Don’t Let Credit Card Debt Derail You
A large unpaid balance can really slow you down, but you have options to get your finances back on track....
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A large unpaid balance can really slow you down, but you have options to get your finances back on track....
One of the basic tenets of the Actuarial Approach recommended in this website is to fund the present value of expected essential expenses in retirement with non-risky assets/investments like: Social S...
Imagine being told you only have 12 months to live. What would you do with your time? Today on Your Money, Your Wealth podcast number 532, Big Al Clopine, CPA and Executive Producer Andi Last are thri...
My sister passed away suddenly last August and her July benefit was deposited in her bank account a few days after she died. I knew Social Security would reverse the payment, which they did. As soon a...
There are many ways to reduce a tax bill, but saving for retirement is one of the best....
Ism anyone else hear sick of hearing the Save SS ad. I think you have already beaten that dead horse....
FROM THE ARTICLE: 10 Ways to Fail at Retirement. Avoid these hazards to your money, health and happiness as you step away from work. By Bruce Horovitz, AARP. Published June 03, 2025 It's not hard to f...
Does market volatility make you feel like running scared? That could be a costly mistake. Here's why ... and what to do instead....
Hey Everyone! Did you have a good month? May was another hectic month at the RB40 household. I felt like I was a full-time chauffeur for the family. There was ... Read more The post May 2025 FIRE Upda...
June 2, 2025 – Welcome to another installment in my Safe Withdrawal Series, please check the landing page for all posts so far. Today’s topic is about Small-Cap Value (SCV) stocks and whet...
A TIAA Institute survey found that the average U.S. adult cannot answer a majority of retirement-related questions. Financial advisors say that's a problem....
Have you heard of the no-spend chalenge? It’s a popular concept among budget-minded and minimalist bloggers who encourage us to save more and declutter our lives. The idea is simple: stop spendi...
Healthcare has always been intrinsically tied to the shift in the socio-political climate of the United States of America. And ... Read more...
Today’s announcement comes on the heels of President Trump’s Executive Order to make U.S.…...
Organization says move wrongly allows “dumping dangerous crypto into retirement savers’ accounts”...
Simplified Employee Pension IRAs intended to help self-employed professionals set aside…...
Only 2 in 5 believe they are saving enough for college as more than 43 million Americans are…...
Average retiree monthly benefit check expected to exceed $2,000 for the first time in…...
Tom Hawkins says this silent subset of participants presents unique challenges that require…...
6 reasons the $124 trillion Great Wealth Transfer may fall short: from healthcare costs to shifting Baby Boomer priorities. A closer look at real generational wealth....
Homebuilders pulled back some projects this spring, but many are hoping that a pause on higher tariffs on China will bring more certainty on supplies and prices....
Check out 10 of the best places for retirement in California, based on housing, the retiree population, amenities, and the cost of living and healthcare....
The growing demand for GLP-1s is driving up costs for employers who cover them — but as workers’ health improves, employers could see some economic returns in the long-run....
Discover 10 of the best places to retire in North Carolina based on the state's retiree population, housing, cost of living and healthcare, and amenities....
Find out what dream destinations really cost to call home. Across the U.S., cities like Honolulu, San Diego, Phoenix, and Orlando attract those seeking scenic views, warm weather, and sometimes a slow...
You’ve probably seen the clips, Grant Cardone or someone similar pacing on stage, telling you to pull money out of your 401(k) to buy real estate. He makes it sound bold. Like you’re takin...
I get asked this all the time: “What percent of my income should I invest if I want to retire early?” But that question misses the point. There’s no golden percentage. No magic numbe...
The future of PSLF is currently unclear, so if you're thinking about trying to get your student loans forgiven, here are some alternatives. The post Beyond PSLF: The Top Student Loan Repayment Alterna...
Don't let required minimum distributions (RMDs) rain on your retirement parade....
Pulling money out of an annuity early can be a costly proposition. Here's how surrender charges work and one potential way around them — an annuity "ladder."...
It’s been another whirlwind week in the news, and I haven’t really been commenting on most of what the Trump administration has been doing because, quite frankly, I can’t keep track ...
Today’s announcement comes on the heels of President Trump’s Executive Order to make U.S.…...
Invesco research finds participants crave increased personalization, simplified…...
Agreement will bring AI-driven advice to HUB’s FinPath platform...
EBSA will release advisory opinions and information letters as part of program...
In this episode of "Rock Your Retirement," host Kathe Kline and co-host Barb are joined by special guest Angela Andrieux, a fine art photographer and photography coach who works with Mylio Photos. The...
Trump's budget-reconciliation package could change 529 plan rules as early as this summer. What does that mean for you?...
Social Security is under overt and covert attack. Though there are no dramatic cuts to Social Security being proposed, don’t be fooled—doing nothing is doing something....
The generous assumption isn’t just a mindset. It softens our inner critic, strengthens our closest relationships, and builds bridges where money so often builds walls....
Credit cards feel convenient, until they start costing more than they’re worth. Swiping becomes second nature. It’s quick, painless, and easy to ignore. That is, until the balance creeps u...
If the stock market dips when you retire, your portfolio may not have time to recover. But having a structured income plan for your retirement years can help....
Don't be scared about running out of money, be prepared. This financial professional explains how you can help take control of three critical retirement risk factors with a little planning....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here NAMPA, Idaho (CBS2) —Cassie Knudsen, a 96-year-old...
Husband and I are in the process of beginning to get serious about moving in a few months. We already have a realtor, know the area we'll be going to (same state, just closer to family) and will be us...
I'm 67 and retired. I'm withdrawing from one of my 401k's even though I don't need the funds to live on at the moment. I'm putting the funds into an investment account at Vanguard so my heirs will hav...
I am 58, retiring at 60. Have been deep down the rabbit hole on Roth conversions as I am 75% (1.4M) deferred, plus another 450K inherited IRA....got on the Roth accounts late, and was high income. I u...
As most of you already know by now, as of May 20, 2025 there is a new, updated version of The Simple Path to Wealth available. Indeed, it has already reached #7 on the New York Times Best Sellers List...
Learn how superagers defy cognitive aging. Who knows? You might become one too....
Today’s guest post is from Ms. FUnds who writes over at FUFIRE. She has had some tough times and her story is inspirational. Financial Independence (FI) means something different to everyone. Fo...
One of the I'm struggling with as a new retiree is that I've been very accustomed to feeling "productive" i.e. I'm doing something that is tangible and that results in some outcome. But now that I've ...