Nexa’s Loren Riddick Reverse: Debunking HECM Myths & Churn
Nexa Lending’s Loren Riddick outlines how policy reform could reshape the HECM program, addressing reverse-to-reverse...
Which Lasts Longer Total Market Vs Sp 500 Retirement
Assess which market exposure—Total Market or SP 500—offers more durable performance for retirement spending and resilience.
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Cruz Says Quiet Part: Trump Accounts Signal Social Security Shift
Sen. Ted Cruz linked a new child savings program to a broader push for Social Security reform, a move that draws shar...
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...
Husband Secretly Gave Parents: A Financial Trust Crisis
A couple with a $240,000 annual income discovers a hidden transfer to the husband's parents, prompting questions abou...
The Quiet $32,000 Cost of Skipping Medigap Enrollment
As retirees turn 65, the six-month Medigap window is the only time insurers must offer standard rates. Missing it can...
Couple Wants Sell Rental: Spreading Gains with 1031
Two-year lookback rules can increase Medicare bills after a rental sale. This piece explains how a 1031 exchange or i...
73-Year-Old with $2.4 Million Saw Medicare Premium Doubling
A high-net-worth retiree confronts a doubled Medicare Part B premium after a two-year IRMAA lookback on an IRA withdr...
Scammers Sending "Social Security" Warnings: What to Do
If you’ve received a letter claiming to threaten your Social Security benefits, you’re not alone. Scammers sending "S...
Mindy Armstead Says Fans Overlook Families Behind the Game
NFL loyalty runs deep, but the families behind the game often carry unseen costs. This article digs into Mindy Armste...
Angelina Jolie Brad Pitt’s Custody Ending and Finances: A Practical Guide
When the youngest of Jolie and Pitt reach adulthood, a custody phase ends—and so does a big chapter of family finance...
Neill Still Planning Films: A Lesson in Finances and Health
Even rock-star careers can pause for health, but financial plans don’t have to. This piece examines what Sam Neill’s ...
Here’s How Much Money You Need to Replace $50K with Dividends
As investors chase steady dividend income, the amount of capital required to replace a $50,000 annual paycheck varies...
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