I’m 40 and my advisor wants me to switch from Roth to traditional 401(k). Dave Ramsey says it’s a million-dollar mistake
Quick Read Ramsey argues that switching to a traditional 401(k) saves taxes on $600,000 in contributions while forcing…
Final round of July Social Security checks hit this week — find out if you qualify for the maximum payout
Social Security checks are set to hit bank accounts this week. MargJohnsonVA – stock.adobe.com The third and final…
Zeplyn Launches AI Advisor Coaching for Wealth Firms
Zeplyn, which provides an AI operating system for wealth management firms has launched Advisor Coaching, a capability that…
16 Tourist Attractions Families Say They’ve Started Skipping Because of Rising Costs
Rising travel costs are changing how families plan their vacations. The U.S. Travel Association expects travelers to favor…
Why COLAs Have Lost Retirees 14% of Their Buying Power Since 2016
The average Social Security benefit is the highest it’s ever been, $2,084 per month as of June 2026.…
AI in wealth management: budgets surge but ROI remains elusive
From generative AI on trading desks to personalized portfolio tools, financial firms are spending big on AI, but…
Mozambican pensioners now receive payments through the banking system
Photo: O País All state pensioners in Mozambique transitioned to receiving their pensions via the banking system by…
Roth Conversion Strategy Cuts $1.5 Million 401(k) Tax Bills in Half for Early Retirees
© Andrey_Popov / Shutterstock.com A married couple, both 65, retired last year with $1.5 million stacked inside traditional…
Chinese billionaire heiress Kelly Zong loses appeal over $1.8B frozen bank account central to inheritance battle with half-siblings
The city’s Court of Appeal upheld two prior orders preventing her from withdrawing funds from the account and…
We split bills equally even when one of us earned a lot more
The couple’s system of sharing money remained the same even when Max was made redundant last year and…
How a 55-Year-Old Teacher Could Replace an $85,000 Salary With Dividend Growth Plus Covered Calls
Quick Read Replacing an $85,000 salary requires anywhere from $708,000 at a 12% yield to over $2.4 million…
The Appeal of Direct Indexing in Today’s Markets
An interview with Ken Lassner, CFA, direct indexing lead product strategist, Northern Trust Asset Management. Assets managed using…