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...
Why Passive Retirement Investing Works
Explore why passive retirement investing tends to outperform active approaches over time, thanks to diversification, costs, and discipline.
21,397 articles
Adam Peaty Says Baby: How Parenthood Redefines Finances
When a top athlete talks about fatherhood, money follows. This article breaks down how a new baby changes budgeting, ...
A Less Obvious Reason Might Tax Your Social Security
A hidden tax trap could sneak up on retirees: required minimum distributions from IRAs and 401(k)s can push Social Se...
Social Security Funds Could Run Short by 2032, Trustees Warn
The Social Security Trustees warn that social security funds could run short by 2032 if lawmakers fail to act. The fo...
I’m Mortgage-Free Homes Worth: Should You Tap a HELOC?
A 67-year-old homeowner with two mortgage-free homes worth millions weighs a HELOC to cover unexpected bills as rates...
The $200,000 Down-Payment Dilemma: Gift Now or Wait
Rising housing costs and high rates push families to choose between gifting a large down payment now or waiting for a...
Medicare Doesn’t Cover This Cost in Retirement Today
Rising long-term care costs expose a major Medicare gap for retirees. A new survey highlights private-room bills near...
Delaying Social Security to 70: A 70-Year-Old with $600,000
A retiree with a $600,000 IRA defers claiming Social Security to age 70 to secure the 8% yearly boost. The strategy, ...
Breakeven Math: Delaying Social Security Pays After 82
With markets volatile in May 2026, delaying Social Security to age 70 can raise lifetime benefits. The breakeven poin...
Roth Rules Put Medicare Costs in Spotlight, Orman
Medicare costs hinge on MAGI two years prior, making Roth withdrawals a strategic lever for retirees. New data show m...
April Jobs Report Resets Social Security COLA Outlook
A cooler April jobs report challenges early COLA forecasts for Social Security. Investors weigh retirement income ris...
Retiring on a Private Island Bahamas: Can $2 Million Work?
A couple eyes a $1.2 million Bahamian island with a $2 million nest egg, but experts warn that long-term upkeep, insu...
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