From retirement income strategies to the tax implications of life's biggest transitions, our Q3 2026 newsletter tackles the financial questions that matter most as you plan for the long term. We break down how to calculate a sustainable withdrawal rate from your retirement portfolio, clarify what happens to taxes when a spouse passes away, and explore what rising interest rates mean for both consumers and investors. You'll also find a candid look at why so many paper millionaires don't feel wealthy, a primer on central bank digital currencies, and a compelling case for opening a Roth IRA for the young people in your life.
This edition includes:
- How Much Annual Income Can Your Retirement Portfolio Provide?
- What Are the Tax Implications of a Spouse's Death?
- What Rising Rates Could Mean for Your Money
- Why Many Paper Millionaires Don't Feel Rich
- The Voice of Experience: Advice on Aging from Older Americans
- Central Bank Digital Currency (CBDC)
- The Potential Benefits of Roth IRAs for Kids
