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Answering listener questions where we talk about methods to save up for an early retirement, how to calculate the 4% rule, and how to think about capital preservation. The post The 4% Rule and Saving ...
Wednesday is National HSA Awareness Day. Health Savings Accounts (HSAs) provide savers with a triple tax benefit and even more if you adopt these strategies....
Harnessing Sir Isaac Newton's rule of retirement can boost your 401(k) savings while you chill....
For a number of reasons, my Partner and I do not qualify for a Health Savings Account (HSA). So, I decided to tun one of our Roth IRA Account’s into an HSA. Inside the Roth IRA/ HAS I only inves...
Using a Health Savings Account can be tax efficient way to pay for Medicare. Your CFP can help you get set up to use tax-free income to pay your Medicare premiums....
Article Link: https://www.bitchesgetriches.com/fdic-insured/ Today we’re going to talk about a government agency you’ve probably never thought about much before: the ... Read more...
Retired 4 years as of October 1, and loving it! It took about a year and a half before I felt comfy in my spending. This evening, I opened a bottle of champagne, just because….it’s Tuesda...
Don't let a shaky economy and volatile market derail your retirement. These moves will help ensure your money lasts as long as you do....
Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and whether you should....
I just wanted to ask how many of you that are 60yrs or more have, or know that you will have, $500,000 (liquid) that you have access to easily that you can use to pay bills with -- not equity in a hou...
We asked financial planning experts for advice....
FROM THE ARTICLE. By David John, AARP Public Policy Institute. Published September 26, 2025. About half of private sector workers, many of whom work for smaller employers, lack access to payroll deduc...
Earlier this month, citing the economic slowdown and tariffs, Sherwin-Williams announced that it was suspending 401(k) matches to employees. Here’s what you need to know....
Have you been a good saver? Is a big part of your retirement savings in an IRA or 401K? Saving money in one of these tax-deferred retirement accounts seems like…...
If all the following is true, what is the real amount one needs saved to retire, expressed as “x times final working years annual earnings”. 1) you have worked until full retirement age or...
Here's why that approach to saving for retirement doesn't always work out....
FROM THE ARTICLE. A health savings account can be a source of tax-free cash to cover medical expenses in your later years. By Cameron Huddleston, AARP. Published September 10, 2025. often-overlooked w...
If you want to supercharge your nest egg in the run-up to retirement, follow these strategies....
Are you recently retired? Or hoping to retire soon? Learn four hidden threats that could have devastating consequences for your retirement savings… on a special edition of Retirement Solutions ...
Being a physician means that working long hours, keeping complex details in your head, and making big decisions on the ... Read more...
What’s the biggest threat to your retirement savings today? It may not be what you think! Find out on a special episode ofRetirement Solutions Radio, “The Biggest Threat to Your…...
Since residents earn in the upper five-figure range, it’s easy for many to assume that tax optimization is a future-them ... Read more...
Whether you are planning to retire in 2 years or 20, you should be looking for ways to maximize 401(k) savings. Many Americans do not have nearly enough to retire, according to recent reports. Accordi...
Many middle-class retirees see their savings run out sooner than planned, and it’s rarely an accident. The biggest risks to retirement security often come from preventable financial decisions. T...
This one measure can help older investors retire up to two years earlier and potentially double their retirement savings....
We ask a financial planner how to handle sudden unemployment when you're older....
For years, I gave to charity by donating cash. But I've changed my approach to maximize my tax savings while still giving the same amount. The post Optimizing Charitable Giving for Maximum Tax Savings...
Too many people are unfamiliar with HSA law, and they don't realize just how many things you can do with an HSA. Let's discuss 13 of them. The post 13 Things You Can Do with a Health Savings Account (...
Pam and Jim in Phoenix are 38 and 41 and want to retire at 59 and 62. Matt and his wife in Pennsylvania are both 39 and want to retire at 57. Are these millennials on the right financial path, or have...
Many people delay saving for retirement, and regret it later. The earlier you start, the more control you’ll have over when and how you retire. In this gallery, we break down 14 reasons why star...
These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings....
With inflation creeping up again, here’s how to safeguard your retirement planning....
Becoming a millionaire takes more than hustle, it takes a job that leaves money left over after the bills are paid. Some careers make that possible faster than others, and the math tells the whole sto...
We’re halfway through 2025, which means now may be the ideal time to check in on retirement savings in Q3. Are you on track to meet your savings goals? Recent news reports suggest that Americans...
The One Big Beautiful Bill Act's increase of the state and local tax (SALT) deduction cap creates an opportunity to use multiple non-grantor trusts to maximize deductions and enhance estate planning....
Are you feeling uneasy right now? If market turmoil is causing you stress, it’s time to determine if your retirement plan istrulybuilt for the unexpected. In this episode, we discuss: How a proc...
We lived in our 4/2 house for 32 years, mortgage is paid, kids are moved out, no pets, a pool that seldom used, we have several rooms the seldom entered except to dust and vacuum. Far too much house f...
Sixty-seven percent of Gen Zers were "significantly more" confident than older generations,…...
They are contributing to their 401(k)s much earlier than millennials did, reports show, and young women in particular are being aggressive about saving....
Participants' average retirement account balances increased by 19% since 2022, Vanguard's…...
Buy a second home now, or wait until retirement? It depends....
Exploring “The One, Big, Beautiful Bill” and its proposed changes to HSAs....
Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek. The post Compound Interest and Saving as Much as You Can as Ea...
Retirement should be your reward—not a financial minefield. But too many retirees make preventable money mistakes that slowly drain their savings and force tough lifestyle choices. This gallery ...
Nobel prize winner Robert Merton outlines the 3 steps you need to take to create a retirement income plan for a secure future. The post Nobel Prize Winner Robert Merton on Why Retirement Income is Mor...
Think you may have more retirement savings than your peers? Here's your answer....
A lot of people get arrested and convicted in the United States. Those interactions with the criminal justice system cast long financial shadows....
Thinking about reducing your 401(K) contributions in the current market? Here are six reasons why you may want to reconsider....
The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have. The post Your Retirement Emergency Fund: Why Emergency Savings Are the...
Should I continue contributing to my 401(k) or treat myself now?...