Curated articles and podcasts from trusted financial experts and real retirees.
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The best gift you can give your family this holiday is unplugging. Turn off the devices. Connect with each other. The holidays are stressful. Now, add in being constantly plugged in via electronic dev...
January 10th, 2026 is the 1 year anniversary of my retirement! I can’t believe how fast the year flew by. I was 61.5F when I finally had the courage to let go of my career & paycheck. I have finally l...
I'm 71 and in good health, still active, still traveling, still playing golf twice a week, but a friend of mine had a fall last month that ended up being pretty serious and it got me thinking I should...
I’m 42 working days from retirement! You know what one of the things I’m looking forward to most? I cannot wait to be able to go to bed when I want to and get up when I want to. I have been at my curr...
As the new year begins, Roger Whitney launches a new Retirement Plan Live case study, introducing Henry and Lucy, a couple in their mid-40s pursuing Financial Independence and Retire Early (FIRE). Rog...
You saved diligently for decades — so why does giving yourself permission to spend still feel so hard? In this episode, we discuss: Why many retirees underspend despite having a secure financial plan ...
What can our top five Retire With Purpose Podcast episodes of 2025 teach you about avoiding regrets, spending confidently, and living with purpose as you head into 2026? In this episode, we discuss: T...
If retirement is supposed to bring freedom, why do so many people still feel unsettled, and what's behind that tension? In this episode, we discuss: Why fear persists even with a strong financial plan...
I’m 61 and my spouse is 68 and part of me would really like to retire. We have $1 million and a paid off house and zero debt of any kind. We’ll have about $8,000 per month in pensions and social secur...
Come for the luxury vacation. Retire for the lifestyle (if the vacay goes well). What better way to test a location for retiring abroad?
A deep dive into the One Big Beautiful Bill Act (OBBBA) reveals key opportunities in 2026 and beyond.
As 2026 takes off, half of Americans are worried about the cost of everyday goods. A simple budget can help you beat the money blues and reach long-term goals.
If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for that estate for your beneficiaries.
We know the economy is unpredictable and markets will do what they do, no matter who predicts what. Here's how to focus on what you can control.
Face-to-face conversations between advisers and clients provide the human touch that encourages accountability and a real connection.
If you're one of the many homeowners who has the bulk of your net worth tied up in your home equity, you might consider using that equity as a planning tool.
We've paid off our mortgage, have $970K in savings and $5K each month from Social Security. Kiplinger asked wealth planners for advice.
Are you living below your means in retirement because you fear not having enough to leave to your kids? Here's how to get over that.
Women often are paid less than men and live longer, so it's critical that they know their Social Security options to ensure they claim what they're entitled to.
Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
What is your retirement spending style? Find out with this quick quiz.
Sequence of returns — experiencing losses early on — can quickly deplete your savings, highlighting the need for strategies that prioritize income stability.
If you are worried about older family members or friends whose financial judgment is raising red flags, help is out there — from an elder law attorney.
Financial pro Prem Patel shares his take on how markets performed in the fourth quarter of 2025, with an eye toward what investors should keep in mind for 2026.
An "all-asset" strategy would integrate housing wealth and annuities with traditional investments to generate more income and liquid savings for retirees.
How shifting from "Retiring Early" to "Living Early" allows child-free adults to enjoy their wealth while they’re still young enough to use it.
A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg. Here are seven common goofs to avoid.
Not understanding how the upcoming changes in 2026 might affect you could put your financial security in retirement at risk. This is what you need to know.
If you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life.
Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, market swings and more.
Wealthy retirees often overlook Social Security. But timed properly, it can drive tax efficiency, keep Medicare costs in check and strengthen your legacy.
Under new rules, you may lose an up-front deduction but gain tax-free income once you retire.
In 2026, the maximum contribution limits for 401(k) plans have increased, giving you an excellent shot at maximizing your retirement savings.
Here's how to stop wasting your energy on things that don't enhance your new chapter and focus on the things that do.
Saving a large percentage of your income, minimizing taxes and keeping spending in check can offer a more realistic path to retiring rich.
For a successful modern retirement, prepare for a longer life, manage high health care costs and prioritize your social life and purpose.
Stocks and bonds aren't the only ways to invest your retirement "fun money."
Worried you won't have enough money later in life? Try redesigning your vision of retirement, and you may find your savings go further than you thought.
Taking Social Security later results in higher future income, but that can create an income gap. Annuities can boost income until you file for benefits.
Take this simple quiz to discover whether a revocable or irrevocable trust should be the cornerstone of your estate plan.
The secret to keeping your New Year's financial resolutions? Just make your savings and retirement contributions 100% automatic.
Learn the difference between domestic asset protection trusts and foreign or offshore asset protection trusts to help you decide what might work best for you.
We asked professional wealth advisers to weigh in.
You need to share details with your family (including passwords and document locations) and stay focused on keeping your plan up to date.
As women gain wealth and influence, being proactive about financial planning is essential to address longevity and close gaps in confidence and caregiving.
Make 2026 the year you stop coasting and start supercharging your retirement savings.
Saving for retirement is just one step. Now, you have to figure out how to spend and maintain funds. Here are four frequently asked questions at this stage.
Your retirement could be jeopardized if you ignore the risks you'll face later in life. From inflation to market volatility, here's what to prepare for.
Even when your financial plan says you're ready for a big move, it's normal to hesitate — but haven't you earned the right to trust your plan (and yourself)?
As 2025 draws to a close, take time to review your finances, maximize tax efficiency and align your goals for 2026 with the changing financial landscape.