Retirement planning usually assumes a target date that the worker controls. The data say otherwise: 42% of retirees left the workforce earlier than expected, with health issues and unexpected job loss cited as the…
A 72-year-old couple with roughly $11 million in net worth spent late 2025 racing to shrink their taxable estate before the Tax Cuts and Jobs Act exemption was scheduled to sunset on January 1,…
When executives negotiate severance packages, most focus on the number. They want to know how much they’ll be paid after their years of service, and the rest of the details can be less meaningful.…
Most 73-year-olds don’t want to babysit twelve positions in retirement. The reader behind this headline has roughly $750,000 in a brokerage account, collects Social Security, and wants the rest of the income to land…
A new finding from the Allianz Center for the Future of Retirement’s 2026 Annual Retirement Study puts a number on something many people sense but don’t articulate: 67% of Americans say they worry more…
For months, retirees have been watching inflation data for clues about the size of Social Security's next cost-of-living adjustment (COLA). The logic seemed straightforward: inflation remained stubbornly elevated, consumers continued to feel the pinch…
Thirtysomethings show up in survey after survey as the age group most focused on getting their finances right. However, a new look at the American middle class finds that half of thirtysomethings (50%) cite…
For many single retirees, $30,000 per year on top of Social Security can help cover expenses such as property taxes, Medicare supplement premiums, groceries, and occasional travel. The amount of capital needed to generate…
Let’s assume, for a moment, that a home has been in the family for thirty years, and that the wife moves into assisted living in year one, while the husband continues living there. When…
Many retirees spent 2025 hoping the One Big Beautiful Bill would shrink or scrap Required Minimum Distributions. The law rewrote brackets, made the higher standard deduction permanent, and added a new senior bonus deduction,…
President Trump is someone who isn’t afraid of conflict. He’s clashed with a number of major players in the political space through the years. And the animosity between him and former Federal Reserve chair…
Retiring to Costa Rica’s Pacific coast is a common aspiration for Americans approaching retirement, particularly those with portfolios in the high six or low seven figures. The appeal is obvious: warm weather, ocean views,…
Being married and eligible for Social Security gives you many choices for claiming benefits. Both you and your spouse can claim benefits as early as age 62. If you don’t want your benefits reduced,…
Fifty thousand dollars per year is roughly what a retiree with a paid-off home may need to cover core expenses in many U.S. metro areas, including home maintenance, groceries, health insurance premiums, transportation, and…
Liz Peek, a Fox News contributor, delivered a striking household-level statistic on Fox Business’ Kudlow on June 3: “The Average refund was up, like, 11%. Overall, refunds are up 17%. Tens of millions of…
