Curated articles and podcasts from trusted financial experts and real retirees.
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To read this story on KSL.com, click here. “If you’ve saved more than $300,000 in a traditional IRA or 401K, congratulations – you’ve already cleared one of the biggest hurdles...
I'm thinking about living in Maine for three months. If you've done something similar, do you have any thoughts to share? I'm single, retired, childless, an introvert. I've been to Maine several times...
My financial advisor runs an annual cash flow plan to see how ready I am for retirement. I am 65. I currently work full time and will continue to do so until I am 70 when I will draw Social Security. ...
as i am estimating my retirement budget, trying to figure out if i'll have enough to live on given how much i think i'll spend, how long i'll live, etc., i have been using these basic calculations: *T...
Hello, new friends: A good friend is retiring next year and I'd like to start gifting her things she can use in retirement. (I am over 50 but will be retiring after 65). While I'm familiar with her cu...
Save your money and health by making smart Medicare choices with these traps in mind....
Americans consider their digital assets as very valuable but few are caring for these assets in their digital estate planning....
? SHOW NOTES In this episode, we focus on empowering you to navigate retirement with confidence. We break down the process of reading a Social Security statement, examining each section and its signif...
I’ve been talking about a project that I’ve been working on for several months now, which has kept me pretty busy. It’s time I fill you in that it’s been all about self-hosting...
If you're worried you won't have enough saved for a comfortable retirement, or that life after work will be boring, these well-paid roles could be the answer....
There are guidelines about when someone should be an employee and when they should be an independent contractor. Is being on a 1099 better? The post Why ‘Going 1099’ Won’t Solve All ...
FROM THE ARTICLE. For everyone from savers to borrowers, lower interest rates are a mixed bag. By Cameron Huddleston, AARP. Published September 17, 2025. holding interest rates steady for most of the ...
Lately, I’ve been thinking more about estate planning. Part of it is just getting older. Part of it is having young children I want to protect no matter what. And part of it is watching the unse...
Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do it, and six pitfalls to avoid....
Hi everyone! We are still recovering from an exhausting travel week, which we will definitely share with you in future post, but now that we’re able to come up for air a bit, let’s do a re...
How have others approached life insurance once they get closer to their retirement savings goal? I just crossed the $1 million mark in a 401k and expect to reach my goal in less than five years. Which...
4% rule (and other "safe withdrawal" strategies) seem to assume you retire and start drawing SS at the same time. Guardrails appears to have the same assumption. On the other hand, many people recomme...
Need some advice. For the second time in a year, my FIL (87) has responded to phishing emails and eventually ended up transferring large amounts from his retirement account to places in Asia. First ti...
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the OBBB's impact on retirement, how to ensure your wealth passes to your family and early retirement quest...
Make smart choices for electing Medicare for your health and longevity....
Cheapest Car Insurance in Michigan: A Comprehensive Guide...
Cheapest Car Insurance in Florida: 2025 Guide...
This quiz tests your knowledge of the services that Medicare provides at no cost to you....
It’s almost the end of warm-weather season, a time of year punctuated by trips to the family cabin, cookouts, beach ... Read more...
As investors continue to seek diversification and stability, trust deeds have become an increasingly popular option. These real estate-backed investments ... Read more...
Financial advisers can use annual reviews to help enhance client outcomes, strengthen relationships and build their practice....
A YMYW listener from Missouri and his wife are retired at 69 and 67, with less than $2 million dollars. Should they continue converting retirement savings to Roth for the tax-free growth? What should ...
Living longer is one thing. Living well is another. In Part 2 of my conversation with Dr. Bobby Dubois, we unpack the final three pillars of his blueprint for longevity: mind-body harmony, heat & ...
Navigating market volatility in retirement requires more than the traditional 60/40 portfolio. This episode explores three critical risks every retiree must address to maintain financial security thro...
Longevity, AI, disruption make lifelong learning a lifelong investment. From the trades to MBAs, education is a recurring cost to stay competent, competitive, connected....
Best Short-Term Investments: Our Top Picks...
The physician shortage is not new. However, the concerning rise in the number of obstetricians leaving or wanting to leave ... Read more...
In the summer of 2025, I started feeling off. It was nothing dramatic at first—just a sense I wasn’t at my best. The result was a gut punch. The post The Other Side of Hedonic Adaptation: ...
As America ages and income inequality deepens, concerns about retirement security are mounting....
Do you know how to tell if a charitable contribution is deductible on your tax return? The IRS offers some tips to help you out. The post What Charitable Contributions Are Deductible? appeared first o...
A J.D. Power survey ranks retirement planning apps based on customer service and satisfaction. Does your financial app make the cut?...
Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members according to your wishes. Naming a trust as the contingent beneficiary can help a...
Beyond a death benefit, life insurance can provide significant financial value and flexibility through 'living benefits' while you are still alive, helping with expenses like education, business ventu...
Healthcare is a huge issue in the United States if you plan to retire early. Most of us get health insurance through our employer. What happens if you retire early? ... Read more The post Healthcare A...
You’ve seen the headlines: “How Much Money You Need to Retire Early” “The Net Worth You Must Have for Financial Freedom” “Experts Reveal the Magic Number” &ld...
How to create a proof of funds or balance confirmation for your Fidelity accounts. Don't share your account statement. The less you disclose, the better. Learn the Nuts and Bolts I put everything I us...
Getting the new COVID-19 vaccine covered by Medicare isn't as easy this year as it was in the past. Here's what you need to know before you take a trip to your pharmacy....
Per the 4% guideline, you can spend about 4% of your portfolio a year. But there are five times when that number might change significantly. The post 5 Good Times to Retire (and 1 Bad Time) appeared f...
Stop waiting for your next book. The library app Libby gives you instant access to thousands of free audiobooks and e-books — all with your library card....
Episode 493 Beware investing in zombie small cap stocks, 38% of the index is unprofitable. If you’re interested in learning about the return of Nuclear Energy, please watch to my recent appearan...
Retirement planning is often framed as a numbers game where you can get lost in focusing on maximizing your 401(k), minimizing taxes, and chasing investment returns. But financial security alone doesn...
Situation: My dad has two brokerage accounts, one managed and one unmanaged. Although he had been meeting with someone on his managed account, should that person alert my dad to any perceived issues w...
Who said you can’t retire at 55? If you say yes to these questions, you may be on your way to an early retirement....
We ask financial experts for advice....
While some provisions might help, others could push you into a higher tax bracket and raise your costs. Be strategic about Roth conversions, charitable donations, estate tax plans and health care expe...