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4 Tips for Baby Boomers to Lower their Overexposure to Stocks
September 12, 2023
About 37% of baby boomers overexposed to stocks. Fidelity says that they should be pivoting to less risky investments if they want to make sure their..
Is A.I. on a collision course with white-collar, high-paid jobs?
September 5, 2023
About one in five Americans have jobs with “high exposure” to artificial intelligence, including professions that were traditionally thought of as..
New Rules for Inherited IRAs Could Leave Heirs With a Hefty Tax Bill
August 29, 2023
The Setting Every Community Up for Retirement Enhancement (SECURA) Act of 2019 effectively killed a popular strategy for avoiding taxes on inherited..
One Way to Secure Your Child’s Inheritance in an Uncertain Tax Future
August 22, 2023
No one wants to pay taxes, especially not on the inheritance they intend to leave to their children. There are plenty of tricks to minimize the tax..
Why a 6-Month Emergency Fund May Be Too Much For You
August 15, 2023
Experts often recommend keeping an emergency fund that will support you for three to six months, just in case. Most Americans have no emergency fund..
Data Shows Older Americans Are Underestimating Their Social Security Benefits
August 1, 2023
While some seniors overestimate the amount of money they’ll get from Social Security after they retire, others have exactly the opposite problem...
SEC Sues Coinbase and Binance
July 25, 2023
Coinbase and Binance, the world’s two biggest cryptocurrency exchanges, are in some hot water. The SEC has recently charged the two companies with a..
Here’s how much money Americans think they need to retire comfortably
July 18, 2023
Americans have been struggling under the high and rising costs of living, healthcare, and housing even as wages have stagnated in real terms for..
Gen Z is expecting a 40-year retirement. Good luck, experts say
July 11, 2023
A recent survey reveals Generation Z’s striking optimism about their retirement prospects. Not only do they think they’ll be able to retire at age 60..
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Social Security Can’t Be Your Whole Retirement Strategy
August 8, 2023