On the April 21, 2026 episode of Ask An Advisor With Wes Moss, a listener named Scott asked whether RMD withdrawals should come out monthly, in a lump sum at year-end, or left in…
A 68-year-old opens her Annual Notice of Change in late September and sees the monthly premium on her standalone Part D drug plan jumping from $42 to $58 for the coming year. She remembers…
At the 24% bracket, a high-yield dividend portfolio bleeds thousands to the IRS every year. A passive S&P 500 position behaves differently. The Vanguard S&P 500 ETF (NYSEARCA: VOO) yields roughly 1.2%, and its…
Live Updates Analysts at Evercore ISI Say Credo Could See More Upside8:14am ETAnalysts at Evercore ISI argue that Credo Technology (NASDAQ: CRDO | CRDO Price Prediction) could see further upside. The firm has a…
Pre-Market Stock Futures: Futures are trading mixed as we prepare to finish the last full week of the second quarter. We finished a wild holiday-shortened trading week last Thursday, as Friday was the federal…
Mark July 29 on the calendar. That is the next scheduled FOMC decision, and according to JPMorgan Asset Management CIO Bob Michael, every Fed meeting is now live for a potential rate hike, including…
While the hopes for a permanent cease-fire and a cessation of hostilities are the ultimate end-game plan for Iran and the Middle East, the reality is that while spot prices have plummeted to the…
A couple at 67 with $1 million and combined Social Security drawing $5,000 a month faces a common retirement question: Lexington, KY or Myrtle Beach, SC? The math works in both places, but very…
Can you retire at 62 and stay on the San Diego coast, or does the math force you inland or out of state? The coast is where the lifestyle lives: Cardiff, Encinitas, Pacific Beach,…
A 58-year-old orthodontist pulling roughly $700,000 in profit from a practice with three employees has already maxed a 401(k) and watches another $200,000 fall into the top federal bracket. The standard playbook tops out…
If you take Eliquis, Januvia, or one of eight other widely prescribed brand-name drugs, your Medicare Part D plan started paying a different price for it on January 1, 2026. The list price the…
A 62-year-old who just stopped working full-time is staring at the same headline everyone else is staring at this week. Per Barron’s, SpaceX rose about 37% from its $135 IPO offer price in its…
If you own a taxable brokerage account, there is a tax bracket sitting right above the standard deduction where Uncle Sam charges you 0% on long-term capital gains and qualified dividends. Not a deferral.…
Someone in their late 50s, looking at a paid-off house or healthy 401(k), often wonders if Scottsdale at 60 works. The answer depends on which Scottsdale you mean. The version with a casita, club…
If you work for a state, a city, a public school, a public hospital, or certain tax-exempt nonprofits, you probably have access to a 457(b) deferred compensation plan. Here is the buried benefit almost…
