Curated articles and podcasts from trusted financial experts and real retirees.
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So I turned 65 this year, retired, and started drawing SS. I had taken a 401k loan a year earlier and was able to continue payments. My plan was to withdraw 15k per year from investments to live on in...
Hello all, I want to retire to NYC where I lived for a decade in my 30s and 40s. I have missed it every day since. I'm planning to buy a verrrry small apartment for cash for about 500k with HOA+taxes ...
I have some fancy spreadsheets that layout how much I will be able to spend over my retirement. It works great, but the end result hinges more than anything on the average annual Real Rate of Return t...
I'm heading into my last year (praying that all goes to plan) and this time of year we set performance and career development goals. For the last several years I've struggled with the development part...
Those with high incomes and a large net worth could benefit from a Domestic Asset Protection Trust (DAPT). Here's what to know. The post Domestic Asset Protection Trusts as a Tool for Liability Protec...
Whether you reach for a paddleboard or a lounge chair, find your groove in a location that offers something for both kinds of travelers....
Retirement isn’t the end — it’s your greatest opening. Join us as we explore how to break free from old stories, embrace wisdom, and turn life’s challenges into a legacy of mea...
I moved to Arizona on August 1, 2001, and spent the next four years working with various CPA firms across the Phoenix and Scottsdale area. At one of those firms, […] The post Why My Airbnb Lost...
Don't panic! And don't be so confident in the stock market that you overlook risk. Instead, be logical. Your retirement security could depend on it....
Financial professionals with a Certified Kingdom Advisor certification are committed to integrating biblical principles with sound financial advice....
Go beyond wealth. Measure your true financial health. Explore retirement, risk, cash flow, tax, and other financial metrics. The post Beyond Chance of Success: How to Really Assess Your Financial Heal...
Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth. The post Back to School: Is College Still Worth the Cost of Tuition? appeared first on Boldin....
Investor behavior is costing them wealth. Learn how planning, discipline, and smart habits help you capture more returns. The post The Hidden Reason Investors Miss Out on Fund Returns: New Data on How...
Rising health care and long-term care costs are reshaping retirement planning. Advisors need to know how the landscape is shifting for retirees....
Prior authorizations are becoming more common in original Medicare. In December, Medicare will begin requiring prior authorization for certain procedures when performed in ambulatory surgical centers ...
Rebalancing investments is a critical part of any strategy. Learn about setting asset allocation targets and the finer points of rebalancing. The post Rebalancing Investments: Why, How and When appear...
401(k)s, Google's Alphabet and tariffs on luxury goods all made Kiplinger headlines this week — but why? Test your knowledge of this week's financial news....
Most retirement plans focus on money alone, but the equation is incomplete without factoring in healthspan. Lifespan is how long someone lives, but healthspan is the number of years spent in good phys...
What happens when growth changes a company? We’ve all seen it—your favorite restaurant expands and suddenly the quality slips. The connection feels lost. But does growing always mean losin...
You may be reluctant to spend in retirement, but if you have the extra cash, here are seven ways you'll feel good doing it....
Nick Maggiulli Of Dollars And Data focuses on personal finance using data analysis. Nick Maggiulli is the Chief Operating Officer ... Read more...
Types of Car Insurance: The Ultimate Guide...
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Types of Car Insurance: The Ultimate Guide...
The longer you wait, the bigger your Social Security check. We break it down by the most common ages when people claim their benefits....
You may want to reconsider your retirement game plan if you're a man....
Most early retirement advice leans on a single number: the 4% rule. Withdraw 4% of your portfolio each year, and you’re supposed to be safe. But here’s the reality: almost no early retiree...
Most people spend their careers terrified of being laid off. I spent my entire career hoping for it. Not because I hated working. Not because I was lazy. But because I had built my financial life diff...
I've been retired for a few years from the fed govt and receiving healthcare via my FEHB, GEHA plan (terms familiar to federal workforce) I will soon be 65 and I've been reading a lot of comments else...
My husband and I disagree on trying to pay off the house before he retires in 11 yrs. We have a 3.4% interest rate and have approx 225,000 to pay we are doing bi-weekly payments. We’ve only had ...
So the reality of retirement is setting in. My biggest concern outside of finances is literally what am I going to do with all the time? Im not interested in volunteering. I had a negative experinece ...
Answering reader questions about capital gains taxes and how to limit them, how to use tax losses in retirement, and how to be tax-efficient during your training years. The post Becoming a Millionaire...
Branded Surveys Review: A Platform That Is Worth Your Time in 2025...
Scams are increasingly hard to detect, and anyone can be fooled, from older people to educated professionals. Here are 10 ways to avoid becoming a victim....
The older I get, the more I dislike being a landlord. There’s too much potential for disappointment, misunderstanding, or outright unpleasant moments. When you’re dealing with people and o...
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Episode 492 The title says it all. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------...
We ask financial planning experts for advice....
Will Private Markets be more prevalent in 401(k) asset allocation strategies going forward?...
When should you claim Social Security? For high-net-worth retirees, this is not a simple decision. In this episode, we explain why Social Security is not just a monthly check but a strategic part of a...
One Big Beautiful Bill is now law. How does it impact your Roth conversion strategies and other financial decisions? Plus, you may have seen or heard other advisors talking about their strategies for ...
Financial abuse from schemes involving tech support, government impostors, false sweepstakes, grandchild hoaxes and online shopping issues can cause thousands of dollars in losses....
AARP-Washington State Members speak about their reliance on Social Security...
For years, I believed my money problems stemmed from a lack of financial knowledge. But then I learned how money scripts can impact us. The post Money Scripts: Why Do We Make Poor Money Choices? appea...
? Show Notes In this episode, we explore the intricacies of navigating Medicare in 2025 with Medicare expert Danielle Roberts from Boomer Benefits. Discover the recent changes in Medicare Advantage an...
The clock is ticking on a massive cut in Social Security benefits for retirees....
While there is debate over immunizations for children and pregnant women, if you’re over 65, you still need your regular vaccines this fall....