Weekly Market Commentary
Markets finished the week mixed as interest rates increased across the yield curve. Oil prices swung significantly during the week as reports suggested the US and Iran were close to a deal to reopen the Strait of Hormuz. This weekend, President Trump rejected the...
You’ve Worked Hard to Build Your Future. Is Your Financial Plan Keeping Up?
A new home. A growing family. A career change. Retirement getting closer. Life rarely stays the same for long. Yet financial plans and insurance policies can sit untouched for years—even as the people and priorities they were designed to support change. You may be...Best Cleaner for Travertine Floors for Safe Care
A travertine floor can look clean from across the room and still be losing its finish underfoot. Cloudy patches, dark traffic lanes, sticky residue, and a dull appearance are often signs that the wrong cleaning product has been used – not signs that the stone...
Your Medicare Plan Changed. Did You Notice?
You recognize the insurance company. You have the same membership card. Your coverage has worked well so far. But does it still fit the year ahead? It is easy to treat Medicare coverage as a decision you have already finished. Yet a plan that met your needs last year...- Would You Choose Your Medicare Plan Again? 5 Things to Check Before December 7
Imagine picking up your first prescription in January and hearing a different price than you paid in December. Or calling to schedule a follow-up and learning that your specialist is outside your Medicare Advantage plan’s network for the new year. Even when your plan name stays the same, some of the details you count on… Read more: Would You Choose Your Medicare Plan Again? 5 Things to Check Before December 7 - Weekly Market CommentaryAI-chip selloff erases Wednesday’s rally; stocks log a fourth straight weekly decline The week in brief U.S. stocks ended the week lower after a volatile stretch. The S&P 500 fell 2.68% to 7,376.86, the Nasdaq Composite fell 3.37% to 24,579.42, the Dow fell 0.94% to 51,285.73 and the Russell 2000 fell 2.05% to 2,754.11. The… Read more: Weekly Market Commentary
- What will an ordinary Tuesday cost in retirement?When people picture retirement, they tend to picture the good stuff. A trip they’ve been putting off. More time with the grandkids. A weekday tee time. But an ordinary Tuesday might tell you more about the retirement you’re planning for. Where will you wake up? How will you spend the afternoon? What will it cost… Read more: What will an ordinary Tuesday cost in retirement?
- What Is the Deadline for Taking an IRA Owner’s Year-of-Death RMD Without Penalty?: Today’s Slott Report MailbagBy Ian Berger, JD IRA Analyst QUESTION: My dad died in December 2025, at age 95. I am the sole beneficiary of his traditional IRA. I just discovered that he never took his required minimum distribution (RMD) for 2025. Will his estate be subject to a penalty? ANSWER: Good news! The IRS has extended the… Read more: What Is the Deadline for Taking an IRA Owner’s Year-of-Death RMD Without Penalty?: Today’s Slott Report Mailbag
- Spouse Beneficiary RMDs: Calculation BasicsBy Andy Ives, CFP®, AIF® IRA Analyst In the October 26 Slott Report entry (“Beneficiary RMDs: Calculation Basics”), we discussed the required minimum distribution (RMD) calculation rules for non-spouse IRA beneficiaries. Spouses, on the other hand, are a special type of beneficiary with different options available. Here, we discuss the basic RMD rules governing spouse… Read more: Spouse Beneficiary RMDs: Calculation Basics
