Personal Finance Articles

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5726 Articles

Jeremy Phillips | May 18, 2026 at 9:35 AM EDT

Joint Bank Accounts With Your Parents Could Expose You to Their Debts: Here’s the Safer Way to Help

Helping an aging parent manage money is common in the sandwich generation. Adding your name to Mom or Dad’s checking…

Carl Sullivan | May 18, 2026 at 9:12 AM EDT

Mrs. Dow Jones: Why Old Wealth Rules Fail Millennials When Cost of Living Is So High

If millennials follow the rulebook their parents used, they may be in trouble, says financial influencer Haley Sacks, known as…

Don Lair | May 18, 2026 at 9:02 AM EDT

Beware The IRS Tax Trap Awaiting Anyone Who Raids Their Roth IRA Early

"When you owe the government money, they’re not very happy. And you probably owe the government money with pulling out…

Don Lair | May 18, 2026 at 8:44 AM EDT

High Interest Rates Are Actually Good for Your Savings Account. Here’s How to Earn an Extra $800 Per Year

On The Investing for Beginners Podcast, host Evan Ray offered a take that runs counter to most rate-hike headlines: when…

Austin Smith | May 18, 2026 at 8:10 AM EDT

The 529-to-Roth Rollover Strategy That Turns Unused College Savings Into $524,000 of Tax-Free Retirement Income

The scenario surfaces often in affluent-parent forums: a 56-year-old couple earning $390,000 jointly looks at a $190,000 529 plan they…

Drew Wood | May 18, 2026 at 7:23 AM EDT

A $1.7 Million Portfolio Lost $312,000 in 18 Trading Days, Proving the Case Most Retirees Hate to Hear

A 65-year-old couple retired last spring with $1.7 million in a 70/30 portfolio and planned to withdraw $68,000 annually under…

Maurie Backman | May 18, 2026 at 6:30 AM EDT

Reasons to Use a Credit Card Over a Debit Card

Credit cards often get a bad reputation because they can easily generate debt due to overspending and high interest rates.…

Gerelyn Terzo | May 18, 2026 at 6:15 AM EDT

The Health Diagnosis That Tilted a 65-Year-Old’s Social Security Claim From 70 to Now

A 65-year-old single retiree with a well-funded portfolio had planned to stop working, live off savings for five years, then…

Michael Williams | May 18, 2026 at 5:45 AM EDT

Bunching Charitable Giving Into a Single 401(k) Tax Year: The $37,120 Move Most High Earners Miss

A 52-year-old couple in their peak earning years rarely thinks of charitable giving as a 401(k) decision. It is. The…

Ian Cooper | May 17, 2026 at 10:14 PM EDT

Before You Take That Part-Time Job in Retirement: How a $1.4 Million 401(k) Can Cost You $2,297 in Medicare Premiums

A 66-year-old who retired at 64 with a $1.4 million 401(k) and a paid-off house took a part-time consulting role…

Don Lair | May 17, 2026 at 8:43 PM EDT

Baby Boomers: The New Long-Term Care Products You Can Get Without Medical Underwriting: Here’s What Changed

On a recent episode of the Retire SMART Podcast, the host put a number on the long-term care problem that…

Carl Sullivan | May 17, 2026 at 8:22 PM EDT

Why Clark Howard Isn’t a Fan of Car Leases

With the average price of a new car nearing $50,000, does it still make sense to write a check, or…

Drew Wood | May 17, 2026 at 8:21 PM EDT

A 67-Year-Old School Principal With $1.4 Million Discovers Her Pension Quietly Pushed Her Into IRMAA Tier Two Before She Filed for Medicare

A career educator retires at 65 with a defined-benefit pension paying $9,200 a month, plus $1.4 million in a 403(b).…

Ian Cooper | May 17, 2026 at 8:13 PM EDT

Filing Single After Your Spouse Dies? Make Sure You Do These 401(k) Moves Before Year Three

The day after her husband’s funeral in spring 2024, Carol kept filing taxes the way she and her husband always…

Jeremy Phillips | May 17, 2026 at 6:43 PM EDT

We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement

On a recent episode of the Money Guy Show titled Van Life Millionaires Are Leaving Millions on the Table, co-host…

