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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....
Many women have no idea what their net worth is, or even how to calculate it. Many also turn to social media finfluencers for advice. Here's what to do instead....
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...
Does anyone know who is the face of AARP? AARP is designed to be an interest group for americans age of fifty and older. I have been a mber for around ten years yet I have no idea how to contact AARP ...
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...
Author and podcaster Dr. Jordan Grumet explores how to create your purpose instead of waiting for it to find you....
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....
Trust and communication are vital for older generations to pass down the values required for building, preserving and growing their family’s assets....
Unlike a more passive refund, this type requires you to work for it. First you have to activate the card. Then the fun begins....
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that....
Divorce at any age is a traumatic event, and resetting psychologically, especially after a late-in-life divorce, is more important than ever....
Cash-strapped retirees are returning to the workforce. How to prevent becoming one of them....
Sometimes a breakup is for the best. Here's how to handle 'the talk' and make the switch to a new professional who's a better fit for you....
Volatility is back, but for long-term investors, it’s business as usual. Focus on your goals, stick to your plan, and avoid panic decisions. Read more on how to manage market swings....
The maximum Social Security check is $5,108 in 2025, up from $4,873 in 2024. Even if you don't qualify for the maximum monthly benefit, you can still increase your payments....
I'm reading Christine Benz's excellent book "How to Retire". In chapter 14, where she interviews Jamie Hopkins, he suggests that from 62 on, if you are still working, to curtail the retirement contrib...
Learn how to build a fulfilling retirement by utilizing a growth mindset - with Wendy Leggett...
Your choice of trustee(s) can dramatically influence how closely your wishes are carried out. These tips will help avoid bad blood among your heirs....
Hey everyone! Today, I want to talk about being too cheap. This is a bit unusual because being cheap gives you a huge advantage in achieving financial independence. However, we ... Read more The post ...
Employer retirement plans are great, but individual responsibility plays a huge role in retirement success. Here's how to empower yourself....
To ensure your expenses in retirement are covered, you need to know what sources of income you'll have and where to turn to make up for any shortfall....
When picking which type of 401(k) or IRA is right for you, consider whether you want to save a little on your taxes now — or save a lot more on them later....