Curated articles and podcasts from trusted financial experts and real retirees.
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By Dr. Jim Dahle, WCI Founder I spent some time a couple of years ago thinking about and discussing real estate lending funds and I thought it might be useful to revisit the topic today and share a fe...
Back in 2016 when this blog was first starting to take off, I ran a weekly series of articles called the Investment Workshop, where I showed people step-by-step how to build and manage an ETF-based po...
You might have choices when you need to raise fast cash. Know how to choose the best option for you....
For those of you who are looking to upgrade homes, let me tell you a sad truth. I climbed to the top of the property ladder with my latest home purchase, and after four months, I feel no happier. When...
The "Three Bucket Strategy" is a popular retirement income planning method. The first bucket covers immediate expenses in retirement. Listeners John and Donna are seeking advice on constructing their ...
Today on the podcast, Dr. Darria Long joins Dr. Jim Dahle. Dr. Long is an ER doc, mom of three, author, national TV contributor, educator, entrepreneur, and researcher. She is passionate about helping...
By Don Wenner, Founder and CEO of DLP Capital [This blog post is the third part of a four-part series that delves into the 8 F's for building prosperity and fulfillment in life, as outlined by DLP Cap...
Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you've worked to build. While much of retirement planning is focused on the numbers...
I'm retired and my wife is being forced out of her job this year. We live on the west coast (USA), Washington State, not California. I'm originally from Michigan and she is from Asia. Financially, I t...
Assisted living and nursing homes can be very expensive. I know in my area assisted living in a nicer facility starts at $80K a year. I also know that once a resident exhausts their assets the governm...
The battle goes on with aging parents who are living alone or without family nearby and their adult children. Your approach is everything in persuading them to move....
Choosing between paying off student loans and saving for retirement is a reality for many Americans. But that’s about to change. A provision in the Secure Act 2.0 permits employers to consider s...
Hey everyone! Have you been to Japan? We visited in 2010 and had a fantastic time. It was our last international trip before we had a kid. Travel was so much easier and carefree back then. We visited ...
Back in the day, a college degree was essential to landing a high-paying role. But in today's increasingly digital world, this idea is outdated. Many of the skills learned in college can now be obtain...
Clients across generations have different expectations of their financial advisors. Here's how everyone wins....
From baby boomers to Generation Z, Americans have a wide range of advantages and disadvantages when it comes to saving for retirement. Here's how they compare....
The average person looking to live or invest in Europe should consider alternatives to golden visa programs. Golden visa programs only make sense in certain cases....
I’m 68, single and have a healthy retirement portfolio with no debt and live in an apartment. I plan to quit working in December. I have one daughter, son-in-law and grandson in Colorado, anothe...
I am retiring at the end of April. Woohoo! Wife already retired. I have three buckets of income upon which one of the (my IRA) I am asking for ideas/advice on asset allocation. Some background: Both w...
Free course for NAPA members to earn RI(k) certificate launched in response to growing…...
Candidly sees high demand for student debt relief services...
Three plan participants received $1,000 and the title of 401(k) Champion...
Nearly 80% failed or barely passed annual quiz from MassMutual; less than 1% got an A+...
Reader feedback leads to the enhancements in 24th Edition of plan fee benchmarking tool,…...
Before “dashboards,” GAO should embrace the Conduit (Roth) IRA—A superior solution for…...
Providers say working strategies now in place for guaranteed income solutions to start…...
This month’s resources explore the benefits of utilizing tax-deferred accounts as well as the potential upsides and challenges of later converting to Roth. Resources will challenge you to think ...
Cerulli Edge report says asset managers should position themselves as strategic partners for…...
Managing finances and money matters as a couple can be challenging. In fact, dealing with money effectively is a factor ... Read more...
The Sunday Bestis a collection of articles I’ve curated from the furthest reaches of the internet for your reading pleasure. ... Read more...
I am self employed and my company buys health insurance for our group. Spouse has worked for my company for a couple of years, but was on our health insurance regardless. I will be Medicare eligible 8...
Hi, unfortunately I have RMDs coming up and it will boost my retirement income, increase taxes as well as trigger IRMAA. Any recommendations on how to reduce taxable income during retirement? POTENTIA...
With exercise monetization apps like Sweatcoin and Paceline, you can earn fairly passive income simply by exercising. Here are nine legit ways to get paid to workout. Best for General Activity and Hea...
After IBM unfroze its pension, some wondered if this was the start of a defined-benefit renaissance. Researchers say that's not what it was about....
We’ve been through a lot over the last couple of years, but 2024 is showing signs that things may be turning around. In 2024, we have had a really good market thus far. We hit new highs on the N...
Hi all. I'm realizing that I cannot do all the things I want to do in retirement. I was so stressed in my previous job that I felt I had to retire. Now that I'm feeling healthier, is it wise to return...
I am 63. I just learned the term "Elder Orphan". I'm 63. Seems like I'm headed to be one. Yes is scares me. :-( Got to face that I suppose. So. What to do? Where to go? What town? What living situatio...
Should you accept an appointment to be a trustee or other fiduciary? What responsibilities and liabilities might you face?...
It is often said that the interest on mortgages is “front end-loaded”, implying that the way lenders charge interest is unfair – possibly even sinister....
We did it when my kids were young, but I was most concerned with who would care for them than anything else. The rest of it was noise to me, though my spouse was there to make decisions. They are olde...
Learn what is Coast FIRE and how it can help you achieve financial freedom to help you enjoy retired life before your 60s....
Homeowners nearing retirement have 40 percent of their wealth tied up in their homes. But to what extent do racial disparities in employment affect workers’ ability to hold on to a home and buil...
Only a handful seem like logical candidates, with big banks topping the list. IBM announced last November that it would no longer contribute a traditional company match and insteadreopen the cash bala...
Earlier this week, I wrote of the news that IBM was reopening its defined benefit (DB) plan. This column follows up with employee context....
In 2009, I established my first rule of FIRE: generate enough passive income to cover your basic living expenses. Once achieved, you attain financial independence and the freedom to pursue your desire...
I mentioned in the previous post Beyond the Numbers: a Closer Look at Renting By Choice that I became a homeowner again after renting for four years. We did it by building a house as opposed to buying...
Hello! I am 62 and left my federal government position early in my career after 15 years. I received the initial letter saying they received my paperwork. However my payment should have begun Feb 1. F...
I’m going to be 65 in September and I'm planning on retiring at the end of the month. Is there a typical time frame for letting your employers know that you are going to retire? The company's be...
ANYONE LIVE IN SOUTH CAROLINA? ? ONLY A MATTER OF TIME BEFORE IT BECOMES LIKE FLORIDA!!! ? The fast-growing Palmetto State is emerging as a retirement alternative to Florida. By Patrick J. Kiger. Publ...
You don't want to say “Oops” when it comes to your retirement plan! On this episode we discuss a number of important issues that have the potential to create real problems if not addressed...