Latest Financial Planning Articles
Smart guidance for the financial decisions that shape real life.
Readable, expert-informed articles on retirement, taxes, credit, estate planning, and the money questions people actually face.
New Web Tool Helps Medicare Beneficiaries Make Informed Coverage Decisions
FOR IMMEDIATE RELEASE New Web Tool Helps Medicare Beneficiaries Make Informed Coverage Decisions BOSTON — October 6, 2026 — finStream this week launched ANOCLens, a free web tool that helps people read their Medicare Annual […]
The Caregiver’s Financial Blind Spot: Why Protecting Your Future Is Part of Caring for Theirs
The Caregiver’s Financial Blind Spot: Why Protecting Your Future Is Part of Caring for Theirs By Sandra D. Adams, CFP® Most caregivers don’t wake up one morning and decide to become caregivers. Instead, it happens […]
Retiring in Massachusetts? Here’s What You Need to Know About Taxes, Estate Planning and Cost of Living
Retiring in Massachusetts? Here’s What You Need to Know About Taxes, Estate Planning and Cost of Living Massachusetts exempts Social Security and government pensions from state income tax, but retirees also need to consider the […]
The Money Conversations Caregivers Need – Before a Crisis Hits
The Money Conversations Caregivers Need – Before a Crisis Hits By Sandra D. Adams, CFP® Most caregiving journeys don’t begin with a plan. They begin with a phone call. A fall. An emergency room visit. […]
Global Travel in 2024 Rebounds to Pre-Pandemic Levels
Explore the latest trends fueling the travel industry's resurgence.
Retiring in Maryland: Maximize Your Savings with Tax Breaks
Maryland's tax-friendly policies can help you maximize your retirement savings and enjoy a more comfortable lifestyle.
Building a Resilient Retirement: 5 Habits of the Wealthy
Learn how to retire wealthy with these smart financial decisions.
Protect Yourself From Tax Fraud
The recent NPD data breach could impact your tax refund and increase your risk of identity theft. With tax season coming up, here's how to protect yourself.
The 10 Best-Selling Electric Cars
Tesla dominated electric vehicle sales in 2024, but new contenders are gaining ground. Check out the full list of the most popular electric vehicles and what’s driving the shift.
Fees and Measly Returns in Safe Harbor IRAs Can Reduce Accounts to $0
PensionBee’s Market Review highlights the dangers for savers who ‘set and forget’ dormant 401(k) accounts.
New Social Security Law Faces Long Delay Before Sending Out Adjusted Benefits
The Social Security Fairness Act will boost benefits for 3.2M public workers once the agency can plow past multiple roadblocks. Here's what you need to know.
Is It Time to Exchange Your Annuity?
Swapping your current annuity for a new one could boost your retirement income and potentially lower fees.
IRA to HSA Rollover: A Hidden Retirement Strategy Explained
While an IRA-to-HSA rollover can help with health care costs, it's not for everyone. Learn if it's right for you.
FinstreamTV Announces Suite of Free Financial Planning Tools
FinstreamTV Announces Launch of Comprehensive Suite of Free Financial Planning Tools Empowering Individuals to Take Control of Their Financial Future Boston, MA – [February 24, 2026] – FinstreamTV, the leading streaming platform dedicated to boosting […]
The Importance of Long-Term Perspective in Investing
Stay calm and focused during market downturns by understanding long-term averages.
Maximizing Social Security Survivors Benefits
This little-known restricted application rule can significantly boost retirement income for surviving spouses, potentially adding hundreds of thousands of dollars over a lifetime.
Medical Debt No Longer Impacts Credit Scores
The rules ban credit agencies from including healthcare debts on consumers’ credit reports but will likely face challenges in the Trump Administration and in the courts.
Ask the Hammer: Is Social Security Income Tax-Free?
Financial adviser Jeffrey Levine explains tax implications for Social Security recipients.
Can You Afford to Retire? See How Much Seniors Spend on Essentials
Americans 65+ have seen a major spike in expenses, with food costs up 44.4% since 2012. See how retirement spending has changed and what it means for your budget.
Understanding Your Retirement Options: Savings and Social Security
From employer-sponsored retirement plans to Social Security, here's how to maximize your savings for a secure retirement.
Expert Wealth-Building Strategies for Black Americans
Lee Baker, Lazetta Rainey Braxton and Dr. Preston Cherry offer actionable advice to grow wealth, set financial boundaries, achieve financial fluency and more.
Post-Election Interest in Moving Abroad Surges
Following the 2024 presidential election, American interest in relocating abroad has skyrocketed. Here are the most-searched destinations.
Tax Tips: What Is a Section 179 Depreciation Deduction?
Confused about Section 179 and depreciation? We compare the two, providing clarity on which strategy is most advantageous for your small business.
Protect Your Inheritance in 5 Steps
Receiving an inheritance can be life-changing, but without proper planning, it can lead to financial disaster. Discover a proven 5-step plan to safeguard your inheritance and achieve your financial goals.
Senate Report Slams Private Equity’s ‘Detrimental Effects’ on Hospitals
Two private equity firms targeted in latest Senate action on health care ownership.
Gen X Retirement Savers Benefit From Continuous Market Growth: Fidelity
Fidelity clients’ 401(k), 403(b) account balances reached the highest average on record, according to the report.
Navigating an Uncertain Tax Landscape: TCJA Sunset
Key tax provisions from the Tax Cuts and Jobs Act of 2017 are set to expire in the near future. Here's what you need to know.
Elder Family Caregiving Can Spike Menopause Symptoms: Study
Mayo Clinic research shows midlife women likely to suffer more severe menopausal symptoms as caregiving hours grow.
Michigan Retirement: Low Taxes & Stunning Beauty
Michigan is a top choice for retirees. Enjoy low taxes, breathtaking scenery and abundant outdoor recreation.
Tax Cuts and Jobs Act: Key Provisions Expiring
The future of key tax provisions from the 2017 Tax Cuts and Jobs Act remains uncertain.
Early-Onset Alzheimer’s: Financial and Legal Planning Essentials
Navigating the challenges of an early-onset Alzheimer's diagnosis? This guide covers financial planning, legal considerations, support resources and more to help you prepare for the future.
Navigating the Retirement Red Zone: Innovative Portfolio Strategies for Long-Term Success
Financial expert explore how increasing stock exposure over time could lead to more sustainable retirement income and better inflation protection.
Boost Retirement Security: Why Guaranteed Income Beats Savings
Research shows retirees hesitate to spend savings but readily use lifetime income. Here's what this means for you.
Key Insights on Future Tax Provisions After TCJA Expiration
Explore expert predictions on potential changes impacting taxpayers as deadlines approach.
Which U.S. States Have the Highest Property Taxes?
Discover the states where property taxes are the highest, as revealed by the Tax Foundation. See how your state compares.
Retiring in Expensive Areas: A Financial Roadmap for Success
Dreaming of retirement in a high-cost state? This guide provides strategies for maximizing your retirement income, minimizing taxes and building a secure financial future.
Americans Eye Canada and Beyond: Post-Election Interest in Moving Abroad Surges
Following the 2024 presidential election, American interest in relocating abroad has skyrocketed. Here are the most searched destinations.
Should You Use Your IRA to Fund Your HSA? Pros, Cons and Expert Insights
Did you know you can fund an HSA with IRA assets? This little-known rollover strategy offers tax-free growth for health care expenses.
Top States for K-12 Education Revealed
A recent study highlights the best states for K-12 education. See where your state ranks.
Follow the Money: Medicare Funding Stems From Two Sources
Learn more about how the two Medicare trust funds operate.
Maximizing Social Security for Widows: The Restricted Application Strategy
Learn how surviving spouses can use Social Security's restricted application to maximize benefits and secure financial stability.
Which U.S. States Have the Highest and Lowest Property Taxes?
The Tax Foundation’s study unveils surprising tax trends.
Medicare Advantage Clients Pay Coverage But Don’t Use Vision, Dental Benefits: Study
Researchers found while these older Americans have more supplemental benefits, they don’t use more of these services and have similar out-of-pocket costs as traditional Medicare clients.
5 Tips to Protect Medicaid From Congressional Budget Cuts
Here’s how to call your representatives in Washington. By keeping people healthier, Medicaid boosts enrollee outcomes and saves Medicare dollars, strengthening the program.
When to Buy a Used Car
The top 10 times of year to buy a used car.
Is America’s Health Care System Ready for the Senior Population Boom?
To avoid being overwhelmed by the demands of a graying America, government and health care leaders need to advance geriatric, palliative and other care models.
Get Your Social Security Benefit Statement (SSA-1099)
Tax season is here, and the Social Security Administration made replacing your annual Benefit Statement easier.
