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A growing mismatch in mortgage underwriting is leaving many retirees with fewer loan options. New data show denial ra...
Which Bonds Are Tax Efficient Retirement
Certain bonds and fund structures minimize tax impact, making them attractive for retirees seeking reliable after-tax income.
22,683 articlesThere’s Legal Path to Tap an IRA Before 59½, No Penalty
Investors can access retirement funds before 59½ without the 10% penalty if they follow the Substantially Equal Perio...
S&P 500 Doing Something Unseen More — History's Next Phase
The S&P 500 is doing something unseen more in modern markets, hinting at far-reaching implications for portfolios. Hi...
The One International ETF Retirement Portfolios Need Now
Global market shifts in 2026 make international exposure a potential anchor for retirement income and diversification...
Illinois’ Crypto Tax Sparks Retail Pain, Critics Say
Illinois embeds a first-of-its-kind 0.2% tax on digital asset activity in its $55.9 billion budget, set to take effec...
Can You Collect Social Security While Working in 2026? Here’s How
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Sandwich Generation Running Time Tightens, Allianz Finds
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Financial Decisions People Regret After 50: A Fresh Look
As market swings redefine retirement planning, Americans over 50 recount the financial decisions they regret. This re...
Vymi: This International Might Beat U.S. Stocks Right Now
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Meet Brilliant Vanguard with NVIDIA, Apple, Microsoft
A single Vanguard mega-cap ETF has a heavy tilt toward four tech giants. This deep dive explains what that concentrat...
Clark Howard Sounds Retiree: A Tax-Trapped Gift Dilemma
A hypothetical retiree with $4.6 million must choose how to gift $125,000 without triggering a heavy tax bill. Clark ...
Vanguard Magnificent: These Investments Could Be Better
The Vanguard S&P 500 ETF holds the line on cost and reliability, but no single fund is perfect. This guide shows how ...
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