A Married Couple Collecting Social Security Face a $44,000 Tax Trap Most Never See Coming
shapecharge / Getty Images · shapecharge / Getty Images Married couples claiming Social Security in 2026 are running…
The women clients who have left their mark on the industry’s top MFDs
Good MFDs change their clients’ lives. But sometimes it works the other way too. Cafemutual spoke to some…
The Surprising Retirement Planning Mistake that Starts at the SSA
Just give us your best guess. Most financial advisors let the software do the heavy lifting when it…
More people are trusting AI for retirement savings advice, but it’s wrong 35% of the time. Here’s what to need to know
A growing number of Americans are turning to artificial intelligence tools for financial guidance, even for things as…
Retirement balances are up, but more workers took hardship withdrawals
U.S. President Donald Trump delivers the State of the Union address on Feb. 24, 2026, in Washington, D.C.…
Retirement Planning Guide and Tips for Solo Agers
Retirement planning can be daunting for anyone. For solo agers, facing those challenges without a spouse or adult…
Poor coordination can cost couples retirement wealth: research
Halfpoint Images | Moment | Getty Images Spouses who don’t ask one question — “your 401(k) or mine?”…
Couple in their 40s have $0 saved for retirement and they just had a surprise baby. What the Ramsey Show says to do next
Amanda and her husband made peace with how they thought their life would look. Married for 17 years…
Financial planning firm Whitman makes its debut on LEAP Market
KUALA LUMPUR: Financial planning and retirement advisory firm Whitman Holdings Bhd debuted on the LEAP Market of Bursa…
Trump pitches new retirement plan with a federal match. Who may benefit
Millions of workers without access to a 401(k) or other workplace retirement plan could get a new way…
I Asked ChatGPT To Plan a $100,000 a Year Retirement — Then Had a Financial Planner Review It
People use artificial intelligence (AI) for many things: meal planning, budgeting and interior design. But can you use…
7 Costly 401(k) Mistakes People Make in Their 80s (And the Price They Pay)
Many retirees in their 80s regret some of their 401(k) decisions. They have the gift of hindsight and…