The Longest-Lasting Affordable Cars
A good car at the right price can stretch your dollar and last for several years.
Aging in Place: How to Prepare Your Home and Simplify Caregiving with Tech
This powerful age-tech tool helps you organize your home information for aging in place.
Congress is Eyeing Cuts to Medicaid. What’s Medicaid, Again?
Congress has announced federal budget proposals that could dramatically curtail Medicaid. Here's everything you need to know.
Free Resources for Elder Family Caregivers
In honor of National Caregivers Day, these 13 tools offer practical and emotional relief for family members caring for older adults.
Retiring in New York: Pros, Cons and Tax Implications
Learn how to optimize your retirement finances in New York. This article details tax-saving strategies, senior exemptions and how to navigate the state's unique tax landscape.
The Childfree Guide to Life & Money: Book Review
This groundbreaking book empowers childfree individuals to build wealth on their own terms with personalized financial strategies.
The Hidden Risks of Target Date Funds: Why Your Retirement Savings Could Be at Risk
Target date funds often underperform compared to broader market indexes and balanced portfolios. This article examines the reasons behind this, including asset allocation and fund management.
The Smart Approach to Childfree Wealth
Being childfree means more than just living without kids. It reshapes your entire financial future. Explore strategies for living a fulfilling, financially independent life.
Childfree Wealth: Financial Planning Without Kids
Being childfree means more than just living without kids. It reshapes your entire financial future. Explore strategies for living a fulfilling, financially independent life.
Unlock Tax-Free Retirement: Which Retirement Account is Right for You?
This guide breaks down the tax implications, contribution limits and long-term benefits of different retirement accounts to help you choose the best retirement savings strategy.
Anxiety Mounts Among Social Security Recipients as DOGE Troops Settle In
ProPublica reports that Elon Musk’s team has descended on an already understaffed Social Security Administration, which now faces further workforce cuts and closures of vital local offices. The consequences could be significant for millions of the most vulnerable Americans.
Financial Independence Strategies for Adult Children
What happens when your adult child moves back home? From financial check-ins to budgeting, this guide covers everything you need to know about supporting your adult child's financial independence.
Women Lead Financial Decision-Making: Report
Caregiving plays a critical, distinct role for women, say CFP® professionals.
Succession Planning for a Changing Workforce
This guide provides actionable steps for businesses to navigate the upcoming boomer retirement wave, from identifying critical roles to fostering intergenerational collaboration.
Medicaid and Homes: Protecting Assets While Caring for a Parent with Dementia
Facing tough choices about a parent's home and Medicaid? Discover the pros and cons of selling vs. keeping the property.
CMS Cuts Sexual Orientation, Gender Identity Questions from Medicare Enrollment Forms
In compliance with Trump's executive order, CMS will eliminate these optional questions, although a recent judicial ruling mandated they be restored.
Social Security to Pay Retroactive Benefits
By the end of March, millions are to receive long-overdue Social Security benefits. Learn how and when you'll get paid.
Breaking the Cycle: Are Your Spending Habits Holding You Back?
With 32% of Americans indulging in alcohol, gambling or substances weekly and 11% going into debt, it’s time to assess whether your spending aligns with your financial goals.
Revocable vs. Irrevocable Trusts
This guide explores the ideal scenarios, pros and cons for revocable and irrevocable trusts.
Retire in Kentucky: Affordable Living & Tax Benefits
Discover Kentucky's attractive retirement benefits, including no Social Security tax, pension exclusions and low cost of living.
Feds Probe UnitedHealth’s Medicare Advantage Billing Practices
The U.S. Department of Justice is investigating Medicare Advantage billing practices at UnitedHealth Group, a development that the insurer disputes.
New Research on Early 401(k) Withdrawals Sparks Concern
Explore how emergency withdrawals & loan repayment impact retirement savings, with analysis from leading researchers.
Breaking the Cycle: Are Your Habits Holding You Back?
With 32% of Americans indulging in alcohol, gambling or substances weekly and 11% going into debt for them, it’s time to assess whether your spending aligns with your financial goals.
Backdoor Roth IRA: A Guide for High-Income Earners
Discover the power of the backdoor Roth IRA for tax-free retirement income. This guide simplifies the process, including how to avoid the pro-rata rule and common mistakes.
IRA Contribution Deadline: Avoid Penalties & Optimize Your Retirement Savings
Don't miss the April 15, 2025 deadline for 2024 IRA contributions. Learn how to avoid penalties, understand income limitations, and leverage the 5-year Roth rule.
Insurers Push Back on Medicare Coverage for Weight-Loss Drugs
Health insurance companies are lobbying the Trump administration to reject Biden-era proposals that would expand Medicare and Medicaid prescription access to weight-loss medications such as Wegovy and Ozempic.
Man vs. Machine: Margin Account Basics: What Every Investor Should Know
This guide covers the mechanics of margin trading, including how interest rates affect your returns and what happens during a margin call. Learn if margin trading is right for your investment strategy.
Protect Your Social Security Benefits As DOGE Cuts 7,000 SSA Jobs, Closes Offices
The Social Security Administration's downsizing may lead to longer wait times, but experts stress that benefits remain intact. Learn key steps to manage your account and avoid potential service disruptions.
The Snowbird’s Guide to Estate Planning: Protecting Your Legacy Across State Lines
Snowbirds need a comprehensive estate plan that addresses their unique circumstances. This checklist covers key considerations including domicile, taxes and ensuring health care wishes are respected.
Navigating Medicaid’s Transfer Penalty: Exceptions and Solutions for Seniors
Considering removing your parent's name from the house deed to shield assets from Medicaid? Explore the implications and discover alternative strategies for long-term care planning.
How the Social Security Fairness Act Affects Your Benefits
The elimination of the WEP and GPO under the Social Security Fairness Act may mean that you need to file for retroactive benefits. Here's everything you need to know.
The Best Cities for Snowbirds in 2025
Tired of shoveling snow? Discover the best destinations for retirees looking for warmer climates.
GOP Must Cut Medicaid or Medicare to Achieve Budget Goals: CBO
The Washington Post reports that the nonpartisan bookkeeper said there’s no other way to cut $1.5 trillion from the budget over the next decade.
Black History Month Roundtable: Financial Equity & Racial Equity
Financial experts Lee Baker, Lazetta Rainey Braxton and Dr. Preston Cherry join Robert Powell in this roundtable discussion.
Digital Estate Planning Tools for Older Adults
Digital platforms can make it easier to organize documents, communicate with advisers and protect your legacy. Here's everything you need to know.
Stability Over Returns: The Key to a Secure Retirement Portfolio
Learn why stability is paramount for long-term financial security and how to build a portfolio that prioritizes preservation over growth.
Retiring in Illinois: Tax Benefits, Health Care and Lifestyle Options
Illinois offers unique tax advantages on retirement income. Weigh the pros and cons, including health care access and lifestyle options.
New Medicare Card Fraud: How to Spot and Avoid Scammers
Stay safe from Medicare fraud in 2025. Learn about the latest scams involving fake Medicare cards and how to protect your sensitive information. Get tips for senior fraud prevention from trusted sources.
Lost Your Job? Health Insurance Options
Here's what you need to know about your health care coverage options if you've recently lost your job or anticipate losing your job.
Incentivized Early Retirement Programs: Retain Knowledge & Ensure Smooth Transitions
Incentivized early retirement programs offer opportunities to foster mentorship and ensure a seamless transfer of institutional knowledge.
Protect Your Retirement Portfolio from Tariff Risks
Don't let tariffs jeopardize your retirement. Here are specific risks associated with tariffs and how to safeguard against them.
Florida Retirement: Navigating Rising Costs & Climate Risks
Explore Florida's changing retirement market. Understand rising insurance, climate risks, and find the best, most affordable locations for your golden years. Renting tips & HOA insights included
Guaranteed Retirement Income: Combining Annuities with Your IRA Strategy
Explore the benefits of using annuities within traditional and Roth IRAs to generate guaranteed lifetime income. Learn about tax-free Roth annuities, QLACs for RMD deferral, and how these strategies can enhance your retirement security.
Navigating the Great Wealth Transfer: A Family Guide to Generational Planning
Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values to future generations.
Social Security Fairness Act Recipients Receive $7.5B to Date
Higher monthly benefit payments to begin in April to eligible Social Security recipients.
House Votes to Extend Medicare Telehealth
The House of Representatives voted 217-213 to pass a continuing resolution (CR) on March 12, 2025. This has key health care and government shutdown provisions.
Under Trump, Social Security Resumes What It Once Called ‘Clawback Cruelty’
The Trump administration will revert to subtracting 100% of Social Security overpayments from all identified recipients beginning at the end of March, KFF Health News and Cox Media Group report. Many overpayments are the result of government error.
