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5605 Articles

Marc Guberti | Jun 19, 2026 at 9:16 AM EDT

The $3.2 Million 401(k) Tax Surprise: RMDs Trigger a 40% Effective Rate Retirees Never See Coming

A 72-year-old widower with $3.2 million in his old employer 401(k) walks into his advisor’s office in June 2026 with…

Drew Wood | Jun 19, 2026 at 8:44 AM EDT

Switching to Medicare Advantage Is Easy. Switching Back Can Be Impossible

A 67-year-old in Florida picked a $0-premium Medicare Advantage plan two years ago because the math looked obvious: no monthly…

Drew Wood | Jun 19, 2026 at 8:04 AM EDT

Get Sick Overseas and Original Medicare Pays Almost Nothing. One Add-On Covers 80%

A 68-year-old retiree flies to Lisbon, slips while stepping off a tram on her third day, and suddenly finds herself…

Michael Williams | Jun 19, 2026 at 7:53 AM EDT

Inherited Stock Resets Its Tax Bill to Zero and Here’s the IRS Rule That Does It

If you’ve ever inherited a stock portfolio, a rental property, or even a single share of grandma’s old utility company,…

Michael Williams | Jun 19, 2026 at 7:44 AM EDT

Suze Orman Warns of a 30% Social Security Penalty “You Can Never Undo”

In a blog post dated June 11, 2026, titled “What the Latest Social Security Buzz Gets Wrong,” Suze Orman put…

Drew Wood | Jun 19, 2026 at 7:43 AM EDT

Medicare’s New $2,100 Drug Cap Quietly Rewrites the Math on Costly Prescriptions

A 68-year-old retiree on a $14,000-a-year specialty arthritis biologic used to brace for January. The old Part D structure pushed…

Michael Williams | Jun 19, 2026 at 7:42 AM EDT

Here’s How You Can Retire to the Beaches of Portugal’s Algarve at 60

Someone in their late fifties is staring at a portfolio statement, a Zillow tab full of whitewashed villas in Lagos…

Drew Wood | Jun 19, 2026 at 7:08 AM EDT

This is Why So Many Veterans Retire In San Antonio

A surprising number of military retirees end up in San Antonio, and it is not just because they trained there,…

Michael Williams | Jun 19, 2026 at 6:51 AM EDT

Your Roth IRA Isn’t Locked Until 59½, You Can Pull Every Dollar You Contributed, Anytime, Tax-Free

If you have a Roth IRA, you have an emergency fund hiding in plain sight. Every dollar you personally contributed,…

Drew Wood | Jun 19, 2026 at 6:42 AM EDT

Medicare Still Won’t Buy Your Hearing Aids, and They Run Up to $7,000

A 68-year-old walks out of an audiologist’s office with a quote for a mid-range pair of hearing aids: $5,800. She…

Michael Williams | Jun 19, 2026 at 6:40 AM EDT

Here’s How You Can Retire to a Beach Town in Panama at 60 Where Your Dollar Goes Further

We get this question almost weekly: I have a portfolio, I want out at 60, and I keep hearing that…

Gerelyn Terzo | Jun 19, 2026 at 6:02 AM EDT

He Inherited His Late Wife’s $250K Roth. But the 3-Year-Old Account Came With a Tax Catch.

A 66-year-old widower opens the brokerage statement and sees roughly $250,000 in the Roth IRA his wife opened about three…

Drew Wood | Jun 19, 2026 at 5:57 AM EDT

Mom Wants Her Farm Animals Cared for After She’s Gone. Her Son Doesn’t Want the Farm. What Happens Next?

An 86-year-old widow is an animal lover who owns a paid-off farm worth roughly $289,000 near Bluefield, West Virginia. She…

Michael Williams | Jun 19, 2026 at 5:50 AM EDT

Why Retirees With $1.4 Million in a 401(k) Are Moving to Costa Rica Before Their First RMD at 73

A 72-year-old couple sitting on a $1.4 million traditional 401(k) has roughly eighteen months before the IRS forces money out…

Michael Williams | Jun 19, 2026 at 5:49 AM EDT

The HSA Receipt Trick: Pay Medical Bills Now, Reimburse Yourself in 30 Years, Grow the Money Tax-Free in Between

If you have a Health Savings Account, you already own one of the strangest tax loopholes in the IRS code,…

