Curated articles and podcasts from trusted financial experts and real retirees.
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GP stakes in asset management firms offer exposure to private markets and are no longer just for the wealthy. Find out why it looks like a good year to invest.
If you're under 65 and want to retire soon, your plan may be derailed by skyrocketing ACA marketplace premiums. Here's what you can do.
We asked therapists for advice on how grandparents can handle the post-holiday blues.
The silence after a big sale can be disorienting. It's essential to redefine your identity and focus on your purpose before rushing into the next big thing.
Can taking a break save a marriage? We asked professional relationship therapists for advice.
Age 59½ isn't just when you can access your retirement savings penalty-free. It also signals the start of retirement planning opportunities you shouldn't miss.
If you're worried about a shortfall between your income and expenses in retirement, you're not alone. But there are ways you can make up the difference.
Taxpayers can strategically use these temporary tax opportunities in particular to lock in long-term tax savings. Here's how.
One thing I’ve learned from 30 years of investing and DIY money management is that there is always another way — and often the other way is more “optimized” than the current way. I put optimized in qu...
I was listening to a recent podcast with Morgan Housel. I have a lot of respect for Morgan, so was disappointed to hear him say this: Everyone I know who retired early has gone back to work. My experi...
Hi everyone, and sorry about the slightly 'clickbait' headline. I turned 68 this week, and today retired (yay!) from a senior engineers job and next week start a great little 9 hours a week (3 x 3hrs)...
I’ve been offered a contracting gig with my previous employer, 200 hours to start. I don’t have an LLC as I was not planning on working again. Should I create an LLC, or should I just have the company...
I'm in career for over 42 years that I don't like anymore and does cause a lot of stress. (my current job does pay very well and feels like golden handcuffs) Retiring at 65 will get me 3100 a month pl...
Is Klarna Legit or a Trap? Fees, Risks, and What You Need to Know Before Using
After three straight years of double-digit returns, retirees should review their asset and retirement income allocations to see if they still meet their goals.
More people are saving for retirement than ever before – and they’re saving more. But health care costs in retirement are soaring, and and poverty rates among older Americans are rising for the first ...
Many older Americans have a simple plan for paying for retirement: keep working longer, or never stop working at all. But for a large share of workers, that plan falls apart. About 40% of people who a...
The White House has insisted that the “one big beautiful bill” does not touch Medicare benefits. And it’s true that no standard Medicare benefits are reduced or eliminated under the One Big Beautiful ...
If you want to achieve financial independence, every investment we make serves one purpose: to buy back our time. Time is infinitely more valuable than any object, experience, or luxury. Given how sho...
Who better to give advice on aging, retirement and finances than a U.S. president? Our short quiz will determine whether you're a history buff or buffoon.
What a horrible title for a blog post! Hey, they can’t all be winners. 2025 was a great year for us! And if you were invested in index funds, it was a great year for you too. Money This blog is suppos...
We have some fun news to share at the end of this article, so keep reading to the end find out! Over the holiday break, I was helping a family member do some end-of-year tax planning (I know, we’re TH...
Hello everybody, Let me start by saying I am looking for your thoughts, not specific guidance. I have not yet found or spoken to any retirement planner, it's on the list to do soon. 1st Question, How ...
Most retirees who make this mistake aren’t reckless. They’re careful. They’re doing what they believe is responsible, and that’s what makes it so painful to see when it backfires. James explains why t...
A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex. James walks through what an eight-figure ret...
Retiring after age 65 changes the math and the priorities. You have fewer high-energy years, shorter tax planning windows, and RMDs much closer than most people realize. But you also often have higher...
The holiday season inspires generosity, but smart gifting can go far beyond festive moments and gifts under the tree. On the show this week, we're digging into the world of gifting strategies, just in...
There are many changes coming to retirement benefits and planning in 2026. Here’s a list covering the significant changes.
FROM THE ARTICLE. When to Apply for Social Security Is an Individual Decision. The age when you claim is critical, but consider your health, finances and family situation, too. 6-minute read. By Andy ...
FROM THE ARTICLE. From RMDs to longevity risk, these concepts shape how long your savings last. By David Hochman, AARP. Published January 13, 2026. Most of us have spent decades earning paychecks, jug...
EVENT NAME - Retirement Planning Strategies for Today and Tomorrow! DATE - Thursday, Feb 5, 2026. TIME - 7:00 p.m. ET • 6:00 p.m. CT • 5:00 p.m. MT • 4:00 p.m. PT. Duration: 60 Minutes. Zoom - Free On...
Hello! My name is Charley Locke, and I report on aging for publications including The New York Times Magazine, Bloomberg Businessweek, and The Atlantic. (You can see my work here: https://charleylocke...
It’s the end of the year! And yikes, what a year! 2025 was…a lot. For all of us. Regardless of your politics, regardless of which social media channels you follow, and regardless of which country you ...
For many people, retirement feels less like a reward and more like a financial cliff. In this episode, we break down seven key factors that lead to a more financially stable retirement. You'll learn h...
Christian thought he was ready for retirement. He just didn’t realize how heavy the weight had been until he finally set it down. After more than 30 years in a high-stress, always-on role at a global ...
Like many teenage girls, I had my high school bedroom walls covered in posters. Actor Rob Lowe took center stage, with a bit of Matt Dillon sprinkled in. (Ladies of […] The post The Case for an All-We...
The markets have had above-average returns the past few years. Will the streak continue?
Older Americans are almost certain to have at least one chronic condition in retirement.
I know a lot of us spent months agonizing over which plan to pick during the fall. Just a heads up that if you started a new Medicare Advantage plan on Jan 1 and you already regret it (or found out yo...
Retiring in four years, looking at downsizing from a two story home with a very large yard. We’re looking into building a new ranch style home. Looks like all-in that will cost an additional $300k. Ha...
When planning for retirement a major question is how much money will you need per year to live on. For all you who have been through that and are retired, are you finding that you are spending more in...
Another year of retirement over, and what a year it’s been! 2025 started off with US president Donald Trump’s return to power, and by April he had started a full-blown trade war with every trading par...
I manage mine. We had a money manager, but discovered after decades with him that he was collecting a 1% management fee plus there were commissions on some purchases as well as high loads on other fun...
In these sun-soaked, welcoming beachside cities, retired couples can live the good life on a monthly budget of $3,208 or less...
2026 brings changes to your 401(k) cathc up contributions. Ignoring these changes could get you in trouble with the IRS or cause a suprise tax bill.
Should you get the same Medicare coverage as your spouse? As in most things in life, the answer is it depends.
Recent data from Vanguard and Fidelity shows 401(k) hardship withdrawals at record highs as everyday costs rise and savings run thin. Understanding the long-term impact of pulling from your retirement...
One of the fastest ways to pay off holiday debt is to lower your interest rates, use a proven payoff method like the Avalanche or Snowball, and make extra payments whenever possible. These steps help ...
![How to Improve Your Finances in 2026 [12-Step Financial
Checklist]](/postImages/postImage17780.jpeg)
To improve your finances in 2026, assess your full financial picture, set achievable goals, automate savings, rebuild your emergency fund, increase your 401(k) contributions, and rebalance your 401(k)...
According to the Goldman Sachs Retirement Survey & Insights Report 2025, many Americans are struggling to save as basic expenses rise faster than wages. Here’s what the data means for your 401(k) and ...