Social Security for Women: Claiming Strategies & Eligibility Explained
Learn how women can optimize Social Security benefits due to longer life expectancies. Understand spousal, survivor and individual benefits, claiming strategies and eligibility requirements.
How to Measure the Value of Financial Advice
Dana Anspach explains how to quantify the value of financial planning using household balance sheets and other key metrics.
New Mexico Retirement Guide: Tax-Friendly Living for Seniors
Learn why New Mexico is a haven for retirees. Discover its zero estate tax, low property tax rates, income tax exemptions and more.
Private Credit Realities: Beyond High Returns & Low Volatility
Go beyond the sales pitch and examine the true risks of private credit. Learn how to evaluate loan structures, interest rates, and the borrower's financial health.
Home Improvements Can Help People Age Independently. But Medicare Seldom Picks Up the Bill
Learn about the CAPABLE program's success in preventing falls and improving senior independence through home-based interventions and understand the financial barriers.
Equitable Divorce Settlements: Beyond Gender Bias to Financial Independence
Discover the importance of vocational evaluations, career sacrifice recognition, and tailored settlements for equitable results."
Nursing Home Violations: ProPublica Report
Looking for the right nursing home? ProPublica’s database of over 90,000 inspection reports exposes serious violations and helps you make an informed decision.
Deadlines for Required Minimum Distributions
Time is ticking! Here's everything you need to know about the approaching RMD deadlines for IRAs, 401(k)s and workplace retirement plans.
Finding a Safe Nursing Home: Insights from ProPublica’s Database
ProPublica’s database of over 90,000 inspection reports can help you make an informed decision.
Is Your Social Security Data Safe?
Should you be concerned about the privacy of your Social Security data? The experts say, “Yes!”
Navigating Job Loss and Health Insurance Coverage
Jae Oh explains what you need to know about your health insurance coverage options if you've recently lost your job or anticipate losing your job.
Selling Your Boomer Business: Maximize Value & Bridge the Wealth Gap
Navigate the baby boomer business transition with a comprehensive pre-exit checklist. Discover how to close profit and value gaps to ensure a financially secure retirement.
Invest America, Baby Bonds and Bonuses
“Working and Saving for the Generations Ahead” panel at the EBRI-Milken Institute Retirement Symposium suggests new solutions for growing generational wealth.
How to Switch from the Marketplace to Medicare
If you have a healthcare plan through the Health Insurance Marketplace and you’re nearing 65 years old, it’s time to start thinking about Medicare.
Unlocking Tax Benefits with Reverse Mortgages
Housing wealth expert Don Graves explains how leveraging home equity through a reverse mortgage can create tax-free income streams and protect retirement assets.
Medicaid and Inherited Property: Understanding Estate Recovery Liens
Uncertain about the legality of a Medicaid lien increase on your inherited property? Explore your rights and potential legal options with an elder law attorney
The EBRI-Milken Institute Retirement Symposium: The Forces Transforming Retirement
Explore expert predictions from the EBRI-Milken Institute Retirement Symposium on market volatility, Secure Act 3.0, private equity in 401(k)s, and the future of American retirement planning.
Vermont Retirement: Climate, Taxes & Community
Get a detailed overview of retiring in Vermont, including its low crime rates, strong community engagement and stunning natural beauty. Understand the financial aspects, such as Social Security exemptions, estate taxes and the cost of living.
Press Release: More than Two-Thirds of Women Investors’ Careers Impacted by Caregiving Responsibilities
New study highlights financial concerns among various generations of women investors.
Building a Resilient Portfolio: Managing Risk in 2025’s Uncertain Market
Learn how to manage market volatility and build a resilient portfolio for long-term financial success.
Hidden European Destinations to Visit This Summer
Looking for an unforgettable European getaway? Explore under-the-radar destinations like Dhermi, Albania, and Namur, Belgium.
Slash Your Retirement Taxes: The Reverse Mortgage Advantage
Learn how a reverse mortgage can supplement your retirement income without increasing your tax burden. Discover strategies for managing capital gains, RMDs and other tax challenges.
Press Release: Social Security Increases Transparency and Accountability
The Social Security Administration (SSA) announced several new initiatives and resources.
Offshore Trusts Explained: A Guide to Asset Protection
Discover how offshore trusts can safeguard your assets from lawsuits and creditors. Learn about setup costs, suitable jurisdictions and essential compliance considerations.
Social Security Phone Services Win Two-Week Reprieve
In the last-minute switch, the SSA delayed DOGE-induced changes but also said disability beneficiaries will be able to maintain using phone services. However, applicants and beneficiaries for retirement, Medicare and other benefits will still be restricted to online or in-pers...
721 Exchange vs. 1031: Tax-Smart Real Estate Investing
Discover the benefits of a 721 exchange for retirement planning. Explore how this strategy addresses debt, cash flow, and market volatility.
Social Security Strengthens Identity Proofing Requirements and Expedites Direct Deposit Changes to One-Day
The updated measures will further safeguard Social Security records and benefits against fraudulent activity.
Which State Should You Retire In?
Wondering which state is the best for your retirement? Discover the answer here.
MedPac: Agents Make More Money Enrolling Patients In Medicare Advantage
Commissioners decried the system, saying the Medicare Advantage enrollment system needs to change.
Top Hidden European Travel Destinations
Looking for an unforgettable European getaway this summer? Explore under-the-radar destinations like Dhermi, Albania, and Namur, Belgium.
Ohio Retirement Guide: Tax-Friendly Living for Seniors
Uncover the financial benefits of retiring in Ohio. Learn about the state's low cost of living, property tax relief for seniors, and income tax credits.
Intergenerational Wealth Transfer: Strategies for Modern Retirees
Discover how "living while giving" is transforming wealth transfer. Explore strategies like milestone gifting and family business investment, while balancing generosity with long-term financial stability.
Financial Empowerment: A Woman’s Guide to Secure Retirement Planning
Navigate retirement planning with confidence. This guide provides actionable advice on budgeting, investing, and understanding your net worth.
Has DOGE Destroyed Social Security?
Long waits, waves of calls, website crashes: The Washington Post reports how a flood of cuts led by Elon Musk has sent the agency into chaos.
Trump’s Second Term: Stock Market Volatility Amid Tariffs & Tax Uncertainty
Here are the similarities and differences between the 2025 stock market performance and Trump's initial term. Tariff implementations and tax policy shifts are influencing market trends and investor behavior.
Senate Panel Grills Social Security Administration Nominee
The New York Times reports that in addition to the confirmation hearing for Frank Bisignano as SSA head, the Senate Finance Committee also approved the nomination of Mehmet Oz to lead Medicare and Medicaid.
Retirement Daily Roundtable: Women, Money & Retirement
In this Women's History Month roundtable discussion, experts discuss what women need to know about retirement planning, investing and all things money.
Women, Money & Retirement
Experts Marcia Mantell and Elizabeth Miller discuss retirement planning for women of all ages, addressing unique challenges and offering actionable financial advice.
Man vs. Machine: Protect Your HSA: The Dangers of Not Naming a Beneficiary
Get expert insights into the IRS rules for HSA inheritance when a beneficiary is missing.
Social Security Survivor Benefits: Timing Strategies After Early Retirement
Understand how early retirement impacts survivor benefits. Learn if your spouse's reduced Social Security at 63 will affect their future widow/widower's benefits after your death.
Preparing a Retirement Budget With Beau Kemp
Preparing a retirement budget, explained.
Nursing Homes and the AMA, Once Medicaid Defenders, Hang Back as GOP Mulls Big Cuts
Industry groups have been notably restrained as GOP lawmakers consider sweeping new Medicaid cuts expected under DOGE-inspired directives, KFF Health News reports.
Business Exit Planning: A Comprehensive Guide for Private Company Owners
Discover 6 effective ways to exit your private company, from selling to family transfer and ESOPs. Learn how to plan ahead, value your business and ensure a successful transition.
Retirement Budgeting Tips
Creating a solid retirement income plan starts with budgeting. Follow these steps to set yourself up for a secure and fulfilling retirement.
The Top 15 States for Women to Retire
Based on factors such as cost of living, health care, the prevalence of parks and more, here are the top states for women's retirement. Did your state make the cut?
Top 5 New Cars for Older Drivers
Based on accessibility, visibility, comfort, associated costs and safety. Here are the best new cars for older drivers, according to Kelley Blue Book.
Digital Pump and Dump: How Scammers Target Retirees on Social Media
Explore how cybercriminals steal financial advisers' identities to create convincing scams, and learn how investors can verify legitimacy and avoid these costly frauds.
“Tarrifying”: How Retirees Can Navigate Tariffs, Inflation and Market Volatility
What can retirees expect—and how can they prepare for what’s ahead?
