Curated articles and podcasts from trusted financial experts and real retirees.
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Find the best places in the U.S. to follow your retirement passions, including golf, hiking, boating, skiing, the arts, fine dining, restaurants and lifelong learning....
Forbes screened nearly 1,000 locales to pick the 25 top places to enjoy retirement, weighing quality of life and leisure offerings from the arts to fine dining to golf....
As the government shutdown continues, Congress can’t come to terms on spending. It’s easy to confuse Medicare with Medicaid, but there are several key differences....
The new tax bill presents a good opportunity for retirees to revisit tax plans, look into doing some Roth conversions and consider plans for long-term care....
As I finish lunch at the office, looking forward to another 10 years before I can retire, I often read the stories of the people in this community and daydream a little bit about what my wife and I wi...
I retired on March of 2023 after about 41 years of work at two aerospace companies (16+ at one and 25 at the second). For some strange reason, I have kept all my tech books from school and ones acquir...
Not to paraphrase The Clash.... But, I had been planning to retire in January 2026 with a modest pension, SS @ age 65, and draw down assets at a target rate of 3%, and max out my 401K this year. But, ...
M64 wife is 57, no kids. We have just north of 4 mil in liquid assets split between 3 in after tax and 1+ in 401k. How much should we have in real estate vs bonds,equities and annuities? I’m ant...
Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term....
The Nike stock price, Amazon's settlement and the shutdown were all covered by Kiplinger this week — but why? How much do you know about the week's financial news?...
See if you are above average when it comes to Social Security knowledge....
The majority of people retire early, leaving the workforce before reaching their Full Retirement Age (FRA). Maybe you should, too....
Retirement is about more than finances — it’s about meaning and growth. Join us as we explore common “belief traps” that can hold you back, how to reframe your story, and expan...
The new law ushers in significant changes for most taxpayers. Make these moves now to take advantage of them....
For now, Jerome Powell probably doesn’t need the BLS report to convince the Federal Reserve Governors the labor market is cooling....
This home-buying story is one of financial recklessness masquerading as the American Dream. And it's a cautionary tale for trainees. The post Buying a House in Training: A Cautionary Tale That Could&r...
From a USA Today artical: $2.1 trillion sits in left-behind 401(k) accounts. Could one be yours? Finding a forgotten 401(k): The low-hanging fruit First, visit the National Registry of Unclaimed Retir...
FROM THE ARTICLE. Surveys show a generation closing in on retirement is increasingly anxious about the program’s fiscal health. By Deirdre Shesgreen, AARP. Published October 02, 2025. Corriveau,...
More employers are offering Roth 401(k)s inside their plans, making these accounts more accessible than ever. But just because your employer gives you the option doesn’t mean it’s automati...
Preview some of the changes coming to Medicare Part D Drug Plans in 2026....
If you want to live in another country long term, you could benefit from an expert's guidance. Here's how to find a good qualified adviser to help with residency requirements, documentation, financial...
Through quotes from John Wooden, learn how consistency, patience, and focusing on what you can control build a more secure financial future. The post Quotes from John Wooden: 8 Lessons from the Legend...
Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes. The post Asset Location: How Tax-Smart Investing Can Supercharge Your...
Deciding whether to pay off a mortgage early—or how long to keep one—is ultimately a personal choice. In this post, I’ll share my perspective by drawing on both real-life experience ...
My wife died last week. We spent 15 years planning our ideal retirement, started to implement 3 years ago by snowbirding/winding down work to a part time schedule. And we fully committed to retirement...
Most people stay with the wrong financial advisor far too long: out of loyalty, inertia, or fear of starting over. But the cost of sticking with the wrong person can be measured in dollars, stress, an...
Answering listener questions about moving from a national bank to a smaller local bank or credit union if you live in a more rural area, how to save up for big purchases, and whether you should try to...
At this moment my wife and I are are surviving on my SSDI benefits alone, and we do not have any other sources of income. Also, my wife is currently receiving chemo to combat her cancer, and she is un...
Some personal finance rules are helpful, others work against you as you near retirement. Here are 6 rules meant to be broken for a more secure future. The post Break These 6 Personal Finance Rules for...
FROM THE ARTICLE. Lengthy stoppage would delay release of inflation data that’s key to calculating the Social Security benefit boost. By Andy Markowitz and Deirdre Shesgreen, AARP. Published Oct...
I'm hoping you guys might have some suggestions for me. I have a will but it needs to be notarized with two witnesses. I went to the bank thinking I could get it done there but they said that they cou...
A physician’s income is directly tied to productivity, and in the U.S., the most common payment method depends on RVU ... Read more...
We’ve all heard the clichés: focus on what you can control, embrace the pain not the suffering, fight for what you want. Easy to dismiss, right? But the truth is, those sayings stick arou...
With $934 million in assets, Alaska Wealth Advisors combines a disciplined, ETF-driven investment process with deeply local roots, serving 650 families across the state — from oil executives to ...
At Mayflower Advisors, Lawrence Glazer and his 30-person team focus on capital preservation, multigenerational planning and community education....
After co-founding Busy Bees—later spotlighted by Gwyneth Paltrow’s Goop—Shannon Spotswood returned to finance, helping build RFG Advisory into a platform that supports 65 independent...
Evercore Wealth Management matches each family with an investment lead and a fiduciary planner, runs proprietary large-cap equity and investment bond strategies, and serves as corporate co-trustee to ...
I attended a (retirement-related) presentation last night about Fixed Index Annuities (FIAs) and though I vowed never to touch an Annuity—because, you know, Social Security is an annuity—I...
Tiktok, Reels, and Facebook, are all relentlessly targeting me with ads for a new retirement strategy that does not include annuities, life insurance, 401(k)s, IRAs, and proposes to me that it will ge...
When children are young, it can be hard to meet immediate costs, let alone save for the future, but these five habits can help build lasting financial security....
Travelling always involves an element of unpredictability, but when you travel with a child, that unpredictability goes into a whole new level. This happened to us recently, but not in the way you&rsq...
The shutdown of the federal government has thrown a wrench in the 2026 COLA calculations. Here is what you need to know as we wait for the forced furloughs to end....
As we head into the final stretch of 2025, just weeks after the S&P 500 hit all-time highs, I’m getting a fresh wave of questions about how to manage concentrated stock positions....
Test your basic knowledge of the income-related monthly adjustment amount in our quick quiz....
US members of this sub often assume everyone is operating under our system, and default to using our retirement jargon and acronyms. If that doesn’t apply to you, can you tell us more about your...
The American wealth culture is nothing if not ironic. People earning six figures or more will sit across from a ... Read more...
We didn't hold our monthly budget meeting for a while last year, so we had to do a little catching up. The spending totals were shocking. The post Life Got Really Expensive (We’re Spending Twice...
SHOW NOTES In this episode, Roger Whitney sits down with Carl Richards, a financial advisor-turned-artist, to talk about keeping retirement planning simple and meaningful. They dive into the idea of &...
Today on Your Money, Your Wealth® podcast number 549 with Joe Anderson, CFP® and Big Al Clopine, CPA, a comment on one of our YouTube videos sparks a dialogue between Joe and Big Al on the 4% ...
The well-being of older adults and people with disabilities may be in jeopardy, depending on how long the shutdown lasts....