Curated articles and podcasts from trusted financial experts and real retirees.
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But a fair observer of the 401(k) system would point out where it is working and where it has holes....
Most people say they want to "age in place" at home for as long as possible. Know the shockingly high cost of the best of care for aging loved ones at home....
A proper retirement income plan will include how you expect to pay for healthcare costs once you retire. The cost of medical care in retirement will shock you....
Recently widowed and just retired. And yes I’ve heard every pro and con imaginable on this subject but still have not made my mind up. I’ve done the math and I feel I have adequate savings...
I will be eligible for Medicare in about a year. I have been doing quite a lot of research but it is all so confusing. Part A an B is pretty straight forward but then there is Medigap in partsC, D and...
This month we celebrate the Retirement Answer Man’s 10th anniversary milestone with several guests throughout the month. Today we welcome Professor Rick Nason, author of It’s Not Complicat...
For high-net-worth families, there are financial planning strategies to take advantage of today before the rules change....
B.O.S.S. Retirement Solutions is proud to sponsor the Treasure Valley Silver Awards By:Idahonews.com BOISE, Idaho (CBS2) —90-year-old Mary Lou Hay says the key to a happy retirement is staying a...
With cash flow running tight, I've embarked on a mission to trim unnecessary expenses from my budget. In times of surplus cash before my home purchase, I hadn't scrutinized my expenses for years. It's...
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
There is a looming retirement crisis. It’s not a possibility. It’s about to be a reality for many Americans. According to a survey by Clever, “Two-thirds of retired Americans say the...
In today’s world, workers need to save if they want to be comfortable in retirement. But there are also limits to what many people can afford. A new study finds that when U.K. workers were autom...
Even with the improvement, two out of five households are still at risk, according to the National Retirement Risk Index. The release of the Federal Reserve’s 2022 Survey of Consumer Finances (S...
[Editor's Note: If you’re looking to carve out your financial freedom so you can practice medicine exactly how you want, make sure to sign up for the virtual Physician Freedom Summit March 7-9. ...
A sometimes-overlooked measure of the 2022 law could put free money into millions of workers' retirement plans....
SilverSneakers is a fitness program focused on improving senior health through exercise....
Big Tex, Paul in Maryland, and Nick in Alabama all need to know how much money they should convert to Roth to pay as little tax as possible, today on Your Money, Your Wealth® podcast 471 with Joe ...
Aside from your spouse or partner, if applicable, who is the first person you told once you made the final decision to retire? Why that person? I have friends who have retired and my guess is that I w...
Master of Change by Brad Stulberg. I read this book a few months ago. It is a mixture of old philosophy & new psychological research on how to deal with change. I found it invaluable. I'm retiring...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Make the Most of Retirement by Un...
Lots of great information in this forum, thank you. I hear a lot regarding couples and their travels, their relationships, their finances. But the one thing I don't see a lot of is singles. How planni...
How many times have you heard something like this: If you start saving $300 a month at age 25, by the time you're 60 you'll be a millionaire. While not technically false (assuming you could earn a 9.5...
Anticipate the potential of living well into your mid-90s or beyond 100. Discover proactive approaches to ensure you're adequately prepared for the future....
Many are familiar with Medicare Advantage HMO and PPO plans, but there are 3 plan types that aren’t as well known....
I'm nearing retirement age. Over at AskOldPeopleAdvice, I appreciate the posts where people share their wisdom concerning things they would have done in hindsight. Because I work in healthcare, I know...
By Dr. Jim Dahle, WCI Founder Every year, The White Coat Investor publishes at least one online course, which we call “Continuing Financial Education.” In reality, it is a blend of financi...
I'm single, retired and all my friends have relocated to warmer climes. Luckily, I have 3 cats to keep me company, and I'd like to make sure they don't end up in shelters if (god forbid) something hap...
I'm looking at retiring. I've been very fortunate and I don't forsee any financial problems. However, ever since I was a child, I have measured my worth by my production. This was ingrained in me by m...
As I approach my 65th birthday later this year, I have arrived at a common conclusion that getting older stinks ... Read more...
Hello. I am 7 weeks away from what I plan to be my last day at my very corporate and very stressful job. My manager is not the easiest to work for and I feel like I’d feel way less stressed w th...
I applied for benefits in July of 2023 but changed my mind and decided not to retire. I sent in all the paperwork to stop my benefits but I am still receiving payments. (As a side note, it has been 7 ...
Words from a hand written note from my 10 year old grandson. His spelling. To grandpa happy reiterment day im looking fowerd to haveing sleep.overs and meddle dedecting days Sincerely Joshua There is ...
17th-century French mathematician and philosopher Blaise Pascal put forward this reasoning on whether one should believe in God (paraphrasing): You’re not sure whether God exists. If you believe...
The previous post Backdoor Roth in TurboTax: Recharacterize and Convert, 1st Year dealt with contributing to a Traditional IRA for the previous year and recharacterizing a previous year’s Roth I...
The best way to do a backdoor Roth is to do it “clean” by contributing *for* and converting in the same year — contribute for 2023 in 2023 and convert in 2023, contribute for 2024 in...
The CTA is a federal law that took effect on January 1, 2024. It may have implications for your estate plan....
Here is a list of questions your financial advisor should ask for you to maximize your Social Security benefits and determine your overall financial goals....
By Josh Katzowitz, WCI Content Director With a full house inside the large Sebastian K ballroom at the Rosen Shingle Creek resort during WCICON24 in Orlando, keynote speaker Paula Pant asked how many ...
Today, we are answering your questions from email and social media. We discuss what happens inside a 401(k) or 403(b) if you change your type of contribution, how to know if you have a good CPA, what ...
One of the most effective ways to build semi-passive income is to own your primary residence, live in it for several years, then rent it out and purchase a nicer property. If you're aiming to retire e...
Best Remote Jobs for Stay-at-Home Moms 1. Virtual Assistant ($73k per year) Expected Earnings: $73,821 per year Experience Level Needed: Beginner The demand for virtual assistants is increasing rapidl...
“Travelling with an infant is hell. You’d be crazy to do it. You’d just need a vacation from the vacation.” “Taking care of a baby is hard. Why make it harder by travelli...
I'm 64 and recently decided that I'm going to work until I'm 67. But I have to sign up for Medicare at 65. Since I will still probably carry my insurance through work, how do I go about signing up for...
In the latest episode of the Rock Your Retirement Show, Kathe Kline and Barbara Mock delved into the seasoned realities of downsizing and moving after retirement. Barbara shared her personal journey o...
The Sunday Bestis a collection of articles I’ve curated from the furthest reaches of the internet for your reading pleasure. ... Read more...
By Dr. Jim Dahle, WCI Founder I just spent a couple of hours going through this year's annual WCI survey results. This survey is really important for us to make sure we're providing the content you wa...
By Dr. Jim Dahle, WCI Founder It's easy to say “spend less;” it's much harder to do it. However, for a select group of people, it is dramatically harder to do it. Consider an email I recen...
With tax season upon us, it seems like a good time to share a resource that can save you hundreds of dollars on tax preparation and filing fees. It’s called IRS Free File, and it’s availab...
A recent case has held that the Corporate Transparency Act (CTA) is unconstitutional. But this is not likely the last word on the CTA....
Description: In todays episode, we talk about the unexpected turns retirement can take, particularly when individuals find themselves in the role of raising a grandchild. This shift in family dynamics...