Personal Finance Articles

David Beren | 9 minutes ago

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

The single most valuable benefit sitting inside the average American paycheck is the employer 401(k) match, and a meaningful share…

Drew Wood | 1 hour ago

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

A 67-year-old in good health sees an obvious answer in her Medicare options. Original Medicare plus a Medigap Plan G…

Gerelyn Terzo | 1 hour ago

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

The Letter That Showed Up Two Years Late A married couple, both about 66 and newly on Medicare, opened their…

Drew Wood | 1 hour ago

Is the 4% Rule Making You Live Poorer in Retirement Than You Need To?

The 4% rule has anchored retirement planning for three decades. Withdraw 4% of your portfolio in year one, adjust for…

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4925 Articles

Marc Guberti | 2 hours ago

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 | 3 hours ago

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 | 3 hours ago

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 | 3 hours ago

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 | 4 hours ago

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 | 4 hours ago

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 | 4 hours ago

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 | 4 hours ago

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 | 4 hours ago

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 | 5 hours ago

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 | 5 hours ago

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…

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Personal Finance Articles

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

Is the 4% Rule Making You Live Poorer in Retirement Than You Need To?

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

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips

Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips

Personal Finance Articles

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

Is the 4% Rule Making You Live Poorer in Retirement Than You Need To?

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

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips

Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat

Featured Reads

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250