What It Takes to Retire in Scottsdale at 60: Today
As Scottsdale market conditions tighten, retiring at 60 demands careful budgeting. This report breaks down real costs...
Which Funds Have Lowest Tax Drag In Retirement
This piece explains how to spot funds with the lowest tax drag to improve retirement tax efficiency.
27,199 articlesRetirees Carry Debt Into Social Security: What It Means
A new data snapshot shows a large share of seniors still carry nonmortgage debt as they enter Social Security years. ...
This Low-Cost Same "Buying" ETF: Might Be Better Than the Dow
Thinking you can simply buy the Dow and call it a day? This article explains why a low-cost ETF that tracks the Dow—o...
Average 401(k) $148K. Median Gap Remains a Retirement Riddle
Vanguard’s latest How America Saves data show a stark split: the average 401K balance is $148,153 while the median is...
Dave Ramsey’s Social Security Advice Draws Fresh Fire
A new analysis challenges Dave Ramsey’s Social Security guidance, arguing that claiming at 62 can reduce lifetime ben...
Sandwich Generation Squeeze: 60-Year-Old Faces Budget Crunch
At age 60, a saver funds an adult child’s family to the tune of hundreds of thousands annually, risking retirement. T...
Rising CCRC Entrance Fees Redefine Retirement Investing
A 72-year-old couple evaluated a continuing care retirement community with an $880,000 entrance fee and $7,400 monthl...
If You Have $850,000 Saved Here, What Comes Next?
With $850,000 saved at 59, a couple can expect about $2,600-$2,800 a month in early retirement from portfolios, befor...
More Tech Workers Retiring as AI Changes Push Early Exit
A growing share of tech employees are leaving the workforce earlier than expected as AI adoption accelerates and lead...
Housing Demand Grows Major as 10 Cities See Price Drops
In several large markets, prices are softening while buyer interest remains steady. This article explains the forces ...
Arizona Woman Pleads Guilty in Pandemic Tax Credit Scheme
A federal case in Arizona highlights how pandemic-era tax credits can be abused. Learn how these schemes operated, wh...
Hard Financial Truths Boomers Must Face in 2026
Boomers face tighter retirement math as Social Security loses buying power and markets test savings. This report outl...
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