Showing 50 results of 1423
A new analysis finds that a diligent saver who leaves the money untouched for decades can accumulate $1 million. But not everyone with an H.S.A. can afford to leave the money untapped....
Here’s a retirement spending strategy that offers a realistic balance between frugality and outliving your savings by spending too much money....
I have a situation where I want to ensure that my spouse does not get manipulated by our relatives after my death. My spouse has always been a very giving person, and I feel the need to protect our as...
From independent living to continuing care retirement communities, retirees have a lot of ways to live out their golden years. But it ain’t cheap....
We have never been big fans of Monte Carlo models for determining how much one can afford to spend in retirement from year to year. As actuaries, we believe that following the simple “3M” ...
Finding the right financial adviser for retirement planning can save you time and money in the long run....
How to Become an Amazon Reviewer in 2025...
Financial Flexibility: How to Handle Check Cashing Challenges Without Stress...
ProFeds Founder, Chris Kowalik, reviews the IRS rules which allow you to take from your TSP at various ages (and if you’re allowed to access TSP between now and 9/30). KEY TAKEAWAYS: How do empl...
ProFeds Founder, Chris Kowalik, highlights what federal employees need to do to keep their government health insurance (FEHB) and government life insurance (FEGLI). KEY TAKEAWAYS: What requirements mu...
These proposals to save Social Security may require big changes, but Americans want politicians to act. Are you willing to pay more taxes?...
If you must retire early due to disability or to care for a loved one, these six steps to make it work financially....
You, like many Boldin users, might have enough to retire, but are scared to start spending. Get 7 tips for moving to a spending mindset. The post Going from a Saving to a Spending Mindset: How to Stop...
More older workers report instances of ageism. Here's how you can stop age discrimination before it affects your career and retirement savings....
A financial adviser who knows all about surviving natural disasters recommends ways to mitigate long-term damage to your financial health after a disaster....
No one likes having regrets. And yet, we all have them. Regarding the regrets of retirees, a recent study reveals some interesting findings that we can all learn from. Studying […] The post 5 T...
How you grow up shapes you financially. That can make things tricky for couples and their kids, so follow these four steps to help establish your family values....
I have one Ira that was made from a 401(k) rollover when I retired. I am working part time to supplement my income. My question, is I have about 90% of the Ira in ETFs and 10% in the money market opti...
Employees have a protected right to seek workplace accommodation and flexibility for age-related disabilities....
These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs....
This hypothetical case study shows how an investor used Delaware statutory trusts (DSTs) to build a diversified 1031 DST portfolio and avoid a $2M tax bill....
A trusted retirement coach can help bring purpose, clarity and contentment to your post-working years....
As the holiday season approaches, many of us find ourselves thinking about gifts. While gifts can come in many forms, monetary gifts often cause the most confusion. In this episode of Financial Symmet...
Many retirement planning mistakes are easily avoidable. Here are 10 to have on your radar so you don't end up running out of money in your golden years....
When you hear about inflation, your first thought probably isn’t, “Oh great, how can this work to my advantage?” After all, inflation has a reputation for eroding purchasing power an...
Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset....
Here is a guide for how to find lost money -- a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3! The post Find Lost 401k: How to Find Out If You Have Lost or Forgotten Ret...
How to Transform Your Money Management in 2025...
How to invest money if you’re Gen Z...
There’s a host of under-the-radar rules beneficiaries need to know to minimize taxes and penalties and maximize the benefits of inherited IRAs....
Unlocking the power of relationships to enrich your retirement and reap the health & wealth benefits of social fitness with Susan Hogan....
Did you know that a whole life insurance policy can actually help you make money? It’s true—and it’s a strategy often used by those with higher incomes. For those seeking life insura...
Procrastinating when it comes to saving for retirement is all too common. But stalling for too long will hurt your long-term financial security and peace of mind. Here are five tips to break the cycle...
Talking about finding balance in our lives and discussing how to know what our risk tolerance is in the finance space and our lifestyle. Also an interview with Dr. Jordan Grumet, who is passionate abo...
Retiring abroad can be a dream come true if you have a good grip on your finances. Here's what you need to know to make it a reality....
To simplify the future for yourself and your heirs, put a financial contingency plan in place. The peace of mind you'll get is well worth the effort....
Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts. The post Climate Disasters: How to Protect Your Money, Hom...
If you know you need to make some changes in order to increase retirement savings in 2025, then keep reading. We’ve compiled 9 potential changes you can make to your saving, spending, and invest...
How does one retire? There’s the simple answer: you stop working when you decide your career is over. Now you’re ... Read more...
I am a 75 year old retired father who would like to understand how to efficiently withdrawal from my two accounts. Here is more information about my current situation. Debt: No debt and house is fully...
In this episode of Root Talks, James and Ari dive into the reality that retirement planning can be tricky, with the fear of running out of money and the regret of underspending often at odds. The key ...
LJ and Kelly share their inspiring journey of embracing a retirement lifestyle before fully retiring. Motivated by Kelly’s experiences as a physical therapist, witnessing many patients unable to...
Other families, especially high-net-worth ones, can benefit from Johanna and Antonia Bennett's experience encountering estate disagreements....
You really can defer RMDs and lower taxes while at the same time increasing the long-term growth of your IRA. Here's how....
As you think about your financial future in this new age of longevity, a strong plan means more than just asking if you have enough....
For doctors, Boxing Day might feel like a unicorn of a holiday – mystical, fleeting, and possibly fictitious. By the ... Read more...
Author and estate planning expert Mark Shiller shares how to leave wealth to your kids and prepare them for success...
Retirement is an exciting milestone, but it often comes with common fears. With proper planning, these concerns can be addressed to ensure a fulfilling and secure new chapter. Here are five major reti...
As the holiday season approaches, many of us find ourselves thinking about gifts. While gifts can come in many forms, monetary gifts often cause the most confusion. In this episode of Financial Symmet...
Aging parents can use threats, money and power plays to manipulate adult children. Recognize what this behavior means and what choices you can make to handle it....