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What do retirees on Medicare do about dental and vision coverage? Are there programs you can sign up for? I just learned that these are not covered by Medicare, which seems crazy. (61 year old plannin...
After decades writing about retirement — first at Fidelity Investments and now as an independent writer and coach — an expert turns 65 and reflects on what he's learned.
I recently attended a financial advisor conference focused on artificial intelligence. Drawing on what I learned, this post summarizes my thoughts on how AI may reshape financial planning for retireme...
Holding too much company stock can be disastrous — as Silicon Valley Bank and Kodak employees learned the hard way. The key is to diversify as soon as you can.
One thing I’ve learned from 30 years of investing and DIY money management is that there is always another way — and often the other way is more “optimized” than the current way. I put optimized in qu...
As I continued to study the markets early in my career, I learned something stunning... The post I Use These Strategies to Put Extra Cash in My Pocket appeared first on Wealthy Retirement....
Two stories today and then two thoughts… Story 1: Discovering FI (Telling The World!) I learned that I could retire early in October of 2012. I was having an awful time at work and put this int...
As a buyer and seller of real estate since 2003, I’ve learned that getting a home inspection before each purchase is one of the most important steps in protecting yourself. You want a profession...
Imagine if you had the opportunity to sit down with the people who have retired successfully before you and learn from their hard-fought lessons. What were their biggest mistakes? And…...
Tuesday, October 07 - Monday, October 13, 2025 Most Commented score comments title & link 19 34 comments 58 years old and no retirement account. 33 32 comments What have you learned in your 70s an...
CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity. The post Podcast 101: Caring for Parents, Planning fo...
Ever wish your 80-year-old self could give you a nudge today? After years working with clients in their 70s and 80s, three lessons rise to the top: treat wealth as money, time, and health, know your f...
Two decades ago, I learned an important lesson: if you can’t beat them, join them. And if you can’t find a job with the monopolies, then you might as well invest in them! Take what happene...
The history of recent market downturns, lessons to be learned, and how to apply those lessons to your future plans. The post A Look Back at Market Downturns: What History Can Teach Your Retirement Pla...
For years, I believed my money problems stemmed from a lack of financial knowledge. But then I learned how money scripts can impact us. The post Money Scripts: Why Do We Make Poor Money Choices? appea...
I have been retired now for four years and I thought I would share my experience which may, or may not, relate to you. This is mostly my story and lessons that I learned. It's a lengthy essay so I wil...
A wealth adviser shares a childhood saving technique that taught him lessons of stewardship, generosity and responsibility and helped him answer the question we all need to answer to define our lives ...
Becoming a first-time parent is exciting, and overwhelming. There’s no perfect manual, but there are a few things that make the early months easier. This gallery shares 15 lessons I’ve lea...
Here the first 3 credit hours are FREE! Also you get privileges for public transportation, a health clinic, and student discount in many places! I am getting private music lessons at zero cost —...
I can’t believe it but it’s already been three years since I left my full-time job! To commemorate this special anniversary and to recap the things I’ve learned during this last year...
The benefits of staying active and remaining engaged can be learned from an array of successful artists like Springsteen, Glenn Close and Michelle Yeoh....
What lessons can we learn from the divorced prominent plastic surgeon, who had to get rid of all their riches in an estate sale? The post Don’t Build Your House Upon the Sand appeared first on T...
The dispute over Jimmy Buffett's estate highlights crucial lessons for the rest of us on trust creation, including the importance of co-trustee selection, proactive communication and options for confl...
We’re staying with our parents for five weeks in Honolulu, and I wanted to share a little revelation I’ve learned about making a home guest-ready. If you dream of owning a home where frien...
Avoid investing mistakes with insights from Barry Ritholtz’s How Not to Invest. Get 3 key lessons to do better with your money. The post 3 Great Ideas from Barry Ritholtz’s Fantastic Book,...
I've built a business, weathered financial storms and learned that adulting includes understanding my finances. Here's how I wish I had been more financially responsible earlier....
We are turning the tables, and Dr. Jim Dahle is being interviewed by our friend of WCI, Dr. Tyler Scott. Tyler asks Jim about his views on money growing up, lessons he has learned along the way, and h...
Here's another edition of the WCI Travel Club, where readers can write about their worldly adventures and what they learned from them. The post WCI Travel Club: Memorable Trips to Chile, Lake Powell, ...
The Case For Early Hearing Tests. The author took advantage of an online hearing test, learned how important it is to test early, and tried out a hearing aid....
Warren Buffett’s Berkshire Hathaway succession announcement offers couples key lessons on planning for loss, household roles, and longevity in retirement....
In honor of “May the Fourth,” we’re sharing valuable retirement lessons from the Star Wars universe. Just as Yoda warned ... Read more...
I retired in December at age 62. Today I learned that my former employer is offering an incentive of $117,000 to anyone over age 59 1/2 to retire early. It was kind of a bummer to hear that, but on re...
Emotional intelligence is a key ingredient in a relationship's long-term success, and it can be learned or strengthened at any age. A psychologist explains how....
Now that another tax season is in the rearview mirror for most of us, what lessons can you take from what you learned about your finances to plan for the future?...
Tuesday, March 11 - Monday, March 17, 2025 Most Commented score comments title & link 137 240 comments What lessons did you learn from helping your own parents manage their stuff? Top Comments sco...
If you're over 60, it's time to stop certain habits that may be holding you back from fully enjoying your retirement. In this video, I’ll share key lessons learned from working with retirees, in...
Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security. The post Checkmate Your Money: How Winning Strategies from Your Favorite Ga...
What lessons can a mudslide teach us about retirement planning? In this episode, Ryan Thacker and Tyson Thacker share a powerful metaphor of water wreaking havoc, drawing from a personal…...
Here are 28 retirement investing tips from today's greatest financial minds. Just one of these lessons might make your dream retirement a reality. The post 28 Retirement Investing Tips from Today&rsqu...
Ever wonder how much more money you’d have if you could rewind your top financial mistakes? Where there’s smoke, there’s often fire – crucial lessons in managing risk. In this&...
If there’s one lesson I’ve learned the hard way in real estate, it’s that a full-on, gut-remodel can be a nightmare. After years of painful, unpredictable remodeling projects, I can ...
What does a soccer game have in common with retirement planning? On today’s episode, we are going to break down the retirement playbook and what lessons we can learn from retirement’s All-...
For over half my life, I’ve been involved in the real estate industry as both an investor and a landlord. When it comes to home improvement, I’ve learned a great deal about what works and ...
Jordan Grumet is a hospice doctor turned financial independence author and podcaster. I reviewed his book Taking Stock about a year and a half ago. In it, he applied lessons he learned working with th...
I only recently learned of the Qualified Charitable Distribution (QCD) and am not an expert in the field. This is my understanding. If you already use this tool or have other thoughts, I'd appreciate ...
Older workers share key financial lessons like saving for retirement earlier, maximizing…...
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...
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...
Melanie said, 'I'd like to get a horse,' and Dana helped make that dream a reality. Here are five lessons we can learn from their adviser-client relationship....
The topic I learned the most about when studying for Certified Financial Planner (CFP) certification was tax planning. As I began working with clients, I realized this is the area I had the most to co...