Florida Homebuyers Sue Compass Over $475 Closing Fee
A Florida couple filed suit against Compass over a $475 closing fee, arguing the charge was undisclosed and improper,...
Wash Sale Crypto Capital Gains 2026
Learn how wash sale rules affect crypto capital gains in 2026, including proposed limits, reporting requirements, and strategies to optimize taxes.
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73-Year-Old with $1.8M Faces Tax Bracket Jump in 2026
A high-net-worth retiree confronts a sizable required minimum distribution that could push income into the upper tax ...
Zuckerberg Grilled About Meta's Teen Targeting Strategy
A Capitol Hill hearing put Meta under sharp scrutiny over its teen and tween targeting. Lawmakers demanded tighter sa...
Social Media Companies Fighting Age-Verification Privacy
As regulators tighten age-verification rules and privacy protections, social media companies fighting to curb underag...
Wondering What Expect Next? Social Security COLA 2027
Curious about the 2027 Social Security COLA? This guide breakers down how the cola is set, what history suggests, and...
In-Plan ROTH Conversion High Earners Shift Strategy
A growing number of high-income workers are using in-plan roth conversion high strategies within 401(K) plans to dodg...
Medicare IRMAA Shock Hits a 67-Year-Old Principal with $1.4M
A public-school principal with a large retirement nest egg discovers her MAGI pushes her Medicare premiums into a hig...
The Number Guaranteed Reason Financial Pros Cite Delay to 67
As markets stay choppy in 2026, retirees confront the pivotal Social Security decision. The number guaranteed reason ...
OneTrust’s Gabe Bodner Sells to Affluent Borrowers Now
OneTrust’s Gabe Bodner is shifting reverse mortgage sales toward wealthy retirees, framing the product as a wealth-ma...
Social Security Funding Widens as 2032 Shortfall Grows
The 2026 Trustees Report shows the 75-year funding gap widening and the retirement trust fund projected to run dry by...
Scams Getting More Sophisticated: Job Scams Hit Americans
Job seekers are facing increasingly convincing thieves using AI to mimic recruiters and fake interview portals. Exper...
Miss Your 8-Month Window? Medicare Penalties Persist
When work ends, the clock starts on an 8-month window to enroll in Medicare Part B without penalties. Missing it can ...
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