The $620,000 Portfolio That Pays More Than Social Security
A $620,000 portfolio that pays may offer retirees a path to replace or supplement Social Security through dividend in...
Which Is Better Glide Path Or Passive For Retirement
Explore how glide paths and passive retirement options work, including risk and cost differences. This intro helps you compare pros and cons before choosing a strategy.
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Sunday Reads: 10 Investing Stories to Start Your Week
Kick off your week with focused investing insights. This Sunday Reads edition distills 10 essential topics—from low-c...
Florida, Pennsylvania, California? Who Keeps More Cash?
Three retirees each own a $1 million dividend portfolio, but their take-home cash varies widely by state due to taxes...
Some Retirees Pay $689.90 a Month for Medicare This Year
Medicare Part B costs soar for high-income retirees due to IRMAA. The two-year lookback means past income spikes stil...
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....
73-Year-Old with $1.8M Faces Tax Bracket Jump in 2026
A high-net-worth retiree confronts a sizable required minimum distribution that could push income into the upper tax ...
How Much Invested to Replace $50K with REIT Income
A $50,000 retirement target split 50/50 between REIT dividends and stock dividends changes the math. Today, investors...
Retirees Shouldn’t Overlook Small-Cap Dividend ETFs Now
As volatility persists in 2026, a small-cap dividend ETF is drawing renewed interest from retirees seeking steady inc...
Transcript Reveals Autopsy Doctor: Lessons for Finances
A newly released transcript sheds light on how an autopsy doctor hesitated before ruling a death, offering surprising...
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 ...
Howard Lutnick Said He’d and the Trust Risk Lesson
When a prominent executive questions a public pledge with a personal twist, investors and workers feel the reverberat...
That Yield JEPI Actually Drops for High Earners After Taxes
High-income investors face a tax cliff with JEPI: the 8% distribution yield is largely ordinary income, trimming real...
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