Some of the best investing and personal finance articles from around the web.
How to avoid outliving your retirement savings? It’s all in the sequence (Morningstar). When sequence-of-returns risk is at its peak and when the coast begins to clear.
COVID and tech fueled fraud against older Americans (Center for Retirement Research). If you have elderly parents, help them understand what to watch out for.
Is it time to sell stocks? (Fortunes and Frictions). Investors should do one thing really well. Written in 2022, but relevant for today's market as well.
The deceitfulness of wealth (Public Discourse). On the importance of gratitude and generosity.
Should I “reset” retirement withdrawals in bad markets? (The Best Interest). More on the ongoing discussion about how to best turn a retirement portfolio into retirement paychecks.
Social Security: for some, early claiming is better (Vanguard). Most would benefit from waiting, but not everyone.
Estate planning in the digital age: why digital assets are a critical part and how to help clients address them (Kitces). You probably have more digital assets than you realize, which is why the first step is to inventory them.
Average tax refunds so far in 2025 are up 7.5% but IRS still receiving fewer early returns (USA TODAY). If you’re waiting for a refund, how do you plan to use it?
We’d love to hear your responses to any of the above. To weigh in, just meet us in the comments section.
