Curated articles and podcasts from trusted financial experts and real retirees.
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Investing assets in an irrevocable trust, like a Spousal Lifetime Access Trust (SLAT) requires understanding the trust's precise legal terms, goals, and more.
Recently, a home in the beautiful Forest Hill neighborhood of San Francisco was listed for $2.4 million. It had four bedrooms, three bathrooms, and a modest 2,250 square feet. The home had been remode...
Tuesday, February 24 - Monday, March 02, 2026 Most Commented score comments title & link 85 309 comments Choosing to continue to work: Reasons? 24 155 comments Have you/do you plan to downsize your ca...
Hospital visits are stressful enough. A little preparation can bring you and your family peace of mind.
Some people seem to be allergic to paying taxes. But beware of Tax Derangement Syndrome, and don't let the tax tail wag the investment dog. The post Avoid Tax Derangement Syndrome appeared first on Th...
With older adults being particularly vulnerable to financial fraud and scams, TIAA has been using artificial intelligence for detection and guidance as well as empathy.
Most people assume the future will look like the recent past. That's called recency bias, and it can quietly wreck a retirement plan. If the market has been strong for years, investors start believing...
Today, I'm thrilled to finally welcome my friend, Geoff Woods, to the podcast. Geoff is the founder of AI Leadership and The AI-Driven Leadership Collective, the author of The AI-Driven Leader: Harnes...
We're 54 with $1.8 million saved. My wife wants to start a college fund for our grandchild, but I think we should keep funding our retirement. Who is right?
Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.
The most resilient income plans layer multiple sources of predictable income and growth-oriented assets to help ensure immediate cash flow and long-term flexibility.
The tax landscape has changed yet again, thanks to the OBBBA and SECURE 2.0, and four developments are particularly important for anyone in or near retirement.
Retirement is not just about money and savings, but instead is about living a life of purpose. Make sure you set your goals for what will bring you fulfillment and joy.
Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.
In this episode, James walks through four of the most common income strategies retirees consider today and why many people are still using outdated math for a 2026 retirement. The question is not just...
When investors and their advisors don't focus on how simple investing can be, the result is investment-style chaos. Focus on what matters. The post Investing Doesn’t Have to Be Complicated appeared fi...
The 2000s decade included two wars, a massive housing market crash and the biggest financial crisis since the Great Depression. ... Read more
I am retiring December 31, and I've already told my boss an a couple of close co-workers. I've was planning on waiting until June to share with others and let it get out. The thinking was possible res...
I retired then went back to work for six months then quit again. Figured I was truly retired now. Went on a month long cruise / vacation after. Work wants me back. Told them my new employee hourly rat...
So, hear me out. My husband and I could have retired sooner, but we were having a difficult time trusting that we were ready. We had a pretty good portfolio of investments and savings, but was it enou...
From opening stealth retirement accounts to strategic charitable giving, there are plenty of ways you can cut your taxes every year, and they're perfectly legit.
This retirement planning approach simplifies your decisions, improves your tax efficiency and provides you with peace of mind. This is how it works.
These habits, gleaned from a survey of financially savvy adults, can help increase your confidence and guide your planning as you head toward retirement.
Are you in a tax friendly state for retirees? Explore the best states for taxes and review the income and sales tax rates in all 50 states. The post Which Are the Most Tax Friendly States for Retirees...
The safe withdrawal rate says you can spend about 4% of your portfolio in retirement and not run out of money. But is that actually accurate? The post Should You Use a ‘Safe’ Withdrawal Rate? appeared...
Reposting my BINGO card - for those wrestling with retirement. I’ve shared this a few times on some threads here and elsewhere and it was recommended I make it a separate post. Just a thought for thos...
Millions of retirees choose independence over isolation. If you're a "solo ager," your retirement can be secure and rewarding.
It’s natural to want to share your retirement nest egg with family. Learn how to give generously without putting your own financial security or tax bracket at risk.
A proactive approach like this one can help ensure your wishes are respected, you and your loved ones are protected and your values are carried forward.
Thanks to the family maximum benefit, when a retiree starts collecting Social Security, certain family members may also receive support. Here's a complete guide.
Estate planning software can help advisers forge deeper client relationships and leverage the power of AI to provide insights. Here are four options to consider.
Medicare Advantage plans scored lower in overall satisfaction among members in 2025. Eroding trust and policy confusion drove the drop in customer satisfaction.
As my family grows, my wife and I will need to find ways to pay for college. What are the alternatives rather than just using a 529? The post Can We Pay for College Without a 529? appeared first on Th...
As women are living longer than men—on average, 5 to 7 years more—the later decades of life promise opportunities to cherish freedom and fulfillment. Yet, as this International Women's Day episode of ...
Robinhood is one of the most popular online brokerage firms today, especially among younger investors who actively trade. During COVID, Robinhood famously restricted trading in 13 stocks on January 28...
Receiving an inheritance opens up amazing opportunities but can also lead to emotional and financial turmoil. Here's the key to successfully managing a windfall.
Join us as we continue our "Anchors of Retirement Confidence" series, where we discuss four areas of retirement uncertainty plus strategies to replace your anxiety with clarity and control. In part 3,...
Are you in a good position to retire at 60? Find out with this quick quiz.
The Golden State won't touch your Social Security, but high rates on pensions and IRAs tell a different story. Can you afford retirement in California?
I was an IT Modernization Engineer for much of my professional career before leaving to be a full-time creator in December 2022. My specialty: IRS information technology (IT) Yes, that IRS. After 19 y...
Clinging to 'safe' income and hoarding your principal isn't protecting your wealth; it's shortchanging the retirement you earned.
Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
The consulting firm Milliman recently published its 2025 Long-Term Care Index, calculating that – on average – 65-year-olds should set aside $135,000 for their future high-intensity long-term care nee...
A guide to Medicare coverage for breast cancer diagnosis and treatment, including cost differences between Original Medicare and Medicare Advantage.
When I retired in 2018, I implemented the Bucket Strategy. What would have happened if I had used the 60/40 Portfolio instead? I decided to find out. For today’s post, […] The post The 60/40 Portfolio...
Answering listener questions about the key protections every physician should have in place, from disability and umbrella coverage to malpractice and the real role of whole life insurance. The post In...
Dolly knows that life isn’t just about the "9 to 5." Discover the legendary singer’s inspiring tips for finding joy and purpose in retirement.
You did it. You finished med school, got matched, and criss-crossed the country in your old SUV to start your ... Read more
We have $3.9 million saved. Our adult children are struggling to pay for daycare and buy a home. Should we give them an advance on their inheritance?
Retirees with $500,000 to $5 million in assets need a different approach to keep their house and cover ever-increasing health care expenses, including long-term care, without taking too much risk and ...