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I'm sure you all get this a lot so I apologize for the redundancy. Lately, I find myself wondering when it's time to pull the plug in my career and retire. I'm 63, mostly good health but with some sig...
Looking for a great retirement destination? Oregon has no sales tax, no state tax on your Social Security, highly rated health care and a temperate climate.
(65M) in good health here, urging all my friends to be careful around the house, as danger lurks where we least expect it and we don’t heal like we used to. Two days ago I nonchalantly headed downstai...
Investors are concerned about the health of the industry, which ballooned over the past decade.
Don't just set and forget your 401(k). Creating a plan for investments, income and health care ensures your balance translates into lifelong financial security.
Educational opportunities for older adults are plentiful, and the payoff — in terms of enrichment, health, and community — is great.
We have begun working with a new advisor and they went through our investments, health insurance, expected social security, etc. If I retire at the end of 2026 at 60 year old, there is a probability o...
From the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.
Retirees with $500,000 to $5 million in assets need a different approach to keep their house and cover ever-increasing health care expenses, including long-term care, without taking too much risk and ...
Retiring at 55 is not just retiring ten years earlier. It changes the entire math of your life. From 55 to 65, expenses are often at their highest. You are covering healthcare before Medicare, traveli...
A resilient retirement plan is a flexible framework that addresses income, health care, taxes and investments. And that means you should review it regularly.
More than 40 million people globally turn to ChatGPT daily for health information, according to a report OpenAI has shared ... Read more
Wealth reflects a life organized around relationships, health, contribution and time — qualities that compound differently than money in a mutual fund.
More people are saving for retirement than ever before – and they’re saving more. But health care costs in retirement are soaring, and and poverty rates among older Americans are rising for the first ...
FROM THE ARTICLE. When to Apply for Social Security Is an Individual Decision. The age when you claim is critical, but consider your health, finances and family situation, too. 6-minute read. By Andy ...
I'm 71 and in good health, still active, still traveling, still playing golf twice a week, but a friend of mine had a fall last month that ended up being pretty serious and it got me thinking I should...
For a successful modern retirement, prepare for a longer life, manage high health care costs and prioritize your social life and purpose.
Careful planning encompassing location, income, health care and visa paperwork can make it all manageable. A financial planner lays it all out.
I retired at 62 (now 63) in June 2025,and I have a Roth IRA with 15% and traditional IRA with about 85% of total. My wife is 64 and still working to pad her retirement and for our health insurance. I ...
Every medical professional needs a hobby. And what you choose may have an outsized influence on your health and the state of your finances. The post Running for Exercise and Fishing for Calm: The Bene...
A few weeks ago, Michael Green published a post where he argued that the poverty line for a family of four in the U.S. wasn't $32,100 in annual income (as currently claimed by the Department of Health...
The Transamerica Center for Retirement Studies published a report that examines the health and well-being, retirement preparedness and other life priorities of the American middle-class. By the number...
I can't stand AI-assisted writing anymore. It's all over Substack. It's in my LinkedIn replies. It's everywhere. Like a disease slowly infecting our literary consciousness. I even see it from people w...
Ever since new research at Kings College, London suggested that visiting art galleries is good for our health, I seem to keep stumbling across commentary on the findings from that study. It concluded ...
Love acts as preventive medicine, shielding health by reducing loneliness, stress, and disease risks. Emotional support improves survival rates, lowers pain, and strengthens immunity. Across cultures ...
Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how....
It seems like everyone assumes that as a retiree, you are on medication. Years ago, we chose a healthcare path that avoids medication except when absolutely necessary. I get that you might think that ...
We all hear about the regrets many people have in retirement, probably too many to list. Most of those regrets have to with money and/or timing of peoples retirement, or decisions made about health in...
One thing that I find really interesting is the idea of maximizing our health so that we have more energy and better health until the very end. About 10 years ago, I noticed that my energy levels were...
Nedra Agnew’s eclectic career path—from public health and foreign service to wealth management—now powers a diverse practice focused on first-generation Black family wealth....
Wednesday is National HSA Awareness Day. Health Savings Accounts (HSAs) provide savers with a triple tax benefit and even more if you adopt these strategies....
With costs due to rise sharply next year, look for coverage that protects your wallet as well as your health....
Stock market swings. Uncertainty with Social Security and Medicare. New tax rules. The skyrocketing cost of healthcare. None of these things are small issues – and they’re reshaping how we...
In some ways, renting is cheaper, more flexible and easier, but unless you understand the implications for your taxes and health costs, it might not be for you....
The drug coverage provided by Medicare Part D is a key part of a retiree’s health insurance, and there are many options to choose from for those who have standalone Part D plans. Since these pla...
FROM THE ARTICLE. Don’t let rising expenses derail your plans. By Sharon Wu, AARP. Published October 09, 2025. Key takeaways! [*] Budget for out-of-pocket health care costs and consider a dedica...
It's a tricky period when your adult child is under 26 but needs health insurance. We ask financial experts for advice....
Medicare Open Enrollment starts October 15, through December 7. We're covering everything you need to know to get the best plan for your health and budget....
Beneficiaries enrolled in Medicare Advantage and Part D prescription drug plans might be losing their plan as UnitedHealthcare, Humana, and Aetna (CVS Health) scale back offerings for 2026....
The government has shut down again, this time mostly over healthcare subsidies. We’ve seen shutdowns before, and we’ll see more in the future. As frustrating as they are, shutdowns remind ...
Depending upon how long it lasts, a government shutdown can impact your daily life, including seeing family, managing your health, and enjoying your free time....
FROM THE ARTICLE. Surveys show a generation closing in on retirement is increasingly anxious about the program’s fiscal health. By Deirdre Shesgreen, AARP. Published October 02, 2025. Corriveau,...
Ever wish your 80-year-old self could give you a nudge today? After years working with clients in their 70s and 80s, three lessons rise to the top: treat wealth as money, time, and health, know your f...
I’m retired and my wife will stop working next year. We’re both in relatively good health. For better or worse, I’ve handled our finances soup to nuts since we’ve been married ...
The United States is in the middle of a healthcare paradox. Sure, we’ve got some of the most sophisticated hospitals, ... Read more...
Many adults struggle with decisions about health, finance and caregiving. Bridging this knowledge gap is essential to make informed decisions and avoid costly mistakes....
Save your money and health by making smart Medicare choices with these traps in mind....
Make smart choices for electing Medicare for your health and longevity....
Health care costs are a significant retirement expense, and Medicare offers essential but complex coverage that requires careful planning. Here's how to navigate Medicare's various parts, enrollment p...
So I just retired two days ago from health care. I’m not going to miss it at all. I have worked since I was 12 years old and always knew that work was in my future. Now that is gone How do I wra...