was t...
Consider immersing yourself in the culture of a village rather than making a list of all the things you need to do and see within a short period of time....
If you’d prefer that your estate not pay more taxes than necessary, then these strategies are for you....
Burnout is a constant threat in self-employment. To protect against it, you must turn your income into wealth by investing in the markets, business or real estate....
For those that keep track/spreadsheet expenses, are you able to share your total all-in medical/healthcare cost for a year? I'll be retiring end of this year. Husband already is retired but on my comp...
As I'm beginning to plan for retirement, I've read plenty of articles and used several calculators to determine what we'll need as the magic number to retire. Here's the thing though, they're ALL base...
Daniel Kahneman didn't just make the world better—he made YOUR world better, whether you know it or not....
Personalized TDF service incorporates key recordkeeper data points...
Personalized TDF service incorporates key recordkeeper data points...
Two separate reports point out declines in financial confidence and longevity concerns among…...
Employers who use ADP’s 401(k) retirement solutions can opt-in to match employee’s…...
Deal involves more than 2,300 retirement plans, 65,000 participants and more than $3.9…...
Find out what this American expat experienced while having hernia surgery in Mexico...
Morningstar's latest report finds that CITs are on pace to overtake mutual funds as the most…...
Nobel-winning professor first noted pain of a loss outweighs the euphoria of a gain; work…...
The state now joins the ranks of Colorado, Maine, Vermont, and more who have all implemented…...
Alera Group and Vestwell launch a new workplace retirement solution aimed at small…...
Actress shares how she’s learned to skip the drama and never stop growing...
While COVID was raging, the jump in house prices and a rising stock market were dramatically improving U.S. workers’ retirement finances. In 2022, the share of households that were not saving en...
About two years before my husband died of kidney disease, he reached the point in his health decline where we decided to hire an aide to help him. It took four tries before we found an aide who met ou...
Robinhood is offering a 3% match when you transfer an IRA to its platform. We look at the terms of this deal and how easy it is to transfer an IRA to Robinhood....
The 4% Rule is as popular as it is misunderstood. In this article, we'll look at four things that most people do not understand about the 4% Rule....
In 2002, I foolishly bought a new luxury car, a Mercedes Benz G500. I had to just gotten a raise and a promotion to Associate so I thought I had might as well blow all my money. The G-Wagon cost $78,0...
The model-actress stars in a rom-com, ‘Mother of the Bride,’ streaming on Netflix in May...
I'm not really asking for advice, just sharing I guess. I am only 2.5 months into my retirement, and I am enjoying it immensely. I never even think about my old job, even though I worked there for alm...
These 10 coastal cities provide convenient access to the beach and many of the amenities retirees need....
In this Easter special episode, Jason welcomes Tim Tenbrink as a guest to delve into the topic of biblical stewardship....
Nobody likes paying taxes. But being rewarded for your tax payments can certainly ease the bitterness. While many avoid paying ... Read more...
Here's everything you need to know about how to buy precious metals in self-directed IRA....
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older....
Life insurance not only provides liquidity for your family to cover immediate expenses after you pass, but it also can minimize estate taxes....
With interest rates poised to possibly start falling, investors might consider shifting to longer-term fixed-income securities to lock in higher yields....
Families have many forms of capital beyond their money. Here are five of them, plus ways to easily ‘transfer’ them to younger generations....
Despite the recent surge of click-baity headlines surrounding a recent white paper, the 401(k) remains a sound and popular option for individuals saving for retirement....
JP Morgan Asset Management's 2024 Guide to Retirement: See if you have saved enough by age and income and how much you should be saving if you are just starting out....
VOO and ITOT are two of the most popular total market index exchange-traded funds on the market. Both ETFs use ... Read more...
It’s been almost 14 years since our first post on How Much Can I Afford to Spend in Retirement? This post is our 498th post. As implied by the title of our website, our primary goal is to help i...
Wish me luck. I’m telling my boss of my intention to retire at the end of May. I’m 64 and my numbers look good. I have a good job and have been working from home for 10 years Work in a goo...