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finStream Launches New Weekly Personal Finance Streaming Program, “Level Up With Lee”
New Personal Finance Show Hosted by Lee Baker, CFP(r) Now Streaming Free on finStream.TV
Ask the Hammer: Sidestepping the $10,000 Cap on State and Local Tax Deductions
Jeffrey "The Buckinghammer" Levine, director of advanced planning at Buckingham Wealth Partners, discusses how to sidestep the $10,000 cap on state and local tax deductions in some states.
5 Steps to Participate in the F.I.R.E. Movement
These five steps are a sure-FIRE way to reach financial independence and, get ready for it, retire early.
Ask Bob: Can I Collect Half of My Ex-Husband's Social Security Benefit Before Collecting My Own?
A reader is looking to strategize around collecting Social Security benefits that involves utilizing spousal benefits from her ex-husband. Will it work? Our Social Security expert answers her question.
Financial Resolutions: Three Meaningful Goals & Four Easy Steps to Success
A thorough step-by-step guide on how to make your greatest financial resolution dreams become reality.
2022’s Best States to Retire: WalletHub
The best states to retire to are Florida, Virginia, Colorado, Delaware, and Minnesota according to WalletHub.
QBID + NIIT: Income Management and Opportunities for Small Business S-Corp Owners
Financial adviser Tom Bodin provides four income management strategies to help business owners limit lifetime taxes as much as possible.
Weekly Roundup Jan. 16 - 22
All your favorite retirement news from Retirement Daily, January 16 - 22.
Ask the Hammer: 2022 Life Expectancy Tables
In this Retirement Daily video, Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, discusses how owners of inherited IRAs should use the 2022 life expectancy tables.
“What the Happiest Retirees Know” by Wes Moss
The top secrets of the happiest retirees? Wes Moss (literally) wrote the book on it. And Joe Stenken read it so you don't have to.
Ask Bob: Will a Few Months Without Work Impact My Social Security Benefits?
After 40+ years of work, a reader plans to retire a few months before he starts Social Security and wants to know if that will have a negative impact on his monthly benefits.
Top 10 Financial Resolutions for the New Year
Not sure where to start or just searching for some financial inspiration for the new year? Here are 10 recommended resolutions for 2022.
Ask the Hammer: Rising Inflation, Interest Rates, Stocks at All Time Highs
In this Retirement Daily video, Jeffrey Levine, director of advanced planning at Buckingham Wealth Partners, discusses how rising inflation, interest rates and stocks at all-time highs can affect your portfolio.
Laddering Fixed-Rate Annuities Creates Good Rates and Flexibility
By mixing and matching appropriately, you can produce income, counteract inflation, and provide some liquidity.
Why RIGHT NOW is the Very Best Time to Save for Retirement
It's never the wrong time to save for retirement, but right now may be the best time. Financial planner Katelyn Murray provides five reasons why.
The World’s Best Places to Retire in 2022
InternationalLiving.com‘s 2022 Global Retirement Index — the 31st annual from the magazine—examines 25 safe, good-value destinations beyond the U.S. or Canada, to identify where a retired couple can live a comfortable, carefree life on as little as $2,000 a month worldwide.
Weekly Roundup Jan. 9 - 15
All your favorite retirement news this week from Retirement Daily.
Encouraging Your Parents to Plan
It's not uncommon for parents to have simply fallen into retirement. Now that you're helping them, what should you do?
Ask Bob: Can Social Security Deny Spousal Benefits?
Can Social Security deny spousal benefits? Financial adviser Nick Defenthaler explains how one rule might interfere with receiving benefits.