IRA Balances Hit $131,380: Here’s How Generations Stack Up
Fidelity’s Q1 2026 data show the average IRA balance climbing to $131,380 as contributions surge. Yet the gap between...
Which Sectors To Hold In Retirement
Choosing sectors for retirement requires matching income needs with risk tolerance. This guide highlights practical picks to support steady retirement cash flow.
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Only ETFs You’d Need to Retire Comfortably in 2026
A seasoned financial planner argues that a two-ETF approach can cover most retirement needs, pairing a dividend-based...
Biggest Investing Mistakes CFP® and How to Avoid Them
As a CFP®, I see recurring investing mistakes that erode gains. This practical guide shows how to spot them and turn ...
Kiplinger’s 2026 Letter: 401(k) Opens to Alternatives
A sweeping policy update relaxes 401(k) limits, allowing alternative assets in workplace plans. The change comes afte...
Stock Market Crash Coming: Smart Moves for Investors Now
Markets can swing wildly, but your plan shouldn’t. This guide shows how to prepare for a stock market crash coming wi...
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...
Healthy Year, Medicare Advantage: A Cost Tradeoff Today
Retirees face a sharp cost split under Medicare Advantage: healthy years bring savings, while cancer years can spike ...
Gen-Z Wants Financial Security, Not Office Happy Hours
Gen-Z prioritizes financial security and easy retirement access over office social events. A new Edward Jones/Morning...
Retire Across the Gulf From Iran? Don’t Rule It Out Yet
A growing number of U.S. retirees are considering Oman and other Gulf states as viable paths to retire abroad, driven...
RFK Jr Floats 34% Tax Hike to Save Social Security
RFK Jr. floated a plan to raise payroll taxes by about one-third to close Social Security's funding gap, a move that ...
IShares First Trust ETFs: Which Staples ETF Is Better
Defensive investing can pay off when markets wobble. This article compares two staples-focused ETFs—iShares U.S. Cons...
Many Professionals Face Mid-Career Stall, Study Finds
One in four workers faces a five-year promotions drought, a trend with broad personal-finance consequences. The study...
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