The Case for Holding SMH in a Roth IRA: Tax Wins Today
With semiconductors powering AI and autos, investors are rethinking SMH inside Roth IRAs. This article examines the c...
What To Consider When Planning For Retirement At 50
Planning for retirement at 50 involves several key considerations. Being informed can help ensure a successful transition.
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Couple Wants Sell Rental: Spreading Gains with 1031
Two-year lookback rules can increase Medicare bills after a rental sale. This piece explains how a 1031 exchange or i...
You Don’t Need Million Dollars to Retire Comfortably
The retirement myth of needing a million dollars is fading. Income-focused strategies and Social Security can cover a...
Century U.S. Stock Returns: Expect the Unexpected
What would a century of U.S. stock returns teach a modern investor? This article breaks down long-run data, explains ...
Social Security Took $1.45 Trillion Revenue, Yet Short
The latest Social Security Trustees report shows social security took $1.45 in revenue in 2025, but outlays exceeded ...
Americans Quietly Retiring in Greece on $2,800 a Month
A wave of U.S. retirees is moving to Greece, living on roughly $2,800 a month as they navigate visas, healthcare, and...
Design Path Financial Independence with AI—What I Learned
I turned to AI to map a route to financial independence, and the results humbled me. This story shares actionable ste...
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...
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...
Millions of Business Owners About to Retire Should Sell
A growing wave of aging business owners is approaching retirement, potentially reshaping communities. Experts say sel...
Backdoor Roth Adds $7,500 to Roth Wealth for $300K Couple
A $300,000-earner couple can still build Roth wealth through a backdoor Roth IRA by contributing $7,500 per spouse an...
High-Earning Millennials Zers Feel Strain, Hidden Budget Pressures
A new national survey finds that millennials and Gen Z workers earning top salaries are increasingly feeling financia...
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