Curated articles and podcasts from trusted financial experts and real retirees.
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Khởi động trước khi thi đấu bóng đá để tránh chuột rút là vấn đề vô cùng quan trọng giúp bạn đảm bảo an toàn về mặt sức khỏe. Đây không chỉ là bước chuẩn bị thể chất mà còn là yếu tố then chốt giúp cầ...
As savers, we are being rewarded with higher risk-free yields. Treasury bills (T-bills), Treasury bonds, and money market funds are still paying over 4% without taking equity or credit risk. Because T...
It’s been a while, so let’s do another reader case, shall we? Hi Kristy and Bryce! At 53, I definitely don’t count as a Millennial. But my wife, who was born in 1980, just barely squeaks in, depending...
The end of the year always awakens in me a desire to do a life review – how am I doing with my retirement lifestyle vision, how is my wellbeing, what’s working/what’s missing, what’s the plan for next...
Year‑end planning is critical for wealthy families, in order to preserve wealth, minimize taxes, and grow wealth. Review these key financial planning ideas before 2026.
How Christmas memories shape each generation’s attitudes and expectations about money, the Great Wealth Transfer, and how trillions may move across families.
Hey Everyone! 2025 is quickly coming to an end. Are you ready for the holidays? It will be a bit different for us this year. Mrs. RB40 is going to ... Read more The post November 2025 FIRE Update appe...
With nearly 20% of people age 65 and older facing Medicaid cuts, limited access to long-term care coverage and predictions of a major market correction, this population needs help not from the governm...
When it comes to money - especially real estate investing - it’s important to use your head, not your heart. The post My Keys to Real Estate Investing… and Where I’m Buying Next appeared first on Weal...
Brain Gains: Hobbies That Keep You Young Creative hobbies are more than fun—they’re brain-preserving superpowers. A global study shows activities like music, dance, painting, gaming, gardening, and cr...
Yes the Christmas chatter has begun: "Do you have your tree up?" "Are you sending Christmas cards this year?" "Have you bought and wrapped your presents?" On my part the answer to all of those has bee...
As the year ends, it’s the perfect time to take stock of your estate and care documents. Life changes, laws evolve, and priorities shift, making it essential to ensure your plans are still in line wit...
For most people, taxes feel like a problem for “future-you.” So, the idea of voluntarily paying taxes today can feel counterintuitive. Yet this is exactly the decision behind a Roth conversion, and it...
We're heading towards the end of another year but why is it that once again I never managed to get all my borders dug over and bulbs planted before the gardening season came to an abrupt end? Forever ...
Ideally, you want to find a home with both a big lot and amazing views. These are the two special features that most buyers covet the most, which create bidding wars and higher re-sale prices. However...
Can it turn things around in 2026? The post Target: This Iconic Retail Stock Continues to Miss the Mark appeared first on Wealthy Retirement.
Lately, I’ve been thinking about expectations, those subtle, often invisible forces that quietly shape our days, our moods, and yes… even our retirement. It’s interesting to see how expectation influe...
With the tax-free money in a health savings account, a person can pay for eyeglasses or medical exams, as well as a $1,700 baby bassinet or a $300 online parenting workshop. Those same dollars can’t b...
Increase the odds of adding healthy years to your life with suggestions backed by research.
It’s raised its dividend every year since 1972... The post Is This Dividend Aristocrat’s Payout in Jeopardy? appeared first on Wealthy Retirement.
Conventional wisdom says we’re in a housing affordability crisis. With higher mortgage rates and higher home prices, buying a home has supposedly never been more expensive. But what if I told you this...
Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence. The post Year End Financial Planning: Survey of 1,000 Boldin Planners ...
Dale Hall of the Society of Actuaries explains how to project your longevity and why informed life expectancy matters for retirement planning.
? Show Notes In this episode, Roger Whitney kicks off a month-long series on year-end planning for retirement. He shares insights on tax loss harvesting, a technique that can help you minimize capital...
