The $1,148 Surcharge Erase with One Form After Retirement
A single form filed within 60 days of retirement can erase the $1,148 Medicare surcharge for many retirees, changing ...
When Should You Plan For Retirement
Timing matters when it comes to retirement planning. Learn when you should start planning to maximize your savings and ensure a secure future.
25,871 articlesMillion Retirement Savings Spends Fall Short in Retirement
A $1 million retirement target yields about $40,000 a year under the 4% rule, but inflation and healthcare costs wide...
They Haven’t Saved Enough, Survey Shows 2026 Trends
A national study shows a widening gap between expected and actual retirement savings, with most households lacking a ...
Dividend Growth to Build Retirement Paycheck That Grows
As markets stabilize in 2026, retirees are shifting toward dividend-growth income to outpace rising costs. The strate...
Same Portfolio. Same Retirement. 10-Mile Move Costs Retirees
Two retirees with identical portfolios see their purchasing power diverge after moving 10 miles, underscoring how loc...
Ryan Ponsford Cementing Reverse Mortgage Partnerships
A California adviser is deepening collaboration between financial advisers and reverse mortgage lenders to integrate ...
Social Security's Insolvency Date Seen Shifting to 2032
A fresh government outlook puts social security's insolvency date at the end of 2032, prompting talks of payroll tax ...
Health Diagnosis That Tilted Retirement and Markets
A health diagnosis that tilted retirement math retools how seniors claim Social Security and invest. This report expl...
Wealth Manager Says Baby Boomers Are Behind on 401(K)s
A prominent wealth manager warns that baby boomers with heavy equity in 401(K)s may face a tougher retirement path if...
Trump’s Social Security Reckoning: 22% Cut by 2032
A 2026 Trustees Report warns of a roughly 22% cut to Social Security benefits by late 2032 unless policy changes occu...
Social Security Replaces About 40% of Paycheck: Invest
As of early 2026, Social Security provides about 40% of typical workers' pre-retirement income, leaving a sizable gap...
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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