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...
What To Know About Retirement Planning In Your 30s
Planning for retirement in your 30s requires understanding key insights. Equip yourself with knowledge to secure a prosperous future.
18,732 articles
Starting in 2027 Government Will Match IRA Contributions
The Saver’s Match will begin in 2027, offering eligible workers a 50% government match up to $1,000 annually. Kipling...
Should Invest Gold 500? It Depends on Your Strategy
Gold and the S&P 500 offer different paths to growth and risk management. This guide explains when should invest gold...
Two More Years, Bigger Lifetime Income with $480,000 Pension
A 63-year-old faces a pivotal retirement choice: retire now or stay employed. With $480,000 saved and no pension, two...
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...
Tax Planning Strategies for Small Business: IRS Signals 2026
Three IRS datapoints can reveal where your tax planning strategies for small business should focus this season. Learn...
Saved Million Retirement: Can He Finally Buy the Corvette?
A 67-year-old retiree with a $1 million nest egg weighs whether a six-figure Corvette fits into a decades-long retire...
Smart Financial Lessons From the Children Actor Paul Avery
A sudden fire in New Jersey claimed Paul Avery and his wife, a reminder that solid financial planning safeguards love...
A Financial Advisor Says You’re Underestimating Retirement Needs
As markets shift and longevity rises, a financial advisor says you’re likely undervaluing the need for flexible incom...
Longevity Gap Reframes the Edge in Social Security
A growing longevity gap is changing the lifetime value of Social Security, shifting advantage away from some low-wage...
Roth Conversions Sound Great, but 3 Mistakes to Avoid
Roth conversions sound great, but a handful of mistakes can erase the savings. This guide lays out the three pitfalls...
Gen X Saving Lag: Here’s How to Catch Up Efficiently
Gen X savers still trail target retirement balances, but new guidance shows practical steps—like catch-up contributio...
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