VPFF: Virtus’s Latest Income Seeks High-Yield Edge
Virtus InfraCap’s new VPFF ETF started trading in July 2026, offering 0.80% expenses and an actively managed approach...
Which Etf Minimizes Taxes Retirement Income
We evaluate ETFs that minimize taxes on retirement income, aiming to boost net returns while controlling tax impact on withdrawals.
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Retiring Costa Rican Beaches with $950K: Feasible Now
As U.S. inflation cools and Costa Rica rebounds, a couple can retire on $950K along the Pacific coast, but must plan ...
Baby Boomers: Long-Term Care Without Underwriting Expands the Market
New long-term care products now let many baby boomers access coverage without underwriting, signaling a shift in reti...
Americans Need $1.6 Million to Retire as Gap Widens
A Schwab study puts the retirement target at $1.6 million, but the typical saver in their 50s and early 60s has far l...
U.S. Stock Market ‘About’ Priced Too High, Investors Warn
As valuations run high, retirement plans face tighter assumptions. Experts urge conservative return targets and diver...
Trust & Will CEO Cody Barbo: Stress Reshapes Estate Planning
Rising financial stress and record home equity are pushing Americans to rethink estate planning. A new review from Tr...
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...
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...
Here’s How Much You Need to Replace $70K Salary with Dividends
Investors eye dividend income to replace a $70,000 salary. This piece breaks down three yield-based paths and the cap...
Arkansas Cuts Income Rates: Fourth Time in Four Years
Arkansas enacted another round of income tax reductions during a special session, continuing a multi-year reform push...
XDTE Pays Friday Income with 0DTE Covered Calls Strategy
XDTE uses daily 0DTE call selling to generate income from the S&P 500. This piece explains how the fund works, what i...
S&P 500 to Exclude SpaceX at Start, Musk Targets Retirement
The S&P 500 will initially exclude spacex from the index as the committee prepares for an August rebalance. Elon Musk...
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