Curated articles and podcasts from trusted financial experts and real retirees.
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From cost of living to health care access, here are three states you may want to consider if you are single and retired....
Traveling with your grandkids may be on your bucket list, but before you book the trip, consider the downsides of gramping....
A financial planner explores how your expectations for retirement can greatly differ from reality — and how you can plan for that....
When you decide to sell a house, you might encounter a preemptive offer—a bid that arrives before you list publicly on the open market or reach your set offer due date. This scenario often unfol...
The deficits caused by the tax bill would trigger the Statutory Pay-As-You-Go Act of 2010 and force billions in cuts to Medicare. However, Congress can block the implementation of the cuts....
A Medicare and Social Security checklist to help Baby Boomers caring for aging parents—or preparing for their own care—stay ahead of a health crisis....
When we are building our careers, we understand that professional growth is an investment that is both professionally expected and good for us....
Deciding when to start your Social Security benefits might be the single most consequential financial decision of your retirement journey. Should you claim early at 62, wait until full retirement age ...
These financial gift ideas are thoughtful, forward-looking, and designed to help a young adult build a stronger future. The post Financial Gift Ideas for the 2025 Graduate appeared first on Boldin....
In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs’ inheritanc...
If you grew up loving Dylan, Coltrane or other great artists, here are some modern musicians that tap into similar styles and spirits. Check out our playlist....
Claiming Social Security as soon as you become eligible at age 62 is a common choice for Americans. While understandable, this decision can have significant, and often underappreciated, long-term cons...
More and more people are interested in looking beyond finances to leave their heirs something meaningful and intangible. There are many options available....
A doctor’s life is marked by long hours, hard work, and tough choices. Finding the perfect car to fit your ... Read more...
Episode 472: The USA Industrial Technology growth narrative is evident by the fact that year-to-date the S&P 500 top performing sectors are Utilities and Industrials. Also, don’t despair abo...
Saving for retirement is the easy part. Spending those retirement dollars may cause too much stress and require help....
Retirement should be a time of exploration, expansion and delight. So if you've done your planning well, enjoy these four retirement perks....
Hey everyone! It’s been 13 years since I retired from my engineering career. Wow, has it really been that long? Hard to believe, but it’s true. Time flies. The big ... Read more The post 1...
Investing isn’t rocket science, but you wouldn’t know it based on how people talk about it. Half the advice out there sounds like it’s written for hedge fund managers, not regular pe...
College is expensive, let alone picking the wrong degree and paying for it for the next 20 years. You’re told to follow your passion, but passion doesn’t make student loan payments. At som...
A financial professional and three colleagues explain the fluctuations in the 10-year Treasury bond and what investors should do....
Planning on buying a boat in retirement? Think of it as a hole in the water you dump money into, says one expert. But it's not all bad....
So, I recently moved various funds and 401s to a local Schwab brokerage. I was assigned an advisor. As a result, I have moved my funds to Schwab, but have yet to convert to other types of funds or ETF...
All of the traditional logic and advice points to Roth conversions being critical to optimize taxes and control RMD's later in retirement. But with our desired retirement lifestyle of spending for exp...
I posted previously about an opportunity to go back to work part time after several years of retirement. I went in for several informal interviews and we finally discussed compensation. They offered a...
“The bill I’m signing today is about a simple proposition — Americans who have worked hard all their lives to ... Read more...
Consumers and businesses are changing their spending habits, contributing to a noticeable slowdown in the economy....
FROM THE ARTICLE: Pressing Need Understood: Making Housing More Affordable. 2025 AARP National Survey of Adults Ages 50 and Older. By Joanne Binette, AARP Research. Published May 20, 2025. Lack of aff...
Some seniors could soon see their Social Security garnished for student loan payments. Here’s how much the government can take....
? Show Notes In this episode, Roger sits down with renowned investment expert Charles Ellis to explore what truly matters in retirement investing. Together, they focus on the key elements investors ca...
Tuesday, May 13 - Monday, May 19, 2025 Top Comments score comment 49 /u/Bake_knit_plant said 65 years old. My retirement papers are in and I retire may 30th - is that close enough? My grandson is 19. ...
Quick background context here: Been trying not to think about retirement for a long time (never been able to save enough) but at 53 I am starting to face it. Won't have the funds to live our current l...
Will Social Security just deduct the difference from my workman's comp...
Dave Ramsey’s Baby Steps have helped millions get their financial life together. There’s a reason his method is popular, it’s simple, direct, and designed for people starting from ze...
Financial literacy isn’t just a buzzword, it’s the difference between building wealth or getting buried in debt. It affects how people budget, borrow, save, and even how they pass those ha...
You ever meet someone who just gets how money works, even at a young age? That’s not luck. That’s parenting. Wealthy parents don’t just hand over cash, they hand over mindset, habits...
Annuity sales top $100 billion in the first quarter....
Like many other individuals turning age 73, I have to make some tough decisions. What are my RMD options and which is the best for me?...
Turn these financial shocks into mere "bothers" with a little foresight and preparation....
A midyear review of everything from spending to saving, with adjustments as needed, can set you on track to financial security. Plus, don't forget to check in on your workplace benefits....
Today’s reader case comes from a reader contemplating a move abroad and is wondering how this might speed up their journey to FIRE. Let’s find out! Hi, I loved your book and blog (binge re...
Protective gear is like the disability insurance in your financial plan. You don't expect you're going to need it. But you might. The post Why You Need Disability Insurance (and I Need Shoulder Pads) ...
When you are working, the weekends are great. Sleeping in is great. Lying in bed resting on a rainy weekend day and watching a movie is nice. Once you are retired you can do those things all the time ...
I am interested in people’s thoughts. It seems lots of people are advising to wait till age 70 to claim Social Security for the one that has the higher level of benefits. Particularly if the spo...
I'm 61, wife is 51 and we have 2 more kids to get through college so I plan to work until they at least complete undergrad studies in about 6 yrs. I own my own business and plan to adjust my hours at ...
As my carreer progressed I slowly trasitioned from active work (construction-based) to hunching over a stinking laptop for a living. Very happy with the wages I get paid to be one with my laptop, but ...
I know most money managers/advisor want you to have 6 months to 2 years of cash available for retirement (aka bucket #1) but every time I get mine up to a considerable about (>$10k) I start investi...
If you’ve ever watched your portfolio take a nosedive during a market downturn, you have probably felt that gut-wrenching feeling, ... Read more...
Social Security’s been in the news a lot lately. Changes definitely are afoot. But there have been many rumors and allegations that aren’t accurate....
What should you do when the asset allocation of your retirement portfolio drifts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on rebalancing for DJ in St. Louis, today on Your Money, Your ...