The Portfolio That Buys You A New Car Every Three Years
Most drivers replace their vehicles the same way: make payments for a few years, trade the car in, then start the cycle over again. A portfolio can break that cycle by generating enough income…
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Year: 2026
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Social Security’s Timetable for Collapse Just Moved Up – and That’s Not Even the Worst News
If you are within a decade of claiming Social Security, you probably saw the news and felt your stomach drop. The 2026 Trustees Report now projects the OASI Trust Fund, the piece of Social…
“He’s a Wolf in the Middle of the Sheep Pen”: Dave Ramsey to a Church Elder Watching a Fellow Member Sell Whole Life Insurance to Congregants
On a recent episode of The Ramsey Show, a financial advisor and church elder named John from Raleigh, North Carolina called in with a problem most congregants never see coming. A fellow church member…
Here’s How You Can Retire to St. Petersburg, Florida, at 65 on $925,000 Where the Sun Shines
St. Petersburg is a popular retirement spot for a reason. A reader with a portfolio in the high six figures eyes the Gulf Coast and wonders whether the math works at 65. St. Petersburg…
68-Year-Old Federal Retiree With $1.2M TSP Discovers Survivor Election Cost Him $90,000
A 68-year-old federal retiree sits down with his account statements and has a startling revelation. His Thrift Savings Plan (TSP) holds $1.2 million, his FERS or CSRS annuity arrives like clockwork, and on paper…
“That’s a Pregnant Woman Talking That She Wants a New Car for a New Baby”: Dave Ramsey to a Veteran With $16K in Debt Eyeing a Vehicle Upgrade
A veteran called in to a recent episode of The Ramsey Show with a question most growing families face. He carries $16,000 in consumer debt, split between a personal loan of just over $8,000 and…
Here’s How You Can Retire to the Beaches of Marco Island, Florida, at 65 on $1.5 Million
Can you retire to Marco Island at 65 on $1.5 million? Yes, but only if you treat it as the premium coastal market it is and reject the Florida average budget. Here’s what the…
Congressman Issues Dire Social Security Warning: “Benefits Will Be Cut” as Trust Fund Depletion Accelerates
She is 67, retired, and the roughly $2,000 Social Security check that lands in her account each month covers more of her life than she likes to admit. Tonight the television tells her it…
The “Social Security Tax Trap” That Can Cost a Retired Couple $8,189+ per Year
Picture a retired couple in their late 60s. Both worked their full careers, both delayed Social Security until full retirement age, and both now collect a check close to the national average of about…
Here’s How You Can Retire to the Beaches of Sarasota, Florida, at 65 on $1 Million Stress Free
We get this question constantly. Someone in their early 60s is sitting on roughly $1 million, eyeing the Gulf Coast, and wants to know whether the Sarasota retirement is real or a brochure fantasy.…
56% of Americans Have No Estate Plan. Here’s Why That Number Hasn’t Budged.
The number that should change how Americans think about their finances is the share of U.S. adults who have done nothing to direct what happens to their money, their medical care, or their children…
268 U.S. Cities Now Have $1 Million Starter Homes as Housing Affordability Worsens. Here’s Why
The American starter home, once a symbol of accessible homeownership, has crossed into seven-figure territory in a growing number of metros. According to Katie Hubbard, president of U.S. Capital Markets at Walton Global, 268…
Apple Just Dropped 6%. Here’s Why Some Investors Are Buying
Apple (NASDAQ:AAPL | AAPL Price Prediction) became the focal point of a CNBC investment-committee debate after the company raised prices across its Mac, iPad, HomePod, and Vision Pro lines to offset surging memory and…
Retired Couple With $2.3M Faces $5,600 IRMAA Surprise After Selling Rental Property
A couple in their mid-60s sold a rental house two years ago, paid the capital gains and depreciation recapture taxes they expected, and assumed the chapter was closed. Then their Medicare premium notice arrived.…
Melius Research: “Buy the chip dip, skip hyperscalers” until AI payoff becomes clear
Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on the dip.…