Survived Days Raft Lesson for Every Investor: Resilience and Returns
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We compare the 2024 outlook for index funds and target date funds to help you choose the right retirement path.
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Trump Appointed Real-Estate Heir Sparks Market Debate
The White House has tapped a real-estate heir as acting director of national intelligence, a move that drew sharp que...
62-Year-Old Couple Bought $480,000 Policy as Tax-Free Bond Substitute
In a move seen across aging portfolios, a 62-year-old couple bought $480,000 policy to substitute for taxable bonds, ...
64-Year-Old Retired Teacher with 403(b) Triggers IRMAA
A 64-year-old retired teacher with a $1.1M 403(b) and a state pension confronts higher Medicare IRMAA surcharges as M...
Struggle with Decision Retire: The Early Retirement Dilemma
A high-net-worth parent in his 40s faces a tough choice: retire early or stay employed to support his kids’ future. M...
Inheriting $1.8 Million IRA Could Cost You Big Taxes
A 56-year-old hospital administrator faces a potential half-million-dollar federal tax bill on an inherited $1.8 mill...
It’s More Than George: Why Americans Move Abroad Today
Celebrity relocations spotlight a bigger trend: it’s more than george. U.S. households are weighing overseas options ...
70-Year-Old Couple with $1.8m Faces Urgent 60-Day Decisions Ahead
A Stage 2 cancer diagnosis accelerates critical financial planning for a 70-year-old couple with $1.8m, triggering im...
Missing This Medicare Deadline Could Boost Your Premiums
Delaying Medicare enrollment can cost you more than you expect. This guide explains how missing this medicare deadlin...
Retiree Tried Pull Entire: How AI Flagged a Major Scam
A high-stakes withdrawal of a $3 million portfolio triggered an AI fraud alert, prompting a rapid human response. Thi...
Clark Howard Says Minnesota Couple's 400K Policy Is Off
A Minnesota couple on Clark Howard's show discovers their $400,000 80-year term policy no longer fits their growing f...
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