How Much Should Have Your 401(K) by Age? A 2026 Guide
As markets swing in 2026, savers confront whether their 401(k) targets match reality. This report breaks down age-by-...
Which Index Funds To Hold In Retirement 2024
Understand which index funds to hold in retirement 2024, with practical tips on allocation, rebalancing, and long-term performance.
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NAF’s Shannon Robinson Elevates Home Equity in Retirement
New American Funding is expanding its reverse mortgage team to turn home equity into a core retirement tool, led by S...
Worried About Tariffs? Vanguard Funds Beat the S&P 500 in 2026
Tariff headlines keep markets guessing. This guide shows how two Vanguard index funds outperformed the S&P 500 in 202...
S&P 500 Doing Something Seen Years: A Smart Move Today
The S&P 500 is doing something seen years, signaling a shift in market risk. This guide outlines a single, actionable...
Lumentum, Coherent, Vertiv Added to S&P 500 Amid AI Surge
Three AI infrastructure names join the S&P 500 in a quarterly rebalance, signaling AI hardware is moving from specula...
Brookings Paper Just Accidentally Sheds Light on NYC Voters
A brookings paper just accidentally released ties county AI exposure to voting shifts, offering a new lens on New Yor...
Senior Housing Wealth Reaches Fresh Peak in Q1 2026
Housing equity for Americans aged 62 and older hit a new high in the first quarter of 2026, driven by rising home val...
Have Enough to Retire, Can’t Quit Yet: The New FIRE Dilemma
A growing number of high-earning savers say they’ve reached their retirement targets but can’t walk away from work. A...
A $60,000 Annuity Payout Pushed Medicare IRMAA Line
Two retirees faced higher Medicare bills two years after cashing out a $60,000 annuity payout, illustrating how timin...
Kiki Shepard, Co-Host Showtime: Finance Lessons for Fans
A beloved TV figure's passing reminds us that wealth needs a plan. This article draws finance lessons from a storied ...
This Popular 2027 Social Security Projection: Insights
The latest 2027 COLA projections show a modest uptick, but many retirees still face a gap between benefits and expens...
401(k) Bracket Smoothing Strategy Gains Momentum in Retirement Planning
A rising retirement-income approach aims to reduce lifetime federal taxes by sequencing withdrawals. With RMDs and sh...
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