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Drew Wood
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Everything by Drew.

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Personal Finance

A $2 Million Portfolio Still Has a Safety Trap Most Investors Over 60 Miss

May 4, 2026 Personal Finance

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

May 3, 2026 Personal Finance

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

May 3, 2026 Personal Finance

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

May 3, 2026 Personal Finance

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

May 2, 2026 Personal Finance

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

May 2, 2026 Personal Finance

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

May 2, 2026 Personal Finance

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

May 2, 2026 Personal Finance

A 70-Year-Old With $1.4 Million Faces a $62,000 RMD That Pushes Him Into a Higher Tax Bracket

May 2, 2026 Personal Finance

A Couple’s $1.2 Million Portfolio Faces a 3.9% Withdrawal Rate That Feels Safe but Is Not

May 2, 2026 Personal Finance

Why Your Retirement Age Does Not Matter (But This Number Does)

May 1, 2026 Personal Finance

How Much Do You Really Need Invested to Replace a $75,000 Salary With Dividends?

Apr 30, 2026 Personal Finance

How Much Do You Really Need Invested to Replace a $120,000 Salary With Dividends?

Apr 30, 2026 Personal Finance

For a $2.4 Million Retiree, the Sequence of Returns in Years 1-3 Matters More Than Total Savings

Apr 30, 2026 Personal Finance

How Much Do You Really Need Invested to Replace a $50,000 Salary With Dividends?

Apr 30, 2026 Personal Finance

How Much Do You Really Need Invested to Replace a $40,000 Salary With Dividends?

Apr 29, 2026 Personal Finance

Delaying Social Security to 70 Could Add $311,000 to a Surviving Spouse’s Lifetime Household Income

Apr 29, 2026 Personal Finance

That $95,000 Retirement Income Only Looks Stable Until Year 15 When the Pension Runs Out

Apr 29, 2026 Personal Finance

Be Careful: Retiring at 60 With $1.6 Million Means Burning Through $420,000 Before Medicare Starts

Apr 29, 2026 Personal Finance

Your $2 Million Nest Egg Loses 5 Years of Runway When Inflation Stays Above 4%

Apr 28, 2026