Curated articles and podcasts from trusted financial experts and real retirees.
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Anticipate the potential of living well into your mid-90s or beyond 100. Discover proactive approaches to ensure you're adequately prepared for the future....
Hello. I am 7 weeks away from what I plan to be my last day at my very corporate and very stressful job. My manager is not the easiest to work for and I feel like I’d feel way less stressed w th...
I applied for benefits in July of 2023 but changed my mind and decided not to retire. I sent in all the paperwork to stop my benefits but I am still receiving payments. (As a side note, it has been 7 ...
Words from a hand written note from my 10 year old grandson. His spelling. To grandpa happy reiterment day im looking fowerd to haveing sleep.overs and meddle dedecting days Sincerely Joshua There is ...
17th-century French mathematician and philosopher Blaise Pascal put forward this reasoning on whether one should believe in God (paraphrasing): You’re not sure whether God exists. If you believe...
The previous post Backdoor Roth in TurboTax: Recharacterize and Convert, 1st Year dealt with contributing to a Traditional IRA for the previous year and recharacterizing a previous year’s Roth I...
The best way to do a backdoor Roth is to do it “clean” by contributing *for* and converting in the same year — contribute for 2023 in 2023 and convert in 2023, contribute for 2024 in...
The CTA is a federal law that took effect on January 1, 2024. It may have implications for your estate plan....
Here is a list of questions your financial advisor should ask for you to maximize your Social Security benefits and determine your overall financial goals....
Today, we are answering your questions from email and social media. We discuss what happens inside a 401(k) or 403(b) if you change your type of contribution, how to know if you have a good CPA, what ...
One of the most effective ways to build semi-passive income is to own your primary residence, live in it for several years, then rent it out and purchase a nicer property. If you're aiming to retire e...
“Travelling with an infant is hell. You’d be crazy to do it. You’d just need a vacation from the vacation.” “Taking care of a baby is hard. Why make it harder by travelli...
I'm 64 and recently decided that I'm going to work until I'm 67. But I have to sign up for Medicare at 65. Since I will still probably carry my insurance through work, how do I go about signing up for...
In the latest episode of the Rock Your Retirement Show, Kathe Kline and Barbara Mock delved into the seasoned realities of downsizing and moving after retirement. Barbara shared her personal journey o...
The Sunday Bestis a collection of articles I’ve curated from the furthest reaches of the internet for your reading pleasure. ... Read more...
By Dr. Jim Dahle, WCI Founder I just spent a couple of hours going through this year's annual WCI survey results. This survey is really important for us to make sure we're providing the content you wa...
By Josh Katzowitz, WCI Content Director With a full house inside the large Sebastian K ballroom at the Rosen Shingle Creek resort during WCICON24 in Orlando, keynote speaker Paula Pant asked how many ...
By Dr. Jim Dahle, WCI Founder It's easy to say “spend less;” it's much harder to do it. However, for a select group of people, it is dramatically harder to do it. Consider an email I recen...
With tax season upon us, it seems like a good time to share a resource that can save you hundreds of dollars on tax preparation and filing fees. It’s called IRS Free File, and it’s availab...
Best Remote Jobs for Stay-at-Home Moms 1. Virtual Assistant ($73k per year) Expected Earnings: $73,821 per year Experience Level Needed: Beginner The demand for virtual assistants is increasing rapidl...
A recent case has held that the Corporate Transparency Act (CTA) is unconstitutional. But this is not likely the last word on the CTA....
Description: In todays episode, we talk about the unexpected turns retirement can take, particularly when individuals find themselves in the role of raising a grandchild. This shift in family dynamics...
Episode 444: On a daily basis, markets are driven primarily by fear & greed. Ignore the economic gaslighting and focus on sound fundamentals. Sign up for free ALERTs & Market Commentary at: ht...
Key: You should determine your Funded Status annually and monitor it from year to year. Why? Your Funded Status is a summary statistic that reflects actual experience and can keep you on track to meet...
I see a lot of people here asking if they can retire, or saying they've asked their advisors if they can retire. It seems to me that they might be missing a valuable retirement planning tool: a budget...
There are tax breaks for electric car purchases, SALT workarounds, benefits for retirees and a new system for eligible taxpayers to file their returns....
Hi everyone. I need advice or just really just to talk. I live in New Jersey and my spouse has always wanted to move to South Carolina since I met him. We've been together for many years. We have 1 da...
What made you decide to retire, and how did you know when you were ready? I’m 57, i’ve been in the same profession for 35 years and will have a decent pension. I need to decide whether or ...
Generational bashing has been especially pointed for Millennials and Gens Y and Z—but a new study suggests Gen Z is ahead of previous generations....
OK, I'm less than a month now from my last day of work. I'll admit that I'm a little nervous about the journey ahead. I'm not as concerned about the financial part of it as much as the adjustment to n...
If you’ve ever been caught in the interview trap — when employers require an excessive number of interviews — only to be told you didn’t get the job, you’re in the right ...
One of the most critical decisions we make once we decide to retire is decisions related to Social Security. Specifically, ... Read more...
As very young children we were probably all taught to color within the lines. According to my granddaughter, who’s about to graduate with a degree in education, coloring inside the lines is taug...
Net worth composition for the top 1% The post Obtaining A Top 1% Net Worth Is Easier Than Ever Before appeared first on Financial Samurai....
Over the next two episodes we'll explore this question as we compare and contrast retirement planning today vs. retirement planning in “the good old days”. Glenn is available for in person...
After years of rubbish from AARP I am not renewing My membership. Constantly sending useless forms to sign, that never see the light of day. The scare methods AARP uses on Seniors is laughable. Most a...
We are consolidating our properties with plans to buy or build our last home. We are in our early sixties. One of the features we are considering is whether or not we want a salt water pool. We live i...
Retiring and so, so many ties! I will retire in June from 30 years of teaching. Over the years I have had a lot of fun collecting ties to wear to class. I have the typical boring ties (not many), funn...
401(k) hardship withdrawals are on the rise, but NEW employer emergency savings accounts could help stem tide. By Tamara E. Holmes. Published February 28, 2024. https://www.aarp.org/retirement/plannin...
The growth in the over-100 population is gob-smacking. In 30 years, Pew reports that the number of U.S. centenarians will quadruple to more than 400,000. To get a sense of what this will mean, picture...
Now that cash flow is tight, I've reviewed all the expenses where I could potentially cut. One such expense is a private sports club membership. I joined the club in February 2023 when it was raining ...
These Retirement Brothers are solving the retirement crisis. Coming up on Fox Business is a special episode on how to get the most out of your Social Security benefits. By:Spotlight Television NEW YOR...
Thousands of books are available as free e-books Do you love to read, but cannot afford to constantly buy new books? Did you know that there are ways to satisfy your needs with all the free e-books yo...
Depending on what you want to do next in your career will dictate the costs that you can expect. Planning for those costs will be key to your financial life....
They say most books should be an article and most articles should be a tweet. Maybe that is why I'm having a heck of a time getting through books these days. I can get through a third to half of nonfi...
My wife and I are looking ahead towards retirement in a few years. We're considering staying where we currently live in NY because almost all of our family and friends are here. We're also considering...
My wife and I are just about ready to retire up in Wisconsin. My main priority in retirement is to be able to ride my bicycles at least ten months a year, and ski some as well (willing to travel to do...
Understand the money implications of a government shutdown....
Here's how to use the 25x rule as part of your retirement plan....
Learn how your Social Security benefits could be reduced if you retire early....