Playing Safe with $1.6 Million Could Cost a Retiree
A 73-year-old retiree with $1.6 million faces a long, uncertain horizon. New modeling suggests an 80/20 bond-heavy pl...
Zero Based Budgeting For High Income Earners
Zero Based Budgeting For High Income Earners explains how high earners can still benefit from precise dollars-to-goals allocation and improved savings.
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Dividend Safety Check: Energy Stocks Weigh Income Today
Energy income investors face a critical test as crude prices swing. This report examines the dividend safety check: e...
The $1.5 Million 401(k) Trap: Bracket Smoothing Tactics
A retiring couple with $1.5 million in traditional 401(k) balances faces a looming tax spike as required minimum dist...
Historic Dividend Stock Hand: A Century of Payouts
A century of uninterrupted payouts makes this historic dividend stock hand a rare anchor for investors navigating vol...
Suze Orman Dave Ramsey Social Security Showdown This Week
Two leading retirement voices clash over Social Security timing, highlighting a debate that could determine six-figur...
Floating Rate Loans Sounded Safe Until Fed Cuts Rates
As the Fed began cutting rates, investors wondered if floating rate loans could still shield income portfolios. A clo...
Ultra-Reliable 4.4% Yield for Retirees in 2026 Markets
A cash-flow driven income approach delivering roughly a 4.4% forward yield is gaining traction as market swings persi...
The $160 Billion Social Security Gap Deepens in 2026
The 2026 update to Social Security reveals a widening gap between income and costs, with a $160 billion social securi...
Retirement Portfolio Sweet Spot: Real-World Examples
Investors chase value, momentum and income as markets wobble in July 2026. This report breaks down the retirement por...
RE/MAX Posts Higher 2025 Net Income Despite U.S. Agent Drop
RE/MAX reports a rise in 2025 net income to $8.2 million, driven by growth outside the U.S. even as U.S. agent counts...
The $65,160 Income Limit for Social Security Recipients
As retirees balance work and benefits, the earnings test remains a key lever. The 2026 threshold of $65,160 shapes ho...
Nokomis Capital Initiates Stake in Apple Hospitality REIT
Nokomis Capital quietly builds a new position in Apple Hospitality REIT, underscoring a rising appetite for hospitali...
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