Retiring Overseas? Here’s What You Need to Know About Banking and Social Security
Now that all payments are electronically distributed, managing Social Security while living abroad requires a little more thought. Here's everything you need to know about retiring as a U.S. expat.
Business Exit Planning: Overcoming Emotional and Financial Roadblocks
Two-thirds of surveyed business owners lack a documented plan for selling or transitioning their business. Here's why and what to do about it.
Planning for a Special Needs Child in Your Estate Plan
Learn about ABLE accounts, Special Needs Trusts (SNTs), government benefits (SSI, Medicaid), and other essential tools for your child's future.
Asset Allocation: Building a Portfolio for Your Financial Goals
Demystify asset allocation with this comprehensive guide. Learn how to align your portfolio with your financial goals, assess your cash flow needs and build a resilient investment strategy for any market.
Why Your Business Needs a Buy-Sell Agreement: 6 Essential Reasons
Learn how a buy-sell agreement safeguards your business against unforeseen events and ensures a smooth ownership transition.
The Top 5 Cars for Older Drivers
Based on accessibility, visibility, comfort, associated costs and safety. Did your car make the list?
Arkansas Retirement: Affordable Living & Tax Benefits in 2025
Arkansas is a top retirement destination in 2025. Explore low housing costs, property tax credits, Social Security exemptions and other financial advantages for seniors.
Musk, DOGE Claim They’ll Stop Health Care Fraud in Medicare and Medicaid
But Trump’s been allowing the CMS scammers to walk free, according to this new KFF Health News investigation.
Roth IRA vs. Life Insurance: Which is Best for Your Legacy Goals?
Which strategy is best for your legacy goals? Understand the tax implications, benefits and drawbacks of each strategy.
Man vs. Machine: Trust Protectors
We asked ChatGPT: What is a "trust protector" and when would I need one? Colleen Carcone, director of Wealth Planning Strategies at TIAA, provides expert critique.
Medicaid & Married Couples: Protecting Your Home in a Second Marriage
Understand the complexities of Medicaid eligibility for married couples. Explore the Community Spouse Resource Allowance and spousal refusal options.
Medicare Telehealth Wins Another Temporary Lifeline
But will Congress make this latest extension permanent?
Medicare Drug Costs Spike as Plans Quickly Shift to Co-Insurance
It’s not just the price of eggs. Here’s why your Medicare out-of-pocket prescription costs are high in 2025.
Embrace a Second (or Third) Career: A Guide for Women Over 50 Facing Job Loss
Here are three helpful tips for women over 50 to consider while job hunting, all while staying on track for retirement.
The Fundamental Role of IRAs in Retirement Planning: Study
ICI’s latest research shows that individual retirement accounts (IRAs) are a significant component of U.S. households’ retirement planning.
Building a Stress-Free Portfolio: Four Tips for Long-Term Investing
Discover how to create and maintain a diversified portfolio with minimal effort. Learn about asset allocation funds, target-date funds, and automated contributions for long-term financial success.
Navigating Retirement Caregiving Challenges
Caregivers often cite three top challenges: financial strain, emotional stress and loss of freedom. Here are practical tips to help lighten the load.
Avoid Probate & Protect Your Family: Comprehensive Estate Planning Tips
Discover the importance of estate planning to protect your family from legal complexities and financial burdens. Learn how to create a comprehensive plan with wills, trusts, and beneficiary designations.
Social Security Dumps DOGE Phone Service Cuts
According to an internal memo obtained by The Washington Post, Elon Musk’s DOGE plans to eliminate phone service for most of the Social Security Administration’s claims operations have been killed.
Medicare Update: Hello, Dr. Oz. Goodbye, Weight-loss Drugs. Plus Medicare Advantage’s BIG $$$ Surprise
The Trump Administration has promised not to cut Medicare and Medicaid benefits but that doesn’t mean it’s been leaving things alone there. Here’s what’s been happening at CMS.
‘Just a Mess’: Staff Cuts, Rushed Changes and Anxiety at Social Security
President Trump promised not to touch Social Security, but as Elon Musk’s DOGE team trims staff and plans cuts to phone services, The New York Times reports the system is groaning under the pressure.
The Best States for Women to Retire
Iowa is No. 3. Did your state make the list?
How to Buy a Dream Retirement Home With No Monthly Payments
Reverse mortgages can allow retirees to buy new homes without any monthly mortgage payments. Here's how.
Outliving Your Savings: The Hidden Dangers of Conservative Retirement Planning
Discover the alarming statistics on retirement savings depletion and why retiring at 65 poses significant risks. Learn strategies to protect your financial future.
Maine Retirement Taxes: Income, Property & Estate
With its stunning landscapes and numerous tax benefits, Maine has become a top destination for retirees seeking a high quality of life.
Protecting Your Retirement: Income Strategies During Market Downturns
Address the anxiety of market volatility in retirement by implementing strategies for predictable income, strategic portfolio management, and realistic longevity planning, ensuring financial stability and peace of mind.
Man vs. Machine: IRA Estate Planning – ChatGPT vs. Financial Expert
Explore the challenges of traditional IRAs in estate planning, comparing ChatGPT's insights with expert critique on tax implications, beneficiary rules and effective estate planning strategies.
Estate Planning for Retirees: Avoiding Debt Traps and Ensuring Family Peace
Understand how unsettled debts impact your family's financial well-being, explore proactive estate planning strategies and learn to utilize digital tools to streamline debt management.
What Will You Do If You Need Long-Term Care?
As many as 7 in 10 older adults will require some level of help, according to the U.S. Department of Health and Human Services.
How Are Social Security Benefits Taxed? A Comprehensive Guide
Learn how to minimize the taxes you pay on your Social Security benefits. This article explores strategies for reducing provisional income, including timing income events, and the impact of Roth IRA conversions.
Annuities vs. CDs: Which Retirement Income Strategy is Best?
Explore the key differences between annuities and CDs, focusing on tax deferral benefits and income distribution flexibility for optimal retirement planning.
Navigating Unexpected Job Loss: Retire or Job Hunt?
Expert Fritz Gilbert shares insights on making the crucial decision between retirement and job searching after an unexpected career setback.
10 Best Cities for Retirees Seeking Affordable Rent
Rising rents are a challenge, but these 10 cities offer retirees a chance to stretch their income and enjoy a worry-free retirement.
HHS Proposes Eliminating Federal Medicare SHIP Funds
The DOGE 2026 draft budget proposes eliminating federal funds for all State Health Insurance Assistance Programs and seven other federal programs that serve as health care safety nets for older Americans, MedPage Today reports.
“What Should I Do Now?”: Financial Planning for Widows
An expert provides five essential steps for newly widowed individuals to ensure security and avoid costly mistakes.
Retirement Daily Roundtable: Financial Literacy Crisis Solutions
Robert Powell hosts TIAA and AFSA leaders to discuss alarming gaps in financial knowledge and practical steps for improvement.
Ask Bob: Unexpected Job Loss: Retire or Job Hunt?
Expert Fritz Gilbert shares insights on making the crucial decision between retirement and job searching after an unexpected career setback.
Double Whammy Hurts: What the Health Care Industry Overlooks in Nurse Retirements
But even when health care systems are prepared for the impact on patient care, some nurses find themselves unable to retire when they haven’t been able to save enough.
Stagflation Risks: Reassess Your Retirement Portfolio NOW
Here's what stagflation means for your investments. Plus, specific strategies to protect your nest egg in this uncertain economy.
Medicare Drug Price Negotiations Target of Trump Executive Action
But will potential pharmaceutical tariffs nullify lower prescription costs? Plus Biden knocks DOGE Social Security job cuts.
Indexed Annuities vs. Bonds & CDs: Maximize Growth & Minimize Risk in Retirement
Compare and contrast indexed annuities, bonds and CDs to determine the best fit for your retirement goals. Evaluate risk, return, tax implications and liquidity to make informed investment decisions and secure your financial future.
What Delaying Small Molecule Drugs Means for Medicare Drug Price Negotiation
According to KFF’s research, the new Trump executive order on small molecule drugs could lead to higher Medicare prescription drug prices and potentially higher Medicare Part D premiums.
Medicare Executive Order Boosts Drug Industry’s Profits as Seniors Suffer: Report
The Medicare Rights Center reports that President Trump’s executive order on prescription drug pricing supports key drug industry efforts to weaken the Inflation Reduction Act’s (IRA) Medicare negotiation program, putting Medicare and beneficiary savings at risk.
10 Best Places for Retirees Seeking Affordable Rent in 2025
Discover where retirees can find the lowest rent costs in the U.S.
Flexible Retirement Withdrawals: Secure Your Future & Live Richly Today
Combat the fear of outliving your savings with smart income strategies. Learn how to structure fixed and flexible withdrawals, adjust to market changes, and maximize your retirement enjoyment.
