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Over 50? Here’s a Legit Way to Leave Your Family a $25,000 Safety Net
MTN Staff on July 23, 2026
If there was a genuine way to leave a guaranteed inheritance for your loved ones, would you do it?
JPMorgan CEO Jamie Dimon Says ‘Personally, No’ to Long-Dated Treasurys. Where Does That Leave Retirees?
Kendall Blythe on July 23, 2026
How much downside can your retirement portfolio withstand?
Many Americans Retire Earlier Than Planned. They Have Regrets
Daniel de Visé and USA TODAY on July 23, 2026
A new TIAA Institute survey finds 52% of retirees quit work earlier than planned, leaving little time to boost savings.
5 Reasons to Invest Like Warren Buffett and Park Your Cash in T-Bills Now
Chris Kissell on July 22, 2026
The billionaire investor sings the praises of Treasury bills. Here’s what makes them so great.
The 5 Dumbest Things Even the Smartest People Do With Their Retirement Plans
Stacy Johnson CPA on July 22, 2026
These common blunders could cost you thousands over time, but they’re easy to avoid once you know what to watch for.
The Best Thing You Can Leave Your Kids Isn’t Money — It’s These 8 Lessons
Stacy Johnson CPA on July 22, 2026
The money runs out. The lessons that made it don’t — and those are the real inheritance you’ll leave.
Is Social Security Broke? 6 Big Retirement Misconceptions
Daniel de Visé and USA TODAY on July 22, 2026
Nearly two-thirds of Americans wrongly think benefit checks will stop entirely once the trust fund runs dry in 2032.
How to Sell Appreciated Assets Without a Big Tax Bill Now and Later
Medora Lee and USA TODAY on July 22, 2026
Retirees who time stock sales right can lock in a 0% tax rate and reset their cost basis for good.
5 Red Flags You Aren’t Saving Enough for Retirement
Stacy Johnson CPA on July 21, 2026
Are you guilty of these five common mistakes?
14 Moves to Maximize Your Social Security Checks You’ll Regret Not Making Sooner
Marilyn Lewis on July 21, 2026
You may qualify for more retirement income than you realize.
5 Signs You’re Saving Too Much for Retirement
Stacy Johnson CPA on July 21, 2026
We’re always told to save more, but is it possible to overdo it? If you’re sacrificing your life today for a future you might not enjoy, read this.
Warren Buffett Says Today’s Stock Market Is a Casino: ‘That’s Not Investing, It’s Not Speculating, It’s Gambling.’
Kendall Blythe on July 20, 2026
Meanwhile, it’s close to “as good as it gets,” says Jamie Dimon.
The ‘Lazy’ Way to Beat the Stock Market Without Watching the News (and Why It Works)
Gillian Manning on July 20, 2026
Want to invest in stocks but don’t know anything about Wall Street? Or maybe you just don’t have time to constantly follow news? This strategy could be for you.
College Costs Are Rising. Is the Degree Still Worth It?
Dana Taylor and USA TODAY on July 20, 2026
A new 15-year study pegs the college earnings edge at $87,000 — but certificate holders actually earned less than non-grads.
Here’s the Latest Retirement ‘Magic Number.’ Can You Reach It?
Daniel de Visé and USA TODAY on July 18, 2026
Schroders’ new survey pegs the number at $1.2 million, but half of workers expect to retire with less than $500,000 saved.
Your Financial Advisers Give Support on More Than Just Money
Medora Lee and USA TODAY on July 18, 2026
Financial advisers increasingly coach clients through caregiving crises, family stress and tough decisions — not just investments and nest eggs anymore.
How to Get Over These 4 Mental Blocks Holding You Back From a Financially Secure Retirement
Kathleen Coxwell on July 17, 2026
No retirement plans? Here’s what’s likely holding you back and how to finally get on track.
5 Reasons OpenAI and Anthropic Could Be Bad Bets When They Go Public
Stacy Johnson CPA on July 17, 2026
Wall Street wants you to buy the hype. Here’s why I’d wait before touching either one.
What History’s Greatest Influential Minds Can Teach You About Your 401(k)
Kathleen Coxwell on July 17, 2026
Learn what some of history’s greatest thinkers had to say about planning.
Jamie Dimon Warns Investors: It’s ‘As Good As It Gets.’ I Traded Through Black Monday — 5 Moves to Make Now
Stacy Johnson CPA on July 17, 2026
The CEO who just posted record profits is warning you. Here’s what to actually do about it.
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