How To

How to Retire Early in Six Steps

Here is the secret sauce for how to retire early. Just be sure it's what you really want....

Do You Know How to Create a Reliable Retirement Paycheck?

Here are some do’s and don’ts (plus a never) for when it comes time to create your retirement income plan....

How to Cut Your Taxes as Short-Term Interest Rates Come Down

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....

How to Choose Your Power of Attorney When You’re Remarried

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....

Battling Burnout: How To Turn Self-Employment Income Into Wealth

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....

How To Boost Your Retirement Savings By 3% Overnight

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....

How to Buy Gold in an IRA

Here's everything you need to know about how to buy precious metals in self-directed IRA....

How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years

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....

Four Things to Know About Managing a Loved One’s Finances

Figuring out when it’s time and knowing how to talk about it are just the start. You also need info about estate plans, insurance and health care decisions....

How to Discuss Estate Planning with Your Family

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....

Who Refuses To Sign Legal Documents After They Are Prepared?

Too many people get wills, trusts, powers of attorney and healthcare directives drawn up and then fail to sign them. Here's how to get past that....

How to cope with the RRSP-to-RRIF deadline in your early 70s

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...

How to Close Out a Box Spread Early at Fidelity

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...

How To Cut Your Taxes By Putting The Right Assets In Your IRA

Optimum location for assets: IRA, Roth IRA, taxable account...

How to Research Health Symptoms and Treatments

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...

How to Make a Lot of Money in 2024: 7 Easy Ways

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...

How to Travel with a Baby

“Travelling with an infant is hell. You’d be crazy to do it. You’d just need a vacation from the vacation.” “Taking care of a baby is hard. Why make it harder by travelli...

How to Maximize Social Security with the “Bridge Strategy”

One of the most critical decisions we make once we decide to retire is decisions related to Social Security. Specifically, ... Read more...

Ryan & Tyson Thacker Scheduled to Appear on Spotlight Television Hosted by Industry Legend Tom Hegna

These Retirement Brothers are solving the retirement crisis. Coming up on Fox Business is a special episode on how to get the most out of your Social Security benefits. By:Spotlight Television NEW YOR...

The Three Types Of Career Changes And How To Manage The Costs

Depending on what you want to do next in your career will dictate the costs that you can expect. Planning for those costs will be key to your financial life....

How to Set Up a Tax-Efficient Investment Waterfall

As a busy physician, you don’t have a lot of time to spend on carefully optimizing the tax efficiency of ... Read more...

Investment Workshop 2.0

Back in 2016 when this blog was first starting to take off, I ran a weekly series of articles called the Investment Workshop, where I showed people step-by-step how to build and manage an ETF-based po...

The retirement endgame: How to guide clients of all generations to their golden years

Clients across generations have different expectations of their financial advisors. Here's how everyone wins....

9 Money Mistakes Couples Make and How to Avoid Them

Managing finances and money matters as a couple can be challenging. In fact, dealing with money effectively is a factor ... Read more...

Why The Solo Years Of Retirement Are The Most Critical And How To Plan For Them

The solo years are critical to retirement finances, yet few retirement plans provide for the important changes of that period....

How to Use AI to Make Money Online (6 Ways in 2024)

We can’t say we’re surprised. AI tools can make tedious, time-consuming, and even challenging tasks quick, simple, and painless. With that in mind, you might be wondering how you can lever...

Know How To Make A Tax-Free Rollover From 529 Plan To A Roth IRA

A recent law allows tax-free rollovers from 529 plans to Roth IRAs, but there are hurdles to be cleared....

How to Make Money Without a Job: 21 Ways in 2024

Most methods for earning money require you to work, at least to some degree. But after a long day at work, you might be looking for ways to earn that don’t require you to pick up yet another gig...

The Dangerous Decade. How to Successfully Navigate the 10 Most Critical Years in Retirement

It’s called the dangerous decade of retirement planning. It’s the five years leading up to retirement… and the first five years of retirement. This is when you’ll be faced wit...

How To Fight Fair In Couples’ Money Conflicts

A good marriage is hard work, and money makes it harder....

4 Simple Strategies on How to Reduce Taxes and Maximize Retirement Income

Tax-savvy withdrawals in retirement are often overlooked or ignored by investors. That’s bad news when the Required Minimum Distribution (RMD) comes along and OUCH! As individuals approach retir...

How To Spend Less Money In Retirement

Learn more about strategic ways on how to spend less money while planning for a fulfilling retirement....

How To Afford a House These Days

– The other day, an MMM reader stopped by and left the following comment on one of my older posts about the principles of FIRE: “While I still find some of MMM’s advice relevant, it ...