Retirees Need Know About the New $6,000 Tax Deduction
A new $6,000 deduction for seniors 65+ could shrink tax bills in the 2026 filing season. Here's who qualifies and how...
When To Choose Target Date Retirement Over Index
Understand when to choose target date retirement over index and why the choice matters for long-term planning. This intro explains the core considerations for a simple, informed decision.
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Average Retiree Household Spends: Where the Money Goes
New data show the average retiree household spends around $65,354 annually, with Social Security covering roughly two...
Social Security’s Dire Timeline: 2026 Update and Outlook
New projections shift the timeline for potential Social Security cuts earlier, prompting retirees and savers to rethi...
73-Year-Old with $2.4 Million Saw Medicare Premium Doubling
A high-net-worth retiree confronts a doubled Medicare Part B premium after a two-year IRMAA lookback on an IRA withdr...
Social Security Overpayment Letters: Fight a $14K Clawback
A wave of social security overpayment letters in 2024 has led to sizable clawbacks for vulnerable retirees. This repo...
Filing Single After Your Spouse Dies: 401(k) Moves
Two years after a spouse's death, survivors face a new tax regime. This report outlines crucial 401(k) moves to reduc...
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...
Retirees Realize Nest Only: $3M Portfolio Real Spending
A $3 million retirement portfolio at 70 yields about $69k in real annual spending after taxes and health costs, chall...
Inherited 10-Year Rule Mistake That Triples Tax Bill
A non-spouse beneficiary can dramatically lower or raise lifetime taxes on an inherited IRA depending on withdrawal t...
61-Year-Old Widow Claimed Survivor Benefits, Then Clawback Hits
A working widow filed for survivor benefits at 61 and saw monthly checks shrink as the Social Security earnings test ...
Steven Spielberg Says Believes: Personal Finance Lessons
A famous filmmaker hints at the unknowable. Explore how that mindset translates into smarter budgeting, risk manageme...
Working Past 65 with an HSA? Medicare Backdating Penalties
More Americans 65+ continue to work and fund HSAs, but Medicare Part A backdating can create excess contributions and...
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