Carl Sullivan
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Everything by Carl.

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Personal Finance

64-Year-Old Tech Exec Holds $1.6 Million in One Stock. The Wrong Move Could Cost $400,000.

Jun 13, 2026
Personal Finance

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

Jun 13, 2026
Personal Finance

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

Jun 12, 2026
Personal Finance

Retired Couple’s Three Pets Are Costing Them $14K a Year. What That Means for Retirement

Jun 12, 2026
Personal Finance

Big Traveler? What Retirement Really Looks Like at 65 With $1.9 Million

Jun 12, 2026
Personal Finance

Retiring With $1.8M in New Jersey Means an $11,400 Annual Tax Bill the Calculators Skip

Jun 11, 2026
Personal Finance

Retiree With $48,000 Military Pension and $1.3 Million Slammed By Three Layers of Tax

Jun 11, 2026
Personal Finance

What Retirement Looks Like With $2.4 Million After Your Spouse’s Alzheimer’s Diagnosis

Jun 11, 2026
Personal Finance

Retired Couple With $1.9 Million Faces $5,800 IRMAA Surprise After Stock Sale

Jun 10, 2026
Personal Finance

What $6,500 a Month Really Looks Like in Retirement With a $1.7 Million Portfolio

Jun 10, 2026
Housing

Retiring at the Coast Comes With a $9,800 Annual Insurance Shock

Jun 10, 2026
Personal Finance

74-Year-Old With $2.6M Discovers Late Husband’s IRA RMD Doubled Her Tax Bill

Jun 9, 2026
Personal Finance

66-Year-Old Retiree With a $94,000 Pension Surprised by IRMAA Trip

Jun 9, 2026
Personal Finance

Snowbird Retirees With $3.2 Million Must Choose Residency Carefully

Jun 9, 2026
Personal Finance

You Inherited $1.8 Million IRA From Your Father. The Wrong Plan Could Cost $480,000

Jun 8, 2026
Personal Finance

$1.2M Nest Egg at 70 Translates to Only $32,000 of Real Annual Spending

Jun 8, 2026
Personal Finance

64-Year-Old Retired Teacher With $1.1M 403(b) and State Pension Triggers Higher IRMAA Tier

Jun 8, 2026
Personal Finance

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

Jun 7, 2026
Personal Finance

69-Year-Old Widow With $890,000 in Late Husband’s IRA Faces a Massive Tax Bill if She Isn’t Careful

Jun 7, 2026
Personal Finance

Retired Postal Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

Jun 7, 2026