Retirement Checklist for Open Enrollment
If you're making changes through your employee benefits portal, it is a good time to think about retirement....
Curated articles and podcasts from trusted financial experts and real retirees.
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If you're making changes through your employee benefits portal, it is a good time to think about retirement....
[Editor's Note: With the student loan holiday now officially over and with repayments beginning this month (October 2023), we wanted to deliver you the most comprehensive medical student loan guide th...
You know, prior to having a kid, I never understood parents’ burning desire to get out of the house and have adult conversations. But now that I have one, I totally get it. Your entire day just ...
A recent blog about advertisements for Medicare Advantage policies brought a torrent of criticisms from our readers that the ads flooding the airwaves and mailboxes are too vague and even misleading. ...
Thebrief’skey findings are: Despite Social Security’s online tools, many retiring workers still contact an agency representative for help. Both online and in-person applicants report high ...
When I was younger, weighing the risk and reward in a decision was a lot easier. In your youth, you’ve got time on your side and most of the chances you take aren’t going to make or break ...
It is time for Gen-X to get serious about retirement planning. The choices you make today will determine how happy, healthy and wealthy a retirement you have....
With prices and mortgage rates high, smaller isn’t always better—or cheaper...
Consider what life could look like if you have $5 million saved by retirement....
VTI (​​Vanguard Total Stock Market ETF) and VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) are two investment options ... Read more...
All the money in the world won't bring you happiness if you have no way to enjoy it. Financial Planner shares podcast to have a healthier retirement....
October 11, 2023 — OK, so you are thinking about your dream home for retirement. Maybe you know where you would like to retire (region, state, or even town) and the lifestyle you want to pursue....
Last week, Michael Lewis's new book Going Infinite, detailing the rise and fall of Sam Bankman-Fried ("SBF") and his cryptocurrency exchange FTX, was released to a wave of outrage. It all started when...
This Reddit topic really has got me thinking. As we enter a new phase of life we should accept our changes just as we did when growing up from a child to teen, to young adult and adulthood. Our bodies...
Recently, I got a suggestion from a long-time reader. Here is part of her comment on the controversial FatFIRE Is Boring blog post. You might want to revisit your plans for when Jr goes to college. Yo...
It’s common financial advice – save enough in your 401(k) to get the company match. It’s great advice (after all, who doesn’t want free money?), but it may not be yours to keep...
The end of the year will soon be upon us! Here’s a quick checklist of items to accomplish before we turn the calendar to 2024: Take your Required Minimum Distributions (RMDs) If you’re sch...
Playing games is one of the many ways to make money online. While it isn’t necessarily the most profitable, if you’re already spending time going ham on bingo or honing in on your Tetris s...
Over twelve years of blogging, several books, a national magazine profile, and countless friends, both virtual and real, Satisfying Retirement has been a central part of my retired life. In fact, I ha...
The longer you are retired, the harder it may be to find a job if you want to go back. In this article, I'd like to share the difficulties I've faced finding employment in a new field. My situation sh...
It is time Generation X to get serious about retirement planning. The choices you make today will determie how happy, healthy and wealth a retirement you have....
The 4% rule is based on a number of critical assumptions. Change any of those assumptions, and you change the results....
The Sunday Bestis a collection of articles I’ve curated from the furthest reaches of the internet for your reading pleasure. ... Read more...
Todays resources explore a wide variety of topics. We start with a look at how various investments have performed historically during periods of recession and why you should be careful how you utilize...
Consider these scenarios to see how much you could receive in guaranteed income....
Photo credit: diedoe I’m compelled to provide an additional update to the posts I’ve provided in the past in the article Running Afoul of One Rollover Per Year Rule and its follow-up More ...
I had one bookmarked, but now I can't find it. This resource was incredibly helpful as it provided a comprehensive list of questions that two people could fill in together. These questions were instru...
By Josh Katzowitz, WCI Content Director If my psychiatrist wife hadn’t begun taking care of our money and our investing strategy so many years ago and if I hadn’t made a New Year’s r...
Are you a "happy-when" person? You'll be happy when [fill in the blank.] There's a good reason for that—and a way to get off of the hedonic treadmill....
The 4% rule is based on a number of critical assumptions. Change any of those assumptions, and you change the results....
I’m 65, my wife is 62. I plan to start drawing next year, I was going to wait until FRA, but have seen too many people die and get nothing. If I start drawing, what is the best option for my wif...
October 11, 2023 — Some unbelievable deals are here today, Oct. 11, for Amazon Prime members. They will find savings of 60% or more on items like 50″ TVs, Phillips air fryers, Roomba vacuu...
https://reddit.com/r/retirement/s/K22MempuyD I posted the thread above a while back asking for advice for somebody hoping to retire, but fighting possible agism as they looked for work. After being la...
Photo credit: jb As we approach the extended income tax filing deadline, folks all over the country are in a mad rush to fill out returns and complete the filing process. Software for return preparati...
On the one hand, we’re systematically labeling which things to get rid of, and when. But we’re also downsizing our ambitions....
Admittedly, I'm over simplifying. But it's seems like "travel and retirement" go together like "love and marriage". Is it that people didn't get a chance to travel when they were younger? Is it a need...
I currently have a very good, but very big job/career. My husband is older than me an already retired, so I am and have been the primary earner. Our kids are in college without student loans (either a...
I like my job but every day I find that dealing with corporate dysfunction is harder and harder. I dread going to work and have a really hard time engaging the way I used to. I just don't care. I'm no...
Oct. 7, 2023 — Who says people in retirement are too old for love? The Golden Bachelor, a new spinoff on ABC from the popular Bachelor series, has many seniors glued to their TV sets. Community ...
October 6, 2023 – There’s been a lot of chatter about the Bill Perkins book “Die With Zero” and its approach to life and retirement planning. Most recently, just yesterday on t...
Welcome to an in-depth analysis of planning for your golden years and ensuring absolute peace of mind with improved home electrical safety. This post is tailored for you: an individual that understand...
Housing affordability is at or near an all-time low and the Fed is partly to blame due to its aggressive rate hikes in such a short time frame. The Federal government is also partly to blame due to ex...
There is no end to the websites and phone apps requiring your phone number, email and other personal information as the cost of passage into the products and services they provide. Even some financial...
I had a lot on my plate, and had planned to retire in January. My work changed dramatically over the past 9 months, and it really just felt like too much. I was also feeling sick and exhausted all the...
Today I woke up and decided to do something that I have never done before! My daughter has been telling me about the Reddit community and encouraging me to at "least read some of the posts". Well, I d...
I have a decent 401K from a job I left 6 years ago. I left the money there because it was doing really well. Well, now it's not. It lost money as market took a nose-dive last year. It still isn't doin...
The First Home Savings Account (FHSA) is the best new financial tool/account to be introduced since the introduction of the Tax-Free Savings Account (TFSA) back in 2009. The FHSA is designed for a spe...
Forum, I am a US citizen, preparing to retire full-time to Europe. One of my concerns is exposure to currency exchange (US to Euro). Does anyone know if it possible to hold Euro denominated investment...
I will be eligible for early retirement in a few months. I am worried that if I pull the trigger on my work and resign, I will just get bored after a while once the excitement of finally retiring has ...
Apollo was the first to use annuities to build a major financing business. Others followed, driving the growth of the private lending market and worrying regulators....