Curated articles and podcasts from trusted financial experts and real retirees.
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Many founders who think they have a great business idea ask private investors, aka angel investors, to make their dream a reality. The post Should Doctors Consider Angel Investing? The Other 5% of You...
We heard your feedback, and today on Your Money, Your Wealth® podcast number 546, Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing retirement for the not-so-fat wallets: Joe and Masa...
I'm 70, about to retire any day now. I want to make sure that I am budgeting such that I have a large chunk of change if/when I need to go into a nursing home. If this is my fate I would like to go to...
Example from today Installing a ceiling fan/light on a high angled ceiling. Climb ladder to get close to the fan, take off glasses to be able to see the small screw and screw hole I need to navigate. ...
The hidden complexities of Social Security could cost retirees tens of thousands over a lifetime. While it may seem like a simple income source, the right strategy can dramatically improve your financ...
Force of habit. I’ve always found that phrase a little irksome. Not because I consider myself some paragon of self-control, ... Read more...
As retirement plan rules continue to evolve, one area drawing attention is the inclusion of alternative assets in 401(k) plans. In early August 2025, the White House released an executive order that h...
Hey Everyone! It’s September, and the long days of summer are almost gone. RB40Jr started high school, and he seems to be enjoying it. He is taking Physics, Advanced Algebra, ... Read more The p...
For these entrepreneurs, later life has little to do with winding down. Find out how they turned hobbies and passions into businesses —and how you can, too....
The popular programs are facing cost pressures and that means higher costs or reduced benefits may be coming to your plan....
We bought a home about four years ago, but we couldn't move in because squatters occupied it. Here's the conclusion of our long, long story. The post The Truth About Buying a Foreclosed Home, The Seri...
Today, I’m speaking with Dr. Bobby Dubois. Dr. Bobby is a Harvard-educated physician, Board-Certified in Internal Medicine with over 25 years of experience. He’s an author, entrepreneur, w...
The way physicians are paid has shifted significantly over the past few decades. Straight salaries and fee-for-service models once dominated ... Read more...
There may be some tax benefits to giving back in retirement....
We ask financial experts for advice....
Inflation is often underestimated when estimating retirement income, education funding or investment returns. These strategies can help preserve your purchasing power and reduce your financial anxiety...
Private equity, real estate and expanded annuities are now options, but they are more complex, less flexible and more expensive to own....
Planning to retire shortly...no debt, nice emergency fund, very small pension, SS and my 401k, IRAs. We are savers, not spenders so not wortied about living beyond a reasonable amount each month. Wher...
Want to move abroad? A new report reveals 2025’s best countries to live in, according to the people who know these places best: expats....
Survey shows that while the average American has nearly $200,000 in digital asset value, nearly half of respondents say they don't think about digital estate planning....
“Investing isn’t about switching playbooks at retirement. It’s about growing, protecting, giving, and living—on the same field, for your whole life....
At How Much Can I Afford to Spend in Retirement? we encourage retired households to periodically compare the present value of their retirement assets with the present value of their spending liabiliti...
Tuesday, August 26 - Monday, September 01, 2025 Top Comments score comment 64 /u/Daisy_is_a_nice_name said In the morning, I do nothing. In the afternoon, I finish what I started in the morning. In th...
Let’s journey back in time and discover how and why a respected doctor tried to reverse the death of George Washington. The post How This Respected Doctor Tried to Bring George Washington Back t...
Once a universal feature of human psychology, the “unhappiness hump” in midlife has disappeared, replaced by a new trend: mental ... Read more...
A solid retirement plan is a must, but you can't go halfway. Neglecting just one area of your plan could cause the whole thing to collapse....
Are you recently retired? Or hoping to retire soon? Learn four hidden threats that could have devastating consequences for your retirement savings… on a special edition of Retirement Solutions ...
During a bull market, most investors get excited about chasing risk. Despite sky-high valuations, there’s a tendency to double down on even riskier bets in the hopes of making outsized gains. Th...
Stable value funds are a staple in many 401(k) plans, offering principal protection and steady returns by investing in high-quality bonds. They’re particularly popular with participants nearing ...
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...
Because “Life is what happens when you’re busy making other plans.”...
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...
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...