Real Money Pros
Articles
Dive deeper into retirement planning and other topics.
The Estate Planning Mistake That Creates the Most Headaches for Families
When people think about estate planning, they usually think about documents. Wills, trusts, and other legal paperwork that’s supposed to “take care of everything.” Those tools matter, but focusing only on documents causes many people to miss the part of estate planning that creates the most real-world problems for families: how accounts are titled and…
Income Is Not the Same as Stability
One of the most common goals retirees talk about is income. They want money showing up consistently, dividends hitting their account, interest arriving on schedule, and the reassurance that their lifestyle is supported without constant worry. That instinct is completely reasonable. Income feels predictable, tangible, and safe. But there’s a critical distinction many people don’t…
Free Social Security Advice Can Be the Most Expensive Kind
Most people treat Social Security like routine paperwork. They assume it’s automatic, straightforward, and that the Social Security office will help them make the right choice. A friend files at 62 or 67, so they plan to do the same. An online calculator gives a number, and that feels good enough. But Social Security isn’t…
Trump Accounts: A New Way to Save for Kids — Or Just Political Hype?
Headlines about “Trump Accounts” and a multi-billion-dollar cash infusion have a lot of parents asking the same thing: “Is this actually a good way to save for my kids, or just political noise?” Short answer: Trump Accounts are real, they offer some legitimate advantages, and they also come with quirks and limitations that make them…
Brace for Impact 🚀 Why Health Insurance Premiums Could Skyrocket in 2026.
Millions of Americans may be facing the steepest health-insurance cost hike in over a decade… and it all hinges on congressional action. What’s About to Expire The key driver here is the set of enhanced federal subsidies for health plans offered under the Affordable Care Act (ACA) marketplaces. These subsidies were introduced during the pandemic…
Got Leftover 529 Money? Here’s What You Can Do With It
And like that, 2024 is over… Here’s a breakdown of some key tips and updates to ensure you’re ready to tackle the new year with confidence.
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