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Retirement Weekly

Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.

 
Don’t Let Headlines Wreck Your Retirement Plan retirement planning roth conversion tax planning Jun 09, 2026

A hot IPO. A sudden market drop. A new Fed chair with an unclear direction on interest rates.

For people who are retired or getting close to retirement, headlines like these can feel impossible to ig...

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Real Estate Inside an IRA: Smart Strategy or Retirement Tax Trap? real estate real estate investing retirement planning wealth building Jun 01, 2026

Owning real estate inside an IRA can sound like an ideal retirement strategy. You get the appeal of real estate income, along with the potential tax-deferred or tax-free growth of a retirement account...

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What a New Fed Chair Could Mean for Your Retirement federal reserve inflation risk retirement planning May 13, 2026

Jerome Powell’s term as Federal Reserve Chair is ending, and Wall Street is already speculating about who could replace him. Markets are pricing in the possibility of a more “dovish” Fed Chair — someo...

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The Retirement Risk Nobody Talks About Until It’s Too Late retirement planning retirement strategy risk management wealth management Apr 28, 2026

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...

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Investing vs. Gambling: The Risk Retirees Can’t Ignore retirement planning retirement strategy risk management wealth management Apr 21, 2026

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...

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The Hidden Retirement Risk That Can Quietly Drain Your Savings investment risk retirement income retirement planning wealth management Apr 07, 2026

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...

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Oil is Up, Markets are Down: 3 Smart Moves Retirees Must Make Now down market market volatility retirement planning retirement strategies Mar 24, 2026

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 ...

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A Weaker Dollar: What It Really Means for Your Retirement economic uncertainty retirement planning weak dollar Feb 10, 2026

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...

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AI Investing: Are We Repeating the Dot-Com Bubble and 2008 Mistakes? ai bubble retirement advice retirement planning retirement strategy Feb 04, 2026

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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How to Enjoy Retirement Without Running Out of Money estate planning retirement income retirement planning Jan 21, 2026

One of the hardest parts of retirement isn’t saving or investing. It’s deciding how to actually enjoy the money you worked so hard to build without worrying that you’ll regret it later.

Many retirees...

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Emerging Market Debt Is a Retirement Trap: The Venezuela Wake-Up Call financial planning retirement income retirement planning retirement strategy Jan 13, 2026

Emerging markets often look attractive to investors searching for higher returns. When interest rates at home feel disappointing, it’s tempting to look overseas for income. But as recent events in Ven...

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The Strategic Roth Conversion Playbook: How to Protect Your Legacy From Taxes forward tax planning retirement planning retirement strategy roth conversion Dec 15, 2025

For many retirees, the dream is simple: live comfortably, provide for loved ones, and leave behind a meaningful legacy. But when your wealth is tied up in traditional retirement accounts, taxes can qu...

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