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Here’s how to stabilize your retirement portfolio and protect your savings in a volatile election year....
If you want to give an inheritance while you're alive, there are many points to think through, including what you can afford and what the rules are around giving....
Financial, medical and safety preparations can ease the burden for caregivers while ensuring your loved one receives their preferred care....
I’m planning to retire next spring and have managed my own Roth, IRA, 501k, and HSA my entire career. But I feel the need for guidance on a strategy that is personalized for handling all of my i...
Chris has been retired for a little over a year while his wife has continued to work. Now that Chris has “tried on” retirement and found the fit good, his wife will likely join him within ...
I use a Google Voice number for 2FA in all my financial accounts. Making the Google Voice number permanent puts it securely under my control. Learn the Nuts and Bolts I put everything I use to manage ...
Rolling your 401(k) over to an IRA the wrong way could cost you big-time in taxes and penalties. It’s worth it to consult a professional first....
Knowing how to address the errors you make on the job can keep you from hurting your professional career — and even help you thrive at work....
Which pension option is right for you? To avoid costly mistakes, here are four key factors to consider....
Do you know your net worth? How often do you check it? If you have found it difficult to track your net worth over time or you don't track it at all, then this post is for you. Historically, I used to...
If you’ve been following us for a while, we’ve been talking a lot about expert witnesses in the medical field ... Read more...
5 keys to preparing your retirement plan to withstand a stock market crash. As you step into retirement, one of the biggest concerns you might face is the potential for a market crash right at the sta...
I'm 60M, two kids still in high school, just bought a house to ride out the high school (and college? dunno) years. I have good income and decent-not-great retirement accounts for my age. My kids also...
Meet Joe Sullivan, who found the first few years of retirement very difficult. Community is important to Joe, but he wasn't getting sufficient, routine social interaction to make meaningful connection...
Medicine has traversed beyond the confines of a hospital. The opportunities available for physicians regarding side gigs and alternate career ... Read more...
I'll be retiring very soon at 60. This will be prior to the ACA open enrollment period. Loss of employer based health care is a qualifying life event for ACA enrollment, but from what I can gather, yo...
Online financial fraud is growing fast, while crypto and speedy money transfers are making it tougher to recover stolen funds. Here are tips for staying safe....
I want to be a good dad and I try hard to be one. It’s not easy but I try to be present. I love my kids and my wife very much. Nearly my entire motivation for wanting to retire early is to have ...
As a Chartered Financial Analyst (CFA) with over 20 years of experience in finance, including managing Investment Risk and Investment Product Teams, I’ve seen countless individuals make costly m...
The wider array of investment choices in SDBAs could help a savvy investor grow their nest egg faster than they could with a traditional 401(k) retirement plan....
How do you begin to save for your children to go to college? With the rising costs of college education, is it worth the monetary commitment? Including tuition & fees, room & board, books &...
Can Claire and her husband retire early at age 60? Today on Your Money, Your Wealth® podcast number 490, Joe Anderson, CFP® and Big Al Clopine, CPA spitball for them and explain how to calcula...
Older adults are especially vulnerable, so it's important to help loved ones guard against financial fraud, particularly if they're experiencing cognitive decline....
When you're gone, you want your heirs to be happy and successful and for your life's legacy to live on. Creative estate planning can help with all of that....
When you're paid less, it's hard to get by, much less save for retirement. And your Social Security benefit could be lower, too. What's a woman to do? Invest....
Breaking down the 4 steps of the "live to 100" strategy as life expectancy increases and conventional retirement wisdom struggles to keep up. Average life expectancy in the United States rises with ea...
What’s the biggest risk to your retirement savings today? Most people think it’s inflation, the cost of healthcare, or taxes. But according to BARRON’S Magazine… The biggest t...
No one can exactly predict the direction of interest, although we can make educated guesses. According to a recent article ... Read more...
Retirement offers opportunities and adventures if you change your perspective....
Starting at age 45 in 2022, I consciously started focusing on decumulating wealth. I realized that my life was likely half over, and I needed to start spending more to prevent dying with too much mone...
Kiplinger explains what to watch out for in jewelry to invest in, how to find the goods, and how to have some fun with jewelry investments....
Roth conversions can be an effective strategy for creating tax-free income in retirement. But Roth conversions can also get complex, and if you’re not careful it’s easy to make mistakes th...
Pickleball's simplicity and health benefits make it an ideal choice for retirees who want to stay active and engaged....
When a loved one needs a little (or a lot of) help, take heart. You have options. Here's where to start looking for the support you need....
The concept of risk-adjusted returns is important to understand. While calculating returns is relatively standard, risk is harder to measure. The post How to Risk-Adjust Returns appeared first on The ...
A good financial adviser will focus on how your financial planning and investment strategy align with your lifestyle and aspirations....
Let’s say you’ve recently come into a lump sum of money. Maybe a relative passed away and left you an inheritance. Perhaps you finally saved up from your job. Regardless of the source, you...
Retirement savers can reap benefits in the conversion if they are able to pay a tax now....
For many individuals, the dream of retiring early is a goal worth striving for. Whether it’s pursuing passions, spending more time with loved ones, or exploring new adventures, early retirement ...
How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick’s tax loss harvesting transaction a wash sale? At ...
So I'm a little ways out from retiring. I'm planning on buying a house soon. I'm going to have to continue paying on the house through part-time contracting work even after I retire from my full-time ...
Ok retired 3 days ago. Married, both retired. I m no financial brain surgeon so please be aware of this. So i retired half-way through the year and have to figure out our tax bracket. I don’t wa...
Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation....
Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?...
Today, we’re diving into something that’s not exactly fun to think about but is absolutely crucial for your financial peace: writing a personal will. Now, I know talking about writing a wi...
Our life decisions are often determined by the amount of money we have at the bank. Having too much means having flexibility in terms of your lifestyle. However, you could be a high-earner and, at the...
Learn how to calculate the impact on your pension from changing your start date and evaluate the value of your pension based on your financial situation. I recently received a question from a listener...
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order....