Curated articles and podcasts from trusted financial experts and real retirees.
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I’m about 24 months out from ‘retirement’ (e.g, working for someone else). I have a decent salary, kids are independent, and no debt other than a mortgage. When I retire, downsizing ...
Trading in retirement accounts saw a slight increase after achieving additional "above…...
The increase in balances is linked to a slight uptick in 401(k) participant contributions,…...
Trading in retirement accounts saw a slight increase after achieving additional "above…...
A NIRS brief provides six recommendations for Congress to consider in broadening pension…...
As in earlier solutions like auto features and target date funds, proactively providing…...
401(k) Specialist has retracted a post originally published on May 2 that contained factual…...
Small 401(k) organizations are reporting stronger levels of growth, but their workers don't…...
IRS today announces small inflation-adjusted bump for owners of triple-tax-advantaged Health…...
FROM ARTICLE - SEE ARTICLE FOR MORE! Medicare and Social Security Are Critical to a Secure Retirement, Say Americans 50+. By Rebecca Perron, AARP Research & Teresa A. Keenan, AARP Research. Publis...
Starting your own medical practice or business is an exciting time, but navigating the legal intricacies – not so much. ... Read more...
We( couple 60yo ) began talking about downsizing about 7 years ago. Through luck and a lot of tough decisions we accomplished it. So We started with a 3000 sqft home - then to a 1400 square foot Condo...
Orr was previously chief of staff and chief policy officer with the PBGC...
Home, auto, & umbrella insurance are too often a footnote in wealth management, but a good agent can make a huge difference....
Is your retirement planning full of holes? Unless you fully understand a few key points, you could be setting yourself up for some surprises....
If you want to make the transition from a full-time job to being a stay-at-home mom (or dad), here are some issues to keep in mind....
I have been thinking about retiring for some time. I am already collecting SS and on Medicare A and B while working full time. My job has been getting worse and worse, and I just heard from my boss th...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
This federal law determines many of the rules for your 401(k) or pension....
It's always a good idea to get a “Wellness Checkup” for health and other aspects of life – finances included. On this episode we delve into a variety of financial topics and explore ...
Express your gratitude and appreciation by picking out a retirement gift for a colleague....
In a new survey asking retirees what surprised them about being retired, the big winner – for 43 percent – was how much they’re enjoying it. The rest of the survey indicates that the...
By Dr. Dan Fosselman, Guest Writer There are multiple rules of thumb in personal finance. Set aside 15%-25% for savings, don’t spend more than 30% on housing, tithe 10%. John Maxwell, an author ...
You may feel like a mortgage prisoner, but your options may be more doable than you think....
On August 7, 2023, I received an email from Amy X. Wang, the assistant editor at the New York Times Magazine, inquiring about the modern-day FIRE movement and its Fat FIRE offshoot. Amy is a self-proc...
Everest, Inc. author Will Cockrell discusses why high-net-worth people flock to climb Mount Everest....
Relocating to Europe for retirement or just because could be more complicated than you might think. Here are a few things to think about....
Watch this free clip from the “Estate Planning in Your Retirement” online course. Shane Perry, a TRS financial planner and course instructor, walks us through three possible scenarios for ...
Forget about endowments and their holdings and divestment for a minute. What do you stand for, and how can you make your portfolio reflect that?...
A bill was recently introduced in the House by Rep. Angie Craig (D-Minn) called "You earned it You keep it". It would eliminate federal taxes from Social Security wages. A windfall for most retired pe...
This is my first Saturday of being retired. I finished my last work project on Wednesday and it's taken me until today to start to feel like maybe it's true. I started to know I needed to retire about...
I am well situated right now. However, if my spouse dies, I can imagine living an expat life in Europe at least for a while. (He has health problems, and is a homebody. When I travel, I go with my sis...
I (F 62) am getting ready to retire August 1st. I'm ready, and have run the numbers, and while I won't be swimming in money, I'll get by with SS and pension, and hubby's SS and pension, plus my 457 an...
I know so many people talk about moving post-retirement for better weather or family or cheaper living. I live in a HCOL area that I located to for my career a couple of decades ago— other than ...
Forbes compared more than 800 locales in America on everything from housing costs and taxes to healthcare, air quality, crime and climate change and natural hazard risk. These are the top 25 cities fo...
Many people skip over retirement planning specifics that could help them create a stronger plan that would better match their needs. Here’s how to not do that....
In 2014, my wife retired from her high-stress pathology practice at age 48. She walked away for a specific reason ... Read more...
Many factors can influence the timing of a person's retirement, but new research shows nothing comes close to health problems....
Only 46% of Americans now say they expect to work full-time after age 62 — the lowest percentage in a decade....
Medicare Part A and Part B leave gaps in your health care coverage. But Medicare Advantage has problems, too....
By Dr. Tyler Scott, WCI Columnist As part of my application to dental school, I was required to submit a signed paper showing that I had completed 100 hours of shadowing in dental offices as a way of ...
I inherited my husband's IRA retirement upon his death. I am liable for Federal taxes if I transfer this to my IIRA retirement?...
I'm the new part-time mod ... LumberingOldMod (part-time ... because I still have a full-time job). I will try to help MidAmericaMom out with the Mod Queue. I will try to keep the same moderation styl...
Interest rates, inflation forecasts, and long-term market trends were just a few of the topics Matt Wilson, CFP® covered in our recent 2024 Q2 Market Update Webinar, "Gain Insights on the Economy ...
I retired a couple years ago and have found my groove and hobbies. If anything, I’d say I feel busier than I ever imagined I would be. Unfortunately I feel I have a void that I haven’t fou...
So I know I need to get an accountant but I wanted to know what other people have done? I plan on selling my house in CT and I know my house in Las Vegas is probably going to be a $100,000 more. I can...
Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money....
One of my ongoing challenges as a writer is explaining financial concepts in an easy-to-understand manner. With a background in business school and 13 years in banking, financial concepts come natural...
Occasionally, the term “infinite return on investment” is mentioned in real estate investing. This strategy helps real estate and business ... Read more...
Looks like fintech is working its magic. Based on an inquiry from a reporter, my colleagues JP Aubry, Yimeng Yin, and Angie Chen have been fooling around with data on holdings of Roth IRAs from the Fe...