How Does California Tax Your Social Security Benefits?

If you want to retire in or to California, you may wonder how California will take your Social Security and other retirement benefits. There is some good news and some

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Tax-Smart Ways To Cash In Capital Gains

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Investment markets have been falling. The most profitable investments of the last few years are in bear markets (down 20%

3 Strategies To Help Protect Retirees During Stock Market Volatility

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If you’re retired, what should you do about recent gyrations in the stock market? During 2024, the S&P 500 gained

Near-Retirees’ Recession Playbook: Turning Worry Into Wins

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You’re sitting in your office hurrying to get that last project accomplished before time runs out. It’s not just the

Mortgage rates remain near 3-month low

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Mortgage rates remained near a three-month low this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac's latest Primary Mortgage

The Skinny On Tariffs: Should Retirees Be Concerned?

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Tariffs are front and center in the news and on the mind of many investors. Since most folks are neither

Want To Retire In Europe? Six Great, Affordable Places

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Six destinations to retire in Europe made it to a new report by the International Living (IL) organization ranking the

What To Know About The Part B Late Enrollment Penalty

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Part B, medical insurance, is a very important piece of Medicare. It helps cover outpatient services and preventive care. Despite

Fossil Fuels And Prudent Fiduciaries: TIAA Invest Vs TIAA-Divest

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Urged on by faculty, students, and staff, the Cornell University Board of Trustees voted to halt new fossil fuel investments

Rocket Companies to buy real estate firm Redfin in $1.75B deal

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Rocket Companies said on Monday it would acquire real estate listing platform Redfin in an all-stock deal valued at $1.75

Older American amassing credit card debt to cover expenses, AARP finds

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Nearly half of Americans aged 50 and older with credit card debt are using credit cards to cover basic living expenses,

Late car payments rise to highest level in over 30 years

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Missed payments on auto loans by American car owners rose to the highest level in three decades earlier this year. The

When Should Singles File For Social Security? That’s An Easy One…

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This article will focus on single individuals and when the best time is to file for Social Security benefits. Singles