#financial strategy
4 stories
Why Rebalancing Your Portfolio Might Be a Headline Reaction
37% of Americans plan to change portfolios this year, but most changes react to headlines, not strategy.
Kiplinger · 1m
The $78,000 Roth conversion sweet spot
A 64-year-old with $1.3M in retirement savings has until December 31 to convert the right amount to a Roth without jumping tax brackets.
24/7 Wall St. · 2m
When delaying Social Security to 70 backfires
The 8% annual boost stops making sense if you don't live long enough to break even.
24/7 Wall St. · 1m
Why your mortgage might be worth keeping in retirement
Pandemic-era low rates and financial flexibility make carrying a mortgage into retirement smarter than you think.
Kiplinger · 2m