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Legacy planning integrates your values and stories with legal and tax strategies to ensure your influence benefits loved ones and good causes after you're gone.
Roger Whitney wraps up the four-part series on navigating health care before Medicare by introducing a practical decision-making framework using the OODA Loop—observe, orient, decide, act—to help you ...
Test your knowledge of Social Security delayed retirement credits with our quick quiz.
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...
In the run-up to retirement, your asset allocation needs to match your risk tolerance without eliminating potential for growth. Here's how to find the right mix.
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...
WHEN: March 23, 2026 12:00 PM-1:00 PM ET. WHERE: Zoom. Register By March 23, 202612:59 PM ET. Retirement planning doesn’t have to be daunting. Collect some tips for determining if you are on track to ...
FROM THE ARTICLE. Upcoming Bismarck and Fargo Events Will Address Varying Retirement Needs and Concerns. By AARP. Published February 20, 2026. In a recent national AARP survey, women 50 and older cite...
Here are some appropriate times to use debt to your advantage in your financial life. The trick is to know when the risks are too great. The post How to Leverage Debt — The Best Ways to Use Debt to Yo...
All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's time to protect your income.
I have an HSA that , when I was, working, I could control the amount of cash (as opposed to investments) during direct deposit in it by choosing certain amount of max cash. Now that I am retired and n...
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 ...
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive? The post How to Live a Long Life: 15 Habits of Happy an...
Need advice on how to get into medical school from somebody who once sat on a medical school admissions selection committee? Keep reading. The post How to Get into Medical School appeared first on The...
Happiness expert Monique Rhodes explains why retirement often feels disorienting at first — and how creating a personal retirement roadmap can turn this transition into one of the most fulfilling stag...
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...
Today, I'm excited to welcome Dr. Sharon Bergquist to the podcast. Sharon is a board-certified physician, research scientist, founder of Emory Lifestyle Medicine & Wellness, and an internationally rec...
Whether you’re months away from your 65th birthday or you're planning to work past retirement age, this guide will walk you through the exact steps to secure your coverage, avoid costly mistakes and e...
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.
Strategic saving and investing of HSA funds during your working years can unlock the full potential of these accounts to cover healthcare costs and more in retirement.
The silence after a big sale can be disorienting. It's essential to redefine your identity and focus on your purpose before rushing into the next big thing.
Taxpayers can strategically use these temporary tax opportunities in particular to lock in long-term tax savings. Here's how.
Hello! My name is Charley Locke, and I report on aging for publications including The New York Times Magazine, Bloomberg Businessweek, and The Atlantic. (You can see my work here: https://charleylocke...
We have some fun news to share at the end of this article, so keep reading to the end find out! Over the holiday break, I was helping a family member do some end-of-year tax planning (I know, we’re TH...
A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex. James walks through what an eight-figure ret...
![How to Improve Your Finances in 2026 [12-Step Financial
Checklist]](/postImages/postImage17780.jpeg)
To improve your finances in 2026, assess your full financial picture, set achievable goals, automate savings, rebuild your emergency fund, increase your 401(k) contributions, and rebalance your 401(k)...
According to the Goldman Sachs Retirement Survey & Insights Report 2025, many Americans are struggling to save as basic expenses rise faster than wages. Here’s what the data means for your 401(k) and ...
You saved diligently for decades — so why does giving yourself permission to spend still feel so hard? In this episode, we discuss: Why many retirees underspend despite having a secure financial plan ...
What can our top five Retire With Purpose Podcast episodes of 2025 teach you about avoiding regrets, spending confidently, and living with purpose as you head into 2026? In this episode, we discuss: T...
If retirement is supposed to bring freedom, why do so many people still feel unsettled, and what's behind that tension? In this episode, we discuss: Why fear persists even with a strong financial plan...
I’m 61 and my spouse is 68 and part of me would really like to retire. We have $1 million and a paid off house and zero debt of any kind. We’ll have about $8,000 per month in pensions and social secur...
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.
Not understanding how the upcoming changes in 2026 might affect you could put your financial security in retirement at risk. This is what you need to know.
In 2026, the maximum contribution limits for 401(k) plans have increased, giving you an excellent shot at maximizing your retirement savings.
Here's how to stop wasting your energy on things that don't enhance your new chapter and focus on the things that do.
Make 2026 the year you stop coasting and start supercharging your retirement savings.
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.
Even when your financial plan says you're ready for a big move, it's normal to hesitate — but haven't you earned the right to trust your plan (and yourself)?
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...
Well, good heavens, I'm turning 70 this year. And it dawned on me on New Year's Day that there's a decent chance I won't see 2036, and a substantial chance I won't see 2046. This should feel sobering,...
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.
Hi all, Not retired yet and I’ve got 6 years to go. However, I’m in a weird spot. I don’t have time to do activities during the day and my work is not predictable as to when it ends each day. Thus, I ...
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...
YMYW friends, welcome to 2026. What actually mattered most to you in 2025? It turns out to be tax-free gains on investments, retirement timing, and claiming Social Security. Today on Your Money, Your ...
Jeremy Keil explains the 5 steps you can take if you are planning to retire in 2026 or 2027. If you’ve been planning to retire in 2026 or 2027, it might feel like you still have plenty of time. But in...
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.
In this Christmas Eve episode, Roger Whitney explores the basics of charitable giving as part of an intentional retirement plan, with a timely focus on year-end decisions. He explains how charitable d...