Every story as it publishes, newest first.
A 45-year-old software engineer earning $250,000 walks into open enrollment having already done the obvious things. The full $24,500 pre-tax deferral is going in. The employer match (assumed here at $11,250, or roughly 4.5%…
On the June 11 episode of her Women & Money podcast, Suze Orman heard from a listener named Katie who had completed her estate planning documents with her husband. Yet Katie remained worried about…
She assumed her husband’s Social Security record was worth next to nothing. He died young, at 48, before filing for retirement. She kept working, raised the kids, and built her own modest earnings record.…
Artificial intelligence (AI) remains one of the most popular investment themes on the market. But if you’re going to invest in a thematic ETF, I think the first consideration should be position sizing. In…
married couple, both 66, sitting on $1.5 million in a traditional 401(k), Social Security deferred, and roughly $10,800 of other taxable income from a part-time consulting gig and a slice of interest. The question…
On a recent episode of The Ramsey Show titled “Debt Is Always the Symptom of a Bigger Problem,” a 32-year-old active-duty service member named Michelle from Raleigh asked Dave Ramsey whether she was saving…
Is a $100,000 gift at age 35 worth more than a $300,000 inheritance received at 70? In 2026, the IRS allows individuals to give up to $19,000 per recipient annually without triggering a gift…
Mastercard named Ripple (CRYPTO:XRP) a settlement partner in its new AI-payments network this week, a deal that puts the XRP Ledger inside one of the biggest payment systems on the planet. A few years…
The scenario is common enough that estate attorneys have a name for it: the gray remarriage. She is 68, widowed, with about $1.6 million in her name. He is 70, also widowed, with about…
I keep hitting the buy button on SoFi Technologies (NASDAQ:SOFI | SOFI Price Prediction), and the Fed-driven tech sell-off this month has only made my finger heavier. The stock sits at $16.67, down 36.33%…
A couple in their mid-60s has retirement largely solved. The mortgage is gone, Social Security is a few years away, and the portfolio is big enough to cover ordinary living expenses. The complication is…
Chief Investment Officer at Bornite Capital, Dan Dreyfus, offered Talen Energy (NASDAQ:TLN | TLN Price Prediction) as one of his highest-conviction stock ideas during the All-In Podcast’s Best Ideas Pitch Competition, arguing the independent…
Citizens’ JMP Devin Ryan, Head of Financial Technology Research, argued on CNBC’s Squawk Box on June 12 that the real story of the SpaceX listing is the message it sends to every other private…
Jeff Bezos is back in the headlines with a private-market raise for his industrial AI startup, Prometheus. The company just closed a $12 billion Series B at a $41 billion valuation, only about six…
Most pet owners will do almost anything for their fur babies. But what happens when expensive veterinary bills start to impact your retirement? A 2024 AARP survey found older households routinely underestimate pet costs…
