#retirement — FinScans

News 🌐 Macro

Retirees Face 0.51% Bond Losses as S&P 500 Rallies 12% in 2026

September 12, 2026 (40 days ago)

Dave Ramsey argues that bond-heavy retirement portfolios are mathematically flawed, urging retirees to prioritize cash reserves over bond funds to sustain long-term…

SPY AGG AAPL +1

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News 🌐 Macro — 📊 Neutral

Early Retirement Planning Cuts Regret and Boosts Financial Security

September 9, 2026 (43 days ago)

New data shows that starting retirement savings early is the most effective way to avoid common financial regrets, as compounding interest significantly…

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News 🌐 Macro — 📊 Neutral

Retirees Lose $3,000 Annually by Holding Cash in Low-Yield Accounts

September 9, 2026 (43 days ago)

Investors holding $100,000 in low-interest accounts lose thousands in purchasing power annually, but high-yield alternatives and fiduciary guidance can help preserve capital…

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News 🌐 Macro — 📊 Neutral

Selling Collectible Whiskey Triggers 28% Tax and Medicare Surcharges

September 9, 2026 (43 days ago)

Selling a personal whiskey collection requires careful tax planning, as capital gains can trigger 28% federal tax rates and increase Medicare Part…

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News 🌐 Macro — 📊 Neutral

IRS Mandates $18,900 IRA Withdrawals at Age 73: Managing RMD Tax Impacts

September 8, 2026 (44 days ago)

Mandatory IRA withdrawals at age 73 create significant tax ripple effects, potentially increasing Medicare premiums and Social Security taxation, necessitating proactive planning…

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News 📈 Stocks

JNJ and PG Dividend Kings Offer Tax-Efficient Alternatives to JEPI Income

September 8, 2026 (44 days ago)

Investors seeking retirement income should weigh JEPI's high-yield, tax-heavy structure against the long-term compounding and tax advantages of Dividend Kings like JNJ…

JNJ PG

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News 📈 Stocks

Australian Pension Funds Score 9.5% Annual Gain on Global Stock Rally

July 21, 2026 (94 days ago)

Australian pension funds returned 9.5% over the past year as global stocks rallied on solid earnings and improving economic outlook.

URTH AS51

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News 📈 Stocks

Shell Reorganizes Energy Trading Leadership as Veteran David Wells Retires

July 1, 2026 (113 days ago)

Shell announces leadership changes in its energy trading business as David Wells retires, signaling a planned transition in a unit that contributes…

SHEL

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News ₿ Crypto

Maxine Waters Condemns Crypto in 401(k)s, Urges DOL to Withdraw Proposal

June 26, 2026 (118 days ago)

Maxine Waters’ push to block crypto from 401(k)s adds new regulatory headwinds for digital assets, threatening institutional adoption and dampening near-term price…

BTC/USD ETH/USD

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News ₿ Crypto

US Lawmakers Oppose Labor Department’s Plan to Add Crypto to 401(k) Retirement Plans

June 3, 2026 (142 days ago)

US lawmakers push to block crypto from 401(k) plans amid concerns over volatility and investor protections, threatening a key avenue for crypto…

BTC/USD ETH/USD

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News 📈 Stocks

Retirement Funds: Why Stocks Beat Houses for Long-Term Growth

June 1, 2026 (143 days ago)

According to Bloomberg analysis, stocks deliver higher long-term returns than real estate for retirement savings, driven by compounding, diversification, and historical S&P…

SPX

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