personal finance

Wealth & Insurance
The 529 College Savings Plan Loophole for 2026
Last Tuesday, I sat across from a couple in their late fifties who were worried that the 529 college savings plan loophole for 2026 was the only way to save a b...

Wealth & Insurance
The Math Behind Personal Loans for Debt Consolidation
I sat across from Marcus in a Newark coffee shop while we discussed personal loans for debt consolidation: the math of his current debt. He was staring at a sta...

Wealth & Insurance
The Yield Mirage: Why Your Old Dividend Strategy is Failing in 2026
I was sitting in a dimly lit office in midtown Manhattan last week, looking over a spreadsheet with a guy named Greg. He's 66, recently retired from a career in...

Health & Wellness
Managing Your Health Insurance Coverage After a Layoff in 2026
Last month, I sat in a fluorescent-lit office in downtown Columbus with Sarah, a marketing director who was dealing with health insurance after a layoff and sta...

Health & Wellness
Managing the Financial Strain of Caring for Older Parents in 2026
Imagine sitting at your kitchen table at midnight, looking at a stack of pharmacy receipts and a spreadsheet that won't balance, only to realize caregiving for ...

Real Estate
The VA Loan Advantage for Military Buyers: Strategies for Zero Down and Appraisal Success
Industry analysis of industry mortgage data reveals a significant shift in market data and federal reports that would make most people’s eyes glaze over, but fo...

Real Estate
How to Win a Bidding War Without Waving Inspections in 2026
The pressure to hand over several hundred thousand dollars while learning how to win a bidding war without waving inspections - especially for a house you've sp...

Real Estate
House Hacking in 2026: Living for Free Using 4-Unit FHA Loans
You check your bank account every month and see the same sad drain - a big chunk of your hard-earned cash gone into your landlord's pockets. House hacking in 20...

Real Estate
The 30% Rent Rule is Dead: Housing Affordability in 2026
Many Americans find themselves reviewing their monthly finances at the kitchen table, noticing the stark reality of banking notifications that signal like a mon...

Health & Wellness
Understanding Medicare Part D Coverage Gaps and the New 2025 Price Cap
Our health research team spent the last month Understanding Medicare Part D Coverage Gaps at a time when the federal government is rewriting the rules for how y...
