2025 TIAA-GFLEC Study Confirms Literacy Gap in U.S. Households
New findings from the 2025 tiaa-gflec study confirms that very low financial literacy triples the odds of being finan...
Market Context
Market Context gathers four recent articles that translate current market moves into actionable retirement guidance, from Social Security changes to Berkshire insights and saving plan adjustments.
23 articlesHave $480,000 Saved Just: A Reliable Retirement Income Plan
A retiree sells a restaurant for $1.1 million in cash, bringing a SEP-IRA balance of $480,000 into focus. The piece o...
Study Shows Women Trail Men by 8 Points on Financial Literacy
New data from the 2025 P-Fin Index shows women trail men by eight points in financial literacy, with sharper gaps in ...
Leading with Purpose: Teresa Shapes Housing Inclusion
Teresa Palacios Smith leads a broad push to embed inclusion into everyday operations at HomeServices of America, tur...
Brainstorm 2026: Changes and Challenges Ahead for Markets
This week, 180 leaders from business, government, nonprofits, academia, technology, and the arts converged for Brains...
Dave Ramsey Completely Slams a 20-Year-Old Corvette Plan
A 20-year-old with high income wants a $50,000 Corvette to boost a personal brand, and Dave Ramsey delivers a blunt v...
Equity Gap: Why Even Senior Leaders Leave Money on the Table
A new study shows a troubling planning gap among executives with equity awards. Despite financial savvy, 44% lack a f...
Most Americans Woefully Short: Buffett's Retirement Playbook
Most americans woefully short on retirement savings, according to new data. Buffett’s long-term investing advice coul...
Berkshire’s Greg Abel Admits He Faces a Hard Act to Follow
In his first shareholder letter, Berkshire Hathaway’s new leader pledges continuity, a robust balance sheet, and read...
There Social Security Change in 2026 Could Cost Retirees
A 2026 social security change could trim lifetime benefits for early claimers and tighten earnings limits. The shift ...
I’m 61-Year-Old Retiree Sitting: A Real Retirement Roadmap
A high-net-worth retiree explains why testing retirement before quitting matters and outlines a disciplined, income-f...