Retirement Planning

Corebridge Financial: Bad Products… Good Dividend? Corebridge Financial: Bad Products… Good Dividend?

Marc hates this company’s products... but not its dividend.The post Corebridge Financial: Bad..
Blogging Update 2024 Blogging Update 2024

Hey Everyone! Today, I want to update you on the state of blogging at Retire by 40. First of all,..
Is Sturm, Ruger & Co. Staring Down the Barrel of a Dividend Cut? Is Sturm, Ruger & Co. Staring Down the Barrel of a Dividend Cut?

Should you pull the trigger or stay away?The post Is Sturm, Ruger & Co. Staring Down the Barrel of..
Get Ready For Summer 2024! Get Ready For Summer 2024!

Did you have a good Memorial Day Weekend? I heard on the radio that it was one of the busiest..
The Actual Costs of Long Term Health Care The Actual Costs of Long Term Health Care

If you are misinformed about long term health care costs, you might not get the care you want. Find ..
Podcast:  Financial Well-Being: A Holistic Approach with Brian Portnoy from Shaping Wealth Podcast:  Financial Well-Being: A Holistic Approach with Brian Portnoy from Shaping Wealth

Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being..
Will the Fed Really Lower Rates in 2024? Will the Fed Really Lower Rates in 2024?

You know what they say about assuming...The post Will the Fed Really Lower Rates in 2024? appeared..
Tell Congress to Oppose Fiscal Commission Legislation Tell Congress to Oppose Fiscal Commission Legislation

Social Security and Medicare could be on the chopping block if we don’t act now. Rep. Bill Huizenga ..
Utilities Are Poised for a Rebound in 2024 Utilities Are Poised for a Rebound in 2024

Now is the time to buy!The post Utilities Are Poised for a Rebound in 2024 appeared first on..
The 10 Best Life Expectancy Calculators and Why You Should Use One When Planning Your Retirement The 10 Best Life Expectancy Calculators and Why You Should Use One When Planning Your Retirement

Estimating your longevity with a best life expectancy calculator is a great way to improve your..
Buy Muni Bonds to Protect Your Cash From Uncle Sam Buy Muni Bonds to Protect Your Cash From Uncle Sam

Generate tax-free and (almost) risk-free returns!The post Buy Muni Bonds to Protect Your Cash From..
The 5 Best Financial Planning Tools Online (Find a Great Replacement for Mint) The 5 Best Financial Planning Tools Online (Find a Great Replacement for Mint)

Whether you are interested in budgeting, monitoring your finances, or making better financial..
Your Black Friday Investing Guide Your Black Friday Investing Guide

The best opportunities for investors this holiday season...The post Your Black Friday Investing..
Should You Pay Off Mortgage or Invest? Should You Pay Off Mortgage or Invest?

Get insights for the best way to use your money. What are the pros and cons of paying off mortgage..
Why We Won’t See a Stock Market Crash Anytime Soon Why We Won’t See a Stock Market Crash Anytime Soon

Oh, the things you hear at the Thanksgiving table...The post Why We Won’t See a Stock Market Crash..
Position Paper: Debt Commission Legislation Fast Tracks Cuts to Social Security and Medicare Position Paper: Debt Commission Legislation Fast Tracks Cuts to Social Security and Medicare

Social Security and Medicare have been the foundation of retirement security for generations of..
The Pros and Cons of Using Your Home as an Inheritance for Your Heirs The Pros and Cons of Using Your Home as an Inheritance for Your Heirs

Explore some of the issues around the family home and how it works as an inheritance.The post The..
Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want

The most important part of your financial plan isn't your rate of return. It is planning your..
Retirement Regrets: Top 10 Things Retirees Wish They Would Have Done Differently Retirement Regrets: Top 10 Things Retirees Wish They Would Have Done Differently

Here are 10 ways today's retirees say they would have planned differently, and what you can do to..
Modest Social Security Benefit Increase for 2024: Is it Enough? Modest Social Security Benefit Increase for 2024: Is it Enough?

