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Making $500K and Still Living Paycheck to Paycheck?
A new Goldman Sachs survey found 37% of people earning $500,000 or more say they’re living paycheck to paycheck. We look at why, plus how stocks are hitting record highs even as interest rates climb.
4 hours ago


Will Allen on SiriusXM: Cash Flow, Per Diem, and Social Security
Will joined Dan Ronan on SiriusXM's On the Move for two segments on financial resilience in the trucking industry. Saving on an income that swings month to month, a per diem tradeoff most drivers never hear about, and what the 2032 date means when your earnings record has holes in it.
Sep 7


Social Security’s Trust Fund Runs Dry in 2032: What Actually Happens
The trust fund is now projected to be depleted in 2032. Here is what that actually means for benefits, and why longer-term rates matter now.
Sep 3


What Age Should You Start Social Security?
When should you actually start Social Security? We get into what a breakeven age really tells you, what it leaves out, and why the higher earner's decision matters more than most people realize. Plus how Trump accounts, UTMAs, and 529s stack up for kids and grandkids.
Aug 14


What's Your Retirement "Magic Number"?
Most people chasing a retirement "magic number" are asking the wrong question. Here's why your spending number matters more — plus how Roth conversions, RMDs, and the SpaceX IPO factor into smart planning.
Jun 4


Navigating Section 530A "Trump Accounts": A Guide for Multigenerational Wealth Planning
Section 530A accounts — known as Trump Accounts — became law in 2025. Here's how they work, who's eligible, and what grandparents need to know before funding one for a child or grandchild.
Mar 30


Sentara Spotlight: Portfolio Red Flags
After reviewing thousands of investment statements, we've identified the warning signs that could be costing you money. Learn the most common portfolio red flags—starting with investments that aren't aligned with a real financial plan.
Dec 26, 2025


The Investment Strategy That Actually Builds Wealth
Learn a simple, disciplined approach to investing that actually works. Discover the five biggest investing mistakes costing people money — and how to avoid them with a clear three-phase action plan.
Oct 10, 2025


A Budget You Won’t Quit (And That Actually Works)
Learn how to create a simple, sustainable budget that actually fits into your real life. This step-by-step system helps you categorize expenses, identify savings opportunities, tackle credit card debt, and build an emergency fund - all without complicated spreadsheets or hours of maintenance. Whether you're just starting out or looking to optimize your current finances, this practical approach works for people at every income level.
Jul 25, 2025
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