Right now, there is no regulation of the term “financial advisor.” Essentially anybody (insurance agents, brokers, etc.) can refer to themselves as a ...

First a brief announcement: The 2025 edition of Social Security Made Simple is now available. Relative to the previous (2022) edition, there are of course ...

If you’ve read much about retirement planning, you’ve encountered the concept of sequence of returns risk, which is the idea that the order of returns your ...

A reader writes in, asking:“This might be a question other people have too, but it’s certainly on my mind: you’ve spoken a lot about social security bridges ...

A reader writes in, asking: “Could you please clarify Morningstar’s new findings from Jason Kephart that delaying social security until age 70 while using ...

A reader writes in, asking: “I recently learned about the ‘core allocation’ ETFs from iShares. I haven’t seen these discussed before on Bogleheads or ...

For years I’ve been of the opinion that it’s a good idea not to check your investment accounts very often, as it leads many people to participate in one ...

This week I encountered a new paper that discusses the risk of getting dementia after age 55. The figures are alarming, especially given that, in addition ...

Broadly speaking, cognitive decline (whether dementia or mild cognitive impairment) presents three financial risks: The increased risk that you’ll fall ...

On January 5, President Biden signed into law the Social Security Fairness Act of 2023. (That’s not a typo. The bill was originally introduced in the House ...