Suze Orman Rejects Age-Based Investing as Default in 401(K)
A clash over 401(K) defaults intensifies as Suze Orman questions age-based glide paths and new needs-based approaches...
Weighting Strategies Dividend Etfs Retirees
Weighting strategies for dividend ETFs retirees tailor allocations to income needs and risk tolerance. This overview covers common approaches and checks.
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Retired Considering Remarrying? Five Essential Questions
Older couples weighing a new life together face complex financial and legal decisions. This report outlines five esse...
Gen X 401(k) Trap: He’s Retiring Without Pension Risk
A 61-year-old Gen X saver faces a looming tax bill as his untouched 401K could trigger sizable RMDs at age 75, potent...
Gen Z Finds Gain as Dire Electrician Shortage ‘Life-Or-Death’
AI data centers are expanding rapidly, yet a constrained pool of electricians threatens timelines. Gen Z is increasin...
The Rule That Could Cost a Widow Large Social Security
A widow who remarries before 60 can lose the survivor benefit, while remarriage at or after 60 preserves it for life....
Your Social Security at Risk: No One May Pay in Full
With the trust fund projected to deplete in the coming years, benefit payments could fall short unless Congress acts....
Why You Can’t Ignore Giants Like SPACEX: Your 401(k) Wins
As SpaceX and other tech contenders loom large in markets, index funds gain ground and 401K savers feel the impact. H...
Zero State Income $800,000: Retire to Tennessee at 62
As markets wobble, a Tennessee plan shows how an $800,000 portfolio can fund early retirement with smart housing, tax...
Prices Spike Above Barrel as Strait Tension Escalates
Oil prices surge on renewed tensions around the Strait of Hormuz, with U.S. crude and Brent rising as traders weigh p...
Americans Have Will Gap Persists Despite Inheritance Intent
A new study finds 61% of American adults still do not have a will, with Gen X leading the gap even as many say they p...
This Social Security Filing Mistake Can Crush Retirement
In 2026, a common early filing decision can cost retirees for decades. This social security filing at age 62 lowers m...
NAF’s Shannon Robinson Elevates Home Equity in Retirement
New American Funding is expanding its reverse mortgage team to turn home equity into a core retirement tool, led by S...
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