Fidelity said 769,000 people had $1 million or more in their 401(k) at the end of June, up from 654,000 at the end of March (and nearly 30% higher than a year earlier).
Sep 3, 2026 ·
Yahoo Finance
You could potentially retire at 62 with a $500,000 Roth IRA and about $2,000/month in Social Security and pension income by living on roughly $44,000 per year (about $20,000 from the Roth IRA using a 4% first-year withdrawal plus $24,000 from benefits).
Sep 3, 2026 ·Yahoo Finance
Advisors are increasingly building portfolios by starting with individual investor objectives—like income, tax efficiency, downside risk management, growth, and wealth transfer—then selecting tools to achieve those outcomes rather than using fixed asset labels like US equity, international equity, or fixed income.
Sep 3, 2026 ·Yahoo Finance
Apple’s dividend is only 0.4% yield, but Berkshire Hathaway’s biggest bet remains its largest equity position because Apple growth is driven by its ecosystem rather than payout size.
Sep 3, 2026 ·Yahoo Finance
Divorcing at 68 and electing COBRA after losing a spouse’s large-employer coverage does not pause Medicare’s 8-month Special Enrollment Period for Part B, so waiting until COBRA expires can forfeit the right to enroll.
Sep 3, 2026 ·Yahoo Finance
Wendy’s cut its quarterly cash dividend by half to $0.07 per share, withdrew its 2026 financial outlook, and reported a 7% decline in U.S. same-restaurant sales in the second quarter.
Sep 2, 2026 ·Yahoo Finance
53% of Pew Research Center survey respondents (nearly 10,000 adults 18+) said they use smartphones too much, including 70% of adults ages 18–29 who reported overuse and 42% saying they’re on their phones “almost constantly.”
Sep 2, 2026 ·
CNET
A $500,000 traditional pre-tax 401(k) balance is taxed as ordinary income when withdrawn (up to a 37% federal bracket plus any state taxes), so it can be worth far less than a $500,000 house equity amount in divorce comparisons.
Sep 2, 2026 ·Yahoo Finance
A Florida International University study found that four popular smartwatches overestimated calories burned by about a 15%–25% margin of error during controlled workouts, meaning a watch reading of 200 calories likely reflects an actual burn of about 160–174 calories.
Sep 2, 2026 ·CNET
Credit One Bank is staging the Credit Tip Off Tour with Shaquille O'Neal as “Credit Professor,” bringing credit-education sessions to four campuses (SMU, Georgia State, Fred’s Bar in Baton Rouge, and Florida Atlantic).
Sep 2, 2026 ·Yahoo Finance
An Investor’s Business Daily options play for Apple (AAPL) uses a broken-wing butterfly with puts to aim for profit while limiting assignment risk by keeping the short strike below the stock price.
Sep 2, 2026 ·Yahoo Finance
Dave Ramsey says TikTok-promoted “take over someone else’s low-rate mortgage without the lender knowing about it” is “fraudulent,” and that most “assumption loan” advice is misleading because legitimate assumptions either don’t exist for most mortgages or require the buyer to qualify and accept a rate reset.
Sep 2, 2026 ·Yahoo Finance
About 43% of early retirees who retired sooner than planned said the cause was employment-related, including job loss (16%), organizational changes (16%), job unhappiness (14%), and retirement buyout (9%).
Sep 2, 2026 ·Yahoo Finance
Peter Schiff says the 10-year Treasury yield at 4.75% could rise above 4.77% (the highest since 2007), signaling Treasuries have shifted from a bull market into a bear market with yields headed higher.
Sep 2, 2026 ·Yahoo Finance
Hotchkis & Wiley’s Global Value Fund said Alphabet Inc. (GOOGL) detracted from its Q2 2026 performance because the fund was underweight the stock, even though it believes Alphabet’s valuation remains attractive with improving growth prospects.
Sep 2, 2026 ·Yahoo Finance
67% of Americans are more worried about outliving their money than death itself, but multiple studies cited say retirees typically underspend their nest eggs and preserve most assets well into retirement.
Sep 2, 2026 ·Yahoo Finance
Jimmy Donaldson (MrBeast) said he has “negative money” and is “borrowing money,” despite being worth about $2.6B and holding most of that wealth in equity in his $5B company, Beast Industries.
Sep 2, 2026 ·Yahoo Finance
A 2% fixed fee on a $300,000 portfolio equals $6,000 per year in fees and could total more than $220,000 over 10 years if the portfolio compounds at 30% returns without adding new money.
Sep 2, 2026 ·Yahoo Finance
37% of Social Security benefits reported on 2023 federal tax returns were on returns with adjusted gross income (AGI) of at least $100,000, the largest share among income groups.
Sep 2, 2026 ·Yahoo Finance
Social Security’s retirement trust fund is projected to run out by 2032, after which payroll taxes will cover about 78% of scheduled benefits—implying an automatic 22% cut unless Congress acts.
Sep 2, 2026 ·Yahoo Finance
