Personal Finance
5043 Articles
A 67-year-old retiree with a $1 million portfolio, no pension, and a projected Social Security benefit of $2,800 a month has…
Is Social Security going to have to cut benefits? That’s the big question on many people’s minds in light of…
The latest Powerball jackpot stood at roughly $269 million, with a cash option of about $120.5 million before taxes. That…
She retired from a long career with good benefits, and her former employer’s pension picks up her Medicare Part D…
A retiree in Charlotte opens a letter from her Medicare Advantage plan in early April. Her primary care doctor, the…
The headline number from Fidelity’s Q1 2026 retirement analysis is striking. The average IRA balance now sits at $131,380, and…
The 2026 Medicare cost letters landed in November, and most beneficiaries scanned for one number: the new Part B premium.…
Anesthesiologists are quietly walking off the operating-room schedule at 55 with seven-figure 401(k) balances, and the specific reason they leave…
The average federal student loan borrower leaves school owing roughly $38,000, though balances of $50,000 or more are common among…
The Bargain Plan That Wasn’t A married couple, both about 67 and newly on Medicare, sat down during open enrollment…
A 64-year-old couple with $1.8 million sitting in traditional 401(k)s walks into a planning meeting convinced they should claim Social…
Allen Mueller, a recent guest on the Catching Up to FI podcast episode on intergenerational wealth, put it bluntly when…
A retiree scrolling through the news sees a familiar headline: Medicare runs out in 2033. The 2026 Medicare Trustees Report,…
A 67-year-old with a $650,000 portfolio and a Social Security check looks at New Orleans and sees a city that…
The Social Security Trustees’ latest update came out in June, and the news wasn’t fantastic. The Trustees confirmed that Social…
Our top personal finance-related articles today. Your wallet will thank you later.