Curated articles and podcasts from trusted financial experts and real retirees.
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Satisfying Retirement has ceased publishing new content. All previous posts are accessible by either date or topic by using the archives on the left sidebar. The blogroll and the Ultimate Retirement R...
A new report by Envestnet forecasts the latest trends for the financial advisory industry in…...
The IRIC predicts growing interest, customized solutions, and more in retirement income for 2024...
Second “Storyliving by Disney” retirement community in early stages of planning...
Vanguard appoints new head to Financial Advisor Services division, Ascensus adds new members…...
Those age 73 and older must make required withdrawals from retirement plans by Dec. 31...
Please do share some of your decor with us :-) First, I am sharing a photo of my little tree. It is always challenging as my cats like to climb, chew on the branches, sleep under but the other gets je...
The Sunday Bestis a collection of articles I’ve curated from the furthest reaches of the internet for your reading pleasure. ... Read more...
Mega deal expands Aon's presence in large and fast-growing middle-market segment; NFP will…...
The report by EBRI advises employers to consider how caregivers engage with their financial…...
Recordkeeper’s comment letter released today says proposed regulation would hurt retirement…...
Grassroots event raises substantial sum for Clint Modler to cover expensive trial medication…...
Heather Loisel, the former CMO of Ricoh, USA, shares the steps she took to be able to retire early....
As we wrap up 2023, it’s the perfect time to evaluate our finances, including taxes, investments, retirement, savings, and estate ... Read more...
Laura Stover, RFC® discusses the concept of time segmentation and its application in allocating retirement savings for a stable income during retirement. Time segmentation involves matching invest...
Simple diversification used to be the go-to plan for a typical portfolio. A balanced plan of stocks, bonds, and cash would simply do the trick. But that type of diversification has been proven less ef...
Today Laura Stover, RFC® explores the concept of choice overload and how it can affect your investment behavior and retirement planning. With so many options and information available to us, it's ...
Laura Stover, RFC® looks at the ongoing Israel-Hamas war and how it might affect interest rates and your financial future.. With ongoing uncertainty about the economy, wars in Europe and the Middl...
Laura Stover, RFC® discusses the Federal Reserve's Bank Term Funding Program (BTFP) today, a topic that is often overlooked but has significant implications for our economy.This program, which was...
Laura Stover, RFC® is discussing the recent decision by the Federal Reserve to leave interest rates unchanged and the potential implications for retirees and investors. We will also explore the on...
Laura Stover, RFC is solo today for a special episode as we cover this week’s featured article from Kiplinger “Consistency Is the Key to Investing When You're Retired.” We need to fo...
Today, Laura Stover, RFC® and Michael Wallin, CFP® discuss the importance of planning for retirement income and the role of annuities in retirement planning. They start by emphasizing the sign...
In this episode of Retirement Talk: The Redefining Wealth Show, Laura Stover, RFC® and Michael Wallin, CFP® delve into what clients value most in a financial advisor. They emphasize the import...
Today, Laura Stover, RFC® and Michael Wallin, CFP® discuss the importance of planning for retirement income and the role of annuities in retirement planning. They start by emphasizing the sign...
People old enough to be great grandparents represent the fastest-growing part of the workforce....
My wife (who does not work, used to but not in the past 10 years) has a traditional IRA in addition to a Roth IRA. We are going to deposit $7500 for 2023 into one of these accounts and wondered which ...
For any military retirees who had to transition from Tricare Select/Prime to Tricare for Life when you hit 65, I understand that Tricare for Life is a supplemental insurance to Medicare Part B. Are yo...
In 2024, more low-balance, forgotten 401(k)s and similar retirement plans could be forced into rollover accounts, which don’t benefit their owners. Here’s what to know....
Laura Stover, RFC®, takes on the topic of interest rates today, and how they relate to your financial future. It is important to consider the historical context of interest rates. Over the past fe...
In this week’s Retirement Talk podcast, with Laura Stover, RFC®, and Michael Wallin, CFP®, we delve into the major advantages of separately managed accounts (SMAs), a topic that doesn't ...
Laura Stover, RFC®, and Michael Wallin, CFP®, discuss this week’s featured article from the weekend brief: "Investment Trade Offs: Why You Should Know Your Return on the Hassle Spectrum....
Beneficiaries of trusts sometimes need to realize how much control they actually have over a trust. That is because they are unaware of a power sometimes found in trusts....
Retirees aren’t finished with their retirement planning! Here are six goals to keep your retirement on track....
I have a fun little secret to tell you. On the Mile High FI podcast that I cohost, Doug used Chat GPT to create a script for a small segment. Then he used Descript’s voice cloning to read the sc...
MAKING A CHARITABLE GIFT Why sell shares when you can give them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them....
With stocks again near record highs, it's a good idea to find ways to spend some of your stock market gains. Owning stocks provides no utility or inherent joy (unless you're a lover of money itself), ...
Public Service Announcement ? Doing a Roth conversion for 2023 ? Must be done by the end of THIS month, Dec 29 (yes deadlines for contributing to a Roth IRA versus doing a Roth IRA conversion for the ...
Our Capital One Shopping Review: 3.5 Stars The Capital One Shopping portal functions like Honey — it scrapes the web for coupons and offers cash-back at certain retailers. With its browser exten...
My last day working. Ready to be done, but anxious for the future. On the plus side, no more stupid meetings which accomplish nothing. No more managing an increasingly bizarre group of technical folks...
Retired parents who have a child with a disability say the income they and their children receive from Social Security is critical to their survival. Yet, for some, it still falls short of what they n...
Abstract Writing a will can improve the transmission of wealth across generations, by preventing the dissipation of assets such as a family home when divided among multiple heirs, as well as, potentia...
Advertiser Disclosure: Physician On FIRE has partnered with CardRatings for our coverage of credit card products. Physician On FIRE and ... Read more...
Advertiser Disclosure: Physician On FIRE has partnered with CardRatings for our coverage of credit card products. Physician On FIRE and ... Read more...
On November 28th, Berkshire Hathaway Vice Chairman Charlie Munger died at age 99. Munger and his partner, Warren Buffett, became billionaire sages whose words reverberated throughout the markets. Thei...
Laura Stover, RFC® discusses the concept of time segmentation and its application in allocating retirement savings for a stable income during retirement. Time segmentation involves matching invest...
It seems like a simple question, but I cannot get a straight answer, arrg!!! Help! If I retire at 64, and no longer work, and I decide not to take SS benefits until 67, will the SS amount continue to ...
Retire on your terms by setting and pursuing focused retirement goals....
Learn about how Social Security programs support retirees, people with disabilities and more....
My wife and I are both retired at 67. I'm deferring Social Security until 70 to maximize the monthly benefit; my wife is collecting hers because it makes sense to. Our lifetime, based on family, will ...
My husband (61) is 100% retired. I'm (62) mostly there but did work part time for half the year so have earned income. Is there any reason we absoluteely should (or should not) contribute to our Roth ...