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  • 2026
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  • 2023
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October 17, 2026

October 17, 2026: Money, Morals, and the Fine Print
Trump Accounts: Investing with Limits; The Moral Dilemma of Investing; The Fine Print on Home Sale Profits

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October 10, 2026

October 10, 2026: Paying More, Earning More, and Knowing When to Cash Out
84 Months and Still $700 a Month? When Higher Rates Work in Your Favor; Before You Roll Over That Company Stock; The Buyout Premium: Is It Free Money?

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October 3, 2026

October 3, 2026: Consumer Divides, Buyback Billions, Rate Hikes & Roth Decisions
The Consumer Divide; Stock Buybacks: What NVIDIA’s Record $150B Authorization Means; Do Rate Hikes Hurt Small- and Mid-Cap Stocks More? Whose Roth Is It Anyway?

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September 26, 2026

September 26, 2026: Spending Down, Scoring Up & Rising Rates
Permission to Spend; Mortgage Lending Gets a New Score; Higher Rates, AI Momentum

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September 19, 2026

September 19, 2026: Retirement Plans, Rate Hikes & Rogue AI
Retirement Plans: Good for Employees, Good for Business; Market Roundup: Rates, Risks & Rogue AI

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September 12, 2026

September 12, 2026: Planning Ahead, Coasting Along & Going Driverless
11 Signs Your Estate Plan Needs Attention; Coast FI: Freedom or False Confidence? Tesla’s Cybercab Takes the Wheel

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September 5, 2026

September 5, 2026: Social Security, Mortgages & Trump Accounts (Repeat)
Will Social Security Be There for Gen X? Is Now the Wrong Time to Move? A New Way to Save for the Next Generation

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August 29, 2026

August 29, 2026: Debt, Discounts, & Donations
$40 Trillion in Debt: How Worried Should We Be? Buying Down Mortgage Rates: Worth It or Waste? Turning Stock Gains into Charitable Giving

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August 22, 2026

August 22, 2026: Swipe, Spend, and Scroll
Playing Your Cards Right; Points, Perks & Premium Prices; Good Advice, Bad Advice & the Finfluencer

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August 15, 2026

August 15, 2026: Student Loan Decisions, a Health Care Revival & Record Highs
For Better or for Worse… and for Student Loans; Healthcare Stocks: Look Back or Look Ahead? All-Time Highs Aren’t a Stop Sign; What’s Been Moving the Market

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August 1, 2026

August 1, 2026: Sell-offs, Tradeoffs & Tip-offs
AI, Apple, and the Chip Race; You Can’t Have It All: Investment Tradeoffs; Can Prediction Markets Be Manipulated?

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July 25, 2026

July 25, 2026: Navigating Mortgages, The Credit Divide, and Upsizing Retirement
Inside the Mortgage Process; A Tale of Two Credit Economies; Aging in Place—or Living Larger; Investors Questioning AI Spending

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July 18, 2026

July 18, 2026: Markets, Mortgages and Money Myths
What’s Moving the Markets? Is Now the Wrong Time to Move? Does Yesterday’s Financial Advice Still Work Today? When an Investment Is Too Good to Be True

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July 11, 2026

July 11, 2026: More Than a Will, More Than a Savings Account
Do You Have an Estate Plan—or Just a Will? A New Way to Save for the Next Generation; Custodial Accounts for Kids: What Families Should Know

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July 4, 2026

July 4, 2026: Markets, Main Street & Social Security
Midyear Market Scorecard; Frugal or Fireworks? Social Security: File Early, File Late, or File Smart?

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June 27, 2026

June 27, 2026: The K-Shaped Economy, Compounding, and Long-Term Care
Same Economy, Different Reality; Why the First Million Is the Hardest; Long-Term Care: The Conversation Nobody Wants to Have (But Has to)

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June 13, 2026

June 13, 2026: Probate, Partners, and Portfolios
Probate: Fact, Fiction, and what Really Happens; When Mom and Dad Fight: When Couples Disagree About Money; From Safety Net to Nest Egg: Investing for the Future

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June 6, 2026

June 6, 2026: Valuations, Vigilance, and Valuable Lessons:
The Most Expensive IPOs Ever; Lessons Learned the Hard Way; Trust the Plan—or Tinker With It?

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May 30, 2026

May 30, 2026: Mortgages, Money Transfers & Monetary Policy:
ARMs: Smart Strategy or Warning Sign? Passing Down Wealth Without Passing Down Problems; Fighting Inflation with the Wrong Tools?

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May 16, 2026

May 16, 2026: Alternative Assets, Chip Rallies & Bubble Warnings
Investing Beyond Wall Street in Your IRA; The Semiconductor Supercycle; Bubble Talk: Comparing Today to 2000

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May 9, 2026

May 9, 2026: Bond Yields, Bearish Sentiment, and the Water Trade:
Etymology of “Hedge” in Hedge Fund; Income vs. Return: Understanding Bond Math; The Rule That Lets You Keep the House—and the Loan; Will Water ETFs Make a Good Long-Term Investment? Why Is Everyone Bearish While the Market Rallies?