Showing 50 results of 1423
Retirees are conditioned to think that market risk is the main threat to their future, but here's the real danger — and how to bring it under control.
When parents are absent, caregivers may not be able to make emergency decisions for a child without a Delegation of Parental Authority. Here's how to set it up.
The Prince of Darkness not only knew how to rock out, but he also imparted a great deal of wisdom on living in the moment and finding serenity that can guide retirees during their greatest set.
Older founders are three times more likely to succeed than 30-year-olds. Here's how to leverage your expertise while navigating the "Medicare gap" and self-employment taxes.
Pre-retirees in the critical "retirement red zone" often take on significantly more risk than they want or are comfortable with. Here's how to fix that.
I collect and refurbish hi-fi stereo equipment. Here's how to find a deal on a vintage system and pair it with your favorite streaming service.
AI gives you a good baseline. The less you know about a subject, the more AI will help. Use AI for how to apply knowledge to your specific situation. Learn the Nuts and Bolts I put everything I use to...
Review the long term trajectory of the S&P 500, see how long historic recoveries have taken, and learn how to protect your financial security. The post The One Chart to Review Every Time the Markets G...
We asked wealth planners how to protect a nest egg when one spouse is a spendthrift.
More than half of recent retirees say they regret how they saved, and only 2 in 5 feel on track with their original retirement plan. See what the data reveals and how to stress-test your 401(k) strate...
Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.
It’s natural to want to share your retirement nest egg with family. Learn how to give generously without putting your own financial security or tax bracket at risk.
The administrative requirements following a death move quickly. This is how to ensure your loved ones won't be plunged into chaos during a time of distress.
Many people are lonely and isolated. Community and relationships are essential for well-being. But it is a challenge when we get older to find our tribe. Here are some ideas of how to do this.
With decades of growth ahead, your 40s aren't just for saving. We asked financial advisers how to enjoy your income now without compromising your nest egg.
Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
With the new "senior bonus" hitting bank accounts this tax season, your retirement refund may be higher than usual. Here's how to reinvest those funds for a financially efficient 2026.
Even in retirement, some income sources can unexpectedly raise your federal and state tax bills. Here's how to avoid costly surprises.
Lessons from ERISA Expert Witness Eric Dyson on how to reduce fiduciary risk and be better prepared if the Department of Labor comes calling.
Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to avoid them. A retiree recently called for help. It was their first year taking Required Minimum Distrib...
None of us wants to think we'll need long-term care when we get older, but the odds are roughly even that we will. Which is all the more reason to understand the realities of LTC and how to pay for it...
Joe and Big Al spitball two sides of the retirement equation, today on Your Money, Your Wealth® podcast number 570. Daniel in Texas is 40 and worrying about how to support Mom and Dad if their money r...
Learn the pros and cons of different Roth conversion timing strategies and how to choose the right approach for your retirement plan. The post Timing Roth Conversions: Should You Convert at the Start ...
Gary Zimmerman of Max® explains how to utilize your cash asset in retirement. Cash is one of the most overlooked assets in retirement. Here’s how retirees can earn thousands more in interest while kee...
Don't let the day-to-day get in the way of long-term financial planning. Here's how to get organized — including a reminder to dream big about your future.
We know the economy is unpredictable and markets will do what they do, no matter who predicts what. Here's how to focus on what you can control.
Are you living below your means in retirement because you fear not having enough to leave to your kids? Here's how to get over that.
Here's how to stop wasting your energy on things that don't enhance your new chapter and focus on the things that do.
Saving for retirement is just one step. Now, you have to figure out how to spend and maintain funds. Here are four frequently asked questions at this stage.
Ever wonder why financial resolutions fail? It’s not willpower. Learn the real reasons and how to achieve your goals and dreams. The post 8 Reasons Why Financial Resolutions Fail (and What Actually He...
Did you know you could triple your 401(k) contributions with a mega backdoor Roth tax planning strategy? We share how to maximize your tax free retirement income.
I’ve been aggressively buying the dip since March 2020, when I wrote How To Predict A Stock Market Bottom Like Nostradamus. My daughter was born four months earlier, and something inside me clicked, p...
A non-technical AI guide for Gen X. Learn how to future-proof your career, build income streams, and use tools without losing your humanity. Start here.
Choosing the right Social Security strategies can be a $100,000 (or more) question. Find out how to make the most of this benefit with 15 easy tips. The post Social Security Strategies: 15 Tips for Ma...
Stop trading time for money. Here is how to use AI and Beehiiv to build a digital asset without dancing on TikTok.
Dale Hall of the Society of Actuaries explains how to project your longevity and why informed life expectancy matters for retirement planning.
Learn how Social Security benefits may apply to spouses, ex-spouses, and surviving partners. Find out if you’re eligible for extra payments and how to claim what you’re owed.
Spend safely in retirement? It sounds promising. Discover how to implement this retirement income strategy developed at Stanford. Read more… The post Want Reliable Retirement Income? Use the Sp...
"What we really want lies underneath what we settle for." Learn how to move from vague financial goals to purpose-driven planning....
Explore some of the issues around the family home and how it works as an inheritance. The post The Pros and Cons of Inheriting a House: Understanding How to Make Good Plans for Your Heirs appeared fir...
Answering listener questions about what to know before buying into a practice, how to think about what “net worth” really means, and the important basics on special needs trusts. The post ...
It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future....
A major reason not to set your retirement plan on autopilot: sequence of returns risk. Here's how to help ensure a bad market won't sink your golden years....
I expect to retire in the next 12-24 months, and I’m looking for advice on how to handle multiple income streams. Like a lot of people, for almost 40 years, nearly all our household income has c...
What can the Disney movie, Finding Nemo, teach us about how to effectively make our way through the world of finance? The post Just Keep Swimming appeared first on The White Coat Investor - Investing ...
Government 457(b) plans are about to get more complex as new Roth catch-up requirements come into force. Here's how to prepare for the changes....
Answering listener questions, where we break down the pros and cons of reinvesting dividends automatically vs. manually, explore how to balance the risk of relying on a pension and 457(b), and talk ab...
Wondering how to survive open enrollment this year? Arm yourself with these tools to cut through the process and get the best workplace benefits for you....
Retirement readiness requires more than just money. You have a lot of decisions to make about what kind of life you want to live and how to make it happen....
Should your tax preparer also be giving you advice about how to live your tax life? In other words, do you actually need a tax strategist? The post Do You Need a ‘Tax Strategist?’ appeared...