Curated articles and podcasts from trusted financial experts and real retirees.
Showing 50 results of 15825
In today's episode, we'll dive into the intriguing phenomenon of Grey Divorce, which refers to divorces occurring among individuals aged 50 and above. Surprisingly, while the overall divorce rate is o...
My wife and I are approaching our one-year retirement anniversary, and it's been everything we had thought it would be. "Every day is Saturday," etc. Waking up whenever and simply going with the flow ...
I've spent my whole career life in 9-5 middle and upper management office jobs with high stress. I recently took an early retirement after the company was gutted in a layoff. And while it was absolute...
Just after midnight on New Year's Day of 2012, I was standing in a pizzeria in New York with my wife Carissa. We had just watched “The Ball” drop in Times Square. Frank Sinatra's "New York...
I'm turning 60 and had my review with Fidelity and things are more or less on track. My target is to be able to retire at 65 but evaluate finances, my mood at work, if there are any opportunities comi...
There are likely thousands of blogs and websites dedicated to pursuing financial independence and early retirement if desired (FIRE). These can be extremely beneficial for the motivation you’ll ...
How important was the 1974 legislation compared to other factors? This year is the 50th anniversary of the Employee Retirement Income Security Act of 1974 (ERISA), so Yale Law School professor John La...
Those who have FIREd like Keven Sebesta are choosing to rock life each day. In this final episode on the FIRE movement, we’ll explore what we can learn from them. Join Kevin and me to discover h...
You are responsible for your finances in retirement and need a plan that works. The Actuarial Approach, with its Funded-Status-focused process can help you: Grow your assets, Protect your assets, Spen...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for more answers to listener questions about...
Barney and Betty in Maryland hit the jackpot. How’s Barney’s strategy for net unrealized appreciation, retirement withdrawals, and asset location for his $5 million employee stock ownershi...
I am enjoying being retired so far. Haven't really done much except for a little more reading. My question is what have you retired folks done to ensure your brain stays healthy? My husband is 70 and ...
We're 10 years retired, in adequate health but not up to hikes, and tired of the culture. The things that have sustained us such as live music pale as we no longer want to go out at night. TV sucks, e...
Aside from family, would you rather be in community with a 55+ group or with a more diverse group of ages? The 55+ group might have more in common with you and use less confusing language. The more di...
As a busy physician, you don’t have a lot of time to spend on carefully optimizing the tax efficiency of ... Read more...
One of the most common questions I get asked when it comes to which kinds of stock ETFs/mutual funds to invest in is: What do you think about dividend paying ETFs? After all, if dividends are just pro...
Estate planning includes appointing a power of attorney for finances. But when POA action is needed, some aging parents resist. Know your options if it happens to you....
One big reason: Rapidly rising Medicare premiums that usually are deducted directly from Social Security checks....
By Dr. Jim Dahle, WCI Founder Housing is unaffordable. This is the new chief complaint of our society. It used to be that healthcare was unaffordable. That problem wasn't fixed; it's just that the hou...
By Dr. Anthony Ellis, WCI Columnist I was fortunate to end my career on a high note as the chief medical officer for a community mental health center. My administrative role was primarily as medical d...
By Dr. Jim Dahle, WCI Founder Have I got an investment for you! This investment comes with a 50% front load, meaning that right after you give me the money to invest, half of it will disappear. I will...
By Dr. Jim Dahle, WCI Founder I spent some time a couple of years ago thinking about and discussing real estate lending funds and I thought it might be useful to revisit the topic today and share a fe...
Back in 2016 when this blog was first starting to take off, I ran a weekly series of articles called the Investment Workshop, where I showed people step-by-step how to build and manage an ETF-based po...
You might have choices when you need to raise fast cash. Know how to choose the best option for you....
The "Three Bucket Strategy" is a popular retirement income planning method. The first bucket covers immediate expenses in retirement. Listeners John and Donna are seeking advice on constructing their ...
Today on the podcast, Dr. Darria Long joins Dr. Jim Dahle. Dr. Long is an ER doc, mom of three, author, national TV contributor, educator, entrepreneur, and researcher. She is passionate about helping...
By Don Wenner, Founder and CEO of DLP Capital [This blog post is the third part of a four-part series that delves into the 8 F's for building prosperity and fulfillment in life, as outlined by DLP Cap...
Many who approach retirement view it as the ultimate goal, but you could have 30+ years to experience the retirement you've worked to build. While much of retirement planning is focused on the numbers...
I'm retired and my wife is being forced out of her job this year. We live on the west coast (USA), Washington State, not California. I'm originally from Michigan and she is from Asia. Financially, I t...
For those of you who are looking to upgrade homes, let me tell you a sad truth. I climbed to the top of the property ladder with my latest home purchase, and after four months, I feel no happier. When...
Assisted living and nursing homes can be very expensive. I know in my area assisted living in a nicer facility starts at $80K a year. I also know that once a resident exhausts their assets the governm...
The battle goes on with aging parents who are living alone or without family nearby and their adult children. Your approach is everything in persuading them to move....
Choosing between paying off student loans and saving for retirement is a reality for many Americans. But that’s about to change. A provision in the Secure Act 2.0 permits employers to consider s...
Hey everyone! Have you been to Japan? We visited in 2010 and had a fantastic time. It was our last international trip before we had a kid. Travel was so much easier and carefree back then. We visited ...
Back in the day, a college degree was essential to landing a high-paying role. But in today's increasingly digital world, this idea is outdated. Many of the skills learned in college can now be obtain...
Clients across generations have different expectations of their financial advisors. Here's how everyone wins....
From baby boomers to Generation Z, Americans have a wide range of advantages and disadvantages when it comes to saving for retirement. Here's how they compare....
The average person looking to live or invest in Europe should consider alternatives to golden visa programs. Golden visa programs only make sense in certain cases....
I’m 68, single and have a healthy retirement portfolio with no debt and live in an apartment. I plan to quit working in December. I have one daughter, son-in-law and grandson in Colorado, anothe...
I am retiring at the end of April. Woohoo! Wife already retired. I have three buckets of income upon which one of the (my IRA) I am asking for ideas/advice on asset allocation. Some background: Both w...
Free course for NAPA members to earn RI(k) certificate launched in response to growing…...
Candidly sees high demand for student debt relief services...
Three plan participants received $1,000 and the title of 401(k) Champion...
Nearly 80% failed or barely passed annual quiz from MassMutual; less than 1% got an A+...
Reader feedback leads to the enhancements in 24th Edition of plan fee benchmarking tool,…...
Before “dashboards,” GAO should embrace the Conduit (Roth) IRA—A superior solution for…...
Providers say working strategies now in place for guaranteed income solutions to start…...
This month’s resources explore the benefits of utilizing tax-deferred accounts as well as the potential upsides and challenges of later converting to Roth. Resources will challenge you to think ...
Cerulli Edge report says asset managers should position themselves as strategic partners for…...