Curated articles and podcasts from trusted financial experts and real retirees.
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To read this story on KSL.com, click here. The final three months of this year is a critical window of opportunity that could significantly reduce the total amount of taxes…...
So you’ve read my post on the growing importance of Identity Diversification and now you’re wondering what it actually takes to prove your ethnicity and heritage. Doing so can help you bet...
Young country club members expect more from their fees than access to a golf course. From teen rec rooms to red-light therapy, this is how clubs are upgrading....
What if the common advice to wait until age 70 for Social Security isn’t always the best move? Could claiming earlier actually give youmorefreedom and peace of mind in retirement? In this episod...
Last year’s flu season was long, brutal, and ultimately tragic. By the time infections had subsided in May, as many ... Read more...
Whether traveling within the U.S. or internationally, retirees can find a perfect blend of relaxation and excitement in these destinations, all while staying within budget....
Conventional wisdom dictates that you save in a 401(k) now and pay taxes later, but turning that rule on its head could leave you far better off. A financial planner explains why....
In some ways, renting is cheaper, more flexible and easier, but unless you understand the implications for your taxes and health costs, it might not be for you....
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I am retiring at 62, and my last day is December 31 of this year. I made my announcement a couple of weeks ago and as it is now, I am kind of checked out. I have a lot of things to finish, but I feel ...
Let's outline the US tax implications, key filing requirements, and relevant legal authorities that apply when you receive a foreign gift. The post What Doctors Need to Know About Receiving Gifts from...
For a number of reasons, my Partner and I do not qualify for a Health Savings Account (HSA). So, I decided to tun one of our Roth IRA Account’s into an HSA. Inside the Roth IRA/ HAS I only inves...
Using a Health Savings Account can be tax efficient way to pay for Medicare. Your CFP can help you get set up to use tax-free income to pay your Medicare premiums....
Spending changes for your household between when kids were in high school and retirement Assuming your spending actually went down, and you had kids, what level of decline did you see in household spe...
A little over three months ago I posted that my wife and I are retiring starting January 1, 2026. I'm 60 and she's 56. The days keep getting shorter. My wife loves her workplace and her job. She told ...
I think the my learning curve in my 60s has been the steepest of any decade I can remember! So many new firsts. I’ve navigated selling a business, the death of my husband, learned to travel solo...
The drug coverage provided by Medicare Part D is a key part of a retiree’s health insurance, and there are many options to choose from for those who have standalone Part D plans. Since these pla...
How to Make $5,000 Fast: 10 Uncommon (But Real) Ways...
It’s been several months since we returned from Hawaii, and surprisingly, my FOMO about the AI tech boom has faded. Sure, I still don’t have a job paying me gobs of money as AI CapEx surge...
Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future....
Soaring gold prices and a new IRS CEO were in the news this week — but why? How much do you know about the week's financial stories?...
You need a plan for dealing with long term care costs. Luckily there are some great alternatives to long term care insurance. The post 11 Alternatives to Long-Term Care Insurance appeared first on Bol...
Ready to set sail on your dream cruise? Here’s a no-fuss packing list tailored for older travelers to keep your trip stress-free....
Apply to be a WCI Champion today, and you could make a difference of millions of dollars to your classmates. The post The WCI Champions Program appeared first on The White Coat Investor - Investing &a...
Article Link: https://www.bitchesgetriches.com/fdic-insured/ Today we’re going to talk about a government agency you’ve probably never thought about much before: the ... Read more...
Here are 15 ways today's retirees say they would have planned differently, and what you can do to avoid these retirement regrets. The post Retirement Regrets: Top 15 Things Retirees Wish They Had Done...
CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity. The post Podcast 101: Caring for Parents, Planning fo...
If you’re retired and filing taxes, these five tax credits and deductions could provide thousands in relief (if you qualify)....
Your will is the backbone of a strong, adaptable estate plan that ensures what you leave behind goes to your selected beneficiaries. Without a will, state laws determine who gets your assets....
Missing out on the benefits of the employer match and compounding growth could force you to work longer and lower your standard of living in retirement. Here are some alternative options....
If you’re 50 or older and planning to make catch-up contributions to your 401(k), big changes are on the way – especially if you’re a higher-income earner. The IRS recently issued fi...
Getting rewarded by the market for the risks you take can be life-changing, but a diversified portfolio is more reliable. Learn the Nuts and Bolts I put everything I use to manage my money in a book. ...
Answering listener questions about asset location, TIPs (when and if you should use them), and whether it is too risky to have a 100% stock portfolio. The post Building a Balanced Portfolio with Asset...
Are you smarter than…everyone else? Test your retirement smarts with this quiz....
It’s been a few weeks since my last post. I think I’m starting to get into a nice cadence that I’m enjoying a little more. I still really love writing for Route to Retire, but after ...
Andrew Motiwalla explains how to prepare for long-term travel and how to incorporate travel into your retirement plan....
Many retirees think they have a plan when what they really have is an investment pitch dressed up as planning. This episode uncovers why that illusion is dangerous, the costly mistakes it hides, and h...
Updated for 2025: New OBBBA rules now allow 529 funds to cover physician licensing exams, board certifications, and CME expenses. ... Read more...
In 1988, William Post won $16.2 million in the Pennsylvania lottery. A year later, he was $1 million in debt. First, he splurged: houses, cars, a plane. Then a former girlfriend sued him for a third o...
FROM THE ARTICLE. Don’t let rising expenses derail your plans. By Sharon Wu, AARP. Published October 09, 2025. Key takeaways! [*] Budget for out-of-pocket health care costs and consider a dedica...
Hey Everyone! It’s October and the days are getting shorter in Portland. This year is a bit crazier than usual because the troops are massing in “war-ravaged” Portland. I haven&rsquo...
It's a tricky period when your adult child is under 26 but needs health insurance. We ask financial experts for advice....
Most large banks issue preferred stocks that pay out fixed dividends, often with higher yields than bonds. Should you make room for them in your portfolio?...
Retired 4 years as of October 1, and loving it! It took about a year and a half before I felt comfy in my spending. This evening, I opened a bottle of champagne, just because….it’s Tuesda...
So we switched from investors group to RBC Dominion securities about 56 years ago. We love our financial planner. She is very smart and answers all of our questions. However, she is making a ton of mo...
Medicare Open Enrollment starts October 15, through December 7. We're covering everything you need to know to get the best plan for your health and budget....
Here’s how to spend guilt-free when you are in retirement....
Beneficiaries enrolled in Medicare Advantage and Part D prescription drug plans might be losing their plan as UnitedHealthcare, Humana, and Aetna (CVS Health) scale back offerings for 2026....
Until this year, we had never owned an actual residential investment property. Here's how we went about finding the (hopefully) perfect spot. The post How We Became Actual Real Estate Investors appear...
When you browse real estate investments, polished marketing can make almost everything look attractive. Glossy photos, confident language, and optimistic ... Read more...