Claimed Social Security Against Advice, Now Proving Right
At 62, he claimed social security against his advisor's warnings. Now, at 78, his roughly $900,000 portfolio suggests...
Why Use Passive Investing For Retirement
Passive investing can simplify retirement saving by lowering costs and smoothing returns. Learn why this approach often suits long-term goals vs active strategies.
23,287 articles
I’m Retiring with Maybe: Front-Load Spending in Active Years
A growing number of retirees are reconsidering traditional withdrawal rules, choosing to front-load discretionary spe...
Saved Years: How Retirees Plan Spending Now in 2026
Nearly half of retirees lack a formal spending plan, risking decades of savings. A practical framework turns saved ye...
At 67: Earn $50,000 Year From Self-Employment Safely
A 67-year-old retiree can add roughly $50,000 a year from self-employment without reducing Social Security benefits, ...
Two Futures for a Million Portfolio with Very Different Outcomes
Two retirees begin with $1 million each and choose opposite paths: one seeks high current income, the other compounds...
How Much Invested to Replace $50K with REIT Income
A $50,000 retirement target split 50/50 between REIT dividends and stock dividends changes the math. Today, investors...
A Larger Social Security Check Could Arrive in 2027
Inflation trends point to a possible larger social security check in 2027, yet higher health care costs and taxes may...
The $620,000 Portfolio That Pays More Than Social Security
A $620,000 portfolio that pays may offer retirees a path to replace or supplement Social Security through dividend in...
Roth Tax Math That Makes These Dividends Stand Out
As market volatility persists in 2026, a tax-advantaged Roth approach could dramatically lift after-tax income from a...
61-Year-Old Widow Claimed Survivor Benefits, Then Clawback Hits
A working widow filed for survivor benefits at 61 and saw monthly checks shrink as the Social Security earnings test ...
Have Million? Should Retire: Sarasota or Naples Now
A couple with a $1 million portfolio weighs Naples vs Sarasota on Florida’s Gulf Coast, where housing costs, insuranc...
Retirees Chasing AMLP’s 7.9% Yield Must Watch Coverage
Retirees chasing amlp’s 7.9% yield face a tug-of-war between high income and the risk of payout gaps. This deep dive ...
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