Curated articles and podcasts from trusted financial experts and real retirees.
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Warren Buffett is finally retiring. After decades of shaping the financial world, the man who turned patience into billions is stepping down. Love him or not, there’s no denying the weight of th...
Hey Everyone! Did you have a good month? April was a hectic month at the RB40 household. RB40Jr was busy with school, debate, Ultimate Frisbee, martial arts, and socializing with ... Read more The pos...
First year of retirement in the books. Been a good year. Turning 66. Much time spent helping watch the grandkids. It’s been a rich time. As they head off to school next year I will have more tim...
As the title states, is there any way to shift around assets so that I have more that wont increase my ACA subsidy. I am 59 and planning to retire at 59.5.Almost all of my assets are currently divided...
Simplifying your financial life is hard. Here are 16 real-life dilemmas where I'm trying to figure out how I can erase portfolio complexity. The post Simplify, Simplify, Simplify — Real-Life Dil...
From funding a college education to paying for long-term care or simply treating your family, there are plenty of reasons to use your hard-earned wealth now....
There are three potential paths forward for this innovative tax incentive program that's set to expire in 2026....
And reduce volatility. A few decades ago, private equity was considered a 'cottage industry.' Now, it is a multitrillion-dollar asset class....
AI is playing an increasing role in retirement planning. Here’s how some financial advisers are leveraging this new technology....
No employer? No problem. Here’s how to open a 401(k) or similar retirement plan when you're self-employed or your job doesn’t offer one....
Warren Buffett’s Berkshire Hathaway succession announcement offers couples key lessons on planning for loss, household roles, and longevity in retirement....
In this episode, we cover key tax considerations around wealth transfer. We cover the differences between federal estate tax and state inheritance tax, and explain why the stepped-up basis is such a p...
Episode 469: You won’t hear this in the Media, but the USA economy is extremely strong and resilient. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscri...
FROM THE ARTICLE: Legislation to Reduce Tax Burden on Older Americans. Bill would boost deductions for those ages 65+, helping offset Social Security income taxes. By Emily Paulin, AARP. Published May...
Music is more than entertainment. It can even keep you healthy....
In this episode of the Rock Your Retirement Show, host Kathe Kline and co-host Barb welcome Dr. Marlene Scheipel, a PhD in counseling psychology and licensed life coach, to discuss navigating the emot...
In our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers readers' questions on tax deductions and losses....
Upsizing, or buying a bigger home, can make your retirement feel more luxurious. There's room for grandkids and projects, but run the numbers carefully....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2 News) —Losing your spouse can b...
401(k)s are built for the long haul. Reacting emotionally in the short term can do serious long-term damage to your retirement plans....
Ignoring any of these five essential financial pillars could put your future at risk. Take a moment to make sure you haven't overlooked anything....
Overall, stay the course, but these three strategies are ways investors can make market volatility work to their benefit....
In honor of “May the Fourth,” we’re sharing valuable retirement lessons from the Star Wars universe. Just as Yoda warned ... Read more...
ETFs are great, but so are mutual funds. What are the pros and cons? Choosing the right funds depends mostly on cost and convenience. The post ETF vs. Mutual Funds: Pros and Cons appeared first on The...
Although a will is crucial to making sure your assets go where you want them when you die, you are likely to need something else, too: designated beneficiaries....
“Use it or lose it” enters the digital age as a new study finds that technology may lower the risk of cognitive decline....
Higher prices are a bummer for everyone, but if you're a retiree or on a fixed income, how do you still have a good time without breaking the bank?...
A financial adviser explains how a client could have unwittingly triggered the Medicare surcharge and what others need to know about it....
Picking a degree is one of those decisions people make before they fully understand how money works. You’re told to follow your passion, get a diploma, and everything else will fall into place. ...
Retire in Greece, the birthplace of Western civilization, for a sunny, healthy lifestyle amid countless ancient ruins and miles of picturesque coastline....
U.S. phone companies charge exorbitant prices for international mobile data roaming. Buying an eSIM for international travel costs under $10. Learn the Nuts and Bolts I put everything I use to manage ...
I'm one of those who retired without a pension. Fortunately, we worked hard and saved well. Having said that, I know that I can only enjoy the good life while my investement's are humming along nicely...
For medical professionals and institutions, the importance of reimbursement in healthcare cannot be overstated: it’s how you are paid—and how ... Read more...
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's new My First $1 Million series uncovers the answers....
I recently served as a defendant's expert witness in a medical-legal case, and it profoundly changed my perspective on medical practice. The post What Serving as an Expert Witness Taught Me About the ...
On April 18, 2025, I visited my local SSA field office - https://www.reddit.com/r/SocialSecurity/s/lDW6bo2o4u - to file my IRMAA appeal. Today, I got the notification that my appeal was granted and I ...
FIRECracker is a world-travelling early retiree. She used to live in one of the most expensive cities in Canada, but ... Read more...
An emailer asked about the best way to buy a $3 million home without selling their current home. Here are seven options to think about. The post How to Move Up to the Next Level and Buy a Multi-Millio...
When markets get shaky, understanding how market indicators work can help investors separate signal from noise....
More people are paying for time, privacy and peace of mind as they choose to "opt out" and pay a premium for the privilege of saving time and accessing peaceful environments....
Health savings accounts (HSAs) have long been used to cover medical costs. But when treated like a retirement account, they may also help build long-term savings....
Financial literacy is changing as students need solid financial knowledge and savvy online skills to make informed decisions in today's fast-paced digital world....
As the housing market starts to sway in buyers’ favor, sellers are getting creative with concessions at near-record rates....
Some first-time buyers are “rentvesting” — prioritizing the purchase of a rental or vacation property first as an investment while continuing to pay rent themselves....
You can work for twenty years and still have no real control over your time, your income, or your future. The truth is, most people aren’t stuck because of lack of effort, but because they made ...
In a recent podcast,I had the opportunity to speak with Marylou Sudders, the Secretary of Health and Human Services for Massachusetts throughout the COVID-19 pandemic. But COVID was only part of what ...
I have my eye on a small but beautiful cottage. Will I regret tying up my money?...
People who don't 'need' their Social Security may consider using their benefits to manage estate taxes and long-term care expenses....
Remote work is terrific for your health and income. You're also likely to retire later, which might convince your employer to let you work from home....
If we're not already in a recession, we may soon enter one due to aggressive trade policies that are fueling tremendous uncertainty. As companies and consumers pull back on spending, millions of jobs ...