Mortgage Credit Availability Rises in February, MBA
In February, the Mortgage Credit Availability Index rose 1.1% to 107.1, signaling looser lending in conventional prog...
Withdrawal Rate Index Fund Retirement Planning
This piece explains withdrawal rate concepts for index fund retirement planning, outlining how to set sustainable rates and monitor portfolio health.
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Wall Street Strategist Could Push S&P 8,800 This Year
A leading wall street strategist lays out a conditional path for the S&P 500, suggesting upside to 8,800 this year bu...
Social Security Wait Time Surges to an Hour, Markets React
The social security wait time has jumped to roughly an hour as backlogs grow, triggering policy scrutiny and shifting...
61-Year-Old Widow Claimed Survivor Benefits, Then Clawback Hits
A working widow filed for survivor benefits at 61 and saw monthly checks shrink as the Social Security earnings test ...
Debt in Unmarried Couples: You Vulnerable Unaware Now
A caller on a popular financial show describes paying off her boyfriend's $15,000 debt while living in his family hom...
Working Past 65 with an HSA? Medicare Backdating Penalties
More Americans 65+ continue to work and fund HSAs, but Medicare Part A backdating can create excess contributions and...
Claimed Social Security Against Advice, Now Proving Right
At 62, he claimed social security against his advisor's warnings. Now, at 78, his roughly $900,000 portfolio suggests...
Social Security Fairness Slams Retiree Over IRMAA Hit
A 71-year-old retired teacher faces higher Medicare costs after benefits were restored under the Social Security Fair...
Maga Movement Eating Itself: A Financial View Today
Political drama travels fast, and the maga movement eating itself isn’t just headlines. It shapes market mood, donor ...
Billionaire Bosses Like Jeff Redefine Work-Life Harmony
A new leadership ethos is taking hold among billionaire founders and operators. As markets shift in early 2026, many ...
Crossing the $106,000 Line: Retirees Face IRMAA Costs More
As 2026 brings higher IRMAA thresholds, retirees near the line must plan for steeper Medicare costs. This report expl...
Survivor IRMAA Shock After Inherited Husband’s 401(k)
A Delaware County widow gets a Medicare Part B bill that more than doubles, two years after taking distributions from...
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