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...
When To Review Retirement Plan
Regularly reviewing your retirement plan is essential for long-term success. Find out when to make those important assessments.
20,077 articlesInflation Report Resets 2027 Social Security COLA Outlook
A fresh inflation release has reshaped the 2027 Social Security COLA outlook. Analysts say the inflation report reset...
The Surviving Spouse with $1.4M Faces Widow Penalty
A widow with $1.4 million in retirement assets faces a tax cliff once her spouse dies. The IRS treats her as a single...
Cash Long Haul Trash? Why Money Experts Ditch Buckets
A prominent money advisor challenges the traditional retirement bucket approach, proposing a simple one-year cash cus...
73-Year-Old Widow with $2.1M IRA Faces a $96K Tax Bill
A 73-year-old widow with $2.1M confronts a $96,000 tax bill tied to her late husband's IRA beneficiary decision. Here...
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...
Medicare’s IRMAA Brackets Changed for 2026: A New Cliff
Medicare’s IRMAA brackets changed for 2026, reshaping premium surcharges for higher earners. The two-year lookback us...
The Number That Might Make You Rethink Social Security
As market volatility persists into mid-2026, a single calculation could alter when you claim Social Security. Get the...
The $24,500 Trap: Why Most Americans Save Little Today
As markets rally, Americans save less than the maximum 401(k) contribution. The gap creates lifetime shortfalls that ...
America’s Bone Health Quietly Bracing for a $19B Crisis
America’s bone health quietly faces a looming $19 billion cost as aging Americans confront fragile bones and rising f...
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...
They Both Turned Same Month: Medicare IRMAA Savings
Two high-earning retirees hit 65 in the same month, but only one cut her Medicare bill by using SSA-44 to lower MAGI,...
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