Curated articles and podcasts from trusted financial experts and real retirees.
Showing 50 results of 15094
How our life ends isn’t always up to us, but that question too often must be answered by loved ones and health care workers who don’t know what we would want....
Fidelity retirement specialist is telling me that I could take a portion of my 401(k) money and put it in what is called an anchor strategy. He is proposing an annuity for three years. The goal would ...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
Certain benefits are guaranteed if your pension plan fails....
My professor is retiring after this semester and he made such an impact on my life, I was wondering what would be a fitting gift? We have a great relationship where we banter and I show up to a class ...
We are considering/planning to move after I retire next year. We've already been taking week-long vacations in various potential places, but after the last two, I'm beginning to wonder if that is real...
I love r/retirement. The ideas and different views that I have read are an unbelievable wealth of knowledge. I am 47 & starting to look to the future more closely now. I am retired from the milita...
Am I wrong in thinking our/my retirement will be financially ok? I see people mention massive (to me) amounts in their retirememt/savings accounts. My partner retired almost 2 years ago, and I've deci...
I was talking to my friend and FI Blogfather, JL Collins recently and he made a thoughtful point. We were talking about money and happiness and he told me that it’s silly that people think they&...
What volunteering gig has given you the most rewarding social connections? Or intellectual satisfaction? When folks (like me) mention that they are bored and lonely in retirement, it's very common for...
In two months, I will hit my 3-year mark of retirement. I officially retired at the age of sixty-onein the ... Read more...
Men, who tend to die earlier than women, spend their time in retirement grappling with intensifying mental health issues and often find themselves with few friends or relationships outside their immed...
Don’t be swayed by scary headlines. Learn about the reality of Social Security’s financial status and act to protect your retirement....
Over the course of a career, the high fees and a lower-quality menu of investment options found in some plans can shrink your balance significantly....
Joe is planning for retirement and wants to minimize his tax burden, especially on the interest earned from his three annuities. James explains that non-qualified annuities are purchased with post-tax...
The report by Nuveen analyzes how plan sponsors can use employee feedback to restructure…...
Tom Hawkins says the new program is poised to deliver significant benefits for lower-income savers...
Jeremy France of Morgan Stanley underscores how utilizing financial education can drive…...
Inventor of the 401(k) plan Ted Benna teams up with Salt Labs while Ascensus appoints its…...
A new benchmark for Financial Literacy Month gauges how well participants understand Social…...
Survey, released during Financial Literacy Month, shows glaring lapses in knowledge of basic…...
Study released today finds more than half of 30.4 million Boomers turning 65 between…...
Deal would make Paris-based Amundi a strategic shareholder of Victory Capital and includes…...
While detailing extreme effectiveness of retirement industry lobby, exhaustive report calls…...
In a refreshingly candid reflection, the Prudent Plastic Surgeon discusses his financial journey, highlighting both the missteps and the incremental ... Read more...
During the pandemic, the U.S. Social Security Administration leaned into providing more services and processing applications online. But that has furthered the agency’s disconnect with Native Am...
Disclaimers, good communication, post-marital agreements and more could help avoid conflict in a family after the owners of a wealthy estate pass away....
There is no doubt that the economy is now stronger than it was four years ago. But, are people better off than they were before the pandemic?...
I recently caught up with Ben Miller, CEO of Fundrise in person, about the Innovation Fund's latest investments in private AI (artificial intelligence) companies. Since launching the open-ended ventur...
Late-in-life divorces have more than doubled since 1990, and they often decimate retirement savings. How can gray divorcees shore up their finances?...
Here's everything you need to know about how to buy precious metals in self-directed IRA....
How much do you know about Social Security, Medicare and life expectancy?...
At the moment, I’m sitting in a regional Social Security office waiting room so packed that there’s a queue outside just to get in to wait. I’m here to submit forms for reducing IRMA...
Eating well, exercising, getting plenty of sleep and managing chronic stress can help make you a SuperAger. Funding that long life requires longevity literacy....
It’s actually quite common for companies to ask you to watch a video and provide your feedback. You may share how you feel about the product being advertised or how you feel about the video as a...
Are your expectations for retirement realistic? In this episode we put various aspects of retirement under the microscope to compare and contrast some common expectations and potentially more realisti...
Everyone has ideas of how they'd like their life to be, and some lucky folks can pull that off. Some of us have more resources to be able to do this than others. Some have temperaments or mental healt...
To maximize what you can collect, it’s crucial to know when you can file, how delaying filing affects your checks and the income limit if you’re still working....
Some states automatically revoke a former spouse as a beneficiary on some accounts. Waivers can be used, too. Best not to leave it up to your state, though....
You can quit work, but many people quit retirement for reasons other than money. Take these 4 steps decades before retiring to keep retirement from getting old....
A little over two years ago, I published Just Keep Buying: Proven ways to save money and build your wealth. Back then, it looked like my timing couldn't have been worse. The S&P 500 was 8% off its...
April 17, 2024 – People sometimes ask me for a good and safe place to “park” their money for a short period. CDs, high-yield savings, and money market accounts would be the obvious a...
The program spent $5.7 billion on drugs such as Ozempic and Mounjaro in 2022, according to the Kaiser Family Foundation....
Widespread misconceptions and misinformation keep more people from seriously considering IRA conversions....
You can quit work, but many people quit retirement for reasons other than money. Take these four steps decades before retiring to keep retirement from getting old....
In the last year I left my full time job and began working part time 20 hours/week. I consider myself semi- retired. But since my spouse is still working full time, I've taken on almost all the househ...
Here is a question for you to consider. What's the point of accumulating wealth for retirement if poor health prevents you from enjoying it? Recenlty I have had people noticing that I have lost weight...
We would all love to have that magic number–the exact amount we need to retire. However, since there are so many unknowns it is impossible to attain an exact number. This is why the big question...
Hello. I will be 63 in September, my wife 65 in July. We would like to retire together about the end of this year. I will need health insurance for close to 2 years before I turn 65. I have no idea on...
Recently, I received a capital distribution from a private real estate fund, and it couldn't have come at a better time. The experience brought me both joy and relief, prompting me to share it in the ...