Worried About Making Your Retirement Savings Last?
A retirement nest egg of $1M would be completely drained in less than 20 years in three states but the same could last longer than 70 years in five.
Retiring in Oregon: Financial Insights, Pros and Cons
This comprehensive guide to retiring in Oregon includes tax benefits, cost of living considerations and lifestyle advantages.
Avoid These Annuity Mistakes: A Guide for Retirement Planning
Annuities can be valuable for retirement income, but pitfalls exist. Discover crucial annuity mistakes to avoid, including choosing the wrong type and ignoring potential costs
Will the Trump Administration Fast Track the Privatization of Medicare?
The privatization of Medicare has been taking place without much public debate – a trend that KFF says has implications for the 68 million people covered by Medicare, health care providers, Medicare spending, and taxpayers.
Maximize Your Physician Income: Smart Financial Strategies After Residency
Transition from residency to financial success with expert advice on job selection, debt management, investments and tax planning tailored for physicians.
Potential Medicaid Cuts Could Impact Long-Term Care and Family Caregivers
NPR reports ‘profound effects’ on health expected if Medicaid budget cuts eliminate services for older and vulnerable Americans.
Financial Planning vs. Estate Planning: Key Differences
Financial planning and estate planning go hand in hand, but there are some key differences.
Stagflation Risks: Why Retirees Need to Reassess Their Portfolios Now
Explore the economic dangers of stagflation and its effects on purchasing power and investment returns. Discover practical tips for diversifying your retirement portfolio and minimizing risk.
Funding College: 529 Plans vs. Alternatives
529 plans can be a great way to save for college, but what are your other options?
How Do Retirees Cope with Uninsured Health Care Costs?
Insurance rarely offers full protection from risk, and in the case of uninsured medical bills, a study shows these budget shortcomings can be substantial for older adults and their retirement plans.
What Happens If I Didn’t File My Taxes?
This year’s tax deadline was April 15. If you’re seeing this and realizing that you have not yet filed your taxes, keep reading.
Alaska Retirement: Tax-Friendly Living for Seniors
With its stunning beauty and no state income or sales tax, Alaska might be the perfect retirement destination.
Social Security, Inflation, Medicare Spark Retirement Confidence Concerns
Annual retirement survey reveals confidence levels of older Americans and pre-retirees in the workforce.
At Social Security, These Are the Days of the Living Dead
In recent weeks, the Social Security Administration has been plagued by technology errors, staff cuts and even marking living people as dead, according to KFF Health News.
Medicare IRMAA: What High-Income Retirees Need to Know
Discover how your income can increase Medicare Part B and D premiums. Understand IRMAA thresholds, appeal processes, and effective planning strategies to reduce your financial burden.
Medicare Advantage Insurers Often Use Rewards, Incentives to Encourage Enrollees to Complete Health Risk Assessments
But KFF research reports new findings that raise concerns.
The Best States and Industries for Older Workers
Instead of retiring, millions of Americans age 65+ are staying or returning to the workforce.
Revocable Trusts vs. Inheritance Trusts: Medicaid Asset Protection Explained
Understand the complexities of merging inheritance trusts with revocable trusts for Medicaid spend-down protection. Learn why third-party trusts are treated differently and how to safeguard your assets.
Save Thousands on Taxes With Strategic Withdrawals
Here's what saves the average retiree tens of thousands in taxes.
Phased Retirement: Work Less, Retire Happier
We, as humans, tend to view retirement as “all on” or “all off.” That’s the wrong approach, if you ask Nick Defenthaler.
Can You Safely Retire Amid Recession Fears?
Plus, expert strategies to protect your retirement portfolio.
Don’t Wait: The Silent Risks of Not Having an Estate Plan
For high-net-worth individuals, a comprehensive estate plan is crucial. Explore strategies like dynasty trusts, life insurance and charitable giving to safeguard your wealth across generations.
America’s Cleanest and Dirtiest Cities
A recent study ranked 35 large U.S. cities on cleanliness based on seven factors. Find out how your city compares.
Medicare Part B vs. Medicare Part D Drugs
What do I need to know about the difference between Part D and Part B medications?
Protecting Social Security: The Case Against Extending the Full Retirement Age
This paper argues that extending Social Security’s FRA would be both unnecessary and unfair. Here's why.
Social Security Blames ‘DEI’ & ‘Gender Ideology’ for Long Wait Times
Social Security wait times to talk with a staffer by phone, email or in person have increased as the Trump administration, DOGE cut staffing, MSNBC reports.
Smart Estate Planning for Retirees: Digital Platforms vs. DIY
Don't let your hard-earned retirement be vulnerable. Smart estate planning is crucial for your family's security and inheritance.
America’s Cleanest and Dirtiest Cities, Ranked
A recent study ranked 35 large U.S. cities on cleanliness based on seven factors. Find out how your city compares.
Huge Medicare Changes Coming in 2026
You won't want to miss these changes announced by CMS. Plus, insights from Marcia Mantell.
GOP Budget Proposal: 2025 TCJA Extension
With this new budget proposal, maybe not. Ben Henry-Moreland outlines what it could mean for you.
APTC Changes in 2026: How Rising Premiums Could Impact You
Financial expert Jae Oh discusses potential end of enhanced tax credits, impact on health care costs, and strategies to prepare for possible premium increases.
Your Guide to Retiring in Indiana
Tax benefits, low housing costs, recreational opportunities and more.
Beyond Wills: The Essential Estate Plan Checklist (For Everyone!)
It's more than just passing on wealth! Ensure your health care wishes are respected, appoint guardians for loved ones and manage digital assets with a comprehensive estate plan.
RMD Refresher: When to Take Withdrawals From Your IRA or Retirement Account
Ensure you're on track! Learn key RMD details like age requirements, deadlines & how to calculate.
Trump Administration Retreats From 100% Withholding on Social Security Clawbacks
A Biden administration policy capped the overpayment of Social Security clawbacks at 10%. Then the Trump administration came down hard with its overpayment demands on beneficiaries. Now there’s a quietly introduced change.
How to Build a Self-Sustaining Business for Lasting Income
Escape the daily grind and secure your financial future. Learn how to structure your business with remote teams and robust systems to generate reliable, recurring profits in retirement.
Medicaid & Assisted Living: Navigating Eligibility
Eligibility criteria, program limitations, tips on finding legal assistance and more.
When Hospitals Ditch Medicare Advantage Plans, Thousands of Members Get To Leave, Too
But KFF Health News reports some older Americans get lost in the transitions. At least 41 hospital systems have dropped out of 62 Medicare Advantage plans serving all or parts of 25 states since July. Here’s what to do so you don’t lose Medicare coverage.
Smart Moves for RMDs: 6 Strategic Ways to Make the Most of Distributions You Don’t Need
Don’t let unneeded RMDs inflate your tax bill.
Planning for Retirement Taxes: Fewer Withholdings, Less Stress
Retire worry-free by minimizing tax withholdings and avoiding underpayment penalties.
Will Trump Pitch Sweeping Medicare Part D Prescription Price Plan?
POLITICO reports Trump wanted the ‘most favored nation’ policy in his first term but faced resistance from the pharmaceutical industry and the courts.
Thinking of Claiming Social Security Earlier Than Planned?
Amid political instability, that is the question. Should I throw in the towel and claim my Social Security benefits now—even though it might leave me in a financial dilemma later?
Ditch the S&P 500? Consider T-Bills for Risk Management
Explore the advantages of Treasury bills (T-bills) in today's uncertain economic climate.
Crypto in Your IRA: The Future of Retirement?
Understand the key considerations for including digital assets in your IRA, from managing risk with AI to ensuring security and compliance in the changing world of retirement planning.
Outpacing Inflation: Modern Retirement Strategies for Small Business & Gig Workers
Uncover the silent erosion of purchasing power due to inflation and learn how to build inflation-resistant retirement portfolios while gaining more control and access to cost-effective plans.
Get Serious About Retirement: Why Starting Early Matters Most
Understand why retirement planning shouldn't be postponed, learn when different generations get serious and find encouragement and resources to start building your financial security today.
Medicaid Eligibility: Addressing Gifts & Business Investments
Understand the Medicaid look-back period, how gifts and investments impact eligibility, and strategies for recovering assets or paying privately to avoid penalties.
Tariffs and Recession Fears: What the Economic Downturn Means for You
Don't get caught off guard by a recession. Discover tailored financial strategies for different life stages, from building an emergency fund to managing investments in a downturn.
Press Release: Revolutionary New AI Caregiving Assistant
The non-medical home care service will use Kerry, a new AI-driven care plan management application, to streamline communication between its clients and caregiving teams.
