Wednesday, December 24, 2025

Tag: Retirement planning

2 Retirement Risks Affluent Americans Often Overlook

Many wealthy Americans feel confident about retirement — but confidence can be costly. A recent Prudential...

Most homebuyers don’t shop around for mortgages. Why that’s a bad idea

Fstop123 | E+ | Getty ImagesFor homebuyers, getting one preapproval for a mortgage that has palatable terms may...

Vanguard has a new solution for retirees worried about outliving their money

One of the biggest challenges for retirees is figuring out how to pay themselves. ...

What Trump accounts and Australia’s Super may mean for Social Security

Onfokus | E+ | Getty ImagesNew Trump accounts are set to start giving money to millions of children...

Trump accounts get more donor funding from Dalio, BlackRock, BNY

'The 50-state challenge'Ahead of a White House press conference on Wednesday, an update on trumpaccounts.gov named the Dalios in a section on...

Surprise year-end income could derail plans for 0% capital gains

Akio Maeshima | Digitalvision | Getty ImagesYear-end financial planning is tricky — and surprise portfolio income can derail...

Financial fraud costs many older adults $100,000 or more: FTC

South_agency | E+ | Getty ImagesFor older Americans, financial fraud can be a very costly mishap. Last year,...

Is a 1 % Advisory Fee Too Much for My $2M Portfolio?

SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the...

You can still use the 0% capital gains bracket for 2025

Pongnathee Kluaythong | Moment | Getty ImagesMore from ETF Strategist:Here's a look at other stories offering insight on...

Hundreds of new funds launch, experts warn of risks

Skaman306 | Moment | Getty ImagesHundreds of exchange-traded funds have launched to let investors amplify their bets that...

IRS releases health savings account expansion details under Trump law

Miniseries | E+ | Getty ImagesThe U.S. Department of the Treasury and IRS this week shared details about...

How Social Security beneficiaries’ tax bills may change this year

Alessandro Biascioli | Istock | Getty ImagesSocial Security beneficiaries will soon receive statements showing how much of their...