Biden's latest round of student loan handouts brings admin total to more than 5 million
President Biden announced the approval of student loan handouts for more than 150,000 people on Monday, with the White House touting a total of more than 5 million beneficiaries over…
Can I Retire On $10M? What Retirement Looks Like Between $2M and $15M
Is 10 million enough to retire? The crux of retirement planning is figuring out what level of income your assets…
The Real Public Long-Term Care Insurance Challenge: Paying For It
Later this year, Rep. Tom Suozzi (D-NY) will reintroduce his public catastrophic long-term care insurance bill, called the WISH Act.…
7 Predictions For The Year-Ahead
Year-end is a time for holiday cheer, introspection, and Wall Street strategist predictions for the market. As I try to…
Can You Overcome Your Resistance To Parenting Your Aging Parent?
It’s uncomfortable. The idea that you have to tell your elders what to do or take over things for them…
If You Are Retired, Is It Too Late To Leave A Legacy?
After working with terminally ill patients for years, Bonnie Ware often heard her patients express regrets as they reflected on…
25 Social Security Facts For 2025
Social Security is more confusing than ever. Myths abound. Below, you’ll find a complete set of 25 facts to help…
Fixing Social Security’s 8-Year Cliff Rely On Trust And Stephen Goss
What We All Agree About Social Security: Insolvency Looms Large Federal policymakers and the general public—to the extent that they…
Mortgage rates kick off 2025 with an increase, nearing 7%
Mortgage rates are up for a third straight week to the highest since July, further hindering demand in the already-stagnant…
Many Rich Americans Have Already Paid Their 2025 Social Security Taxes
Shortly After Midnight On New Year’s Eve, 229 Americans Have Already Paid Their Social Security Tax Earnings over $176,100 per…
Don’t Need Your 529? Turn It Into A Roth IRA
Don’t Let Your 529 Go To Waste If you set up a 529 education plan for your children or grandchildren…
How A Child IRA Can Help Reduce Your Tax Liability
As the end of the year approaches, you should be asking yourself what tax strategies you might be missing out…
How To Make Your Family’s Wealth Last For Generations
By Rachel Leland, Next Avenue While reliable data shows that the very rich are, for the most part, getting much…