Microsoft Should Be Thrown Out of the Magnificent 7
As AI rivals surge and cloud demand shifts, investors question Microsoft’s staying power in the Magnificent 7. The de...
Which Markets Are Tax Efficient For Retiree Index Funds
This piece highlights tax-friendly market selection for retiree index funds and how to align choices with your tax brackets.
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OneTrust’s Gabe Bodner Sells to Affluent Borrowers Now
OneTrust’s Gabe Bodner is shifting reverse mortgage sales toward wealthy retirees, framing the product as a wealth-ma...
60-Year-Old Couple with $2.8 Million Could Retire by 2027
A hypothetical 60-year-old couple with $2.8 million could retire by the end of 2027 if they cap taxable withdrawals d...
Suze Orman’s Warning Parents: Dollar Deed Tax Trap
A token real estate transfer to a child can trigger a massive capital gains bill. Here’s how suze orman’s warning par...
Exxon Mobil ConocoPhillips: Better Dividend for Retirees
Oil market swings in early 2026 pushed Exxon Mobil and ConocoPhillips to diverging paths. This piece analyzes who is ...
Warren Buffett Just Something Signals a Retiree Alarm
Berkshire Hathaway disclosed a surprise move this quarter: net selling of big positions and a cash hoard that swelled...
Thought COBRA Counted Coverage? Medicare Penalties Persist
A common retirement pitfall hinges on COBRA coverage not extending Medicare enrollment windows. This piece explains h...
Why Today’s Retirees Need More Stocks Than Parents
A longer drawdown horizon and stubborn inflation are reshaping retirement strategy. Today’s retirees need more stock ...
Spacex Stock Down From High After Nasdaq-100: Is It a Buy?
SpaceX joined the Nasdaq-100 with high expectations, but the first day brought a meaningful pullback. This guide brea...
Worried About Inflation? This International ETF Could Help
Inflation can erode purchasing power and weigh on portfolios. This guide explains how an international ETF can add di...
Tariffs Could Outpace Social Security COLA, Survey Finds
A new nationwide survey finds that a broad share of retirees and those expecting benefits fear tariffs will outpace t...
With $1.1 Million Traditional IRA, Yield Volatility Returns
A 64-year-old investor with a traditional IRA totaling $1.1 million pivots to three Dividend Kings to weather renewed...
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