The $400,000 Survivor Benefit Window for Widows in Retirement
When a spouse dies, a widow must act within 12 months to claim a survivor benefit on the late partner’s Social Securi...
Withdrawal Rate For Index Fund Portfolio Retirement
This guide discusses withdrawal rate decisions for an index fund portfolio in retirement, including portfolio diversification and contingency planning.
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Sunday Reads: 10 Investing Stories to Start Your Week
Kick off your week with focused investing insights. This Sunday Reads edition distills 10 essential topics—from low-c...
Claiming Social Security Sounds Safe—But It Can Be Risky
Claiming social security sounds like a safe move, but real life can flip the script. This guide breaks down the hidde...
Break-Even Delaying Social Security: When It Pays Off Now
Choosing when to claim Social Security is a turning point for retirement income. This guide explains the break-even d...
Divorced After Years? Social Security Payouts Rise
A little-known Social Security rule can unlock steady monthly income for divorces after long marriages. This guide ex...
Read Your Social Security: What to Check Before Claiming
Your Social Security statement holds more than a number. It’s a map of your work history, future benefits, and hidden...
Finance America Announces Three Senior Hires to Align Brand and Product
Finance of America named three senior executives to steer brand, communications and product as it scales retirement-f...
Dividend Portfolio That Pays More Than Final Salary in Retirement
A 65-year-old retiree demonstrates how a well-structured dividend portfolio that pays can surpass her last full-time ...
Coherent Joins Soon: Before S&P 500 Influx Upside Potential
Coherent is set to join the S&P 500 on March 23, 2026, triggering automatic purchases by index funds. The move follow...
A $500,000 Dividend Portfolio That Pays More Than Wage
As wage growth stalls for some workers, investors pursue dividend income. This piece examines how a $500,000 dividend...
Apollo Global Just Kicked: What Investors Should Do Now
A major index reshuffle moved Apollo Global out of Russell Growth and into Russell Value. What does this mean for inv...
Fidelity Data Shows Record Retirement Savings Surge
In Q1 2026, fidelity data shows record momentum in retirement savings, with strong contributions across 401(k), 403(b...
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