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Latest Articles
7 High-Yield Savings Options for Retirees
There are a lot of good reasons to hold cash, especially for those in retirement. An emergency fund is a must. And retirees need to keep a certain amount of cash for spending since paychecks have stopped or been…
Tax-Efficient Retirement Withdrawal Strategies to Combat the RMD Tax Tsunami
TL;DR Retirees have up to three types of accounts to draw from in retirement: traditional retirement accounts, Roth retirement accounts, and taxable accounts. Each account type is taxed differently. By choosing which accounts to draw from each year, retirees…
10 Best Mint Alternatives for 2024 (Free & Paid)
Mint was one of the first free online budgeting apps when it launched in 2007. I used it when it was first released. Intuit purchased Mint in 2009, and they recently announced they are shutting Mint.com down. Current users…
7 Ways to Build an Income Producing Portfolio in Retirement (And Why It's A Bad Idea)
Many in retirement seek investments with high income. Whether interest, dividends, or both, retirees value the ability to spend income from a portfolio without the need to sell shares of the investment that generates the income. This sentiment was…
14 Best Quicken Alternatives for 2024 (#1 is Free)
Quicken was once the go-to budgeting tool. I used it when it was first released in the 1980s. Today, it's been eclipsed by apps that enable you to manage every aspect of your finances, often for free. I've tested…
Series I Savings Bond Rates Now Stand at 5.27% (Updated November 2023)
Series I Savings Bonds rates increased this month. The unadjusted CPI-U rose from 301.836 in March 2023 to 307.789 in September 2023. As a result, the Inflation Rate on I Bonds increased to 3.97% in November 2023. At the…