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The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love!
November 15, 2023
How many of these 28 financial planning mistakes are you making? Almost everyone fails at #4 and #23. Explore the problems and how to fix them.
Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes.
It’s 2024 Medicare Open Enrollment time. Here are 13 tips for getting great coverage and lowering medical costs.
Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.
Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decisions about conversions and tax deferred savings.
Are you wealthy? You may be paying extra for Medicare. Find out why and how to reduce your IRMAA – Income Related Monthly Adjustment Amount.
The Social Security cost of living adjustment (COLA) for 2024 stands at 3.2%, much less than 2023. Is it enough?
Here are 10 ways today’s retirees say they would have planned differently, and what you can do to avoid these retirement regrets.
Explore 5 categories of expenses and get get tips for auditing your spending to better achieve your near- and long-term goals.
You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.
Explore 9 important considerations when it comes to establishing, tracking, and managing a holistic investment strategy.
Here are a 8 of the most important retirement and estate planning lessons from Bud Hebeler. They stand the test of time.
What is a super ager and why do their brains stay so young? Learn more and get tips for maintaining your memory, thinking skills and vitality.
You need a plan for dealing with long term care costs. Luckily there are some great alternatives to long term care insurance.
Here are 9 things you might not know about Medicaid and long term care, and the chances you’ll be on the program in retirement.
Mary Beth Franklin is a nationally recognized expert in Social Security. Get her 6 insider tips for getting the most from Social Security.
Learn about average home equity and how it impacts your wealth, especially if you are in the lower or middle classes.
Want to live healthfully to 100? Learn the powerful and well researched Okinawan secrets to a long life: ikigai, moai, hara hachi bu and more.
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?
Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.
Early retirement does not need to be a dream. Make it your reality with these tips, tricks and hacks. Learn more now.
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
What will can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to your secure future.
Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.