Marcia Mantell Has Never Been This Worried About Social Security
By John ManganaroThe retirement consultant, marking 20 years in business, says the solvency picture is likely even worse than it looks.
July 08, 2025
New Tax Law Creates Medicare Tax Cutoff SuspenseNew deductions might (or might not) free some taxpayers from paying the net investment income tax and the "additional Medicare tax."
July 07, 2025
How the New $6,000 Tax Deduction for Seniors Really WorksA statement from the Social Security Administration applauding Trump's tax bill led to some confusion.
July 02, 2025
4 Life and Annuity Provisions Missing From the Big Tax PackageSometimes, the sections of legislation that matter the most are the parts that aren't there.
July 01, 2025
Long-Term Care Insurance Leaves the DoghouseSecurities analysts at Wells Fargo, at least, are suggesting that this is a possibility.
June 30, 2025
SEC in Talks to Raise AUM Threshold for Advisor RegistrationDiscussions are happening between the SEC and the states, sources say.
June 30, 2025
Stocks Could Gain Another 10% Before Tariff Reckoning: Jeremy SiegelMarket skepticism should translate into more room for the rally, Siegel says.
June 25, 2025
Wall Street Pitches Sci-Fi ETFs for Robots, UFOs, Quantum BetsIn a speculative corner of the ETF world, artificial intelligence is fast becoming yesterday’s trade.