Navigating Trump’s Economic Waves: A Portfolio Strategy for Investors
Learn how to maintain a steady hand in your investment portfolio despite global economic shifts. This guide emphasizes risk management through duration, beta, and strategic allocation for long-term prosperity.
Banking & Investing in Europe as an American: What You Need to Know
Discover how Americans living in Europe can navigate restrictions on U.S. mutual funds and ETFs, explore alternative investment options and find U.S.-licensed custodians in your new country.
Loans & Medicaid Eligibility: Key Considerations & Traps to Avoid
Learn how Medicaid evaluates private loans for eligibility, the importance of actuarial life expectancy, and why not all loans are treated equally.
Medicare vs. Medicaid for Long-Term Care: What You Don’t Know Can Cost You
Uncover the critical differences between Medicare and Medicaid's roles in covering these costs, and learn why relying solely on Medicare could be a costly mistake.
Slash Retirement Health Care & Taxes: Your Essential Planning Checklist
Plan smarter for retirement by proactively managing your biggest expenses. Explore Medicare choices, long-term care insurance and effective tax reduction techniques.
Retirement & Giving: Secure Your Future with Life Income Gifts
Discover how donors can leverage life income gifts to supplement retirement funds, reduce taxes, and make a meaningful impact on their favorite causes.
The Middle-Class Dilemma: Funding Long-Term Care Without Insurance
Learn critical non-insurance strategies to preserve your wealth and avoid impoverishment when facing the high costs of long-term care.
Medicaid Lien on Inherited Property? Understanding the 5-Year Rule
Navigating Medicaid eligibility with recent property transfers? Discover how the five-year look-back rule applies and potential ways to avoid penalties on your family home.
Can You Be Held Liable if Your Parent With Dementia Drives?
Explore how states handle elderly drivers with cognitive decline, including license testing requirements, mandatory reporting and family interventions.
Introducing FinStream’s Medicare Annual Notice of Change (ANOC) App
Free App Empowers Medicare Beneficiaries to Make Informed Coverage Decisions (Boston, MA — November 10, 2025) — FinStream Inc. is proud to announce the launch of its Medicare Annual Notice of Change (ANOC) Evaluation Application, […]
FinStream TV Reports Latest Growth
FinStream TV Reports Latest Growth: (July 23, 2025) FinStream.tv, a personal finance TV Channel with a mission to increase financial literacy, released the latest numbers for the streaming TV channel today. Having recently […]
FinStream TV Launches Fan Store
FinStream TV Launches Fan Store. Check out FinStream.TV’s online store to buy the latest fan merchandise. Are you increasing your financial IQ? Do you love to watch FinStream.TV personal finance videos? Then show your love […]
Retirement Planning for Widows and Widowers
An expert provides five essential steps for newly widowed individuals to ensure security and avoid costly mistakes.
Retirement Withdrawal Strategy: Tax-Efficient Planning for Your Income
Discover the ideal sequence for withdrawing funds from your 401(k), IRA, Roth IRA, and brokerage accounts.
Financial Advisers Address Social Security Fears of Clients
More Americans are tapping benefits earlier than ever — but what’s driving this trend, and is it the right move?
Weathering the Storm: Navigating Market Volatility in Retirement
Grab your umbrella. We're not going to let market volatility rain on your retirement. Explore data-driven investment strategies built to last through any storm.
Watch FinStream TV Co-Founder On Yahoo Finance
FinStream TV is excited to share the official launch of Decoding Retirement, a new vodcast hosted by FinStream Co-founder Bob Powell, CFP, now available on Yahoo Finance. Bob is joined by a distinguished group of […]
FinStream TV’s Channel is live on Roku
Be sure to check out the new functionality and watch the latest FinStream videos.
finStream.tv Launches New Personal Finance-themed Channel on TikTok
finStream today launched a TikTok channel targeted to the specific personal financial needs of the TikTok community and their unique media consumption habits. finStream.TV, which is focused on increasing financial education and literacy, has developed a format tailored to the ...
FinStream Launches on Amazon’s Fire TV
finStream TV, a dynamic OTT/streaming channel targeted to the specific personal financial needs of different generations and their unique media consumption habits, announced today that the finStream app is now available on Amazon’s Fire TV.
FinStream TV is Available on Roku
FinStream TV is Available on Roku: Our new Roku channel is live. Click the link below to watch content from finstream.tv on your Roku streaming media player or smart tv! FinStream’s Mission is to improve […]
Do You Have Saving Regret?
Do you wish you had saved more earlier in life? If so, you’re not alone. In fact, some 59 percent of the population aged 60 to 79 wished they had saved more, according to a […]
Americans need to focus on lifetime income planning, not just accumulating retirement assets
In June, 24 services companies, including AIG, Jackson, Lincoln Financial, Prudential and TIAA, came together to form the Alliance for Lifetime Income, an organization that aims to educate consumers and refocus the national retirement discussion […]
How To Withdraw Money From Your Retirement Accounts in the Most Tax-Efficient Manner
How To Withdraw Money From Your Retirement Accounts in the Most Tax-Efficient Manner Generating Income in Retirement: Rethinking Conventional Wisdom When it comes to generating income in retirement, many retirees rely on traditional withdrawal strategies. […]
How much do you need to save for retirement?
How much do you need to save for retirement? It depends on where you live. If you’re saving for retirement in Japan or the United Kingdom, we have good news for you. You need only […]
Curious About the Retail Sector? Here’s What Investors Should Know
There’s a spotlight on the retail sector as the holiday season comes around. TheStreet’s London Bureau Chief Martin Baccardax breaks down what he thinks is important for investors going into the holiday season. Baccardax thinks […]
Even with Booming Economy, Consumers Are Not on Track to Retire on their Terms: CFP Board Study
Two-thirds of households have less than $100,000 saved for retirement. That’s the bad news. The good news? Millennials – those born 1981 – 1996 – often get a bad rap when it comes to all […]
Stifel’s Bonifacino on Third Point, Campbell, BlackRock, ISS and Unsolicited Bids
Activists seeking to take control of boards don’t need to have a CEO candidate in mind but they should produce a clear position about what they would do on day one. At least that’s the […]
Who Will Win The Smart Speaker Wars, as Black Friday and Cyber Monday Near? ( Nov. 15, 2018)
More than one out of four Americans is expected to own a smart speaker by the end of the year. Will Amazon continue to dominate the category it created, or can Google wrest control with […]
Open Enrollment Means Costly Changes for Some Medicare Advantage Beneficiaries ( Nov. 14, 2018)
Retirement Daily Podcast sits down with Katy Votava, the president of Goodcare.com and author of Making the Most of Medicare: A Guide for Baby Boomers. As open enrollment season for Medicare beneficiaries kicks in, Votava […]
Activist Investing Today: Doyle Targets Proxy Advisers
The general counsel of the corporate-backed American Council for Capital Formation, spoke to the Activist Investing Today podcast about two new studies the group has produced targeting influential proxy advisory firms and “robo-voting” by some […]
AMD’s Big Announcements and Amazon’s Narrowing HQ2 Search
TheStreet’s Eric Jhonsa discusses what he learned from interviewing AMD CEO Lisa Su at the chipmaker’s Next Horizon event in San Francisco. And then tech reporter Annie Gaus joins us to talk about the latest […]
Midterm Elections and Retirement, Everything You Need to Know
What do the midterm election results mean for your retirement? Not much say two experts – Richard Rosso, director of financial planning at Clarity Financial and Bob Frick, an economist at Navy Federal Credit Union […]
Strategies For a Healthy Financially Secure and Fulfilling Long Life
When it comes to retirement, there are several critical decisions pre-retirees must make. So says Steve Vernon, author of Retirement Game-Changers, a new book that reveals strategies for a healthy, financially secure, and fulfilling long life. In our R...
What’s the Future for the FANG Stocks?
