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Find real answers about long term care insurance costs, what to look out for and who benefits. Plus, alternative ways to cover these costs.
October 11, 2021
Learn about donor-advised funds and the significant tax advantages they offer. Explore the downsides to this charitable giving strategy as well.
As summer ends and the economy continues to reopen, there has been a lot of significant economic news. Here are 10 recent headlines and what each of them means for your money. Some of these headlines report on events that have happened. Others are anticipating future events. Each may have a significant impact on your…
Steve and Mike discuss Social Security planning, Roth conversions, and retirement account distributions.
Many ideas about retirement are out of date. Explore these 15 NEW retirement rules for a more secure future.
Many of us are oblivious to the fees, but almost everyone with a 401(k) pays them. Get 7 ideas for reducing costs to greatly increase wealth.
Here are a 16 possible retirement surprises. For some, it will inspire an early retirement. Others will want to proceed more cautiously.
Reverse mortgages provide older homeowners with an additional source of cash flow to supplement, and even enhance, their retirement savings. Depending on a borrower’s age, there are several ways that older retirees can maximize their reverse mortgage potential. A reverse mortgage allows homeowners age 62 and older to convert a portion of their home equity…
The ability to open a Solo 401k is a big perk for the self employed. Learn about 12 big advantages, including the huge contribution limits.
Boomers were never average. However, here are 11 exceptional tips for the transition to retirement that apply to us all. Read now…
Steve Chen is joined by guest Renee Schaaf — the President of Retirement Income Solutions at the Principal Financial Group
If you interested in getting money out of your home and your home is worth more than the average, you should know about the jumbo reverse mortgage.
Kids, retirement, and aging parents – midlife brings a lot of competing priorities. Here are 8 things you can do to overcome feelings of financial stress.
Six reasons tiny homes are increasingly popular for retirement and how to see if it is a good option for you.
Explore 7 most often cited motivations for leaping into retirement. Three of them might really surprise you.
Did you know you can use a reverse mortgage for purchase of a new home. Is this the right way to buy into your dream retirement location?
Doing a Roth conversion — also known as a “backdoor Roth IRA” — is perhaps even more appealing in 2018 than ever before. Why? Low 2018 tax rates. What is a Roth Conversion? Backdoor IRA? A Roth Conversion is when you convert money that you have in a traditional IRA to a Roth IRA. This…
Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.
Your home is an important part of your retirement lifestyle and finances. With housing prices at record highs, is it time to sell?
Think Olympic glory is behind you? You might be surprised by the ages of the oldest Olympians. There are at least a handful of Olympians in their 50s and 60s competing in Tokyo this year. While historically the oldest Olympic athletes have competed in equestrian, sailing and shooting competitions, the average ages are younger this…
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Find out how to apply for Social Security. Applying for Social Security is very straightforward. The real trick is deciding when. Get the inside scoop!
Can a reverse mortgage line of credit give you a more carefree retirement? Get the inside scoop on this somewhat complicated financial strategy.
Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.