Don’t Find Your Purpose–Create It!
Author and podcaster Dr. Jordan Grumet explores how to create your purpose instead of waiting for it to find you....
keilfp.com
Jan 01 2025
Showing 50 results of 1423
Are Investment Fees Putting Your Retirement at Risk?
Sneaky investment fees may delay your retirement by four years if you're not careful. Here's how to spot and rein in those fees....
kiplinger.com
Dec 28 2024
The Cost of Avoiding Conversations: How Estate Planning Can Save Your Family Heartache
Author and executor advisor David Edey shares how to prepare your estate and your executor to leave a legacy behind instead of a mess....
keilfp.com
Dec 19 2024
You've Got a Trust: Now Who Should Be the Successor Trustee?
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that....
kiplinger.com
Dec 18 2024
5 Ways to Finance a Home Purchase Overseas
Here’s how to come up with the cash to buy a property in another country....
money.usnews.com
Dec 18 2024
The Kiddie Tax
Here's what you need to know about the kiddie tax, how to figure out how much it'll cost, and whether it's required for you to pay. The post The Kiddie Tax appeared first on The White Coat Investor - ...
whitecoatinvestor.com
Dec 14 2024
Have an Inherited IRA? Here is Your Guide to Strategizing Required Withdrawals from Your Account
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals. The post Have an Inherited IRA? Here is Your Guide to Strategizing Required W...
boldin.com
Dec 13 2024
Jim Carrey Ran Out of Money in Retirement. Will You?
Cash-strapped retirees are returning to the workforce. How to prevent becoming one of them....
kiplinger.com
Dec 13 2024
How Do You Know When It's Time to Change Financial Advisers?
Sometimes a breakup is for the best. Here's how to handle 'the talk' and make the switch to a new professional who's a better fit for you....
kiplinger.com
Dec 12 2024
Volatility Is Back on the Menu
Volatility is back, but for long-term investors, it’s business as usual. Focus on your goals, stick to your plan, and avoid panic decisions. Read more on how to manage market swings....
faangfire.com
Dec 12 2024
Curtail retirement contributions in your 60s to enjoy a better quality of life?
I'm reading Christine Benz's excellent book "How to Retire". In chapter 14, where she interviews Jamie Hopkins, he suggests that from 62 on, if you are still working, to curtail the retirement contrib...
reddit.com
Dec 11 2024
Top 5 Most Avoidable Retirement Mistakes
James breaks down five common retirement mistakes and how to avoid them for a secure and fulfilling future: Spending Wrong: Overspending risks running out of money; underspending misses out on life. B...
buzzsprout.com
Dec 11 2024
Using a Growth Mindset for an Epic Retirement
Learn how to build a fulfilling retirement by utilizing a growth mindset - with Wendy Leggett...
keilfp.com
Dec 11 2024
Five Simple Strategies to Ensure a Happy Retirement
Employer retirement plans are great, but individual responsibility plays a huge role in retirement success. Here's how to empower yourself....
kiplinger.com
Dec 08 2024
Podcast 85: Living with Intention, Insights from Christine Benz on Retirement Success
Listen to Steve Chen and Christine Benz discuss her new book, "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Packed with actionable insights. The post Podcast 85: Living w...
boldin.com
Dec 07 2024
Finding the Soul of Wealth
Learn how to tap into the soul of wealth to build a life that breeds happiness and purpose in this episode of “Retirement Revealed” featuring Dr. Daniel Crosby....
keilfp.com
Dec 04 2024
The Wealth-Building Powers of Health Savings Accounts (HSAs)
Health savings accounts could be the most underutilized wealth-building tool out there. Here’s who should use them and how to maximize their benefits....
kiplinger.com
Dec 03 2024
Living small, new, and content in retirement
Alright, retirees. In the last two weeks: What thing have you gotten rid of that you’ve had for a long time but decided you have no need for? What new thing have you learned how to do, or have s...
reddit.com
Dec 02 2024
Warn Aging Parents Now About Online Phishing Scams
Holiday season is scammers’ season too. Warn your aging parents about online phishing scams and how to spot the red flags of a scam. Awareness can stop these thefts....
forbes.com
Dec 02 2024
What Not to Do When Planning Your Retirement
Committing any of these four common mistakes can set you back in your golden years. Here's how to increase your chances of a successful retirement....
kiplinger.com
Nov 24 2024
Can an Investment Policy Statement Make You 5 Times Wealthier?
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now... The post Can an Investment Policy Statement Make You 5 Times Wealthier...
boldin.com
Nov 15 2024
Update on navigating first year of retirement
Hi everyone. Just an update to a previous post where I was wondering how to occupy myself in my retirement in a rural and isolate place, sans car, whilst my husband continues to work. Well, I won a 9-...
reddit.com
Nov 09 2024
Heart Health and Your Retirement Well Being
Did you know that the risk of heart disease is especially high right after retirement? Discover why and how to protect your health. The post Heart Health and Your Retirement Well Being appeared first ...
boldin.com
Nov 08 2024
Americans Short of Plans for Retirement Income
Allianz Life found that 45% of participants worry about how to best take distributions...