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Personal Finance Articles

All Personal Finance Articles

The $3.2 Million 401(k) Tax Surprise: RMDs Trigger a 40% Effective Rate Retirees Never See Coming

Switching to Medicare Advantage Is Easy. Switching Back Can Be Impossible

Get Sick Overseas and Original Medicare Pays Almost Nothing. One Add-On Covers 80%

Inherited Stock Resets Its Tax Bill to Zero and Here’s the IRS Rule That Does It

Suze Orman Warns of a 30% Social Security Penalty “You Can Never Undo”

Medicare’s New $2,100 Drug Cap Quietly Rewrites the Math on Costly Prescriptions

Here’s How You Can Retire to the Beaches of Portugal’s Algarve at 60

This is Why So Many Veterans Retire In San Antonio

Your Roth IRA Isn’t Locked Until 59½, You Can Pull Every Dollar You Contributed, Anytime, Tax-Free

Medicare Still Won’t Buy Your Hearing Aids, and They Run Up to $7,000

Here’s How You Can Retire to a Beach Town in Panama at 60 Where Your Dollar Goes Further

He Inherited His Late Wife’s $250K Roth. But the 3-Year-Old Account Came With a Tax Catch.

Mom Wants Her Farm Animals Cared for After She’s Gone. Her Son Doesn’t Want the Farm. What Happens Next?

Why Retirees With $1.4 Million in a 401(k) Are Moving to Costa Rica Before Their First RMD at 73

The HSA Receipt Trick: Pay Medical Bills Now, Reimburse Yourself in 30 Years, Grow the Money Tax-Free in Between

QQQI Yields You Almost 14%, but Can It Survive a Dot-Com-Style Recession?

XOP vs. OIH: Do Drillers or Service Providers Best Ride Crude Above $100?

A 52-Year-Old With $1.2 Million in a 401(k) Can Access $40,000 Annually Penalty-Free at 57 Using This Strategy

A 52-Year-Old With $1.2 Million in a 401(k) Can Access $40,000 Annually Penalty-Free at 57 Using This Strategy

America's Debt Just Crossed a Level It Hasn't Hit Since 1946, and Households Are Next in Line

QQQI Yields You Almost 14%, but Can It Survive a Dot-Com-Style Recession?

XOP vs. OIH: Do Drillers or Service Providers Best Ride Crude Above $100?

Personal Finance Articles

All Personal Finance Articles

The $3.2 Million 401(k) Tax Surprise: RMDs Trigger a 40% Effective Rate Retirees Never See Coming

Switching to Medicare Advantage Is Easy. Switching Back Can Be Impossible

Get Sick Overseas and Original Medicare Pays Almost Nothing. One Add-On Covers 80%

Inherited Stock Resets Its Tax Bill to Zero and Here’s the IRS Rule That Does It

Suze Orman Warns of a 30% Social Security Penalty “You Can Never Undo”

Medicare’s New $2,100 Drug Cap Quietly Rewrites the Math on Costly Prescriptions

Here’s How You Can Retire to the Beaches of Portugal’s Algarve at 60

This is Why So Many Veterans Retire In San Antonio

Your Roth IRA Isn’t Locked Until 59½, You Can Pull Every Dollar You Contributed, Anytime, Tax-Free

Medicare Still Won’t Buy Your Hearing Aids, and They Run Up to $7,000

Here’s How You Can Retire to a Beach Town in Panama at 60 Where Your Dollar Goes Further

He Inherited His Late Wife’s $250K Roth. But the 3-Year-Old Account Came With a Tax Catch.

Mom Wants Her Farm Animals Cared for After She’s Gone. Her Son Doesn’t Want the Farm. What Happens Next?

Why Retirees With $1.4 Million in a 401(k) Are Moving to Costa Rica Before Their First RMD at 73

The HSA Receipt Trick: Pay Medical Bills Now, Reimburse Yourself in 30 Years, Grow the Money Tax-Free in Between

QQQI Yields You Almost 14%, but Can It Survive a Dot-Com-Style Recession?

XOP vs. OIH: Do Drillers or Service Providers Best Ride Crude Above $100?

A 52-Year-Old With $1.2 Million in a 401(k) Can Access $40,000 Annually Penalty-Free at 57 Using This Strategy

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A 52-Year-Old With $1.2 Million in a 401(k) Can Access $40,000 Annually Penalty-Free at 57 Using This Strategy

America's Debt Just Crossed a Level It Hasn't Hit Since 1946, and Households Are Next in Line