With Facebook, Amazon, Netflix and Alphabet all having reported their third-quarter earnings, TheStreet’s Eric Jhonsa and Action Alerts Plus’s Zev Fima analyze their reports and discuss the outlook for each of them individually, as well […]
Will the Bear Win Out? What to Watch This Week
It’s been a tough couple of weeks in the market. And that’s putting it mildly. It’s no surprise that earnings season is upon us. On Thursday, Amazon and Alphabet shocked Wall Street by beating on […]
Morgan Lewis’ Gottfried On Why Founder Activism is So Different From Hedge Fund Activism
Keith Gottfried, chief of Morgan Lewis & Bockius LLP’s shareholder activism defense practice, took some time to talk to The Deal’s Activist Investing Today podcast about how defending the company against an ex-CEO and founder […]
Tesla’s Breakout Quarter, and a Preview of Facebook and Apple’s Earnings
Tesla CEO Elon Musk promised the much-maligned electric carmaker would be profitable and cash flow positive in the third quarter, and he delivered, despite much skepticism. Eric Jhonsa discusses how Tesla did it, and we […]
Chadwick On What it Was Like to Work with Activist Pioneer Whitworth
The Activist Investing Today podcast talked to Jim Chadwick, about Ancora’s activist strategy and his recent insurgencies at Hill International and Element Fleet Management. In a wide-ranging interview, Chadwick explains how working with Relational Investors […]
Technically Speaking: What to Expect from Amazon, Google and Microsoft’s Q3 Earnings
The three tech giants each reported strong numbers for the second quarter that helped propel their respective stocks; will they be able to repeat that performance when they give their Q3 reports next week? Tech […]
Michael Falk, author of Let’s All Learn How to Fish . . . to Sustain Long-Term Economic Growth
Retirement Daily Podcast sits down with Michael Falk the author of Let’s All Learn How to Fish . . . to Sustain Long-Term Economic Growth. Falk wants us to reimagine health care, retirement, and education […]
TheStreet Breaks Down the Week Ahead: October 15th, 2018
TheStreet breaks down the week ahead for a breakdown of the upcoming events for this week. Earnings season officially kicked off on Monday. Netflix NFLX is set to announce earnings on Tuesday, Oct. 16. Other […]
Badgley Mischka President On Tariffs, Trends and Getting More Women at the Top
TheStreet sat with the president of Badgley Mischka and talked about how the tariffs are affecting her bottom line, the transformation of the brand and why there are not enough women in the fashion C-Suite.
Applebaum On Icahn, Activism and Why Analysts Make Good Directors
The Activist Investing Today podcast talked to Michelle Applebaum, a former steel analyst who has been nominated by insurgent managers Barington Capital and Land & Buildings for corporate boards, about why she thinks activists’ analytics […]
Technically Speaking: How to Play the Tech Stock Sell-Off
Tech stocks have been on a serious losing streak lately, capped by Wednesday’s big plunge. What’s behind the decline, and what should you do next with stocks like Amazon and Alibaba? TheStreet’s tech columnist Eric […]
Alpha Rising: California Wants More Women In Board Seats
California votes to require more women in board seats…Will it be a national trend? We asked The Deal’s Anders Keitz to answer this and more!
IPO Expert Talks About Today’s Froth How Long It Will Last
The IPO market is on fire these days… Or is it? Listen to Kathy Smith, co-founder of Renaissance Capital, give her 20-year perspective and view of 2019.
Technically Speaking: The Future for Ripple, Ethereum, Bitcoin and Other Cryptos
With ‘Blockchain Week’ just having ended in San Francisco, TheStreet’s tech reporter Annie Gaus and crypto reporter Jordan French do a deep dive into what Ripple is and isn’t, as well as its prospects for […]
Activist Dan Loeb Has Infiltrated Your Campbell’s Soup
Activist Dan Loeb thinks Campbell Soup Co. should be sold and wants a full revamp over the board. The Deal’s Senior Editor Ron Orol gave us the up-to-the-minute scoop.
Losing Your Job Later in Life
Many people find themselves laid off later in life thanks to downsizing or cost cuts but its not the end of your working days, it’s just the beginning Robert Powell, editor of Retirement Daily, talk […]
The Market Rewards Decisiveness: GE, Tesla and the New NAFTA
Decisions have been made and the market is grateful. Tesla’s CEO Elon Musk is removed as Chairman, GE’s CEO is out because of his inactivity and NAFTA has finally been replaced with the U.S.-Mexico-Canada Agreement. […]
Alpha Rising: Former HSBC Global Banker on How Her New Venture Can Help Accelerate Women
Cate Luzio left global banking because she realized there were not enough women in the middle to get to the top. That led her to create Luminary, a collaborative space for women. Alpha Rising got […]
Alpha Rising: UBS Senior Vice-President On How Social Impact Investing Really Can Make You Money
Only 12% of US investors have sustainable investments in their portfolio today. Over the next five years, UBS expects that number to increase to 58%. So now may be the time to get in. We […]
Alpha Rising: Louise Yamada talks technicals then and now and tells us where the market is heading
Louise Yamada is a trailblazer. She is one of the first female stock market technicians who predicted the Enron fiasco and the Dot Com burst, just to name a few. She told us her story […]
Technically Speaking: A Deep Dive Into Salesforce and Its Dreamforce Techstravaganza
For several days each year, Salesforce takes over San Francisco for a wide range of discussions and events around its customer relationship management software and tech in general. TheStreet’s tech reporter Annie Gaus was there […]
Marathon’s Cibelli on CEO pay, e.l.f., Shutterfly Campaigns
The manager explains why e.l.f.’s ‘fast beauty’ strategy can get its cosmetics into market faster than “legacy” rivals. While he foresees a bright future for the company, he has real concerns about executive compensation. Cibelli, […]
The Outlook for Micron, AMD, Nvidia and Other Chip and Chip Equipment Stocks
Semiconductor stocks have been among the most volatile plays in the market this year, with the positive overall performance of the sector masking wide divergences in performance. TheStreet’s tech columnist Eric Jhonsa helps break down […]
How to Invest in Cannabis Now
Is the cannabis crazy much akin to the dot com bubble? TheStreet.com’s Tracy Byrnes sat down with Real Money Reporter Kevin Curran and Action Alerts Portfolio Research Analyst Zev Fima to find out. They talked […]
Technically Speaking: Breaking Down Apple’s New iPhones and the Apple Watch 4
Apple unveiled three brand new iPhones this week at its big launch event, along with a new Apple Watch with some impressive new health monitoring features. TheStreet’s tech columnist Eric Jhonsa and tech reporter Annie […]
Technically Speaking: Everyone Wants to Be Like Amazon
One of the noteworthy things about this year’s TechCrunch Disrupt SF, the big annual conference for tech start-ups, was the degree to which many companies cited Amazon as a role model, as opposed to firms […]
Here’s Why the Stock Market Rose During August
Michael Hewson, chief market strategist at CMC Markets, based in London, weighs on what’s next for the markets after a strong August, which is historically a volatile time for stocks.
Is Google Really Rigged?
The President tweeted that Google is rigged to silence “conservative voice.” But is it? Or is it one big algorithm? TheStreet’s Jay Eggers, SEO Specialist joins Tracy Byrnes to discuss.
Women Have More Seats On Corporate Boards — But Do They Have More Power?
We are super grateful for the strides women have made towards equality. But just because women have a seat at the boardroom table does not mean they are being heard. TheStreet’s Tracy Byrnes and Anders […]
Technically Speaking: Why Tech Firms Like Uber and Slack Are Waiting So Long to Go Public Now
Hot tech companies used to follow a well-worn path of receiving several rounds of VC financing and then going public. But now they’re staying private for much longer and instead raising larger and more frequent […]
Can Tesla Really Go Private? Or is its CEO Too Much of a Loose Canon?
Elon Musk announced to the world that wants to take Tesla private. But can he do it? And is he the reason a deal may not get done? Listen to The Deal’s Senior Editor Ron […]
Earnings Releases: Necessary or Annoying?
Do investors need earnings releases or are they just a prettier version of the truth since they are unaudited and companies can dictate when goes in them? We sat down with Peter Lazaroff , Co-CIO […]
Trade Desk CEO: Global Advertising Will Be a Trillion Dollar Industry In Less Than 10 Years
Trade Desk CEO Jeff Green sat down with TheStreet to talk about digital advertising and Trade Desk. Green detailed the impressive quarterly earnings that Trade Desk just released and dove into where he thinks digital […]
The Jolt Podcast: What’s Really Happening in Retail?
TheStreet talks with IRI CEO Andrew Appel about the trends shaping the consumer economy.
Turkey: How it Affects our Dollar, Your 401(k) and When the Contagion Will End
Ton of talk about Turkey and its contagion to other countries, like ours. So we called in an expert to get all your answers and calm your nerves. And most importantly, make sure your 401(k) […]
Elon Musk’s Tesla Tweet Heard ‘Round the World
Tesla’s mercurial co-founder and CEO shocked the business world with a short tweet on Tuesday saying he’s considering taking his company private. Thus was started a tsunami of commentary about the potential move and its […]
Why Turkey’s Economic Crisis Matters for Global Markets
President Trump announced higher tariffs on steel and aluminum imports from Turkey, adding fuel to Turkey’s economic woes.
