Retirement

Eliminating the Social Security earnings cap could strengthen solvency, but broader reforms may be needed to secure the program’s long-term financial future. Read the original report.

Trump’s decision to revoke Temporary Protective Status for immigrants will damage long-term care in the US. One facility had to fire 19 Haitian staffers. Read the original report.

Longevity preparedness & retirement planning isn't just about money. See how home security, technology and trust can help you age-in-place and live independently longer. Read the original report.

Medicare Advantage members can lose access to hospitals, hospital systems and other providers at any time during the year. Such changes are happening more frequently. Read the original report.

Learning to handle losses in life is a survival skill. As we get older, the losses can come faster. Resilience at all ages is needed as disruptions are accelerating. Read the original report.

Vanguard shares principles that every affluent retirees needs to know to get the most out of their retirement income. Read the original report.

Nvidia’s chief, Jensen Huang, shrugged at a proposed California billion tax. Massachusetts and Sweden show the exodus threat is hollow. Read the original report.

How does your IRA compare? Discover the average and median Traditional and Roth IRA balances by age in 2026, 2026 contribution limits, and key catch-up strategies. Read the original report.

Investors can increase their net returns by considering tax reduction strategies all year round. Neglecting tax strategies causes serious leaks in investment returns. Read the original report.

A survey links Gen Z sports betting to investment choices. The larger danger is a 401(k) system that lets retirement savings leak away early. Read the original report.

California’s Prop 40 tests billionaire claims about wealth, taxes and migration as the state weighs a one-time levy to help close a major Medi-Cal funding gap. Read the original report.

Estate planning for children's accounts like 529 plans and UTMA accounts often overlooks naming a successor. Not naming a successor for these accounts can lead to delays. Read the original report.

Medicare’s 2027 enrollment period brings major changes as Part D subsidies end and Advantage payments shift. Learn how premiums, coverage and costs may change. Read the original report.

Learn how giving money earlier, with structure and clear values, creates a more meaningful legacy than a traditional late‑life inheritance. Read the original report.

Many people are relying on AI too much. AI is a tool and will not replace the relationships in our lives that add to our heath and well-being. We need to be intentional about nurturing our relationships. Read the original report.

Learn how the type of investment account you use can influence tax efficiency in retirement and why thoughtful planning may help improve long-term financial outcomes. Read the original report.

Learn how Roth conversions work, when they may make sense, and how taxes, RMDs, Medicare premiums and withdrawal rules may affect your retirement plan. Read the original report.

Retirees face nonstop disruption — from inflation to technology shifts — reshaping expectations, recovery time and what it means to feel secure in retirement. Read the original report.

The optional forms aim to standardize direct rollovers, encourage electronic transfers, and take some of the paperwork out of moving retirement savings. Read the original report.

Opus Newton has used resident volunteerism, ongoing care in resident apartments, and other changes to hold down costs and stay affordable for middle-income seniors. Read the original report.