⛱️ Retirement impact of the Big, Beautiful Bill / 13 investment errors to avoid

🕊️ No paywalled articles.

👛 Personal Finance

• Personal Debt 💳 CNBC: Debt struggles are hitting consumers at all income levels — it’s a ‘tipping point,’ expert says

  • Reuters: US consumers with prime credit are starting to slip on payments

• Consumer Confidence 🛒 NerdWallet: August consumer sentiment falls amid inflation worries

  • Reuters: Census Bureau: Young adults reaching key milestones notches ‘significant drop’ 

• Consumer Spending 🛍️ CNBC: Some concertgoers use buy now, pay later loans for tickets. Start a ‘Beyoncé fund’ instead 

• US Tariffs 🗽 Reuters: Wealthy Americans are traveling to Europe to dodge tariffs on luxury goods

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🏫 Student Loans

• College Savings 📚 CNBC: Trump’s ‘big beautiful bill’ brings more ways to use 529 savings plans 

  • CNBC: Trump’s ‘big beautiful bill’ and other changes could benefit ABLE accounts 

• College Tuition 📚 CNBC: Student loan caps a ‘punch in the face’ for aspiring doctors: American Medical Association president 

  • CNBC: As some colleges near the $100,000 mark, these nine schools have free tuition 

• Student Loans 💸 CNBC: Nearly 1 in 5 older student loan borrowers are seriously delinquent as Trump steps up collections 

  • CNBC: Student loan forgiveness remains unavailable under popular repayment plan 

  • CNBC: Student loan borrowers in default could soon see reduced paychecks 

• Student Loans : Payoff 💸 CNBC: Where student loan borrowers are most at-risk of default and how to avoid it 

• CNBC: 3 alternatives to the SAVE plan if you have federal student loans

🏡 Home Ownership

• Home Sales 🏡 CNBC: Pending home sales rise 2% as mortgage rates sit at lowest level in 10-months

• Home Buying 🔑 CNBC: Homebuyers staying on the sidelines despite mortgage rates hitting 10-month low

• Home Inventory 📋 CNBC: Investor-owned properties are driving up zombie foreclosures in these 5 states

• Home Mortgage : Refinance 🧮 CNBC: 5 key steps ‘allow you to move quickly’ for a mortgage refinance

• Home Insurance ☂️ CNBC: Homeowners insurance rates near $3,000

13 Investment Errors You Should Avoid

Successful investing is often less about making the right moves and more about avoiding the wrong ones. With our guide, 13 Retirement Investment Blunders to Avoid, you can learn ways to steer clear of common errors to help get the most from your $1M+ portfolio—and enjoy the retirement you deserve.

Get your free guide today.

🏖️ Retirement Planning

• Retirement Planning 🏖️ CNBC: Roth IRA vs. Roth 401k contributions: ‘It’s power versus freedom,’ expert says 

• 401k Plans 🥚 WSJ via MSN: Americans’ 401ks are more tied to stocks than ever 

• 401k Plans : Private Equity 🥚 CNBC: New investment options are coming to 401(k)s—what it means for your money 

• Roth IRA : Backdoor Conversion 🌴 CNBC: How Roth conversions could slash Trump’s $40,000 ‘SALT’ deduction for high earners 

• Retirement : Gen Z 🙃 NerdWallet: How Gen Z is preparing (or not) for retirement

• Retirement : Gen X 🤷‍♀️ Kiplinger: Retiring in 2035? Here's what your first day could look like

• 🧠 Join the 2200+ PortfolioGPT users Generate retirement ideas to quickly get started on your personal wealth journey for $3/mo or $27/annually (25% off).

📜 Estate & Inheritance Planning

• Estate Planning 🏛️ Financial Post via Yahoo! Finance: The great wealth transfer requires more than a 20-year-old will and naming a few beneficiaries

  • CNBC: What wealthy parents need to know about giving real estate to their kids 

• Inheritance Planning 💰 MarketWatch: 3 ways to make sure the ‘great wealth transfer’ enriches your family 

  • The Senior (Australia): The great inheritance 'myth': why most kids won't get a windfall

• Inheritance : Women 👩 Investopedia: Majority of women confess inheritance anxiety. Are you prepared for what’s next?

• Alternatives : Bitcoin 📊 Coindesk via Yahoo! Finance: The 'Great Wealth Transfer' could see more than $200B in-flows into Bitcoin

• Estate Planning : Services 💼 CNBC: How much does a funeral cost in 2025? 

🏛️ Social Security

• SSA : Cost-of-Living ☂️ CNBC: Social Security cost-of-living adjustment may be 2.7% in 2026, new estimates find

• SSA : Taxes 💸 Newsweek: No tax on social security for seniors? Trump tax policies explained

• Social Security 📜 AI Invest: The social security time bomb and the future of retirement wealth

👨‍⚕️ Long-Term Care Planning 

• Care homes : Senior Living 👩‍🦽 CNBC: The senior living market can’t keep up with demand as boomers age

  • McKnights Senior Living: 660,000 more long-term care workers needed by 2030, with some sectors more challenged than others

• Caregivers : Family 👪 WSJ via MSN: 63M adults are moonlighting as caregivers, with little support

📚 Stories from the Great Wealth Transfer

• Millennials : Parenting 👪 WSJ via MSN: She’s 7 Years Old. Her Parents Are Saving to Support Her When She’s 30. 

• Celebrity Estates 🌟 MoneyWise: Hulk Hogan’s last fight might see his heirs duke it out over $25M estate 

• Celebrity Estates 🌟 Star Magazine: Paris Jackson’s family rift over Michael’s $2B estate deepens amid broken engagement 

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