Marijuana Industry Just Massive Milestone Shifts Investing
A major moment for cannabis investing has arrived. A U.S. cannabis company began trading on a flagship exchange, sign...
Wash Sale Rules Retirement Accounts
Overview of wash-sale rules affecting retirement accounts, with tips to plan trades to avoid disallowed losses and preserve tax benefits.
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Social Security’s 2027 COLA Outlook Hits Retirees Hard
The 2027 cost-of-living adjustment is projected to be about 2.8%, continuing a pattern of modest bumps that often lag...
Attention Retirees: This 51-Year Dividend Aristocrat
ADP extends its 51-year dividend growth streak, backed by a multi-billion-dollar cash wave. This report explains why ...
Form Erase Your IRMAA: 60-Day Window After Life Event
A qualifying life event may lower Medicare IRMAA costs. The SSA-44 form offers a 60-day window to update income estim...
MYGA That Pays 6.30%: 5-Year Edge Over Bank CDs in 2026
A Knighthead Life 5-year MYGA guarantees 6.30% for five years, delivering higher guaranteed returns than typical CDs ...
The Number That Might Make You Rethink Social Security
As market volatility persists into mid-2026, a single calculation could alter when you claim Social Security. Get the...
Rethinking a $250,000 Annuity: The $1,600 Trade-Off
A $250,000 SPIA promises $1,600 a month for life, but it comes with lock-in, fees, and a trade-off between predictabl...
2025 TIAA-GFLEC Study Finds Stagnant Financial Literacy
The 2025 GFLEC index shows no improvement in Americans’ financial literacy since 2017, with gaps by gender and race w...
Approaching 60? JEPI Could Be Your Steady Paycheck
With markets choppy and traditional bonds offering limited growth, the JEPI ETF is drawing attention as a way to gene...
Pushed Reshaped Field: Early Exit, Later Social Security
A veteran professional loses footing as AI reshapes his field. Two years later, he weighs claiming Social Security at...
NRMLA’s Steve Irwin on What Lenders Face in 2026
NRMLA president Steve Irwin outlines a tougher operating climate for reverse mortgage lenders in 2026, even as tech a...
Some People Retire Alaska: Can Your Portfolio Weather It?
Anchorage draws retirees with rugged scenery, yet living costs and healthcare pose stiff tests for portfolios. A prac...
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