The $200,000 Down-Payment Dilemma: Gift Now or Wait
Rising housing costs and high rates push families to choose between gifting a large down payment now or waiting for a...
Which Investors Should Avoid Robo Advisors
Which Investors Should Avoid Robo Advisors outlines situations where automated options may underperform. This intro highlights alternatives to consider.
28,018 articles
Forget Rule: This Income Strategy Lets Retirees Withdraw 5.5%
A growing cohort of retirees is exploring a 5.5% withdrawal strategy as market conditions and Social Security plannin...
Pension Pays Part Premium, Yet IRMAA Hits Social Security
In 2026, higher-income retirees still face IRMAA charges on Medicare Part D, even if their pension pays part premium....
Advisor: Have Retirement Accounts? Tax-Smart Moves for 2026 Retirees
As tax rules and market conditions shift in 2026, retirees with $2M in retirement accounts seek to preserve wealth. T...
Best Inheritance Give While You Live: Smart Wealth Transfer
Wealth planners say the strongest wealth transfer strategy is gifting money and wisdom while alive, not waiting for a...
Mega Backdoor Roth Move Gains Traction Among Tech Workers
A surge of tech employees are tapping a little-known 401(k) feature to add thousands to their Roth retirement account...
67-Year-Old Single Retiree with $920K: Can It Last to 95?
As inflation and market volatility shape retirement outcomes, a prudent plan can stretch a $920,000 nest egg. The key...
Median Retirement Savings at 55: $185,000 Covers 2.5 Years
New federal data show the median retirement balance for Americans aged 55-64 sits at $185,000, enough for roughly 2.5...
The Number Guaranteed Reason Financial Pros Cite Delay to 67
As markets stay choppy in 2026, retirees confront the pivotal Social Security decision. The number guaranteed reason ...
Strategic Pivot: Real Estate Agents as Housing Advisors
In 2026, real estate agents are shifting from pure transactions to advisory roles, helping buyers navigate financing ...
Spousal Benefit That Triples to $1,400 a Month at 67
A stay-at-home parent can dramatically boost Social Security by coordinating with a working spouse. The spousal benef...
Business Owners: Move Financial Moves Before Year-End
With year-end approaching, tax experts say the biggest savings come from timing income and deductions. The core idea ...
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