Most Worried About Taxes: Gen X Faces Retirement Tax Shock
A new Allianz study shows Gen X is the cohort most worried about taxes in retirement, with rising fears about how tax...
Withdrawal Risk Index Funds Recession
Withdrawal risk during a recession can threaten income stability. This overview highlights risk factors and straightforward mitigation approaches.
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PJUL Caps Your Gains as It Shields Against 40% Drawdowns
As markets swing in May 2026, PJUL caps your gains at a defined ceiling while protecting against early losses, a path...
The Retirement Decision That Rarely Gets Discussed
As markets shift and living costs rise, more Americans age 65 and over are choosing to work beyond traditional retire...
66-Year-Old Millionaire From Washington Faces One Move Halving Social Security
A high-net-worth retiree in washington discovers that a single Social Security claiming choice could cut his lifetime...
Defense-Themed Ammo Joins VistaShares’ Thematic ETF Trio
A new defense-focused ETF began trading in July 2026, joining VistaShares’ space and robotics funds as investors chas...
Retirement Planning Mistakes That Show Up After Work
A new survey shows most retirement mistakes show up after retirement, as market swings and withdrawal strategies thre...
Healthcare Costs Explode When Income Falls in Retirement
As paychecks shrink in retirement, medical bills tend to climb. This piece explains why healthcare costs explode when...
66-Year-Old Retiree with $94,000 Pension Faces IRMAA Hurdle
A 66-year-old retiree with $94,000 pension learns that Medicare IRMAA surcharges can push monthly premiums higher, ev...
Panama vs Portugal: Where Does $600K Retirement Go Further?
Retirees weighing a $600,000 nest egg are weighing Panama and Portugal for how far the money goes, considering living...
Lumentum’s Fiery Rally Pushes Stock Into Nasdaq 100
Lumentum’s fiery stock rally this year has propelled the optics company into the top tier of the market, signaling a ...
How Retirees with Save $100,000+ Cut Lifetime Taxes
A growing cohort of retirees with nest eggs between $800k and $2M can meaningfully reduce lifetime tax bills through ...
I’m Retiring with Maybe: Front-Load Spending in Active Years
A growing number of retirees are reconsidering traditional withdrawal rules, choosing to front-load discretionary spe...
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