#retirement planning — FinScans

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AAPL Publishes New Guide for Physician Retirement Planning

October 23, 2026 (5 minutes ago)

The American Association for Physician Leadership introduces a comprehensive guide authored by Charles R. Stoner and Thomas M. Waits, designed to assist…

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Empower Study Finds 34% of Americans Face Retirement Account Drift

October 19, 2026 (3 days ago)

A new Empower study reveals that 34% of Americans struggle with retirement account drift, as multiple legacy accounts from previous employers create…

EMPOWER

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Social Security COLA Increases as Medicare Premiums and Payroll Taxes Rise

October 16, 2026 (6 days ago)

While Social Security benefits see their largest COLA since 2023, rising Medicare costs and payroll tax adjustments threaten to erode the net…

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90% of GLP-1 Users Report Health Optimism Despite Rising Financial Pressures

October 7, 2026 (15 days ago)

While GLP-1 users report high levels of health optimism, nearly 50% express concern over the long-term financial trade-offs between funding their prescriptions…

NVO LLY

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60% of Americans Anticipate Long-Term Care Needs Without Financial Plans

October 5, 2026 (18 days ago)

Northwestern Mutual's 2026 Planning & Progress Study finds a significant gap in long-term care preparedness, as most Americans face mounting financial strain…

NORTHWESTERN MUTUAL

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HelloNation Examines Long-Term Care Planning for Retirement Security

October 1, 2026 (21 days ago)

HelloNation explores the integration of long-term care strategies into retirement planning to help families navigate future financial security challenges.

HelloNation

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News 🌐 Macro — 📊 Neutral

81% of Americans Own Homes by Age 74 as Mortgage Payoff Rates Climb

September 24, 2026 (29 days ago)

Federal Reserve data shows homeownership peaks at 81% for those aged 65-74, with 92% of homeowners over 85 living mortgage-free, though experts…

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Roth IRA Conversion Rules: Why Retirees Over 59½ Should Stop Waiting

September 24, 2026 (29 days ago)

Retirees over 59½ often bypass Roth conversions based on a misunderstanding of the five-year rule, missing a critical window for tax-free growth…

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Investors Leverage In-Kind Roth Conversions to Capture Market Drawdown Gains

September 24, 2026 (29 days ago)

In-kind Roth conversions allow investors to pay ordinary income tax on depressed asset values, shielding future market recoveries from taxation while maintaining…

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Strategic IRA Withdrawals Save Heirs Thousands in Federal Income Taxes

September 23, 2026 (29 days ago)

Liquidating an inherited IRA in one year can push beneficiaries into higher tax brackets; spreading withdrawals over the 10-year SECURE Act window…

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Treasury Yields vs. Dividend Stocks: Balancing Income and Inflation Risk

September 23, 2026 (29 days ago)

Investors must weigh the guaranteed, state-tax-exempt income of U.S. Treasuries against the inflation-hedging potential of dividend-paying stocks, which carry higher volatility and…

Dividend Stocks

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AAPL 1,160% Decade Gain Creates Massive Tax Liability for IRA Holders

September 21, 2026 (31 days ago)

Retirees holding high-growth stocks like Apple in traditional IRAs face significant tax liabilities from RMDs, highlighting the critical need for strategic asset…

AAPL

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