Personal Finance Articles

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5081 Articles

Marc Guberti | May 4, 2026 at 8:43 AM EDT

The Triple-Tax-Free Account Doctors Are Maxing Before Their 401(k) and Most Plans Won’t Tell You About

A 45-year-old physician earning $400,000 walks into open enrollment with the usual reflex: max the 401(k), grab the match, move…

Carl Sullivan | May 4, 2026 at 8:01 AM EDT

Ditch Starbucks and DoorDash, George Kamel Says. How Cheap Appliances Can Replace Your Takeout Budget

A daily Starbucks run and a couple of weekly DoorDash orders are two of the easiest line items to silently…

David Beren | May 3, 2026 at 11:45 AM EDT

39% of Americans Are Betting on Crypto and Prediction Markets Instead of Saving

Something interesting is happening inside the Northwestern Mutual 2026 Planning & Progress Study data that does not resolve cleanly. More…

Drew Wood | May 3, 2026 at 11:07 AM EDT

A $300,000 Annuity Guarantees $1,900 a Month for Life, but Here Is What Retirees Are Giving Up

A 67-year-old with a $1.2 million nest egg sits across from an insurance agent who pitches a clean trade: hand…

Drew Wood | May 3, 2026 at 10:01 AM EDT

At 59, Tapping a $1.5 Million 401(k) First Could Trigger $55,000 in Penalties and Taxes

A layoff at 59 with $1.5 million in a 401(k) feels manageable. The money is there. But the gap between…

Joel South | May 3, 2026 at 10:00 AM EDT

Suze Orman to 50-Year-Old With $33K Divorce Debt Eyeing 401(k) Withdrawal: ‘Don’t Do It.’

On a recent episode of Suze Orman’s Women & Money, a 50-year-old caller named Andrea explained that she had $33,000…

Joel South | May 3, 2026 at 9:00 AM EDT

Jill Schlesinger Greenlights $2.9M Retiree’s $200K Gift to Sons: ‘I Can’t Believe I’m Being the Dream Maker’

The Kitchen-Table Moment When a 60-year-old federal worker called CBS News business analyst Jill Schlesinger asking if he could afford…

David Beren | May 3, 2026 at 8:45 AM EDT

Why 56% of Americans Are Losing the Inflation Fight Before Retirement Even Starts

The Northwestern Mutual 2026 Planning & Progress Study lands at a moment when American households are navigating something that feels…

Drew Wood | May 3, 2026 at 7:53 AM EDT

A Couple With $3.5 Million Discovers State Estate Taxes Could Cost Their Kids Six Figures

Two retirees, both age 70, sit on roughly $3.5 million in combined assets: a paid-off home, traditional IRAs, a brokerage…

Drew Wood | May 2, 2026 at 9:47 PM EDT

A 71-Year-Old’s $850,000 Home Is Her Biggest Retirement Asset. Downsizing Could Add $2,250 a Month

A paid-off house worth $850,000 feels like a financial fortress. For a 71-year-old widow whose other assets are $600,000 in…

Ian Cooper | May 2, 2026 at 9:30 PM EDT

Why The Money Guy’s 25% Savings Rule Actually Starts at 15%

I The Money Guy Show’s 25% savings rule has become one of the most repeated benchmarks on personal finance YouTube,…

Drew Wood | May 2, 2026 at 1:54 PM EDT

Retirees Are Realizing a $1.5 Million Nest Egg at 60 Only Means $31,000 in Real Annual Spending

A $1.5 million portfolio at 60 looks like freedom. No alarm clock, no boss, no Monday morning performance theater. But…

David Beren | May 2, 2026 at 1:15 PM EDT

71% of Americans With Financial Advisors Feel Secure. Only 10% Without One Do

One number from the Northwestern Mutual 2026 Planning & Progress Study does more work than almost any other personal finance…

Drew Wood | May 2, 2026 at 12:57 PM EDT

Long-Term Care Could Cost This 68-Year-Old Couple $380,000 and Their $2.1 Million Portfolio Is Not Structured for It

A 68-year-old couple sitting on $2.1 million looks comfortable on paper. The household balance sheet is healthy, the mortgage is…

