Curated articles and podcasts from trusted financial experts and real retirees.
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The Bitcoin ETFs have gotten a lot of media attention recently. After years of contemplation, the SEC finally approved several “spot” Bitcoin ETFs (exchange-traded funds) for trading on st...
Take the time to develop viable sources of lifetime retirement income, then go enjoy your retirement....
Waiting until near the end of the year to consider your IRA strategies can cost you a lot of money....
Many of the films honored in the AARP Movies for Grownups Awards dramatize real people and events...
We'll both be 60 this year and I'm 100% ready for retirement. My job sucks and I don't want to do it any more, and we've got ample assets. The trick is health insurance between now and Medicare at ~65...
I'm on my husband's anthem from his old job as a cop although he retired 5 years ago. I tried to apply to Medicare A and it said are you on your own policy at work, I said No. It said are you on spous...
Waiting until near the end of the year to consider your IRA strategies can cost you a lot of money....
In 2017 and 2019, I superfunded two 529 plans for my two children. Since then, my wife and my parents have also regularly contributed to the two college savings plans. You would think with all this ag...
Social Security payments are distributed based on your birth date and other factors. Here's the schedule for January 2024....
For years, the humble GIC—guaranteed investment certificate—was disparaged by the fixed-Income cognoscenti and more often than not financial advisors. But, things started to change when in...
Here's a comprehensive guide to understanding a $750,000 annuity and maximizing the payout....
Sound retirement planning advice is incredibly valuable, but some of the things we might consider “conventional wisdom” in retirement planning are actually mistakes. Listen to this episode...
Looking to Minimise my tax submitted by /u/IamBrilliant_4170[visit reddit] [comments]...
Husband and I have been planning to retire early in 5 years at age 60. Both of us are government employees and will have enough years for modest, but decent pensions. The idea has been that one of us ...
Over a third of the industry headcount is set to retire within the next 10 years, finds Cerulli...
MarshMcLennan releases report highlighting leading retirement strategies in 2024, including…...
Guaranteed in-plan lifetime income solutions is a hot topic in the workplace retirement…...
The uptick in overall savings is related to the fact that more U.S. adults worked with…...
The post 5 Tips on How to Get Started with Estate Planning appeared first on The Retirement Solution....
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Retirement Living analyzed a mix of cost-of-living and quality-of-life metrics to arrive at…...
Responses to multi-agency request for information will help shape report to Congress…...
New Oxford Economics report commissioned by the Financial Services Institute says…...
A new report from Nationwide finds that half of current retirees are concerned with running…...
Amendments address changes in application review processes since 2011...
We’re back with Retirement Plan Live to explore how two adults who married later in life can share their resources as they age. Last week we looked at their goals both individually and together ...
The post What is a Trust? appeared first on The Retirement Solution....
Anyone else tired of it? What do you do? I wake up snuggled under my covers - a decent sheet set with a crocheted Blanket on top. It is dark. I think should I try to sleep some more? A little time lat...
If you retired in 1988 from a job at a large employer with health insurance, you had good odds you would continue to be covered into old age. Two-thirds of large employers that covered their current w...
Last week on Twitter/X, there was a big debate around whether it was possible to retire with $10 million. It all started when Twitter user Zay Capital (@cap_zay) tweeted: "You can't retire on $10m usd...
The IRS adjustments for 2024 reflect an economy where inflation rates are still warm. These adjustments help maximize retirement savings; secure a stable financial future...
Tax brackets are one of the most misunderstood concepts in taxes. You’ve probably heard people say (or said it yourself) ... Read more...
I found that 65% of our clients who did open enrollment reviews had at least one significant reason to change drug plans....
As we approach April 15, let’s discuss the federal taxation of Social Security benefits. Taxable benefits include retirement & spousal, survivor, and disability benefits....
Larry Sprung, a CFP and author of Financial Planning Made Personal, joins 'Forbes Talks' to discuss how families can better plan for children's college, retirement, and unexpected life events....
Today’s pre-retirees face a tough retirement reality and will need to do their homework to live well in retirement....
Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) The S&P 500 hit a record high this week of 4850 points. And it may continue moving even higher. ? But this doesn’t mean the ove...
Last month, I published a guest post from David Champion about the benefits he’s derived from gamifying his retirement spending. A discussion developed in the comments related to the challenge o...
Sammy, a 51-year-old retiree, is seeking advice on how much she should convert from her traditional IRA to a Roth IRA each year to avoid jumping tax brackets and minimize the taxation of her social se...
Greetings. I am retired but not yet collecting social security, which I plan to do when I turn 67 in about 4 years. I use some retirement planning models which have you look up you projected benefit a...
Having had some good fortune while working, especially in my last three years, my estimated retirement income is ~72% less than while working. Accordingly, my income tax rates should also plummet as w...
Guess what? Today, we’re going to do a reader case because the title caught my eye, and it was simply too tempting to pass up. I saw this: “we had our first baby 8 months ago and now we&rs...
How and what should we teach teenagers about money, to make the next generation financially literate? That’s what CJ in Philadelphia and Teresa want to know, today on Your Money, Your Wealth®...
Photo credit: steelo When you leave full-time employment, there is a period of time after that when you will continue to be covered by Social Security Disability Benefits. Welcome to the 20/40 Rule. T...
Midcap growth ETFs can be an attractive investment option for investors looking for a balance between risk and reward. In ... Read more...
It’s no secret that many Americans struggle to save for retirement. The hard truth is that this is often due to bad financial habits. Consider the fact that Americans’ credit card balances...
Hey everyone! How are you doing on your journey to Financial Independence? If you’re just starting, the best way to surge ahead is to be frugal and invest more. My advice is to save 15% of your ...
Advertising on your car offers a unique opportunity to earn passive income simply for driving around like you normally do. While there are a few requirements to get started, you could earn upwards of ...
The bottom line has been clear for many years: Barring congressional action, Social Security will be unable to pay retirees their full promised benefits within a decade....
The priority of every estate plan shouldn't be taxes, investments, gifts, or other financial issues....