Retirement Weekly
Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.
Just a year ago, retirees could earn close to 5% on cash sitting safely in money market accounts or high-yield savings. Today, those yields are closer to 3%—and trending downward.
If your retirement ...
When you’re building wealth, the market’s ups and downs don’t feel like a threat. In fact, downturns can be opportunities. But the moment you retire and start taking income from your portfolio, everyt...
If you’re planning for retirement, there’s one question you need to answer honestly:
Are you investing—or are you gambling?
It may sound dramatic, but today’s market is making that distinction harde...
On paper, a 2.8% increase in Social Security benefits sounds like a win.
In reality, many retirees are asking a different question: Where did the money go?
Between rising Medicare Part B premiums an...
If you’ve checked your portfolio lately and felt uneasy, you’re not alone. Market fluctuations are part of investing, but for retirees, there’s a risk that goes far beyond a temporary drop.
It’s call...
If you inherited an IRA in the last few years and haven’t taken action yet, you may be sitting on a financial problem that’s getting more expensive by the day.
For a while, you had a pass.
After the...
When oil prices spike, markets drop, and interest rate uncertainty looms, most people feel uneasy. But for retirees, these conditions can be especially dangerous.
Why? Because retirement changes the ...
Roth conversions are often promoted as a powerful strategy for reducing taxes in retirement. But like many financial strategies, they can backfire if they are used incorrectly.
In a recent episode of...
Estate planning is one of the most important financial decisions you’ll ever make — and one of the most avoided.
Most retirees assume they “have a plan” because they have a will, a trust, or a life i...
Interest rates don’t just affect Wall Street — they directly impact retirement income, savings strategies, and how much risk retirees may need to take to generate returns.
With discussion around Kevi...
When headlines talk about a weakening U.S. dollar, it’s easy to assume it might make retirement cheaper. After all, a lower currency can make travel abroad more affordable and boost exports. But for r...
Artificial intelligence is everywhere right now. From headlines about soaring tech stocks to conversations about how AI will change the world, the excitement is unmistakable. But for those planning re...
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