A nearly paid-down house can feel like a financial fortress, but home-equity borrowing can create new risks when homeowners treat their property like an endless piggy bank. A home equity loan or line … [Read More...]
Labor Department Amends Prohibited Transaction Exemption for AT&T Retirement Plans, Extending Coverage Through 2023
The U.S. Department of Labor's Employee Benefits Security Administration (EBSA) published a notice in the Federal Register on August 3, 2026, announcing an amendment to an existing prohibited … [Read More...]
What to Know About Payment-App Records to Save Before Disputing a Transfer
A payment-app transfer can feel almost too easy. A few taps, a confirmation screen, and money moves from one account to another, but that convenience can create a headache when something goes wrong. … [Read More...]
Why a Tax Refund Can Be Smaller Than Expected Without Being ‘Taken’
A smaller tax refund does not always mean someone grabbed your money or made a mistake. Sometimes changes in income, withholding, credits, or tax rules can shift the final number before your refund … [Read More...]
5 Beneficiary Form Errors That Can Override What a Will Says
A will feels like the final word in an estate plan, but certain accounts follow a different … [Read More...]
A Closer Look at Medicare Costs Retirees Should Put Into a 2027 Planning File Now
Retirement planning often focuses on the big-ticket items like housing, travel, and monthly income, … [Read More...]
Ages 60 to 63: How the New Catch-Up Contribution Rules Change Retirement Saving
Retirement planning sometimes feels like a race where the finish line keeps moving. For workers ages … [Read More...]
How the Social Security Earnings Test Works for Part-Time Retirees
Retirement does not always mean walking away from work completely. Many people start collecting … [Read More...]