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The best personal finance inflation hedges: -a 30 year fixed rate mortgage -the ability to make more $$$ -a Costco membership -an aversion to lifestyle creep awealthofcommonsense.com/2022/03/the-be…

Just because you have estate planning documents in place doesn’t mean you won’t have a hot mess on your hands. Some people create complicated situations when not needed that end up being really expensive. Tip: I’ve learned simplicity saves the most hassle and money.

You can't avoid uncertainty...you can only pretend it doesn't exist.

Some perspective on managing your retirement income: advisorperspectives.com/articles/2022/…

I enjoyed sharing ideas for this timely article. There are a variety of ways to address inflation in your investing. For me, minor adjustments make sense, and trying to completely outsmart inflation over the short term is harder than it would seem. marketwatch.com/picks/u-s-infl…

There’s no shortage of ways to give to charity, but some retirees may score a special tax break by donating money from their IRA. cnbc.com/2022/07/08/her…

Some retirees are returning to work. What's behind that? There are several good reasons. Lisa Gerstner explains: kiplinger.com/retirement/604…

Forget online fraud. When it comes to stealing from the elderly, often the danger lies in a simple phone call—or a caregiver or family member, says Jim Wasserman. humbledollar.com/2022/08/bad-gu…

This is why an ice cream cone is an indicator of your quality of life in #retirement. Check out this piece and others on MIT AgeLab's blog. agelab.mit.edu/retirement-and… MIT Urban Planning @mitdusp.bsky.social MIT SA+P MIT Supply Chain

Terms and Acronyms meyersmoney.blog/2022/08/18/ter…

How do I know I have the right asset allocation for my risk tolerance? When markets freak, I don't tweak. Turns out I'm more risk averse than I 'should' be at my age, but what matters isn't that I could earn more if I took more risk, but that I'm not moving my money emotionally.

If you want to retire at 55 (give or take), you need to be careful about how you plan. That's because most information and tools are geared for people who retire later. To learn more about the challenges and opportunities, see the article/video here: approachfp.com/retire-at-55-t…

The best financial plan has nothing to do with what the markets are doing, nothing to do with what your real estate agent is telling you, nothing to do with the hot stock your brother-in-law told you about.

Perhaps the most surprising takeaway from our latest withdrawal rate research, launching today: Swinging for the fences with a high equity % won't help and may even hurt. Jeffrey Ptak John Rekenthaler and I updated our retirement income research from 2021. 👍 morningstar.com/articles/11288…

Especially this time of year, spending can be a form of self-soothing or an expression of love. But it doesn't always go well. I enjoyed sharing ideas for this important article. Excellent and timely information from Isabella Simonetti. nytimes.com/2022/12/15/bus…

This is exactly what I talk about all the time. Helping people plan financially for aging and end of life is so important but still full of potholes even when you think you have everything figured out. 1/a few #eol #hpm

ChatGPT provides intelligent-sounding responses, which is great when it's right, but dangerous when it's wrong because non-experts can't spot the error in the middle... "A Financial Planner Takes ChatGPT for a Test Drive" advisorperspectives.com/articles/2023/…

Re the trendy idea that technical financial skills are "table stakes" for financial planning: Yes, they are the bare minimum that a client should expect from a planner. But also, a client should not expect that every planner has them. Because very plainly, that is not the case.

Sobering but important message of what we have to be mindful we may lose at retirement: - Income <duh> - Identity - Purpose - Structure - Community - Relevance - Power Many can be replaced in retirement, but only if you're intentional w/ a plan to do so? humbledollar.com/2023/08/what-w…

Are your fears that Social Security won't exist when you retire accurate? Perhaps not. Here's how it works: crr.bc.edu/correcting-mis… CRR Boston College #retire #financial #SocialSecurity