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Two ways to give to charity — a charitable gift annuity and a charitable remainder trust — can save you taxes and generate income....
David has a question about taxes in retirement: When you’re retired and no longer getting a regular paycheck from which your employer withheld tax payments on your behalf, how do you estimate th...
Shame around finances likely builds from the lack of education we have on the subject. Here's how to address your financial literacy or shame, depending on your need....
Your financial plan can be antifragile, strengthening under stress, with a 4-bucket approach....
Bugs can be small, but dangerous! Nature's amazing ecosystem is also home to millions of insects, some of which can create serious risks to human health. From venomous spiders to disease-carrying mosq...
Predictable income can provide stability and peace of mind. Here’s how to decide whether an annuity is right for you — and sort through the options....
The easy swing and follow-through of retirement planning starts with simple fundamentals. Start with your stance (aka your financial plan), choose the right club (aka asset allocation) and go from the...
Want to move out of the U.S.? A new company called Expatsi is helping Americans move abroad and live their dream life....
If you’re expecting a pension when you retire, your decisions on how it’s distributed could have long-term effects on your financial security....
Figuring out which annuity suits you best starts with knowing what you want the annuity to do for you. Like vehicles, there are lots of options and add-ons....
Donating an unneeded life insurance policy to charity can extend your charitable legacy. To maximize that gift, consider methods that may reduce your tax burden....
To make your savings last, you need to know how to draw from the right investment … at the right moment....
Choosing an advisor is important to your financial future and on this episode we discuss some important considerations that you may want to incorporate in your evaluation process. Glenn is available f...
Cheapest Insurance Deals for 2024 Explore and compare rates from over 50 top insurance companies, including Progressive, Travelers, AAA, and Nationwide, to find the best car insurance deals. Get Your ...
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Cheapest Insurance Deals for 2024 Explore and compare rates from over 50 top insurance companies, including Progressive, Travelers, AAA, and Nationwide, to find the best car insurance deals. Get Your ...
Where/How to Access Funds for Pre-Retirement Project? We need about 40,000 for a home improvement before we retire. Our house is almost paid off and my partner would like to age in place. To get this ...
By Dr. Rikki Racela, WCI Columnist When I read Dr. Jim Dahle’s excellent post on choosing the best small cap value ETF, I was floored by how different the performances of these ETFs were despite...
Honestly I wasn't sure of the best place to ask such a thing, but logic brought me here because the demographic of retiree is the one who has the wisdom to answer this question. Maybe you've been thro...
What to do when only one spouse handles the finances...
Ever wondered how to leave a lasting legacy for your kids without the taxman taking a huge chunk? FiPhysician’s Dr. ... Read more...
As a financial planner working primarily with people on the path to FIRE, preparing to retire, or making other life transitions, most people come to me for one reason more than any other. Planning can...
Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k)....
If a caller asks you for money or personal info like account numbers and passwords, you should hang up. Here’s how to spot scammers and protect yourself....
Lots of us didn’t learn about finances in school (or at home). No worries. To get ahead, you just need to dive right in and get started....
Seven decades after he became addicted to Superman, Gary Prebula’s collection of graphic novels and comics has a permanent home at the University of Pennsylvania library....
Using Excel sheets to track your finances just isn’t cutting it anymore, and let’s face it - they can be about as exciting as watching grass grow. Today, accounting software is streamlined...
Home equity is sometimes overlooked as a viable resource in retirement. You don’t have to sell your home to find income and liquidity....
I am 63 have enough money in investment accounts that I should be able to retire. But I am really unclear about how I go about withdrawing money to live on. I have a Schwab investment account, a tradi...
With the recent market jumps, the number of investors with $1 million in their 401(k) has also seen a boom. Here's how you can save and enjoy the next market push....
Elevating your company’s sales bookings is essential for growth and profitability, yet many professionals find it challenging to do so efficiently. A clear understanding of the sales process, co...
Heart Attacks Can Happen without Warning! Heart disease remains the leading cause of death worldwide, affecting millions of individuals each year. In fact, if you are over the age of 60, there is grea...
Organizing your finances can seem overwhelming, but it is entirely doable if you take the appropriate actions. Discover how to manage your finances with focused techniques for creating budgets, paying...
A look at how to assess and sell collectibles that you keep, including jewelry, coins, sports memorabilia and more....
I get requests to blurb/promote books often, but now that I have an energetic 8-month-old who just started crawling (I’m both in awe and horrified), I don’t have much time to read books. W...
Hello all - new to the community. I am a 60 year old male in a committed relationship with my spouse. I make good money and so does she and we live in a downtown condo that has developed quite a bit o...
As a student, managing your finances can feel like a challenging course all on its own. Whether you’re navigating through high school or maneuvering through the complexities of college life, kno...
Heading off to college? Buckle up because it's not just about academics and making new friends—it's also a crash course in managing your finances. Learning how to dodge debt can lead you to fina...
Americans seeking an affordable home and a late-in-life adventure may want to consider retiring to Africa....
Hi all, I’m planning on retiring in the next 13 months. Got all planned, financial, mental stimulation, fitness, wellbeing and social. Mentally I’m ready. The problem I have is that I don&...
As you navigate through your college years, balancing academics and finances becomes a crucial aspect of student life. While managing expenses is essential, finding ways to earn money while you study ...
By Christopher Avery, Guest Writer “Death never takes the wise man by surprise, he is always ready to go.” — Jean de La Fontaine Most people are un- or under-prepared for their inevi...
You can retire early by 50 or 55 if you take these FIRE (Financial Independence, Retire Early) steps now....
There are a number of reasons why an adult may decide to have a roommate or romantic partner move in with them. They may be in love and want to share their life with someone. They may be worried about...
A fat savings account may feel good, but letting your money just sit there could cost you more than you realize....
More Americans are entering the 401(k) millionaire club. In fact, 422,000 retirement savers are now labeled 401(k) millionaires¹. It’s not a surprise we are seeing a rise in questions about...
Opening a medical practice or business can be rewarding, but it’s not without its hurdles. What if your company faces ... Read more...
To plan smart for retirement, estimate your Social Security benefits years before you'll need the money. Here's how to do it....
No matter where you are in your financial journey, many options are available, including eliminating RMDs altogether through Roth conversions....
So I know I need to get an accountant but I wanted to know what other people have done? I plan on selling my house in CT and I know my house in Las Vegas is probably going to be a $100,000 more. I can...