401kspecialistmag.com
Nov 03 2024
Widows Rising Together: Turning Grief into Goals with Lynn Banis
Learn how to turn your grief into goals in order to make the most of your next chapter in life....
keilfp.com
Oct 30 2024
Master Medicare with These 6 Simple Steps
Learn how to master Medicare and get the coverage you need at the best rate available....
keilfp.com
Oct 24 2024
Think Smart, Retire Smarter: 3 Mental Models For Retirement Planning
Using the three mental models outlined, discover how to enhance your retirement planning and become a better decision maker....
forbes.com
Oct 23 2024
This Election, Your Financial Plans Should Focus on Taxes
Don't let election drama tempt you into changing the makeup of your portfolio. The sensible move right now is to work out how to lower your future tax burden....
kiplinger.com
Oct 23 2024
50 Free Apps That Pay Real Money Instantly
Discover 50 free apps that pay real money instantly! Learn how to earn extra cash through surveys, games, data-sharing, and more with these legit apps in 2024....
thinksaveretire.com
Oct 23 2024
The Complete Guide to Maximizing Your Social Security Benefit
For many, Social Security makes up a large portion of their retirement income, so it’s important to know how to maximize your Social Security benefit. James explains how Social Security works, d...
buzzsprout.com
Oct 16 2024
The Ultimate Guide to Medicare Enrollment in 2024
Melinda Caughill shares the secrets of Medicare enrollment in 2024, what to avoid and how to pick the right coverage. As Medicare Open Enrollment begins, the importance of understanding Medicare and m...
keilfp.com
Oct 16 2024
New Job? Time to Start a 401(k) Plan
Whether you're starting a new job or have never opened a 401(k) account, it's time! Here's how to open an account in five steps....
kiplinger.com
Oct 10 2024
DealDash Review (2024): What Is Deal Dash?
DealDash Review and strategies for winning auctions, and whether DealDash.com is legit in our 2024 review. Learn how to make the most of Deal Dash....
thinksaveretire.com
Oct 09 2024
5 Ways to Supercharge Your Social Security Benefit
Learn how to supercharge your Social Security benefit and potentially grow your lifetime income by over $100,000....
keilfp.com
Oct 09 2024
I’m Retiring in My Mid-40s; Here’s How I’ll Start Drawing Down My Accounts
My wife and I will retire in our 40s, and we need to decide how to draw down our investments. So, we created a Retirement Drawdown Statement. The post I’m Retiring in My Mid-40s; Here’s Ho...
whitecoatinvestor.com
Oct 07 2024
How Much is My Pension Worth?
Learn how to value your pension with different methods, understand its worth, and make informed financial decisions for retirement....
physicianonfire.com
Oct 05 2024
Prepare for Life After Retirement: 6 Ways to Find Meaning and Purpose for this Stage of Life
We want a happy, stress-free life after retirement. However, many of us also want a meaningful life. Find out how to plan for a meaningful retirement. The post Prepare for Life After Retirement: 6 Way...
boldin.com
Oct 04 2024
The Doctors Guide to Paid Medical (Physician) Surveys
With physician surveys, you can increase your income without negotiating a raise or taking on more work. Here's how to get started. The post The Doctors Guide to Paid Medical (Physician) Surveys appea...
whitecoatinvestor.com
Oct 03 2024
Tax-Loss Harvesting Strategies to Maximize Your Benefit and Avoid Costly Mistakes
 Tax loss harvesting is a strategy that investors use to reduce their tax bill. However, there are many misconceptions about tax loss harvesting, including when it's valuable and how to do it ef...
buzzsprout.com
Oct 01 2024
Financial Fraud Targeting Aging Parents Is Organized Crime
Multi-national organized networks of criminals know how to get to vulnerable people. Learn how to stop them....
forbes.com
Sep 30 2024
The Cheapest Car Insurance in Maine for 2024: A Comprehensive Guide
Discover the most affordable car insurance options in Maine for 2024. Compare rates from top providers like Auto-Owners, State Farm, and Geico, and learn how to lower your premiums through discounts, ...
thinksaveretire.com
Sep 30 2024
5 Places To Move If You Don’t Like The Election Results
Wondering how to move out of the United States? You’re not the only one. A new report names the five best countries if you want to move abroad....
forbes.com
Sep 26 2024
14 Myths About Becoming a Millionaire (Including that It Isn’t Too Late Even After Retirement)
For many, becoming a millionaire is a desirable (and useful) milestone. Here are 14 myths about millionaires and some tips for how to become one at any age. The post 14 Myths About Becoming a Milliona...
boldin.com
Sep 26 2024
Canada Pension Plan Fall Short of Indexed Benchmark
Canadian experience highlights the challenge of beating low-fee passive investments. I’m a great fan of the Canada Pension Plan (CPP) and often cite it as a wonderful example of how to add equit...
crr.bc.edu
Sep 25 2024
Age Discrimination In Healthcare-Untreated Depression
Many elders experience depression. All too often it is untreated. Doctors may be dismissive of aging parents' complaints. Understand how to advocate for aging parents....
forbes.com
Sep 19 2024
Early Retirement Now with Big ERN
An interview with Big ERN, the man behind Early Retirement Now, where he discusses the pros and cons of FIRE and how to figure out withdrawal rates. The post Early Retirement Now with Big ERN appeared...
whitecoatinvestor.com
Sep 19 2024
Learned Helplessness: Is it Impacting Your Wealth? See How to Do (and Feel) Better
Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it. The post Learned Helplessness: Is it Impacting Your Wealth? Se...
boldin.com
Sep 13 2024
Don’t Starve Your Retirement!
Learn how to build a retirement plan so you can feel comfortable and confident using your resources, not scared to spend them....
forbes.com
Sep 13 2024
Help Your Kids Build Wealth
Answering reader questions about how to help your kids build wealth by funding Roth IRAs, HSAs, and 529s; using brokerage accounts to get an attractive yield on cash; and making sure you get your full...
whitecoatinvestor.com
Sep 12 2024
Get the New "Medicare & You" Handbook for 2025
Here's how to get a free version of the "Medicare & You" handbook and learn about upcoming Medicare changes....
kiplinger.com
Sep 11 2024