FINRA data show margin debt in customers’ securities accounts rose from $1 trillion in June 2025 to $1.5 trillion in June 2026, increasing the risk of forced selling if margins get called.
Sep 6, 2026 ·
Yahoo Finance
Suze Orman warns that Medicare doesn’t cover all retirement health-care costs, and Fidelity estimates a 65-year-old retiring in 2026 may need about $185,500 in after-tax savings to cover health care expenses through retirement.
Sep 6, 2026 ·Yahoo Finance
IRS tax refunds increased by $43 billion in the 2026 tax filing season under the One Big Beautiful Bill Act (OBBBA), which Gonzalez argues signals strong economic growth.
Sep 6, 2026 ·Yahoo Finance
A 73-year-old Ramsey caller, Wanda, said she has just $175 in savings and about $57,000 in consumer debt despite household income of about $102,000 a year, and the show argued it isn’t “all over” if she changes her money habits.
Sep 6, 2026 ·Yahoo Finance
Zillow estimates it takes about 15 years for a typical new homeowner to break even on buying versus renting, but in the highest-priced markets the wait can be nearly 50 years (49.2 years in San Jose).
Sep 6, 2026 ·Yahoo Finance
Crypto firms have already poured nearly $200 million into the 2026 U.S. midterm elections, and the article argues that could drive gains for XRP, Bitcoin and two other cryptocurrencies after the vote.
Sep 6, 2026 ·Yahoo Finance
With July 2026 inflation at 3.4% and mid-August FDIC-reported average savings-account deposit rates of 0.38%, traditional savings accounts are not keeping pace with inflation, so at least one advisor keeps only up to six months of expenses in savings and puts the rest into a floating-rate Treasury fund yielding over 3.69%.
Sep 6, 2026 ·Yahoo Finance
A $930,000 single-premium immediate annuity quoted at a 7.3% payout rate for a 65-year-old is projected to pay about $5,650 per month for life, versus about $5,370 per month from a dividend portfolio that keeps the shares available for an estate.
Sep 5, 2026 ·Yahoo Finance
A portion of a typical $400,000 CCRC entrance fee can be treated as prepaid medical care and deducted on Schedule A in the year you write the check, even before you’ve used the health wing.
Sep 5, 2026 ·Yahoo Finance
Dave Ramsey told caller Hernan that because he has zero paying clients for his online fitness-coaching brand, what he has is a theory—not a business.
Sep 5, 2026 ·Yahoo Finance
Fidelity’s framework for turning retirement savings into a reliable income stream recommends setting up automatic, recurring transfers from retirement accounts to a checking account aligned with bill due dates to stabilize cash flow and reduce the risk of missing required minimum distributions (RMDs).
Sep 5, 2026 ·Yahoo Finance
Holding high-yield REITs, mortgage REITs, and BDCs in a taxable brokerage can cost investors about $10,200 per $500,000 each year at the 24% federal bracket because distributions are taxed as ordinary income rather than keeping that income in a Roth IRA.
Sep 5, 2026 ·Yahoo Finance
Many banks process direct deposits on your scheduled payday between midnight and 9 a.m., with deposits on weekends/holidays pushed to the next business day.
Sep 5, 2026 ·Yahoo Finance
Puerto Rico’s Act 60 tax breaks “rarely apply” to IRA or Social Security income, which the article says guts the tax case for most retirees.
Sep 5, 2026 ·Yahoo Finance
The S&P 500 has delivered about 10% average annual returns since 1928 despite major crashes, and the article argues that this supports keeping long-term investments in Vanguard Morningstar Total Stock Market ETF (VTI) for 10+ years.
Sep 5, 2026 ·Yahoo Finance
Buying and holding the S&P 500 has produced a positive long-term outcome over 50 years despite alternating bull and bear market swings, supporting the idea that “doing nothing” (staying invested rather than market-timing) is often the best response to a potential downturn.
Sep 5, 2026 ·Yahoo Finance
A software engineer received a $4 million payout after an acquired startup, but his girlfriend’s request to add her name to the account could create legal, tax, and financial complications that are hard to unwind—especially because they aren’t married and don’t have a formal agreement.
Sep 5, 2026 ·Yahoo Finance
Annuities let retirees convert a lump sum into a contract that pays a fixed monthly amount (a “paycheck”) for a set period or for life, which Jean Chatzky says helps reduce paralyzing uncertainty about when and how much to spend.
Sep 5, 2026 ·Yahoo Finance
CME FedWatch shows about a 60% chance the Fed will hike rates at its September meeting and about a 40% chance it will hold them steady.
Sep 5, 2026 ·Yahoo Finance
Disk Utility’s First Aid can check and repair your Mac drive’s file system errors, and Disk Utility can also display the drive’s S.M.A.R.T. status to show whether the drive has flagged serious problems.
Sep 5, 2026 ·
Engadget
