How to Replace a Corporate Trustee (and Make Other Trust Changes)
The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know....
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The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know....
Many professionals find that retiring isn’t just about having enough money—it’s about feeling ready to leave behind the structure, identity, and comfort of a career. In this Root Fin...
If you’re within five years of retiring, either before or after, you’re at your most vulnerable financially. Here are steps to weather the volatility....
How to Make 500 Dollars Fast: 15 Ways to Make Quick Cash...
To reach financial independence, you need to be unconventional. When everyone else owned a car, we took public transit. When everyone else ate out, we packed our lunches. When everyone else bought a h...
Singapore offers an exceptionally high quality of life that includes vibrant culture, excellent health care and modern infrastructure....
Stagflation is a rare and challenging economic condition where slow or stagnant growth, high unemployment, and persistent inflation occur simultaneously. Typically, inflation rises when an economy is ...
You know you should rollover your old retirement account to an IRA. But do you know how to do it, and avoid pitfalls (and penalties)? The post The Rollover appeared first on Getting Your Financial Duc...
Too many people focus on visible affluence as a marker of success. Here's how to avoid succumbing to the pressure and driving yourself into debt....
Getting a will, revocable trust or other document alone won't accomplish your goals. You need to start with a holistic plan....
When your child has special needs, your retirement plan should include a plan for when you'll no longer be able to care for them yourself. A five-step guide....
My husband and I have sold our home and purchased a new construction last year, but it’s not where I want to be long-term. I would like to retire elsewhere (south) and whenever I mention the loc...
Hello all, I am now 3 months away. Thanks to all who gave me suggestions on how to "survive" the last year of my 35+ year career. I have a post-it at my work station( I work from home) that says "I am...
Buying a house can be intimidating, especially if you need more money to make a down payment. But it doesn’t need to be that way. In my several decades as a landlord and real estate investor, I ...
You’ve probably heard people say, “Rates are too high, I’ll wait to buy a house.” That’s nonsense. The truth is, there are always plenty of ways to get a lower interest r...
Money isn’t just about earning, it’s about keeping it. Some risks are worth taking, but plenty of financial mistakes will cost you more than you realize. The problem is, most people don&rs...
Is immortality achievable? With longevity science booming, you (or your children) might make it to age 150....
To cultivate a happy retirement, you need to tend to it as carefully as you would a flourishing garden, and that means making the right choices for you....
Anyone can fall victim to a financial scam, but retirees can be more vulnerable than most, so stay alert to these common tricks that could catch you off guard....
Creditors, hackers and frivolous lawsuit filers could be coming for your cryptocurrencies. These estate planning and asset protection strategies could help....
To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure. The post How to Retire Like an Adult: An 11-Point Checklist...
At any moment in time, there will be an expert predicting a recession. (the CNBC Fed Survey puts the probability ... Read more...
Author Derrick Kinney explains how to escape a middle class mindset and become a millionaire....
The super-rich rely on the family dynasty model to pass assets down from generation to generation. Here's how to embrace those strategies....
If you are a U.S. citizen or permanent resident 62 or older, you can still use your Senior Pass at any and all National Parks in the U.S. Here's what the Senior Pass is and how to use it....
It was 60 years ago that perhaps the first book to encourage people to take action without attorneys was published....
Some people think inheritance means instant financial freedom. In reality, it’s easy to waste, mismanage, or lose it before it ever has a chance to build real wealth. Without a plan, a windfall ...
Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact....
I'm in my mid 60s and this is the first time that I have to make a decision about a 401k. My spouse used to be the one that handled all our financial interests, not much financials we were both poor a...
Older adults may lack protection. Here's the scoop on your risk, how to test immunity and where to find affordable boosters....
Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms. The post Stock Market Corrections, Crashes, and Bear & S...
Author and stand-up comedian Paul Ollinger shares how seeking a reasonably happy retirement makes for a greater sense of satisfaction....
? Show Notes In this episode, we explore the essential steps to setting up your retirement paycheck to ensure financial stability and confidence in your retirement years. Join us as we discuss the imp...
Credit card rewards and travel hacking can allow you to spend more than you otherwise could. But there are a few potential downsides. The post How to Think About Credit Card and Travel Hacking appeare...
Planning to travel in retirement? In this episode, I sit down with Andrew Motiwalla from The Good Life Abroad to discuss how retirees can make the most of their travel experiences—without the st...
Did you know that the word mortgage literally translates from Latin to death pledge? Banks design mortgages to stretch for decades, keeping you tied to payments for what feels like a lifetime. But it ...
Retiring early sounds amazing until you realize everything is getting more expensive. Some people panic, convinced inflation makes early retirement impossible. That thinking is wrong. It’s not i...
Hey Everyone! This one is for all the harried federal government workers out there. Most civil servants are dedicated and hardworking people. It’s a travesty they are treated like unwanted ... R...
I recently listened to an episode of the BiggerPockets Money Podcast titled The Middle-Class Trap That Could Keep You from FIRE (How to Escape It). The hosts Mindy Jensen and Scott Trench defined the ...
ProFeds Founder, Chris Kowalik, explains the rules surrounding severance pay and who can expect to receive it if they are RIF’ed. KEY TAKEAWAYS: Who is eligible to receive severance How to calcu...
If the Social Security Trust Fund runs out of money in less than 10 years… When is the optimal time to file for your benefits? Don’t miss the latest episode…...
Life will inevitably throw challenges at you as you get older. But making a flexible retirement plan — and monitoring it regularly — can help you overcome them....
If you can't stand the chaos, maybe you can walk off into the sunset of retirement. Here are some thoughts on how to figure out if that would work for you....
You should check out the mega backdoor Roth tax-planning strategy. The huge life time tax savings can improve the health of your retirement income....
Picking the right investments at the right time can help ensure inflation won't flatten your retirement savings. Here are some tips....
Wow, what a difference a year makes! The last time I wrote about this topic for infants, Little MatchStick was only 4 months old. Now, at 1.5 years old, he’s like a totally different kid. Back t...
A question has been plaguing me lately… “How To Choose The Best Medicare Plan For You” I’m turning 62 this month and inching closer to a decision […] The post How To Ch...
How much would you need from the sale of your business to retire without sacrificing your lifestyle? This simple calculation will give you an idea....
Children’s book author and CERTIFIED FINANCIAL PLANNER® Jamie Bosse explains how to teach your grandchildren about money....
How to decide if an extra five years is worth it....