Some of the best investing and personal finance articles from around the web.
One big beautiful bill act, taxation of Social Security, and new senior deduction (Oblivious Investor). Some clarifications.
Rethinking retirement income (Financial Independence Hub). Many retirement plans are based on the faulty assumption that annual spending will be steady throughout retirement.
Bring the noise (Behavioral Investment). How well are you blocking the noise that may distract you from following your plan?
The spending shift: turning your portfolio into a paycheck (Retirement Researcher). Don’t let taxes torpedo your retirement plan.
Mom needs a nursing home. Should I spend down her assets so she qualifies for Medicaid? (Kiplinger). There are other, better options.
Generosity in God’s story (Chalmers Center). How closely have you looked at the ministries you support?
Do individual investors need a reality check? (Morningstar). Far better to bake conservative estimates into a retirement/investment plan and be happily surprised that the results turned out better than expected than vice versa.
11 things I’ve learned as a financial planner (Kindness Financial Planning). Interesting, and not surprising, that so much of this has nothing to do with a calculator or spreadsheet.
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.
