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What comes to your mind when you think about flying private? Here’s what I used to think — a swanky ... Read more...
Addressing many of the biggest retirement risks as defined by the Society of Actuaries and exploring the steps you can take to build a secure future. In one of my most recent episodes, my guest mentio...
Have you thought about retiring abroad? Oftentimes when we think of retirement, we think about sunny beaches with crystalline water shimmering in the sunshine. Could this or some other idyllic vision ...
Cryptocurrency can bolster long-term retirement savings, but there are caveats....
Take these essential steps when structuring a secure retirement portfolio....
All the right attitude and technique in the world won’t get you one step closer to your goals if you don’t act....
Fintech software companies offer solutions such as digital banking, data analytics, and expense management solutions to the financial sector. Partnering with a fintech software company gives you many ...
Here are some general considerations to ensure the gift of assets to your kids will not negatively affect your financial future....
Above all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job....
A series of academicpapersbeing rolled out by the National Institute on Ageing (NIA) has added fuel to the oft-argued case for delaying benefits for the Canada Pension Plan (CPP) to the latest possibl...
If you are retiring soon, you've most likely wondered if your asset allocation is too risky. Some have called the period just before and after retirement the Retirement danger zone as it's a time wher...
Jennifer, 54, plans to retire soon. Her husband, 70, is retired, on Social Security, and dealing with some severe health issues. Jennifer worries about possibly becoming single in retirement, which co...
“We’re going to need to see a Japanese tax return.” “You want a what?!?” I sputtered. There are lots of things FIRECracker and I pictured when we started down the path of...
So you won the lottery - congratulations! After you celebrate, should you rip off the band-aid and convert the entire lump sum payment to a Roth IRA? That’s today on Your Money, Your Wealth®...
Retirees who explore new interests and have an active social life are more likely to find joy — and even greatness — in the newfound freedom of retirement....
There are strategies to keep your kids in school. Start by having a frank talk with your financial aid officer....
In today's world, where environmental concerns are paramount and financial stability is crucial, adopting eco-friendly driving practices not only benefits the planet but also your wallet. With rising ...
Financial software is crucial for enterprises to manage their accounting, investments, payroll, and other monetary operations. As enterprises grow larger and more complex, their need for robust and fl...
Learn effective money management strategies for retirement, covering savings, investments, and budgeting for a secure and fulfilling future....
Even if you got a late start on your nest egg, you can still take steps to ensure a comfortable retirement....
Let’s compare traditional IRAs, traditional 401(k)s, Roth IRAs and Roth 401(k)s. Which might work best for you could depend on your income and tax status....
If you’re retired and living abroad, don’t play long-distance games with your banking and investments....
Most soon-to-be retirees have a broad understanding of the differences between living off their assets and living off a monthly paycheck. But making that switch and adjusting to new spending habits ca...
Here are a scam's red flags and how to report it if someone tries to scam you. The first things to do if a scammer contacts you: Remain calm and ignore them....
For a growing number of older adults, debt has become an unwelcome financial burden. There are ways to pay it down....
Deciding how much of your wealth to give to charity or your kids depends on your life stage. Here are key considerations based on age....
Here is the secret sauce for how to retire early. Just be sure it's what you really want....
Here are some do’s and don’ts (plus a never) for when it comes time to create your retirement income plan....
Using after-tax savings to buy an immediate annuity could shift your taxes on income to later years, when you might have expenses that can offset higher taxes....
Should you appoint your new spouse or a child from your previous marriage? It all comes down to who will make the best decisions that are right for you....
Burnout is a constant threat in self-employment. To protect against it, you must turn your income into wealth by investing in the markets, business or real estate....
Robinhood is offering a 3% match when you transfer an IRA to its platform. We look at the terms of this deal and how easy it is to transfer an IRA to Robinhood....
Here's everything you need to know about how to buy precious metals in self-directed IRA....
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older....
ANY COMMENTS? ? WELL, MY FAMILY SEEMS TO DIE IN THEIR 80'S EXCEPT FOR MY GRANDMA - AGE 104! I LIKE THIS SUGGESTION: Build income streams. FROM THE ARTICLE - SEE ARTICLE FOR MORE. More Americans are re...
Have you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings. To...
Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–being forced with an early retirement. We all know that layoffs are part of the corporate landscap...
I am 66 and retired for two years. I've owned whole life policies for over 30 years and have accumulated a cash value of +400k. (I know, it was a bad investment, but here we are). Death benefit is abo...
Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall. How should he cover it? Skipper in Texas has some unusual pension options, which makes the most sense fo...
Listener Drew asks about a tax strategy for juggling capital gains and Roth conversions. While it can be a complicated question – especially when large accounts are involved – James provid...
I soon will be selling my house to move into an apartment. I'm very excited for the move as the joys of homeownership have been getting less joyful. In the next couple of years, I may (or may not) dec...
Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family....
As I wrote in my previous column on Fred Vettese’s PERC, I’ve reached the age when my registered retirement savings plan (RRSP) will soon have to be converted to a registered retirement in...
Avoid penalties and minimize taxes when you pull money out of your 401(k) or IRA....
Selling a short box spread is a way to get a loan at a good rate using your investments as collateral. I sold some short box spreads to get cash for building a home because I didn’t want to sell...
Optimum location for assets: IRA, Roth IRA, taxable account...
You may want to research a knee replacement or other medical problem you have. Whenever our doctors tell my husband or me about a new health problem, the first thing we do is ask the doctor to give us...
If you go back and skim the 200-plus episodes we've recorded of Keen on Retirement, you'll notice that every year or so, we devote an episode to the latest financial frauds and scams that are making t...
After 40 years living in our home, we’re selling and relocating to an apartment to be closer to family. Our home is modest and small so we’re not forfeiting too much square footage. But I&...
If you’re wondering how to make a lot of money, you’re in the right place. Here are five of our favorite ways to make lots of money, and save a lot of money. With these 7 tips, you could p...