Curated articles and podcasts from trusted financial experts and real retirees.
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A health savings account has various tax benefits to help you save money on medical care. Do you know what qualifies as an HSA eligible expense?...
Retirement experts Tyson Thacker and Ryan Thacker have issued a critical warning to Utah residents who are planning to file for Social Security in the next five years. “Social Security is a crit...
You want to pay less in taxes. But did you know that during retirement, you CAN control that? Retirement is when you have the most control over how much you pay. All it takes are some simple tax-plann...
To celebrate the release of JL Collins’ new book, Pathfinders, I collected all the best advice from his Financial Independence Podcast interviews! Jim has been on the show three times: First, ba...
By Josh Katzowitz, WCI Content Director Ever since I became financially literate, two phrases run through my head constantly. One, which you’ll hear often from WCICON24 keynote speaker Paula Pan...
Hi all, I've been in the community for a little while, and I have seen many posts which pretty much have the same exact format... "I have this amount of money... I have a pension... can I retire now? ...
I recently retired with a pension. With my pension and my Social Security, I’m still going to be in a fairly high tax bracket. When I left my government job, I was allowed to roll my IAP 457 ove...
I know there are some people who will say if you’re working at all, you’re not retired. There are others (like me) who work a little because it’s mentally and physically healthier to...
I'm (f57) am considering opening Roth accounts for me and my husband (60). I'm maxed out on my 401(k) and plan on being in a lower tax bracket when we retire. We're not eligible for a traditional IRA,...
Just curious how many other old folks are into gaming. For me getting a steering wheel for my PC (for race sims) was one of my better retirement purchases; also play strategy games. (I have to laugh w...
Should Brian in Binghamton, New York pay off his mortgage for a guaranteed 6% return? How bad did Steve in Pittsburgh screw up his retirement, and can he afford to buy a new house away from his a-hole...
Year end financial planning is imperative to preparing for the New Year. Here are ten strategies to consider....
In my first annuity post here years ago, I wrote, “In my view, annuities can be applied incrementally and strategically as part of your overall retirement income plan. And I’ll be focusing...
Contrary to popular belief, there is more to maximizing your 401(k) savings than simply contributing more. There are things you can do that don’t require you to spend a single penny. If you want...
VOO and IVV are two ETFs that track the S&P Index fund. VOO is an ETF offered by Vanguard, and ... Read more...
In this episode, Betsy catches up with her friend Kathe after 8 months of retirement and shares her experience of not missing work at all. Betsy discusses how she prefers spending her time reading, ex...
I’ve been accused of being a Tesla fanboy more than once. I don’t think that’s totally correct. it goes a little deeper than that. I’m a fan of electric vehicles An internal co...
KashKick earned the following reviews: 3.4 Stars on the Apple App Store (17 reviews) 3.7 Stars on TrustPilot (656 reviews) 4.1 Stars on the Google Play Store (544 reviews) 4.0 Stars on Think Save Reti...
Retiring soon and contemplating where to live. Born in NYC and have lived in NJ since I was 4 years old. Both parents passed so nothing keeping me in NJ. Strongly considering Florida in a new communit...
Build a stable retirement income stream by investing $500,000....
Today we're bringing back a fan favorite from 2022. The Fine Print of Beneficiary Designations. This is something that seems straightforward at first glance - just fill out a form naming the people yo...
If you have a big wad in a pretax IRA, sit down with your accountant now....
Looking back on my life at age 64, I realize I have made many financial mistakes, as have many of ... Read more...
December 3, 2023 – When I wrote my post on the “Die With Zero” philosophy in October, I dug through the Survey of Consumer Finances (SCF). I used the detailed wealth distribution dat...
"When you pay someone for retirement advice, they must give you advice that’s in your best interest, not whether it gets them the best payday," Biden said....
Read Money's review of Red Rock Secured Gold IRA....
Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them....
Company reports the pooled employer plan launched on Day 1 in 2021 has doubled during the…...
New Urban Institute report shows the average American will receive much more in benefits…...
David Blanchett makes the case for plan sponsors to ramp up their offerings of financial…...
Retirement Advisor Council Board President Courtenay Shipley, Founder and “Chief…...
New regulation, bitcoin spot ETF approval, and a U.S. recession are the factors most likely…...
A new study from Voya Financial found that while the vast majority of plan sponsors (87%)…...
The Sunday Bestis a collection of articles I’ve curated from the furthest reaches of the internet for your reading pleasure. ... Read more...
The holidays are a time for family — and that often includes ‘fur babies’...
Sixty years after Ed Sullivan, the Beatles’ heartbeat holds forth on moptop mania, hairdressing, broccoli — and hope springing eternal...
But it still has not fully rebounded to pre-pandemic levels...
Music has immense power. Its melodies can unite us emotionally, and its rhythms can move us physically...
Everybody knows that being a long-term investor is the way to go. The longer you can stay invested in the stock market and real estate markets, the greater your chances of making more money. There's j...
Mental Health Your mental health is key to your overall health. According to the CDC, mental health impacts how we think, feel, and act, making it an incredibly important investment. It’s the ke...
WCI columnist, pediatrician, and WCICON speaker, Dr. Margaret Curtis, joins Dr. Jim Dahle today on the podcast to help answer your questions. They debate the age-old questions of paying down debt vs. ...
By Dr. Jim Dahle, WCI Founder Many investors wonder if farmland investing should be part of their portfolio. Like other “alternative” investments—such as cryptoassets, art, precious ...
By Dan Miller, WCI Contributor Mint, the popular online budgeting and personal finance app, will cease to exist by early 2024, according to its parent company. Intuit, which bought Mint back in 2009, ...
[Editor's Note: Want to make a huge impact in the lives of your medical school classmates while also earning some free gear? Become a WCI Champion today and be the financial hero your med school colle...
If you plan on/need to earn money after retirement don't ever say the word "retirement", people won't pay you for anything. I thought every day would be Saturday- it's not, every day is Tuesdsy. Yoga ...
I am newly retired in the sense that 2023 will be the first full year of retirement with no job income. I am not sure how to answer what my income is for application forms (credit cards, mortgage, etc...
I have just retired. I want to move my investments from 3 different investment co (schwab, fidelity, vanguard, TSP) to just Vangard. The total $ is greater than the $250k that is insured by the US. Sh...
Hello. I would like to do a Roth conversion this year (first time). Is this as simple as withdrawing up to the amount that puts me at the top of the tax bracket I am in without the conversion? Thanks ...
My younger son was our problem child and we spent thousands bailing him out of his poor decisions and scrapes with the law. He is now married and has 3 kids. His wife doesn’t work although there...
It goes without saying that personal finances can often create anxiety. In this episode, we take some time to uncover a few potential “Easy Wins” that can help build confidence to take on ...