Geopolitical Crises Have Rocked S&P 500; Investors Win
Geopolitical tensions can rattle markets in the short term, but history favors patient investors. This guide explains...
Which Tilts Are Tax Efficient For Retirement Index Funds
Identify which tilts (such as value or quality) tend to be more tax-efficient in retirement index funds and how these choices affect after-tax performance and risk.
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The $7,500 Limit Almost Nobody Hits, New Data Shows
A fresh look at IRA activity in 2025-26 shows the $7,500 limit almost nobody hits, with average contributions far bel...
Worried About Market Downturn? Retiree Guide 2026 Tips
Retirees often face market volatility with anxiety. This guide shares actionable steps to protect savings, secure ste...
They Haven’t Saved Enough, Survey Shows 2026 Trends
A national study shows a widening gap between expected and actual retirement savings, with most households lacking a ...
Million Retirement Savings Spends Fall Short in Retirement
A $1 million retirement target yields about $40,000 a year under the 4% rule, but inflation and healthcare costs wide...
High-Yield International ETFs Beating the S&P 500 This Year
A quartet of high-yield international ETFs has posted stronger returns than the S&P 500 over the past year, deliverin...
Finally, a Covered-Call That Doesn’t Kill Upside Now
A new breed of daily-reset covered-call ETFs aims to preserve more upside while delivering monthly income. Here’s how...
NAF’s Shannon Robinson Elevates Home Equity in Retirement
New American Funding is expanding its reverse mortgage team to turn home equity into a core retirement tool, led by S...
Gray Divorce Standard Living Drops as Social Security Becomes Lifeline
New data show that gray divorce standard living often declines sharply for older women after separation, making Socia...
Medicare’s Hidden Two-Year Lookback Hits Inheritors Early
A two-year income lookback determines Medicare premiums for next year, catching early IRA inheritors by surprise and ...
RMD Tax Trap: $122,000 401(k) Withdrawals Hit Medicare Surcharges
A large required minimum distribution can push high earners into higher Medicare surcharge brackets. Here's how it wo...
Billionaire Griffin Sold Amazon, Bets on Healthcare Giant
When top investors recalibrate, markets watch closely. This piece unpacks why the billionaire Griffin sold Amazon and...
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