Curated articles and podcasts from trusted financial experts and real retirees.
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Thinking of buying a small business? New SBA loan rules just made it tougher. Here's what changed, why it matters, and how it could impact your deal....
DATE: Wednesday - Jun 18, 2025. TIME - 5:30 p.m. ET • 4:30 p.m. CT • 3:30 p.m. MT • 2:30 p.m. PT. Duration: 60 Minutes. Zoom - Free Online Event. For questions, contact AARP VI at viaar...
Should you file an estate tax return when your spouse dies to preserve the unused estate tax exemption? Form 706 is costly, the exemption is high, but will the laws change in the future?...
A new Alzheimer’s blood test reveals how predictive health data could reshape the future of retirement planning, longevity preparedness, and financial decisions....
In determining your retirement benefits from Social Security, as well as those of any dependents who may claim benefits based upon your record, the Primary Insurance Amount, or PIA, is an important fa...
You’d think with all that money, rich people would be better at spending it. But give someone unlimited funds and they’ll always find ridiculous ways to burn through it. Money doesn’...
If you're looking to donate less-conventional assets but don't know where to start, this charity executive has answers, such as considering a donor-advised fund (DAF) for its tax benefits and ease of ...
The first quarter of a decade since I left my full-time job and chose semi-retirement has been a blur. Here's everything we've experienced. The post I’ve Been Semi-Retired for a Quarter Decade: ...
Your Social Security benefits are based on your Social Security earnings record. It's important to review your records to avoid having your benefits reduced....
It may be surprising, but studies connect untreated hearing loss (not using hearing aids) with increased risk of dementia....
About once a month, I get an email or comment from a reader criticizing adjustable-rate mortgages (ARMs) as a poor financial choice. Since I’ve been a proponent of ARMs since starting Financial ...
Okay, so who spread the rumor that savings are ‘bad, actually’ when thinking about college for kids? I’m aware that ... Read more...
Real estate prices, insurance, taxes and fees can add up when you’re considering a move....
Looking for ways to stretch your retirement dollars? Follow these tips to get a deal on your next vacation....
Adaptive financial planning isn’t just about reacting but proactively preparing for a range of possibilities that could lead to an increasing range of positive outcomes....
Find great Right Capital alternatives. Explore Boldin vs. Right Capital and dozens of other financial planning software options. The post Right Capital Alternatives: RightCapital vs. Boldin and Other ...
I'm sure there are some people who just need the income and cannot find a way to survive without it. First of all, I'm sorry that it feels out of your hands. But next, is there a timeline where you th...
The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney....
Many people don't like thinking about long-term care, but most people will need it. This financial professional recommends planning for these costs as early as possible to avoid stress later....
The Optimization Trap: When Dollars Don’t Equal Happiness We obsess over optimizing our finances—maximizing returns, minimizing expenses, plotting the perfect ... Read more...
Should I be a landlord in retirement?...
Episode 471: Market review and a list of stocks from my portfolio that are exhibiting long term strength and resilience. Sign up for free ALERTs & Market Commentary at: https://www.investablewealt...
My employer paid me weekly. That meant 4 months a year, I would get an extra paycheck. I loved those months! My wife got paid bi- weekly, so she would get an extra check twice a year. ( those were goo...
Believing you deserve to be rich is one of the most powerful psychological tricks to boost your wealth. With trillions of dollars circulating in the world, you have to ask yourself: Why not me too? Th...
Shockingly few people have any clue what their Social Security benefits could be. This financial adviser notes it's essential to understand that info and when it might be best to access your benefits....
Today we answer Jeff’s question about using home equity to pay for end-of-life care — from tapping into equity for in-home support to selling the home to cover nursing home costs. In high-...
I just came back from the first vacation of my retirement. I took my road bike and mountain bike to Anniston Alabama for 3 days of riding. The road bike was great for the 65-mile out-and-back ride on ...
So me (50s) and SO (also 50s) are from different backgrounds. I grew up lower middle class. I was totally on my own as a young adult. No safety net. SO grew up wealthy. Not yacht/private jet wealthy b...
Top 25 Best Jobs That Pay $100k a Year...
When you retire in Costa Rica, you get natural beauty, ease of relocation and affordability. Will you become a part of its thriving expat community?...
There are a lot of great aspects of practicing medicine in the military. Here are 10 of my favorite things about being a military doc. The post Life as a Military Physician — 10 Things I Loved A...
There is no debate that a senior that has little income and NO other liquid assets would qualify for most all, if not all, helping-hand benefits like SNAP, Section 8, Medicaid. Low income is defined a...
FROM THE ARTICLE: Assistance Looming for Older Adults as Tax Bill Progresses. Keep vital SNAP benefits intact, AARP tells lawmakers. By Deirdre van Dyk, AARP. Published May 15, 2025. Some older adults...
Losing a loved one can be overwhelming, and for many, it also puts an unexpected strain on their finances, a study shows...
A healthy blood sugar level can help you avoid type 2 diabetes as you age. If you're married, you can thank your spouse for making that a little bit easier....
I haven’t been paying attention to this blog much because I’ve had a lot going on. Summer is almost here and we’ve already had loads of visitors come through town. One of the great t...
It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your early sixties (or before)! The post Real L...
Worried you aren't doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties. The post Challenges of Financial Planning: 8 Reasons...
A new Morningstar study found that long-term care costs can dramatically impact retirement plans, with 41% of households projected to run out of money when such expenses are incurred....
The Medicare coverage you choose determines how much money you pay out of pocket for medical care during retirement....
While the full House and Senate have yet to vote, you can still compare the MAGA Account with the Child IRA to see which might be better for your child or grandchild....
Nearly half of older adults suffer from chronic back pain. Learn what causes it, how Medicare helps, and which treatments are covered....
What can the volatility index tell you about the future of the stock market and your own financial security? The post What is the Volatility Index? What Does it Say About the Economy in 2025 and Futur...
Fewer people are claiming Social Security benefits at age 62. Several factors, including the elimination of the earnings test, have contributed to people deciding to work longer and claim benefits lat...
I am 61 years old, single man and likely not going to find a partner to take care of me or double my income with. Looking at my timeline, I can’t collect SS before 67 (full retirement) due to th...
The bipartisan Helping Young Americans Save for Retirement Act would lower the minimum age for participants in workplace retirement plans from 21 to 18....
My experience with my father's long-term care insurance company has not been an easy one. But I've learned quite a few lessons. The post Financial Lessons from My Family’s Experience with Long-T...
I hope someone on here has an answer to my question. I have searched the internet for days and have not found the answer. I plan on drawing my social security mid year (Beginning July, 2025), and my q...
Nick Maggiulli Of Dollars And Data focuses on personal finance using data analysis. Nick Maggiulli is the Chief Operating Officer ... Read more...
The Trump Administration’s flouting of the U.S. Constitution brings to mind Benjamin Franklin’s often quoted statement that “[o]ur new Constitution is now established, and has an app...