The Year You Sell Your Business and Medicare Costs
A 2024 business sale can push couples into IRMAA tiers in 2026. The two-year lookback means higher Medicare costs for...
Withdrawal Yield Sp 500 Vs Multi Asset Retirement Funds
Explore how withdrawal yield differs between the SP 500 and multi-asset retirement funds and what that means for your income strategy. Learn key factors to consider when planning withdrawals.
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Couple Wants Sell Rental: Spreading Gains with 1031
Two-year lookback rules can increase Medicare bills after a rental sale. This piece explains how a 1031 exchange or i...
America’s Bone Health Quietly Bracing for a $19B Crisis
America’s bone health quietly faces a looming $19 billion cost as aging Americans confront fragile bones and rising f...
Americans Quietly Retiring in Greece on $2,800 a Month
A wave of U.S. retirees is moving to Greece, living on roughly $2,800 a month as they navigate visas, healthcare, and...
Nexa’s Loren Riddick Reverse: Debunking HECM Myths & Churn
Nexa Lending’s Loren Riddick outlines how policy reform could reshape the HECM program, addressing reverse-to-reverse...
Social Security’s 2027 COLA Outlook Hits Retirees Hard
The 2027 cost-of-living adjustment is projected to be about 2.8%, continuing a pattern of modest bumps that often lag...
NRMLA’s Steve Irwin on What Lenders Face in 2026
NRMLA president Steve Irwin outlines a tougher operating climate for reverse mortgage lenders in 2026, even as tech a...
Millions of Business Owners About to Retire Should Sell
A growing wave of aging business owners is approaching retirement, potentially reshaping communities. Experts say sel...
The Quiet $32,000 Cost of Skipping Medigap Enrollment
As retirees turn 65, the six-month Medigap window is the only time insurers must offer standard rates. Missing it can...
America Added More Than 1,200 Millionaires Daily in 2025
In 2025, the United States produced a surge of new millionaires, averaging roughly 1,200 per day. The trend lifted th...
Delivering Global Dividends Gains Draw Retirees' Attention
A new ETF focused on global dividend growers aims to deliver steady income and long-term growth. Retirees weigh modes...
Dividend Stocks Never Sell: 3 Picks to Hold Forever
Want anchors in a stormy market? Meet three dividend stocks never sell. These blue-chip picks blend reliable cash flo...
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