Roth Conversions for a 62-Year-Old Couple: Savings
A 62-year-old couple with $2.3 million in a 401(k) faces a tax-efficient choice: Roth conversions. This report breaks...
What New Crypto Investors Should Know
New crypto investors should know key insights to thrive in the market. Equip yourself with the right information for success.
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Current Price July 2026: Oil Dips as Markets React
Oil traded near a multi-week low on July 10, 2026, with Brent around $76.80 per barrel. Investors and households alik...
Rise 401(K) Hardship Withdrawals: A Closer Look Today
A rise in 401(K) hardship withdrawals is drawing attention, but experts say it reflects liquidity needs rather than a...
Could $300,000 Portfolio Bigger Cash Flows in Retirement?
A $300,000 investment in a quality dividend ETF could generate roughly $9,000–$11,000 a year in ordinary cash flow, p...
Mega Backdoor Roth Strategy Gains Momentum in 2026
A growing cohort of high-earning workers is leveraging the Mega Backdoor Roth Strategy to build Roth balances inside ...
Social Security’s Trillion Funding Gap Expands in 2026
The spring 2026 Trustees Report shows social security’s trillion funding gap has grown to roughly $30 trillion, accel...
Trump Touts Tariffs Budget Amid Deficit Debate 2026
With the national debt approaching $39 trillion, Trump's push to use tariffs as a budget fix is drawing sharp skeptic...
Thinking Differently Sara Holtz Shapes Mortgage Leadership
Sara Holtz, chief marketing officer at Optimal Blue, outlines a leadership playbook that uses AI to sharpen decision-...
Here’s Retire West, Florida: Cold-Free Living at 62
Retiring to Key West on a $1.6 million portfolio at age 62 faces steep housing costs and high insurance. This report ...
Oil Price Holds Steady Into July 2026, Analysts Say
As of July 16, 2026, Brent crude sits around $84.64 per barrel, easing slightly after yesterday’s pullback. The curre...
Dave Ramsey: You Can’t Save While Buried in $86K Debt
A near-40 couple carries $86,000 in debt as they earn $200,000 a year and wonder if they should invest now or pay dow...
Undervalued Stocks Hold Forever: 5 Picks to Buy and Hold
If you want a simple path to long-term wealth, focus on sturdy businesses that are temporarily undervalued. Here are ...
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