Curated articles and podcasts from trusted financial experts and real retirees.
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Inside Broadview at SUNY Purchase: The retirement community where you can audit classes and attend concerts....
A perfect financial storm has been lashing this generation for years, but they still have time to get their retirement back on track with a few key moves....
Why Your Next Trip Might Be Your Best Investment My keyboard keys click and clack as the beautiful Colombian mountains ... Read more...
Quite accidentally, it looks like we timed our last talk about the stock market pretty darned well. Back in February 2025, the market put the perfect cap on a multi year climb before stepping onto the...
Understanding the nuances of Roth conversions can help you avoid forking over more money in taxes than you need to....
Financial adviser warns that life after work is coming, so start preparing … mentally, as well as financially. If you're nervous, take heart. Some simple strategies could ease the way....
With my intern year done, I have some feedback for my financial plan from before I became a resident. Here are the positives and negatives. The post What I Should Have Told Myself When I Became a Resi...
Surprise! Fritz here. I know I said I was retiring from full-time blogging, but we’ve just started a two-month home expansion project (a 700 sq ft addition), and our house […] The post My...
Not long ago, dads taught their kids the simple skills life required. Some were directly taught, others were picked up by example. Now? Many of those basics are missing, and younger adults are paying ...
https://secure.ssa.gov/RIL/SiView.actionprovides two options for creating an account: Login.gov and ID.me. Are there any pros or cons for each one? For example, has the government said anything about ...
The 'first year of retirement' rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully....
If you’ve ever tried to roll over a 401(k), you know the process isn’t exactly seamless. While much of the financial world has gone digital, rollovers are typically still stuck in the past...
At Financial Symmetry, our internship program has become a core pillar of our growth, innovation, and client experience. Over time, our program grew from simply filling resource gaps to a foundational...
In the U.S. and worldwide, predators prey on vulnerable elders and rip them off. Awareness of how to protect them is in everyone's interest....
Retirement should be your reward—not a financial minefield. But too many retirees make preventable money mistakes that slowly drain their savings and force tough lifestyle choices. This gallery ...
Top 10 Best Delivery Apps to Make Money in 2025...
How to Make 10K a Month: 15 Best Ways...
There’s growing discussion of “social” housing as part of the solution to the ongoing housing crisis. While it can have various meanings,social housingis essentially public or subsid...
Provision including “Invest in America Act” pilot program in One Big Beautiful Bill would…...
Provision including “Invest in America Act” pilot program in One Big Beautiful Bill would…...
New edition shows lower investment and recordkeeping fees driving lower total plan costs for…...
The interest comes as employees forecast troubles in sustaining income through retirement...
Millennial women were likelier to feel higher levels of confidence in their investing…...
New report finds retirement account providers are the primary source of retirement planning…...
You may fantasize about RV living or owning a cabin in the mountains or by the beach. Both options can be affordable and fun, but kick the tires first!...
You may not be able to avoid a market decline when you're newly retired and starting to rely on your nest egg for income, but you can plan for that risk....
Insurers are raising premiums for a mix of reasons, many tied to shifting market conditions and increased costs. Here's what to do about it. The post What to Do When Your Insurance Rates Go Up: A Guid...
Planning is valuable, but it isn't the goal itself. Discover 3 ways to get unstuck if you think you suffer from retirement analysis paralysis. The post Analysis Paralysis: When Too Much Planning Gets ...
Nobel prize winner Robert Merton outlines the 3 steps you need to take to create a retirement income plan for a secure future. The post Nobel Prize Winner Robert Merton on Why Retirement Income is Mor...
South Carolina offers coastal vistas, warm weather, and charming historic towns. Check out the best places for retirement in South Carolina....
According to new Empower research, 47% say the increased cost of living, economy (44%), and tariffs (30%) are impacting 2025 travel plans....
As economists and market watchers debate whether a full-blown recession is looming or merely simmering under the surface, consumer behavior is already offering important clues....
My wife and retired last year. My company paid COBRA runs out 2 months before I can apply for Medicare (3 months before birthday). We live 80 / 90% of the time in Greece with local private insurance. ...
In my 30s and 40s, I didn’t wait to enjoy life—I took planned breaks from work to spend real time with my family. I called it “REO” (Retire Early & Often). The idea was to ...
Tuesday, June 03 - Monday, June 09, 2025 Most Commented score comments title & link 237 290 comments What have you done for the very first time since you retired? 57 117 comments Stress dreams aft...
Change is an inevitable part of life, and while it often brings excitement and opportunity, it can also be deeply ... Read more...
More Americans are rethinking work, and many are walking away. In 2022, during the height of the “great resignation,” a record 4.5 million workers each month, about 3% of the U.S. workforc...
25 Best Online Proofreading Jobs for Beginners in 2025...
SEC IM Director Natasha Vij Greiner has worked in her role since March 2024...
Despite the increased rate of withdrawals, end-of-year HSA account balances were higher than…...
You're worth hundreds of thousands more than your net worth calculations suggest, really! (Assuming an expanded definition of net worth...) The post Your Future Net Worth is Much Higher than You Think...
This is the ultimate list of the best personal finance podcasts and YouTube channels, compiled from people who know, Boldin users! The post The 57 Best Personal Finance Podcasts and YouTube Channels a...
Gen Z represents a growing segment of the workforce, and the generational shift is giving rise to fresh expectations when it comes to goals and mindset....
FROM THE ARTICLE. Number That Changed America’s Identity. Over 90 years, the Social Security number has evolved from a code to track earnings into the passkey to our financial lives. By Jon Marc...
Account balances were still up 2.3% year-over-year, according to Schwab...
Episode 474: I’ve harvested profits and pruned an extremely overweight position in Utility Stocks. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/...
Not everyone wants constant meetings and collaboration. Some careers are best suited to solo workers—whether that means working remotely, in physically isolated locations, or simply in roles tha...
Sorry, Gen X, when it comes to saving for retirement, the younger generation views it differently....
Annuities can offer retirement income stability and security against market volatility, though some do have drawbacks. The key is to understand their features before buying....
How confident are you that your money will go the distance? Building a balanced portfolio can shore up your investments' long-term stability....