Curated articles and podcasts from trusted financial experts and real retirees.
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By co-signing a mortgage in Canada, you can help a child or other close family member who may be having difficulty obtaining a mortgage on their own. However, there are risks associated with co-signin...
The decision to move out of our home was made shortly after 4:30 AM, just as my wife pulled out ... Read more...
Are the dog days of summer dragging you down? Are you a physician-in-training starting to look at jobs for next ... Read more...
The majority of Americans feel behind on their retirement savings, per Bankrate's survey. Here's how much experts say you should actually have saved up....
As I get closer to retirement, the “where” starts to loom larger. I realize this might be a lot of trial and error, so not feeling locked in to one particular place, but I do know some of ...
Millions of Social Security beneficiaries, from retirees to disabled workers, will receive the cost-of-living adjustment, which is far less than last year’s but still higher than average....
As the title states, the IRMAA surcharge is going to happen in 2024 for our Medicare Part B I was unable to manipulate revenue from 2022 low enough to avoid the surcharge. The revenue for 2022 was sig...
Paul Merriman recently caught my attention on a recent podcast (How To Money #734 – Turning Thousands Into Millions with Paul Merriman). The short premise is that investing in a 2 fund portfolio...
I have sold rental property and have about $350G from the sale. I am 61 and plan to retire at the end of this year. My wife is 63. We have about 1Mil in investments, mostly stock and bonds. I would ap...
Hello and welcome back to another monthly update from Root of Good. We started last month with heavy bouts of consumerism, spending money like crazy on a new used car and half a dozen plumbing upgrade...
I’ve about had it with Reddit. The posts about Boomers screwing everything up, many users not knowing much about life, etc. has me wishing for a new social media platform that offers intelligent...
Quick note: I’ve been thinking a lot about happiness lately. I’m at a good place in life, the best I’ve been in decades, so have a lot to say on the matter. On Monday, tune in for Pa...
As Congress battles over spending and House leadership, retirement advisors are losing faith in the U.S. economy....
My best-performing investment ever is a managed mutual fund called the Fidelity OTC Portfolio (FOCPX). It’s up more than 1,100% since I’ve owned it. I wish I could say I’m brilliant ...
Up to $168,600 of earnings will be subject to Social Security tax in 2024, raising the taxes taken out of a high earner's paycheck to $10,453....
Taylor Swift has had a huge economic impact across the nation. Pensions also are an economic juggernaut, but they're often overlooked....
This article was contributed to Leisure Freak by logistics expert and travel enthusiast Lorelei Hawthorne. Embracing the art of seasonal retirement relocations entails a unique approach to the golden ...
Imagine a married couple. Both work, and their earnings are identical. But one spouse’s employer is matching every dollar of her 401(k) contributions up to a cap. The other spouse’s 401(k)...
Hello - pardon the throwaway. I've been pretty active in this sub under my other name, and I'm really apprehensive about asking this question. I just found out my company is being sold in Q1 24. I fee...
Here's how to make your retirement dollars last as long as you do....
Learn which supermarkets offer special savings to older shoppers....
Opinion provides a road map for how a plan sponsor may voluntarily establish a program under…...
While we live in a world of uncertainty, LeafHouse’s Todd Kading says there are ways to…...
Age directly affects the ability to drive. There is a time when most elders must give it up. Learn the warning signs of a dangerous driver....
October 12, 2024 –The Social Security Administration announced today that Social Security and Supplemental Security Income (SSI) benefits for more than 71 million Americans will increase 3.2 per...
For 2024 - it is 3.2% But don’t get too excited? - Medicare Part B premiums still haven’t been announced - CAME BACK TO EDIT and ADD the new Part B base premium for 2024 - $174.70 CMS.gov ...
Do you want to avoid future regrets? I’m no prophet, but I suspect I know a regret that many Baby Boomers will have in the coming decades. That regret? Their […] The post The Golden Age of...
LeafHouse National Retirement Symposium brings over 200 industry leaders to Austin next week...
[Editor's Note: Deadline alert! Thursday, October 12 is the last day you can register early for the best medical conference of the year and save hundreds of dollars while doing it. WCI started the Phy...
One program could help solve a looming $1.3 trillion savings shortfall, but only 11 states are participating....
Throughout history, pensions have been a way for employers to attract workers, especially when the labor market is tight....
Now that the Supreme Court has outlawed affirmative action in college admissions, it's time to look at the next layer of affirmative action: getting a job based on identity versus merit. This is the d...
When it comes to Medicare, it matters whether you get your vaccinations at a pharmacy or at a doctor's office....
Equity compensation is becoming increasingly popular. It incentivizes employees to maximize performance because when the company does well, they do well. Today, we’re going to go through an exam...
There is no shortcoming of bad tax advice on social media. It feels like everyday I see a new post, video, etc. with some fragmented piece of tax advice that is so far away from how it works in the re...
Surprise decision acknowledges that Biden and Trump rules are virtually identical. In a surprise ruling, a very conservative federal district court in Texas, known for striking down Biden Administrati...
The amount of money you'll need in retirement varies by as much as $66,000 depending on where you live in the U.S....
An integrated approach of investments and annuities could provide you with more retirement income in addition to protection against inflation and late-in-life expenses....
I am thinking a Pilates class might be interesting or settling on the weight machines, sigh, again… My elderly father still golf’s multiple times a week. An acquaintance swims in the sea ...
In my life, I've done a little of everything. But, somehow I managed to teach middle school for 30 years. I'll be 59. I'm healthy and have many more working years ahead...just not with education! I've...
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...