Retirement Daily: In Search of Durable Dividend Stocks
Tim Atwill, the head of investment strategy with Parametric Portfolio Associates, an investment adviser and majority-owned subsidiary of Eaton Vance Corp., explains the strategy behind the Parametric Dividend Income Investor (EAPDX) fund. That fund seeks […]
Youngest Female Stockbroker on NYSE Talks Financial Literacy
Lauren Simmons, the youngest woman to be a full-time stockbroker for the New York Stock Exchange, talks about the importance of financial literacy. Simmons said there should be courses in schools to teach children the […]
Facebook’s Disastrous Earnings, Amazon’s Impressive Ones and What to Expect from Apple’s
TheStreet’s tech columnist Eric Jhonsa and Action Alerts Plus Portfolio research analyst Zev Fima make sense of the week’s biggest tech stock earnings reports from Facebook and Amazon, and look ahead to Apple’s on July […]
Stocks of the Week: Amazon, Facebook, Twitter and BP
TheStreet breaks down everything you need to know about this week’s trending stocks including Amazon, Facebook, Twitter and BP.
Funko’s Fun Summer
Fresh off a licensing deal to sell Funko toys based on red-hot videogame Fortnite, and with its stock up 143% since its Nov. 2017 IPO, TheStreet talks with CEO Brian Mariotti. Mariotti tells TheStreet Funko […]
Technically Speaking: A Preview of the Big Week for Tech Earnings
Microsoft just reported earnings, and Alphabet, Facebook, Amazon, Apple and PayPal are all on deck. TheStreet’s Eric Jhonsa and Action Alerts Plus’ Zev Fima break down the latest news and numbers from each and tell […]
A Key EU Official Is Coming to Washington – What It Means for Markets
TheStreet’s Scott Gamm and London Bureau Chief Marin Baccardax break down the market’s worries about trade and what to expect from Alphabet, Amazon and Facebook’s upcoming earnings.
Real Money: Tilray IPO, How Beauty Industry Is the Fast Lane for Cannabis Growth
Daria Solovieva, Executive Editor of RealMoney.com, talks to regular contributor Steve Gelsi about Canadian medical marijuana company Tilray and its IPO on July 19. They also discuss Real Money’s feature this week on how cannabis […]
How to Make Money From Exchange Traded Funds
Exchange traded funds have become an increasingly important part of the stock market. In this latest podcast, TheStreet explains how to shape your investing strategy around exchange traded funds.
President Trump Had a Busy Week in Europe – Here’s What You Missed
President Trump was in Europe this week meeting with NATO leaders and UK Prime Minister Theresa May. He’s also headed to Helsinki for a meeting with Russia’s President Vladimir Putin.
Technically Speaking: The Hottest Tech IPOs in the Pipeline
Tech IPOs, especially in the enterprise space, have had strong showings so far this year, paving the way for more to come. TheStreet’s Eric Jhonsa, Annie Gaus and Nelson Wang look at some of the […]
Activist Investing Today: A Q&A With Wynnefield Capital’s Obus
The insurgent investor explains how listening in on his dad’s basement meetings put him on the road to investing, then later, Lazard banking and finally activism. In a wide-ranging conversation, Obus, 71, explains what kind […]
Retirement Daily: Integrating Family Businesses & Human Capital in Portfolio Management
The role of a family business in wealth creation for high net worth families is well known. Less well understood is the role it plays in wealth management for these same families. In this podcast, […]
Tariffs Are Getting Real: Will Trump Pull the Trigger?
The trade wars have officially kicked off. At the stroke of midnight on June 6, 2018, $34 billion in tariffs on goods imported from China went into effect. China was quick to retaliate, imposing their […]
Technically Speaking: Have We Reached Peak Netflix?
After a brief hiccup, Netflix shares are once again prospering and have more than doubled so far in 2018. Can the streaming giant keep up its scintillating subscriber growth, particularly overseas, and retain the trust […]
Kerri Walsh Jennings Is Absolutely Not Done Playing Volleyball
Four-time Olympic Gold Medalist Kerri Walsh Jennings is not done playing volleyball. And don’t even think about asking that question-she WILL come find you. Truth is, the four-time Olympic gold medalist has plans-big plans. After […]
Alpha Rising: Sprout CEO on her Crusade for Women with HSDD
We sat down with Cindy Eckert, Founder and CEO of Sprout, the company that helped launch Addyi, a drug that addresses hypoactive (low) sexual desire disorder – a.k.a. HSDD – in women. After selling her […]
Alpha Rising: CoinShares CSO on Women in Crypto
Meltem Demirors, Chief Strategy Officer at CoinShares, is working towards institutionalizing crypto-currencies. In a recent interview with TheStreet’s Tracy Byrnes, Demirors talks about the ongoing attempts to better regulate cryptos in The United States, how […]
Technically Speaking: The AT&T-Time Warner Ruling and Its Impact on M&A
The Deal’s Chris Nolter and David Hatch break down the judge’s ruling allowing the massive vertical merger to move forward, what it means for the two firms, the dealmaking environment for other media and telecom […]
Here Is a Step-By-Step Plan on How to Stomach Stock Market Volatility
Volatility has returned to the global stock market – are you prepared? TheStreet’s Scott Gamm speaks with Michael Hanson, SVP, Research at Fisher Investments.
Alpha Rising: KPMG CEO Lynne Doughtie on Diversity
Words like “inclusion” and “diversity” are commonplace buzzwords these days. The solutions, though, are not as obvious. Mainly because there isn’t a one-size-fits all solution so it is super important for women – and men […]
Technically Speaking: Apple’s WWDC 2018 and Mary Meeker’s Internet Trends report
RealMoney’s tech columnist Eric Jhonsa and reporter Oscar Gonzalez join us to discuss what Apple might announce when it hosts its annual developers conference starting June 4, as well as highlights from famed Internet analyst […]
Retirement Daily: Nearly Half of Americans Age 50+ Fail a Basic Social Security Quiz
Near-retirees still have a lot to learn about Social Security retirement benefits and may be leaving money on the table according to a new poll released by Massachusetts Mutual Life Insurance Company. Nearly half (47 […]
Barington’s Mitarotonda on Avon, Outback Steakhouse and Xerium
James Mitarotonda, who has run activist fund Barington Capital since 2000, says he takes a private-equity approach to public market investments in companies that frequently have high barriers to entry. However, Mitarotonda acknowledges that he […]
Alpha Rising: 3M’s Chief Science Advocate on Healthcare and the Next Generation of Scientists
Jayshree Seth is a Corporate Scientist and the Chief Science Advocate at 3M. Plus she holds 60 patents. TheStreet’s Tracy Byrnes got to speak with her about the cool products she’s creating and the results […]
Former Cisco CEO John Chambers On Tech, Workplace Diversity And His Newest Venture
Long-time Cisco CEO John Chambers now leads JC2, a venture capital firm he founded, and is backing with his own money. Along with his son John (formerly of Netflix and Walmart’s e-commerce business) and veteran […]
Why You Should Care About the Italian Bond Crisis
Italian bond yields are rising rapidly because the country is laden with debt and in political turmoil. TheStreet.com’s Tracy Byrnes enlisted London Bureau Chief Martin Baccardax to help explain how it will affect us here […]
Why Buying a Millennial-Friendly Restaurant Chain Makes Sense for Del Frisco’s
Del Frisco’s CEO Norman J. Abdallah talks with TheStreet about his company’s $325 million bid for the Spanish-themed Barteca Restaurant Group to widen its customer net.
Technically Speaking: The Theranos Scandal and the Convergence of Tech and Health Care VC
In many ways, the massive fraud perpetuated by blood-testing start-up Theranos could not have happened without the lines between traditional technology VC and health care VC blurring. The writer who first exposed the fraud, WSJ […]
Alpha Rising: Here’s What You Need To Know About ETFs Today
We sat down with ETF trailblazer Deborah Fuhr, who’s been in the industry for over 20 years. We talked about everything from today’s trends to the over 7000 different products to helping women in the […]
Will Smart Technologies Woo Millennials Back to Motorcycle Riding?
Motorcycle riding season is getting underway — and there’s a giant cloud hanging over the industry. It’s the question everyone has been asking: ‘Will millennials start riding and (more importantly) start buying motorcycles again?” Well, […]
Alpha Rising: UBS Powerhouse Advisory Team on the State of the Industry, Women and Millennials
Louise and Nina Gunderson are a powerhouse mother/daughter financial advisory team with UBS Financial Services. After 49 years, Louise is one of the nation’s top female financial advisors with a whopping $800 million in assets […]
Mike Haynes: Talking Business with an NFL Hall-of-Famer
NFL Hall of Famer Mike Haynes realized his playing days wouldn’t last forever, and started early planning for his financial future. Let his experience be a lesson to those players currently bringing in the big […]
Technically Speaking: Inside the Earnings of Google, Facebook, Intel and Amazon
TheStreet’s tech team rips apart the earnings reports of Google, Facebook, Intel and Amazon and talk about what they liked, what they wish they heard and what could derail the upward momentum of the tech […]