Drew Wood | May 2, 2026 at 11:35 AM EDT

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Replacing a $50,000 salary with Treasury interest is a clean math problem. Treasury interest sidesteps payout ratios, board votes on…

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Personal Finance Articles

All Personal Finance Articles

The Triple-Tax-Free Account Doctors Are Maxing Before Their 401(k) and Most Plans Won’t Tell You About

Ditch Starbucks and DoorDash, George Kamel Says. How Cheap Appliances Can Replace Your Takeout Budget

39% of Americans Are Betting on Crypto and Prediction Markets Instead of Saving

A $300,000 Annuity Guarantees $1,900 a Month for Life, but Here Is What Retirees Are Giving Up

At 59, Tapping a $1.5 Million 401(k) First Could Trigger $55,000 in Penalties and Taxes

Suze Orman to 50-Year-Old With $33K Divorce Debt Eyeing 401(k) Withdrawal: ‘Don’t Do It.’

Jill Schlesinger Greenlights $2.9M Retiree’s $200K Gift to Sons: ‘I Can’t Believe I’m Being the Dream Maker’

Why 56% of Americans Are Losing the Inflation Fight Before Retirement Even Starts

A Couple With $3.5 Million Discovers State Estate Taxes Could Cost Their Kids Six Figures

A 71-Year-Old’s $850,000 Home Is Her Biggest Retirement Asset. Downsizing Could Add $2,250 a Month

Why The Money Guy’s 25% Savings Rule Actually Starts at 15%

Retirees Are Realizing a $1.5 Million Nest Egg at 60 Only Means $31,000 in Real Annual Spending

71% of Americans With Financial Advisors Feel Secure. Only 10% Without One Do

Long-Term Care Could Cost This 68-Year-Old Couple $380,000 and Their $2.1 Million Portfolio Is Not Structured for It

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Ripple and SBI Launch RLUSD in Japan After JFSA Approval

Here’s How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

91% of Retirees Fail to Make the “Strongest Move” for Social Security Benefits

Here's How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

91% of Retirees Fail to Make the "Strongest Move" for Social Security Benefits

Ripple and SBI Launch RLUSD in Japan After JFSA Approval

Here’s How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

Personal Finance Articles

All Personal Finance Articles

The Triple-Tax-Free Account Doctors Are Maxing Before Their 401(k) and Most Plans Won’t Tell You About

Ditch Starbucks and DoorDash, George Kamel Says. How Cheap Appliances Can Replace Your Takeout Budget

39% of Americans Are Betting on Crypto and Prediction Markets Instead of Saving

A $300,000 Annuity Guarantees $1,900 a Month for Life, but Here Is What Retirees Are Giving Up

At 59, Tapping a $1.5 Million 401(k) First Could Trigger $55,000 in Penalties and Taxes

Suze Orman to 50-Year-Old With $33K Divorce Debt Eyeing 401(k) Withdrawal: ‘Don’t Do It.’

Jill Schlesinger Greenlights $2.9M Retiree’s $200K Gift to Sons: ‘I Can’t Believe I’m Being the Dream Maker’

Why 56% of Americans Are Losing the Inflation Fight Before Retirement Even Starts

A Couple With $3.5 Million Discovers State Estate Taxes Could Cost Their Kids Six Figures

A 71-Year-Old’s $850,000 Home Is Her Biggest Retirement Asset. Downsizing Could Add $2,250 a Month

Why The Money Guy’s 25% Savings Rule Actually Starts at 15%

Retirees Are Realizing a $1.5 Million Nest Egg at 60 Only Means $31,000 in Real Annual Spending

71% of Americans With Financial Advisors Feel Secure. Only 10% Without One Do

Long-Term Care Could Cost This 68-Year-Old Couple $380,000 and Their $2.1 Million Portfolio Is Not Structured for It

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Ripple and SBI Launch RLUSD in Japan After JFSA Approval

Here’s How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

91% of Retirees Fail to Make the “Strongest Move” for Social Security Benefits

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Here's How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

91% of Retirees Fail to Make the "Strongest Move" for Social Security Benefits