Trump Promised Social Security, Then Shifts Alarm Markets
Markets react as new policy steps linked to Social Security raise questions about the accuracy of past pledges. Inves...
Volatile Periods Retirees Should Expect Sp 500
This article outlines typical volatile periods for SP 500 and how retirees can position portfolios to endure drawdowns while meeting needs.
26,359 articles
58-Year-Old Divorcée with $1.4 Million Stuck by Court Order
A 58-year-old divorcée with $1.4 million from a QDRO cannot roll the funds into an IRA until a long-ago court order i...
Warsh Signals New Path for Bond Ladders in Turbulent Markets
Five-year losses on laddered bonds have stretched retirees' portfolios. If Kevin Warsh takes the helm, his policy cho...
A $1.1 Million Portfolio That Pays $5,800 Monthly
A 70-year-old aims to generate $69,600 a year from a $1.1 million portfolio, testing whether higher-yield income stra...
Dramatic Shift Federal Reserve Sparks Duke Energy Rally
Duke Energy now delivers a 3.4% yield as the Fed pivots, making the utility an appealing income stock for retirees. L...
Your Dividend Portfolio Says $150K, the IRS Says Otherwise
A $150,000 dividend income stream can look generous, but the IRS taxes it differently depending on how the income is ...
Why the Advantage Plan Covered Everything Can Backfire
A zero-premium Medicare Advantage plan can suddenly require steep out-of-network costs when a preferred surgeon isn’t...
The Safest Retirement Isn’t What Most Advisors Say Today
Ultra-safe funds show shrinking income while principal remains flat, challenging the notion of a truly safe retiremen...
Social Security Running Short: Boomers Face Possible Cuts
A solvency crunch threatens Social Security. As the baby-boomer cohort retires, the program could face cuts unless Co...
Dividend Growth to Build Retirement Paycheck That Grows
As markets stabilize in 2026, retirees are shifting toward dividend-growth income to outpace rising costs. The strate...
Social Security Disability Converts to Retirement at 67
When social security disability converts to retirement at full retirement age, beneficiaries keep their current month...
Here’s Average Social Security: Best Claim Age in 2026
New SSA figures show how delaying Social Security changes monthly checks, with clear differences at ages 62, 67, and ...
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