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...
Ways To Save For Retirement Early
Saving for retirement early can set you up for financial success. Explore effective strategies to boost your savings and enjoy a secure future.
17,653 articles
Probably Think You’re Really Open to Change? New Insight
A June 2026 study highlights a paradox: many people believe they’re open to new ideas, but true financial resilience ...
66-Year-Old Couple with $2.2M Faces Spending Audit
A couple aged 66 with $2.2M discovers hidden spending during a retirement audit, challenging their withdrawal strateg...
This Dividend Portfolio Pays More Than Social Security
A growing number of retirees are turning to dividend-focused strategies to replace portions of earned income. This di...
Gen-Z Wants Financial Security, Not Office Happy Hours
Gen-Z prioritizes financial security and easy retirement access over office social events. A new Edward Jones/Morning...
Only ETFs You’d Need to Retire Comfortably in 2026
A seasoned financial planner argues that a two-ETF approach can cover most retirement needs, pairing a dividend-based...
Miss This 8-Month Window: Medicare Penalties Loom Large
As markets wobble, retirees face a hidden cost: missing the eight-month Special Enrollment Period for Medicare Part B...
A Less Obvious Reason Might Tax Your Social Security
A hidden tax trap could sneak up on retirees: required minimum distributions from IRAs and 401(k)s can push Social Se...
I’m Mortgage-Free Homes Worth: Should You Tap a HELOC?
A 67-year-old homeowner with two mortgage-free homes worth millions weighs a HELOC to cover unexpected bills as rates...
April Jobs Report Resets Social Security COLA Outlook
A cooler April jobs report challenges early COLA forecasts for Social Security. Investors weigh retirement income ris...
Kiplinger Letter Spots Trap in New 401(K) Options Today
The kiplinger letter spots trap emerges as a focal point in retirement planning as 401(K) plans weigh adding private ...
Medicare Premium Jumps Hundreds in 2026 After Asset Sale Shock
A large 2024 capital gain can trigger IRMAA surcharges, causing Medicare premiums to surge in 2026. Retirees face hun...
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