The Social Security cost of living adjustment (COLA) for 2024 stands at 3.2%, much less than 2023. ..
Medicare Surcharges (IRMAA): How the Wealthier Pay MORE for Coverage Medicare Surcharges (IRMAA): How the Wealthier Pay MORE for Coverage

Are you wealthy? You may be paying extra for Medicare. Find out why and how to reduce your IRMAA -..
New Year In Tahiti & Moorea New Year In Tahiti & Moorea

Ia Orana! (yo-rah-nah) That’s Hello in Polynesian. French is the official language in French..
What Advice Would Your 80-Year-Old Self Offer to You Today? What Advice Would Your 80-Year-Old Self Offer to You Today?

Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to ..
Use Support and Resistance Levels to Avoid Chaos in Your Portfolio Use Support and Resistance Levels to Avoid Chaos in Your Portfolio

Peek behind the curtain...The post Use Support and Resistance Levels to Avoid Chaos in Your..
Is This the Perfect Time to Buy Bonds? Is This the Perfect Time to Buy Bonds?

I haven’t seen a better opportunity in the bond market in my 16 years with The Oxford Club.The post ..
2023 FIRE Wrap-Up! 2023 FIRE Wrap-Up!

Happy New Year everyone! Wow, another year is gone. Did you have a good year in 2023? It was a mix..
The Recession That Isn’t Happening The Recession That Isn’t Happening

While the Fed could overdo it, the fact is the economy is on solid footing and there is little..
Average Home Equity: If You Are Middle or Lower Class, Your Wealth is in Your Home Average Home Equity: If You Are Middle or Lower Class, Your Wealth is in Your Home

Learn about average home equity and how it impacts your wealth, especially if you are in the lower..
9 Surprising (Sometimes Unsavory) Secrets About Long-Term Care, Medicaid, and Your Retirement 9 Surprising (Sometimes Unsavory) Secrets About Long-Term Care, Medicaid, and Your Retirement

Here are 9 things you might not know about Medicaid and long term care, and the chances you'll be..
Lifestyle Inflation at The RB40 Household Lifestyle Inflation at The RB40 Household

The key to financial independence is saving and investing as much as you can. The more you save,..
Should You Buy A House to Build Wealth? Should You Buy A House to Build Wealth?

Last week, I went to the dentist for a teeth cleaning and checkup. The good news is my teeth are..
You Probably Haven’t Hit Peak Happiness Yet: Find Out When It Will Happen! You Probably Haven’t Hit Peak Happiness Yet: Find Out When It Will Happen!

One of the happiest ages in life occurs in what many would consider old age. Find out which two..
How to Pick Biotech Winners How to Pick Biotech Winners

Biotech is a volatile sector. Here’s how to pick the winners...The post How to Pick Biotech Winners ..
Downsizing for Retirement: 15 Tips for a Happily Ever After Downsizing for Retirement: 15 Tips for a Happily Ever After

Downsizing for retirement is a great strategy – especially for those who have not quite saved..
August 2023 FIRE Update August 2023 FIRE Update

Hey everyone! Autumn is almost here. The weather is cooling down, but it’s still really nice in..
Is Synchrony Financial Trading at an Attractive Price? Is Synchrony Financial Trading at an Attractive Price?

This 90-year-old financial company works with some of the biggest names in retail... but is it as..
Viper Energy Stock: The Taxman of the Energy Industry Is Sitting Pretty Viper Energy Stock: The Taxman of the Energy Industry Is Sitting Pretty

This MLP has a double-digit yield and plenty of cash flow to support it.The post Viper Energy..
20 Great Retirement Travel Ideas: Make the Most Popular Retirement Pursuit Your Reality 20 Great Retirement Travel Ideas: Make the Most Popular Retirement Pursuit Your Reality

Here are 20 tips for making travel after retirement plentiful, affordable and completely fulfilling...
What are the Four Main Components of a Will? What are the Four Main Components of a Will?

Creating a will is an important step in making sure that your wishes are respected after you pass..
Estate Planning: What Documents Should You Include in Your Plan? Estate Planning: What Documents Should You Include in Your Plan?

Estate planning is an important process that helps you ensure your wishes are carried out after..