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July 2026
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27 - Welcome Home Foundation
July 2026
I’m a Portfolio Manager: This Is Why Energy Resiliency and Oilfield Service Stocks May Represent a New Growth Opportunity
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admin
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27
Jul, 26
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The war in Iran has thrown a spotlight on energy…
Kim Smith on SmartFi’s strategy to grow the reverse mortgage pie
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admin
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27
Jul, 26
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The lender’s growth strategy hinges on "growing the pie" by…
When your AI vendor gets it wrong, you’re still responsible
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admin
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27
Jul, 26
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Mortgage servicers remain responsible for account decisions influenced by vendor…
From weeks to minutes: How AI-native land acquisition is changing the game for homebuilders
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admin
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27
Jul, 26
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Prophetic CEO Oliver Alexander says AI-native land acquisition can cut…
High Earners’ Catch-Up Contributions Are Headed to Roth — Why 2027 Planning Starts Now
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admin
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26
Jul, 26
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Last year, the IRS finalized rules outlined in the SECURE…
You Don’t Actually Own Your Digital Purchases: Why DVDs Are Back
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admin
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26
Jul, 26
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Sony's latest digital movie removal shows why "buying" isn't always…
States With No Retirement Tax Ranked by Medical Care
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admin
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26
Jul, 26
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Zero tax on retirement income sounds great, until you can't…
When Saving Money Costs More in the Long Run
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admin
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26
Jul, 26
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Cheap purchases can become costly over time. Learn which everyday…
Why Paying More in Taxes Today Could Leave You Wealthier Tomorrow: A Financial Planner Explains Roth Conversions
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admin
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26
Jul, 26
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Roth conversions sound like a no-brainer — pay more tax…
Power Pellets for Gen X Portfolios: These Are the Defensive Plays the Pac-Man Generation Needs for Retirement
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admin
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26
Jul, 26
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As Gen X enters its prime retirement-planning years, members of…
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