Some of the best investing and personal finance articles from around the web.
The four buckets after COVID-19 (Think Advisor). “The financial plan we had built was beginning to unhinge — not because the math was wrong, but because the framework wasn't strong enough to carry the emotion.”
Many Americans are counting on the wrong safety net for long-term care (Yahoo Finance). There are still a lot of myths about Medicare.
Understanding preferential income stacking in retirement planning (Retirement Researcher). “The goal is not to avoid taxes entirely, but to make sure each type of income is taxed as favorably as possible.”
The new tax law: 3 things to consider (Fidelity). There’s a lot in the “big beautiful” bill that we’ll be unpacking little by little.
Trump eyes moving U.S. economy further into crypto via mortgages, 401(k)s (Yahoo Finance). It behooves all of us to better understand cryptocurrencies. Read also, Bitcoin (& Crypto) Go Mainstream: What You Need to Know
Americans believe this is the No. 1 obstacle to saving for retirement (USA TODAY). A long stretch of high inflation has served as an important wake-up call.
Five signs of a market bubble investors are tracking (Wall Street Journal). Of course, SMI’s objective buy/sell signals will guide you through any changes in market direction.
The role of a letter of intent in estate planning (Fidelity). How to add helpful additional guidance and context to your will or trust.
Where and how to invest your long-term care “bucket” (Morningstar). How the bucket strategy can help those who plan to self-fund their long-term care.
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.