“Your Microsoft account has been compomised [sic]. Click this link to reset your connecton [sic].” Does this message look familiar, typos and all? We’ve all seen suspicious emails or calls attempting ...
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future. The post Financial Worry: How it Tricks You into Worrying More and ...
At Dorval & Chorne Financial Advisors, we see every day how the right expertise—combined with the right questions—can make a meaningful difference in someone’s quality of life.
Six months ago, in my first Retirement Manifesto guest post, Retirement – My Journey From “No, Never” to “Maybe One Day, I wrote: “Suddenly, retirement wasn’t a vague checkbox I […] The post How Do Yo...
As you age into your 60s and beyond, you’ll need a robust plan to help maintain and improve your overall health and medical conditions.
Explore how Trump accounts compare to baby bonds, why tax policy favors wealthy families, and what economists propose to close the racial wealth gap.
It makes sense for a lot of reasons... The post Why I’m Considering Investing Overseas appeared first on Wealthy Retirement.
The post Data Connection appeared first on Retirement Income Journal.
Gross sales (excluding exchanges and surrenders) of annuities reached $117 billion in the third-quarter of 2025, according to fresh survey data from Winkintel. Prominent sellers included Athene, Equit...
Financial regulators long ago neglected to recognize that insurance is also a financial product, and that investments and insurance are complementary financial tools—especially for retirees, writes ou...
We feature two deep-dive research papers on private credit. One is from Victoria Ivashina of Harvard Business School and the other from a team that includes Amir Sufi, co-author of "House of Debt" (U....
I have just returned from another enjoyable but exhausting trip to London to see our granddaughters. On this occasion, rather than driving, Mister E and I took the train and the journey proved to be t...
Elon Musk's 2025 forum claim predicts optional work in 10-20 years, driven by AI-robotics like Tesla's Optimus and xAI's Grok, enabling post-scarcity abundance inspired by Iain M. Banks' Culture novel...
In the Fall issue of this quarterly publication, you'll find a story that recommends capping benefits at about $2,000, one that shows why a combination of income annuities and withdrawals from savings...
Michael Dell and his wife, Susan Dell, plan to give away billions of dollars to fund investment accounts for children in the United States.
Most retirees unknowingly leave thousands of dollars on the table just by filing for Social Security the wrong way. In this episode, Ryan and Tyson Thacker reveal how the right…
What if the biggest opportunity to grow your retirement savings has nothing to do with chasing the next big investment and everything to do with taxes? In this episode, Ryan…
Private credit might be healthy in moderation. But 'moderation' isn't Wall Street's modus operandi. We shouldn't expect that to change. The post The Private Credit Instability Hypothesis appeared firs...
We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Bill Gates Having been retired for over 10 years now and taken 9 y...
As 2025 wraps up, now may be the perfect time to tighten up your finances and set yourself up for a stronger year ahead. These 12 year-end money moves may help you save more, lower your tax bill, and ...
Michael Dell’s $6B donation expands Trump’s child wealth accounts, but design flaws mean the largest benefits still flow to wealthy families.
Medicare Part D open enrollment ends Dec. 7. Compare drug plans now to avoid higher costs and coverage gaps in 2026.
I can't stand AI-assisted writing anymore. It's all over Substack. It's in my LinkedIn replies. It's everywhere. Like a disease slowly infecting our literary consciousness. I even see it from people w...
Well folks, the time has finally come to buy a new car. After buying eight cars in my first ten years out of college thanks to my former car addition, I now dread the idea. All I want is to drive one ...
What if you could employ gift giving strategies that benefit the receiver and also provide the giver significant strategic financial and tax planning advantages? The post The Unexpected Gifts of Givin...
Learn how Social Security benefits may apply to spouses, ex-spouses, and surviving partners. Find out if you’re eligible for extra payments and how to claim what you’re owed.