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Personal Finance Articles

All Personal Finance Articles

Joint Bank Accounts With Your Parents Could Expose You to Their Debts: Here’s the Safer Way to Help

Mrs. Dow Jones: Why Old Wealth Rules Fail Millennials When Cost of Living Is So High

Beware The IRS Tax Trap Awaiting Anyone Who Raids Their Roth IRA Early

High Interest Rates Are Actually Good for Your Savings Account. Here’s How to Earn an Extra $800 Per Year

The 529-to-Roth Rollover Strategy That Turns Unused College Savings Into $524,000 of Tax-Free Retirement Income

A $1.7 Million Portfolio Lost $312,000 in 18 Trading Days, Proving the Case Most Retirees Hate to Hear

Reasons to Use a Credit Card Over a Debit Card

The Health Diagnosis That Tilted a 65-Year-Old’s Social Security Claim From 70 to Now

Bunching Charitable Giving Into a Single 401(k) Tax Year: The $37,120 Move Most High Earners Miss

Before You Take That Part-Time Job in Retirement: How a $1.4 Million 401(k) Can Cost You $2,297 in Medicare Premiums

Baby Boomers: The New Long-Term Care Products You Can Get Without Medical Underwriting: Here’s What Changed

Why Clark Howard Isn’t a Fan of Car Leases

A 67-Year-Old School Principal With $1.4 Million Discovers Her Pension Quietly Pushed Her Into IRMAA Tier Two Before She Filed for Medicare

Filing Single After Your Spouse Dies? Make Sure You Do These 401(k) Moves Before Year Three

We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement

“Grow a Spine”: All-In Podcast Pushes Back on AI Regulation and Calls PayPal’s $60 Takeover Offer Just an Opening Bid

The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

$3,000 a Month in Sun City: Here’s How to Retire There at 62 Without Touching Your Savings

The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

$3,000 a Month in Sun City: Here's How to Retire There at 62 Without Touching Your Savings

“Grow a Spine”: All-In Podcast Pushes Back on AI Regulation and Calls PayPal’s $60 Takeover Offer Just an Opening Bid

The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

Personal Finance Articles

All Personal Finance Articles

Joint Bank Accounts With Your Parents Could Expose You to Their Debts: Here’s the Safer Way to Help

Mrs. Dow Jones: Why Old Wealth Rules Fail Millennials When Cost of Living Is So High

Beware The IRS Tax Trap Awaiting Anyone Who Raids Their Roth IRA Early

High Interest Rates Are Actually Good for Your Savings Account. Here’s How to Earn an Extra $800 Per Year

The 529-to-Roth Rollover Strategy That Turns Unused College Savings Into $524,000 of Tax-Free Retirement Income

A $1.7 Million Portfolio Lost $312,000 in 18 Trading Days, Proving the Case Most Retirees Hate to Hear

Reasons to Use a Credit Card Over a Debit Card

The Health Diagnosis That Tilted a 65-Year-Old’s Social Security Claim From 70 to Now

Bunching Charitable Giving Into a Single 401(k) Tax Year: The $37,120 Move Most High Earners Miss

Before You Take That Part-Time Job in Retirement: How a $1.4 Million 401(k) Can Cost You $2,297 in Medicare Premiums

Baby Boomers: The New Long-Term Care Products You Can Get Without Medical Underwriting: Here’s What Changed

Why Clark Howard Isn’t a Fan of Car Leases

A 67-Year-Old School Principal With $1.4 Million Discovers Her Pension Quietly Pushed Her Into IRMAA Tier Two Before She Filed for Medicare

Filing Single After Your Spouse Dies? Make Sure You Do These 401(k) Moves Before Year Three

We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement

“Grow a Spine”: All-In Podcast Pushes Back on AI Regulation and Calls PayPal’s $60 Takeover Offer Just an Opening Bid

The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

$3,000 a Month in Sun City: Here’s How to Retire There at 62 Without Touching Your Savings

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The $1.2 Million 401(k) Tax Trap That Costs Retirees 40% in Hidden Surcharges

$3,000 a Month in Sun City: Here's How to Retire There at 62 Without Touching Your Savings