The S&P 500 dividend yield has fallen to 1.08%, a level the index has not seen since the 1800s. For retirees who built their income plan around stock dividends, that number is the financial…
Turning 65 comes with a quiet deadline most people never hear about until it has passed. The six-month window that opens when you enroll in Medicare Part B is the only time in your…
A retired executive sitting on $7 million across a traditional 401(k), a Roth 401(k), and a taxable brokerage has a problem most savers would envy: pulling enough to fund the lifestyle without triggering the…
For much of the past year, investors have been focused on one question: When will the Federal Reserve finally start cutting interest rates? That expectation helped fuel one of the strongest stock market rallies…
A reader writes in: her husband passed away last year at age 70, leaving behind a $740,000 traditional IRA. She is 67 and already has $860,000 in her own IRA, giving her roughly $1.6…
Picture a 62-year-old consultant who works alone, bills clients directly, and pulls in around $90,000 in net self-employment income most years. She likes her work and plans to keep going until age 75. The…
Jensen Huang has spent the past year repeating one number that keeps growing louder: humanoid robots represent a $40 trillion total addressable market for labor automation. That figure came up again on the Animal…
The SPDR S&P Regional Banking ETF (NYSEARCA:KRE) has quietly become one of 2026’s better-performing financial trades, rising roughly 9% year to date and 28% over the past year to around $70 a share. The…
A 65-year-old retiree walks into a meeting with $600,000 in an IRA and walks out with a pitch. Hand it over to an insurance company today, and a single-premium immediate annuity (SPIA) will pay…
Tracking generative AI as a daily beat means watching dozens of funds slap the “AI” label on portfolios that look suspiciously like a Nasdaq-100 mirror. After cutting through that noise, three names keep surfacing…
Two weeks after her 52-year-old husband died unexpectedly, a 54-year-old woman called Suze Orman’s podcast with the question hundreds of recent widows wrestle with every month: what do I do with the life insurance…
When a Comfortable Dividend Stream Turns Into a Tax Surprise Picture a single retiree drawing $30,000 a year in Social Security and another $50,000 from a taxable brokerage account stuffed with dividend payers. On…
A 58-year-old woman who divorced in 2010 walks into retirement planning with what looks like a straightforward task. Her ex-husband’s 401(k) was split in the divorce through a Qualified Domestic Relations Order (QDRO), and…
The Utilities Select Sector SPDR Fund (NYSEARCA:XLU) has quietly become one of the more interesting trades in the market because it sits at the intersection of two crosscurrents. Hyperscaler power demand has turned a…
What if the token built for cross-border payments is quietly building millionaires on the side? It has happened before. Investors who got in when XRP (CRYPTO: XRP) was trading below $0.50 watched it rocket…