Showing 50 results of 1423
Supporting your adult kids shouldn’t mean risking your retirement. Our Wealth Wise columnist explains how to help them when times are tough.
Relocating to a tax-free state like Florida or Texas seems like a good idea, but unexpected expenses add up fast. Here is how to ensure your retirement move doesn't break the bank.
Worried about rising rates? Here’s how to avoid a bigger bill after you stop working.
Scaling your business for an exit doesn’t mean shedding your soul. Here is how to leverage AI to elevate your people and maximize your final payout.
The world of paying for medical school is now totally different. Here's how to think about closing the gap between federal and private loans. The post Closing the Gap with Private Student Loans for Fi...
Retirement isn't just about leaving your career; it's about learning how to navigate one of life's biggest transitions with confidence and resilience. As part of our "Freedom After 50" series, best-se...
When your savings are meant for the next generation, your investment timeline isn't yours anymore. Our Wealth Wise columnist explains how to adjust.
Did you know that Medicare Premiums are income based? The more you make the more you pay. How to avoid IRMAA jacking up your Medicare premiums in retirement.
Don't raid your nest egg for unexpected bills. From brokerage accounts to underutilized lifestyle vehicles, here is how to unlock cash without jeopardizing your future.
Here's how to think about life and finances in the first year of your baby's life. You don't have to do everything, but here's a list anyway. The post The 18 Things You MUST Do in Your New Child’s Fir...
In the back half of my career, the questions of when and how to transition into the “post-primary career” phase grow more prominent daily. The post How I’m Thinking About Retirement appeared first on ...
You've accrued wealth to finally retire, but your "best" retirement involves learning how to enjoy the life your wealth was meant to support. As part of our "Freedom After 50" series, hospice doctor J...
In our retirement advice column, Wealth Wise, our reader turns 65 a year before their spouse. Here is how to seamlessly bridge the age gap using veteran benefits.
Many people find it tough to shift from saving to tapping wealth once they stop work. Here's how to enjoy your money more — without fear of running out.
You spent decades mastering your career, hobbies and savings. Now comes the hard part: learning how to be a novice all over again.
Americans answered just 47% of questions correctly in 2026. Learn where knowledge falls short, and how to make confident financial decisions. The post Financial Literacy in America Has Hit a 10-Year L...
Roger Whitney explores the relationship between cost and value in retirement planning, focusing on how to better understand the fees associated with financial advice, investments, and insurance produc...
When tuition stops, it frees up $30,000 to $80,000 a year. Most households don't have a plan for that money. Here’s how to put it to work. The post What to Do With Money After Kids Graduate appeared f...
Don't spend money you don't have. Learn why the Great Wealth Transfer might leave you with less than you think and how to plan around it.
You'll likely be earning the most in the last few years of your career. That's when to start planning how to generate income over 20 to 30 years of retirement.
It's never too early to discuss how to pay for long-term care — and as May is Older Americans Month, let's do it now, so you can rest easy in your golden years.
Don't let a medical emergency ruin your retirement. We explain why Medicare might not pay for cruise ship virus treatments and how to fill the coverage gap.
Living in two cities as a snowbird has its financial challenges, but when you do it the right way, it's fun and affordable. Here's How to Protect Your Wealth As a Seasonal Snowbird
Even a perfect Social Security plan can fail if you hit a login wall, an ID check snag or a direct-deposit problem. Here's how to make sure that doesn't happen.
Discover the key differences between saving and investing and how your choice impacts your ability to retire. Learn how to balance these to retire comfortably.
What if the goal of your bucket list isn't to slowly check it off, but to finish it, rebuild it, and use it to fuel a more meaningful retirement? Topics covered in this episode: How to build a purpose...
This is going to be a bit long. We are planning on getting LTC insurance, my wifes dad used his benefit and we have no kids. I am just not sure how to think about it. I conceptualize 3 different reaso...
The hidden costs, conflicts of interest and generalized advice that leave investors dissatisfied, and how to find a financial professional you truly trust.
Answering listener questions about comparing REITs and syndications, how to spot red flags in private deals before you commit your money, and how to avoid PMI when buying a home. The post Real Estate ...
Americans are increasingly dealing with a dilemma: How to balance a long life with having enough money to live it happily.
Chris Orestis, founder & president of Retirement Genius, explains how to make more informed Social Security decisions. Social Security is one of the most important decisions in retirement. And yet, ma...
If you’re going to try, here are some ideas on how to do it safely.
Here’s how to find a lower cost Medicare prescription drug plan.
Here's how to manage portfolio risk in uncertain times, without losing your cool. Because "a well-built plan ... should not follow the news cycle."
Social Security benefit cuts are a real risk but not certain. Here’s what projections show, and how to plan your retirement accordingly. The post Social Security Benefit Cuts? What the Latest Projecti...
Medicare costs can spike if your income triggers the income-related monthly adjustment amount. Here's what to expect in 2026 and how to avoid it in the future.
Employers are already getting questions from employees about Trump Accounts. Here’s how they work, what they mean, and how to prepare before the details finalized.
Roger Whitney breaks down how to create a diversified portfolio by explaining the core principles of diversification and asset allocation, then answers listener questions on topics like using allocati...
We asked estate planners how to protect his one-year-old dog when his heirs aren't up to the task.
Hello, I'm a reporter, often writing about aging. I wrote a story for Bloomberg Businessweek with advice from people who have retired about how to do it right. I wanted to share, because I had a very ...
Retirement can be hard for business owners who've tied up their net worth — and sense of purpose — in one company. Find out how to make your exit successful.
You'll most likely need long-term care as you age. Not planning for it puts your assets and your family's peace of mind at risk. Here's how to tackle the beast.
The contribution order for retirement accounts can affect how much your money compounds tax-free. Here’s how to prioritize for tax efficiency. The post The Retirement Account Contribution Order: Get M...
Money is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how to be an emotionally intelligent investor. The post Emotional Intelligence and Money: Are You...
Capital gains tax can cost more than you expect when investment profits stack on top of ordinary income. Here’s how to plan around it. The post Capital Gains Tax Brackets: How Income Pushes Your Rate ...
Joe Anderson, CFP® and Big Al Clopine, CPA spitball on how to build your own retirement AND support your kids financially, today on Your Money, Your Wealth® podcast number 575. "Lloyd and Diane" in Mo...
Rollover IRAs can end up stuck in cash, while abandoned 401(k)s can be parked in a cash-like Safe Harbor IRA. Here's how to put your money back to work.
Jeremy Keil explains how putting your cash in the wrong spot could prevent you from earning thousands in interest during your retirement. Many retirees spend a lot of time thinking about how to get be...
Careful estate planning is vital if property you own could be contaminated. Here's how to avoid handing your beneficiaries a huge legal and financial burden.
Generosity leads to happiness. Learn different ways to practice generosity and how to teach it to those who matter most to you.