Curated articles and podcasts from trusted financial experts and real retirees.
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Retired with millions—but full of regret? In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who did everything “right” financia...
Jeffrey and Cindy came to me with $3 million saved and one big question: How much can we actually spend in retirement? In this video, we walk through a retirement planning scenario—looking at sp...
The SSA has released a new format for your Social Security statement and logging on to see it requires a new account. The post Your Social Security Statement Has a New Design and Better Information: B...
Not all the Trump promises to cut tax on tips, overtime and Social Security made it into the proposed tax bill—and those provisions that did make it in are temporary....
Low-income workers who leave their jobs or reduce their hours to care for loved ones risk losing their own Medicaid benefits....
Hi, My name is Andre. I’m a semi-retired, ex-tech worker, who spends his time arguing with people on the internet about wash sales. Someone told me I was wrong......
The Rule of 240 Paychecks can help you plan for a lifetime of withdrawals. Because, like any good boss, you need to pay yourself wisely....
This estate planning attorney explains why proper asset titling and beneficiary designations make a big difference when it's time to transfer your wealth....
We are turning the tables, and Dr. Jim Dahle is being interviewed by our friend of WCI, Dr. Tyler Scott. Tyler asks Jim about his views on money growing up, lessons he has learned along the way, and h...
This summer, my family of five will be visitingEngland and Scotland. International travel became my top priority after my high school Latin class went to Italy in 1993. That trip inspired: A 60-day Eu...
I'm bullish on real estate. Yet I recently sold another rental property. This type of incongruence between thought and action can feel unsettling and even counterproductive to wealth creation. But it ...
401(k) plans have gotten an upgrade over the years. Here's a look at what your plan may offer....
Retirement is a challenging transition. This article describes four pillars to enable you to be strong, make good decisions, and to enjoy the process....
If you're planning to retire in 2025, and you have questions or some concerns with the current economic environment . . . you may want to listen in on our conversation as we discuss different aspects ...
Most of us expect retirement to feel like a curtain call. Like a clean break after decades of weekends on ... Read more...
Exploring how to transition from an achievement-based career to a fulfilling retirement lifestyle with author Elizabeth Zelinka Parsons....
Learn how your retirement funds could be impacted by a bank failure....
Order Glocks on telegram message @Teddymills, Where to buy a Glock in | Australia, Order Glocks with no FFL in Australia, | Perth, Where to order Glock 19 ,k9 an more in Australia, | Darwin...
Are you retiring and thinking of moving to be near the younger generations? Here's why you may want to think again....
The Social Security trust fund will be insolvent in 2033 and by 2035 will have to reduce benefits by 17%. Here is now much more you need to save to cover the potential shortfall....
It's amazing all of the different ways people can screw up tax-loss harvesting. Let's outline a few mistakes to help others avoid them. The post 13 Ways to Screw Up Tax-Loss Harvesting appeared first ...
Big changes are afoot at federal agencies. Make these moves to protect yourself financially....
A financial professional highlights areas of tax planning that retirees should have on their radar as they finalize their retirement plan....
Getting old isn’t nearly as bad as many people think it will be. Nor is it quite as good. Maybe it’s somewhere in between....
Should you hold equities? Fixed income? An annuity? Or all three? Financial advisors debate the options in today’s “tariffied” environment. The post How to allocate a RRIF for secure...
A new study from the Center for Retirement Research found that older remote workers are working longer than their in-office counterparts. Financial advisors say the trend offers plenty of benefits, bu...
About 5 years ago, when I started doing a relative's tax return, he was always prompting me to make a quarterly tax payment. Since he had to take RMDs and since he did not need the income from the RMD...
I'm sure I'm missing something obvious about social security full retirement age but I'm confused. My FRA will be 67. I understand that if I start taking SS earlier than that, there is a penalty. I al...
John in Boston is in the 32% tax bracket. Should he do Roth conversions? Flight Deck Dad and Irish Girl in Pensacola have a lot of tax-free pension income. Should they do Roth conversions? Bert and Er...
Whether you're more Golden Girls or Felix Unger, renting out a room in retirement might make financial sense. You might even have fun....
I see lengthy discussions on moving across the country to be close to grandchildren. I am one of those wanting to as well, but I ask myself why. Upto 7 or 8 there is very close relationship with them....
My wife and I are looking to move to a Latin American country (Mexico, Costa Rica, or Panama) and I'd like to know if anyone has recommendations on legal services that can help with the process of app...
It’s a super-sized episode today—and for good reason. We spend the bulk of the show in a deep, insightful conversation with Dr. Meir Statman, a leading voice in behavioral finance. I also ...
With inflation and volatility, how careful should I be?...
Now that Little Matchstick is more than a year old, other parents and our family members have started asking, “are you putting him in daycare?” When it comes to raising kids, everyone and ...
Nervous about investing in a 529 plan? If college doesn't pan out, the money can now be rolled over into a Roth IRA, which will grow tax-free until retirement....
The Social Security Fairness Act's big changes and new opportunities could require adjustments in tax strategy for some Social Security recipients....
Lower your dementia risk with this one hack....
Reintroduced legislation accompanies another bill requiring the SSA to mail statements…...
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines...
Q&A with Inspira Financial’s Pete Welsh and Jeff Thoms...
The new annuity solution draws on the performance of underlying Dimensional ETFs...
Thirty-eight percent of parents providing financial support to their adult children say it…...
A Delaware Court in CES 2007 Trust just upheld the protections of a self- settled asset protection trust making this an important technique to protect your wealth....
On this episode of \"Tax Breaks”, Kelly Phillips Erb talks retirement. She dives into retirement planning, highlighted by Forbes' list of the Best Places To Retire and considerations for Social ...
President Trump’s executive order aimed at lowering the prices of prescription drugs in the US is unlikely to reduce them very much at all....
During the recent stock market correction, I decided to buy the dip. But this time, I didn’t just buy my usual dip-buying amount of $25,000 to $100,000. I went much bigger. All told, I spent ove...
There’s no honor in financial martyrdom I recently took a four-day trip over spring break. I’m a woman of a ... Read more...
Misinformation about a Social Security login update sparked panic. Here’s what’s true, what’s not, and how to safely access your account without losing benefits....
Unlike tariffs, taxes are an area where investors do have control to improve their financial lives....