Real Money Pros
Articles
Dive deeper into retirement planning and other topics.
Free Social Security Advice Can Be the Most Expensive Kind
Most people treat Social Security like routine paperwork. They assume it’s automatic, straightforward, and that the Social Security office will help them make the right choice. A friend files at 62 or 67, so they plan to do the same. An online calculator gives a number, and that feels good enough. But Social Security isn’t…
Why a Smart Tax Move Can Increase Your Medicare Bill
We talk about it all the time… Roth conversions are one of the most powerful tax-planning tools available in retirement. They can reduce future Required Minimum Distributions (RMDs), create tax-free income later, and give retirees more control over their long-term tax picture. But there’s a planning detail many people overlook — one that can lead…
Hidden Fees: What Your Advisor Really Costs
If you’ve ever stared at your investment statement and thought, “Okay… so what am I actually paying?” — You’re asking the right kinds of questions. On our most recent Real Money Pros radio show, we got a call from Brian in California that perfectly captures what millions of investors are wondering right now. He said…
Got Leftover 529 Money? Here’s What You Can Do With It
And like that, 2024 is over… Here’s a breakdown of some key tips and updates to ensure you’re ready to tackle the new year with confidence.
Which Self-Employed Retirement Savings Plan Should I Choose?
If you’re self-employed or own a small business, choosing the right retirement plan is key to securing your financial future.
The Boring (and Time-Tested) Way to Become a Millionaire
Most millionaires didn’t get there by chasing crypto or timing the market—they followed a consistent, boring plan.
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