Stocks shrugged off a broken ceasefire, bonds priced a hawkish Fed, and a few names carried the index. Every one of those bets gets graded this week — two of them Tuesday morning.

Federal law lets leftover 529 money roll into a Roth IRA tax-free. California is the only state that still taxes it — and the fine print disqualifies more families than the tax does.

Medicare premiums in 2026 are set by your 2024 income — and crossing an IRMAA threshold by one dollar can cost nearly $1,000 a year. Here's how the lookback works and what to do about it.

The jobs report missed badly — and the Dow closed at a record high. That's not a contradiction. It's the clearest signal yet about what this market actually fears, and what it means heading into earnings season.

Contributions to Trump Accounts open July 4 — but the eligibility rules, the perjury risk for grandparents, and the 529 comparison are worth understanding before you act.

The S&P 500 fell nearly 2% last week. But the more important move wasn't in equities at all — it was in the bond market, where yields fell at the same time stocks did. Here's what that signal means, and what Thursday's jobs report will tell us about whether it was right.

There's a rule that may let you skip RMDs past age 73 — but it only applies to one specific account, and most people apply it too broadly.

Oil dropped sharply and the market tried to broaden — but the Fed's tone this week changed the conversation in a way that matters more for retirement portfolios than the index numbers do.

The S&P 500 was up last week. So were the Dow and Nasdaq. But the more interesting move happened underneath the headline numbers — and it has real implications for anyone approaching or in retirement. Here's what actually shifted, and what it means for your plan.

The SpaceX IPO is here — and if your inner voice is asking "should I get in?", that feeling has a name. Behavioral finance expert Dr. Daniel Crosby calls it FOMO, and brain scans show it hits the same neural pathways as being left out of a social group. Before you act, there are three questions every investor should be able to answer. We break them down — and embed the full conversation.

A SpaceX liquidity event doesn't automatically produce financial security — it produces a large pool of capital that needs to be converted into something sustainable. Here's what the gap between "liquid" and "planned" actually looks like, and how to close it before it quietly costs you.

The SpaceX IPO isn't just a financial milestone — for many equity holders, it's the largest income event of their lives. Here's what the tax math actually looks like, and why the lockup window is the most important planning window you're going to get.