That Yield JEPI Actually Drops for High Earners After Taxes
High-income investors face a tax cliff with JEPI: the 8% distribution yield is largely ordinary income, trimming real...
What To Discuss With A Retirement Planner
Meeting with a retirement planner is crucial for your financial future. Learn key topics to discuss to ensure you're on the right track.
6,847 articles
Debt in Unmarried Couples: You Vulnerable Unaware Now
A caller on a popular financial show describes paying off her boyfriend's $15,000 debt while living in his family hom...
I Have Zero Envy: Why a 75-Year-Old Chooses Work Today
A 75-year-old who still works and lives frugally illustrates how a simple philosophy can guide steady investing amid ...
Florida, Pennsylvania, California? Who Keeps More Cash?
Three retirees each own a $1 million dividend portfolio, but their take-home cash varies widely by state due to taxes...
I’m Retiring with Maybe: Front-Load Spending in Active Years
A growing number of retirees are reconsidering traditional withdrawal rules, choosing to front-load discretionary spe...
Unpleasant Surprises Awaiting Retirees with the 2027 COLA
A bigger 2027 COLA might sound like good news, but two hidden costs could catch retirees off guard. This guide breaks...
Inflation Still Stings Retirees: A Practical Guide
Retirees face rising costs that squeeze fixed incomes. This guide offers simple, actionable steps—from inflation-focu...
73-Year-Old with $1.8M Faces Tax Bracket Jump in 2026
A high-net-worth retiree confronts a sizable required minimum distribution that could push income into the upper tax ...
Missing American Marriage Market Reshapes U.S. Households
A new study links widening education and earnings gaps between men and women to shifts in dating, engagement, and mar...
Hidden Cost: $350,000 Annuity Guarantees $2,200 a Month
A popular SPIA offers $2,200 monthly from a $350,000 lump sum, yet the contract hides key costs: fixed payments, loss...
The $620,000 Portfolio That Pays More Than Social Security
A $620,000 portfolio that pays may offer retirees a path to replace or supplement Social Security through dividend in...
Saved Years: How Retirees Plan Spending Now in 2026
Nearly half of retirees lack a formal spending plan, risking decades of savings. A practical framework turns saved ye...
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