Curated articles and podcasts from trusted financial experts and real retirees.
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I feel weird about it. I’ve been at the same company for 33 years and retiring at 62. I’ve been there for over half my life! I’m looking forward to retirement and logically, I know t...
Sorry, I have read a lot on this but looking for assurance or something I think. Background 61, partner but we live separately. Golfer, runner, currently learning Spanish ( I moved to Mexico for a whi...
Just like the title says: Did anyone keep their certifications active after retirement? I retired about a year ago and one of my certifications is up for renewal. I have done a couple of small project...
Scroll through retirement forums long enough and you’ll notice a common thread: people confessing they have more money than they’ll ever need, but they “just can’t spend it.&rd...
Learn how to keep more of your retirement income through tax planning in step 3 of the 5 step retirement plan....
Part martial art, part meditation, Tai Chi can help you stay strong and fit as you age. This ancient practice offers even more benefits than you may realize....
A financial plan should be a detailed road map to a worry-free retirement. Watch out: If your plan has these common holes, you could be headed for a dead end....
What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, b...
Celebrate Episode 100 of Boldin Your Money! Hear Mark Eakle’s real retirement story—401(k)s, debt-free college, and the power of compounding. The post Podcast 100! Introducing Real Retirem...
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales? The post 2025 Global Retirement Index: See Where the U.S. Ran...
Roth conversions and contributions may be the most challenging topic in personal finance and investing. Here's how to utilize them. The post 12 Reasons to Consider More Roth appeared first on The Whit...
Explore how private equity in 401(k) plans boosts returns, income, and diversification with new guidance and innovative solutions....
Since 2022, commercial real estate (CRE) investors have been slogging through a rough downturn. Mortgage rates spiked as inflation ripped higher, cap rates expanded, and asset values fell across the b...
New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors....
For almost three decades, I built an income-producing portfolio of dividend stocks and ETFs to support my targeted early retirement. The idea was that it would fund my lifestyle approaching retirement...
Family caregivers help frail older adults and people with disabilities. But they get little support from the health care system. Two non-profits have solutions....
Leaving a 401(k) at a former employer can shrink your nest egg. These steps could help protect your retirement and boost savings....
Everybody has their own number for how much they’ll spend in retirement. See if your's is in line with the averages....
Avoid delays when IRS tax refunds and Social Security paper checks are cut off. Here’s what to know....
The IRS has clarified some questions surrounding new catch-up contribution rules for retirement savings plans....
Here's why that approach to saving for retirement doesn't always work out....
FROM THE ARTICLE. Owning your home loan-free is an impressive feat, but that doesn’t mean it’s always the right move. Should You Pay Off Your Mortgage Before Retirement? By Judy Dutton, AA...
A high percentage of Medicare Advantage plan members make a critical mistake that increases their costs and reduces their benefits....
We ask financial experts for advice....
If you're entering retirement and going through a divorce at the same time, you've got some work to do to shore up your long-term financial security....
Learn how Medicare Advantage trial periods work, who qualifies, and what deadlines apply....
The IRS has issued final regulations on SECURE 2.0 Act catch-up contribution provisions. Depending on your income, those may be treated as Roth catch-up contributions....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySavannah HankardTo read on CBS2 News, Click Here NAMPA, Idaho — Glen Rimbey, affectionately known...
To read this story on KSL.com, click here. “If you’ve saved more than $300,000 in a traditional IRA or 401K, congratulations – you’ve already cleared one of the biggest hurdles...
I'm thinking about living in Maine for three months. If you've done something similar, do you have any thoughts to share? I'm single, retired, childless, an introvert. I've been to Maine several times...
My financial advisor runs an annual cash flow plan to see how ready I am for retirement. I am 65. I currently work full time and will continue to do so until I am 70 when I will draw Social Security. ...
as i am estimating my retirement budget, trying to figure out if i'll have enough to live on given how much i think i'll spend, how long i'll live, etc., i have been using these basic calculations: *T...
Hello, new friends: A good friend is retiring next year and I'd like to start gifting her things she can use in retirement. (I am over 50 but will be retiring after 65). While I'm familiar with her cu...
Save your money and health by making smart Medicare choices with these traps in mind....
Americans consider their digital assets as very valuable but few are caring for these assets in their digital estate planning....
? SHOW NOTES In this episode, we focus on empowering you to navigate retirement with confidence. We break down the process of reading a Social Security statement, examining each section and its signif...
I’ve been talking about a project that I’ve been working on for several months now, which has kept me pretty busy. It’s time I fill you in that it’s been all about self-hosting...
If you're worried you won't have enough saved for a comfortable retirement, or that life after work will be boring, these well-paid roles could be the answer....
There are guidelines about when someone should be an employee and when they should be an independent contractor. Is being on a 1099 better? The post Why ‘Going 1099’ Won’t Solve All ...
FROM THE ARTICLE. For everyone from savers to borrowers, lower interest rates are a mixed bag. By Cameron Huddleston, AARP. Published September 17, 2025. holding interest rates steady for most of the ...
Lately, I’ve been thinking more about estate planning. Part of it is just getting older. Part of it is having young children I want to protect no matter what. And part of it is watching the unse...
Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do it, and six pitfalls to avoid....
Hi everyone! We are still recovering from an exhausting travel week, which we will definitely share with you in future post, but now that we’re able to come up for air a bit, let’s do a re...
How have others approached life insurance once they get closer to their retirement savings goal? I just crossed the $1 million mark in a 401k and expect to reach my goal in less than five years. Which...
4% rule (and other "safe withdrawal" strategies) seem to assume you retire and start drawing SS at the same time. Guardrails appears to have the same assumption. On the other hand, many people recomme...
Need some advice. For the second time in a year, my FIL (87) has responded to phishing emails and eventually ended up transferring large amounts from his retirement account to places in Asia. First ti...
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the OBBB's impact on retirement, how to ensure your wealth passes to your family and early retirement quest...
Make smart choices for electing Medicare for your health and longevity....
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