Curated articles and podcasts from trusted financial experts and real retirees.
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In today's episode, we examine the recent IRS Chief Counsel Memorandum, which introduces significant changes to one of the cornerstone strategies in estate planning. We explore how these new guideline...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
Hello! For the retirees out there...were there things you stocked up before you retired because you knew you would have limited funds? I remember my grandmother going to JCP during their big underwear...
I have been retired for 1 year now. This week my wife is on a mission to declutter and I fully support that. On my side I have a stack of nice walnut backed US Patent awards, probably about 15 and eve...
submitted by /u/CraftFamiliar5243[visit reddit] [comments]...
Today we’re diving in to a specific path that many retirees consider as they move away from the “corporate” world and enter their second act – which is starting a business. Wit...
Elevating your company’s sales bookings is essential for growth and profitability, yet many professionals find it challenging to do so efficiently. A clear understanding of the sales process, co...
Investing in the market while the market is high might not seem like a good idea right now, but here are three scenarios to help you decide what to do....
Season two just ended, and main character Molly (played by Maya Rudolph) has shown us multiple ways that new heirs should and should not be like her....
![9 Legit Side Hustles for Teachers [$5k+ Per Month]](/postImages/postImage8410.png)
Below, we’ve broken down nine of the best side hustles for teachers—a few being related to teaching and a few not. You can manage these side hustles remotely, allowing you to fit them arou...
The same holds true for topics in the real world. Given the fact that people need money to survive in the modern world, financial literacy is an incredibly important life skill to harness as early as ...
There's an ironic twist in our view of success: When we think we're already successful, it can limit us from future growth....
Embracing your identity and purpose in retirement can help you avoid negative behaviors that thwart your happiness, joy and well-being....
A prominent lawyer was recently sentenced to home confinement for falsely claiming hardship to withdraw funds. How desperate must you be to take money out?...
In most cases, your retirement accounts are safe if you file for bankruptcy....
I was eligible for retirement and did because spouse became terminally ill and I wanted to do home care. Fast forward three years, spouse passed away. Spent 2 years climbing out of that depression and...
Seriously. 62 year old male, marred for 32 years, got divorced. Had a serious relationship with a lovely young lady for 4 years after that, we just broke up. I'll be moving to the Chicago area soon an...
... of retirement? It's not what you think. It's not about the numbers for retirement, but it's the "other" ROI (according to Clare Davenport). It's the R - reframe O - optimize I - ignite of our reti...
I started journaling about the time I retired 8 months ago. (I use the iPhone app Journal.) it was just to make note of unusual things seen or experienced or things accomplished or other satisfying mo...
This financial professional was motivated to get her estate plan in order after the untimely death of a loved one. She shares six simple steps to do that for yourself....
Want to ditch the office and explore the world? Retire early for adventure by volunteering abroad....
A couple enjoys the feeling of stability after learning about the fundamentals of annuities. Annuities are a powerful tool in retirement planning, offering a range of income options, riders, and guara...
A couple compares the differences between a Traditional IRA and a Roth IRA. Selecting the right Individual Retirement Account (IRA) is a crucial step for your financial future. With various options av...
A couple happily learning about the differences between a 401(k) and an IRA at the dinner table. As you journey towards retirement, understanding the fundamentals of retirement savings vehicles like 4...
Heart Attacks Can Happen without Warning! Heart disease remains the leading cause of death worldwide, affecting millions of individuals each year. In fact, if you are over the age of 60, there is grea...
Key changes to Roth 401(k) account rules may affect your tax planning and retirement savings....
How much money have you saved in your IRA or 401K? Making contributions to one of these tax-deferred retirement accounts is easy. But withdrawing this money in retirement … gets complicated. Th...
I'm about to give my notice, and planning to retire in about 2.5 months. I've seen some advice online about taking out a HELOC prior to retirement just to have an available line of credit. We should b...
The Creative Growth art center was founded 50 years ago in Oakland, Calif., to provide the space and materials artists with disabilities need for their work. This wonderful PBS NewsHour video tells th...
In a poignant reflection, Ken Cutler of HumbleDollar paints a vivid picture of his parents’ financial journey – a story ... Read more...
It's fascinating how two people can interpret a single image so differently. The same holds true for how homeowners and renters perceive the current economy. According to all the data, it's clear that...
With the recent market jumps, the number of investors with $1 million in their 401k has also seen a boom. Here's how you can save and enjoy the next market push....
With QCDs, retirees can save on taxes by making donations from their IRAs directly to charity. Here's what you need to know about qualified charitable distributions....
I moved in with my parents when I was 27. The football wallpaper in my bedroom was gone, and the bed was bigger. But it was still the room I slept in for the first 18 years of my life. While most of m...
Home ownership is the goal of many retirees, but with the current landscape of interest rates, home prices and longevity predictions, the choice between renting or buying a home in retirement requires...
Last month, J.P. Morgan released its first ever Global Family Office Report summarizing how some of the wealthiest households on Earth manage their money. One of their most notable findings was that t...
Many people take the wrong approach to their bucket list. Some perspective on this popular retirement concept....
For many golfers, owning a home on or near a course is the ultimate retirement dream. Here's my pick of destinations for those looking overseas for a golfing haven…...
I am a male 61, wife is 53. Our marriage has consisted of traditional rolls, and very successful. She has been working for school system for 15 years as a teachers aide. I will retire before my wife. ...
I fell into the assumption that my daughter would be taking care of all the payments. Well now I'm retired and on SS and a small supplemental income and daughter hasn't made payments in quite awhile. ...
Certain mindsets are beneficial as you work toward creating wealth that allows the lifestyle you envision....
Keeping your family’s wealth going — and growing — across future generations takes planning, and an intrafamily loan can be one tool in your toolbox....
As an objective third party, your financial advisor could offer insight into financial issues to lessen conflict, but they’re not a mediator....
Organizing your finances can seem overwhelming, but it is entirely doable if you take the appropriate actions. Discover how to manage your finances with focused techniques for creating budgets, paying...
In a previous column, I wrote about the necessity of winding up registered retirement savings plans (RRSPs) by the end of the year you turn 71. It’s a topic that becomes increasingly compelling ...
By Dr. Francis Bayes, WCI Columnist On the WCI Forum or subreddit, I have wondered why people ask questions on topics that have been addressed in WCI blog posts or previous threads: “Please help...
I've now paid cash for a home twice: once for a fixer in 2019 and again for a fully remodeled home in 2023. In this post, I'd like to share some of the psychology of paying cash for a home. I know som...
Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her. On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare c...
Everybody’s retirement is different, so the answers to these questions can help you determine the appropriate asset allocation for you....
Customer Relationship Management (CRM) systems have become indispensable tools for businesses aiming to enhance their customer relations, streamline processes, and boost productivity. However, the suc...