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5548 Articles

Carl Sullivan | Jul 8, 2026 at 11:37 AM EDT

Why a $1.8 Million Nest Egg at 65 Only Buys $54,000 of Real Annual Spending

A married couple turning 65 this year with $1.8 million saved and $44,000 in combined annual Social Security has done…

Drew Wood | Jul 8, 2026 at 11:14 AM EDT

Lisbon or the Algarve: Where Does a $600,000 Portuguese Retirement Go Further?

A $600,000 retirement portfolio can still support a move to Portugal, but not the brochure version of Portugal. Lisbon now…

Drew Wood | Jul 8, 2026 at 10:15 AM EDT

What A $300,000 Portfolio Can Realistically Pay You Each Month

Three hundred thousand dollars sits in an awkward zone for income investors. It is too large to ignore and too…

Gerelyn Terzo | Jul 8, 2026 at 10:02 AM EDT

A 71-Year-Old Nurse Rents Out a Spare Room to Stay Afloat. The Extra Income Taxes Her Social Security and Could Raise Her Medicare Premium.

She is 71, still working as an operating room nurse, drawing Social Security, and enrolled in Medicare. She has a…

Danielle Liverance | Jul 8, 2026 at 9:45 AM EDT

Retired Social Worker Lost $300,000 to a Gold Coin Scam, And She Just Discovered She’s Triggered An IRMAA Surprise

Barbara Putnam, 73, spent 40 years as a social worker and mental health program manager for the state of Washington,…

Drew Wood | Jul 8, 2026 at 8:39 AM EDT

Her $0 Advantage Plan Covered Everything — Until the Out-of-Network Surgeon

A 68-year-old retiree in Ohio picked a $0-premium Medicare Advantage HMO at age 65. Three years later, a shoulder tear…

Danielle Liverance | Jul 8, 2026 at 8:38 AM EDT

Trump Says New Accounts Will Make Kids ‘Very Rich.’ We Ran The Numbers.

President Trump rang the opening bells of the NYSE and NASDAQ from the Oval Office on July 4, 2026, officially…

Drew Wood | Jul 8, 2026 at 7:11 AM EDT

How A 2.5% Yield Can Turn Into A Retirement Paycheck That Keeps Growing

The average American household spent $78,535 in 2024, according to the latest Bureau of Labor Statistics Consumer Expenditure Survey. Round…

Carl Sullivan | Jul 8, 2026 at 7:07 AM EDT

70-Year-Old Discovers a $140,000 Tax Bill Hiding in His Late Wife’s Inherited IRA

A 70-year-old widower sits down with the paperwork from his late wife’s IRA custodian. The form has a box already…

Gerelyn Terzo | Jul 8, 2026 at 7:00 AM EDT

SpaceX Just Joined the Nasdaq 100. For a 68-Year-Old With Index Funds in His IRA, It’s Silently Inflating the RMD Waiting at 73.

Picture a 68-year-old retired engineer outside Columbus. He collects about $2,400 a month from Social Security, has roughly $900,000 in…

Drew Wood | Jul 8, 2026 at 6:11 AM EDT

The Dividend Growth Formula That Turns $500,000 Into a Six-Figure Income Stream

Turning $500,000 into $100,000 of annual income requires a 20% yield, and no durable, diversified income portfolio should be built…

Gerelyn Terzo | Jul 8, 2026 at 6:03 AM EDT

A Retiring CFO Deferred Part of Her Pay for Years to Cut Taxes. How Those Payouts Land Now Decides Whether They Torpedo Her Social Security.

She is 64, weeks from stepping down as finance chief after over a decade in the role, and the spreadsheet…

Drew Wood | Jul 8, 2026 at 5:13 AM EDT

He Downsized to a Condo at 68. The Home-Sale Profit Doubled His Medicare Premium in 2026.

A 68-year-old widower sold the four-bedroom colonial he had owned since 1994, moved into a low-maintenance condo, and pocketed a…

Drew Wood | Jul 8, 2026 at 1:02 AM EDT

Why Today’s Dividend Yield May Be The Least Important Number In Your Portfolio

A 2% yield looks weak next to a 10% high-yield fund, at least on day one. Most income screens sort…

Michael Williams | Jul 7, 2026 at 8:34 PM EDT

Drop Five Years of Gifts Into a Kid’s College Fund in One Shot Without Triggering the Gift Tax

If you have a 529 college savings plan, or you’re about to open one for a kid or grandkid, the…

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Personal Finance Articles

All Personal Finance Articles

Why a $1.8 Million Nest Egg at 65 Only Buys $54,000 of Real Annual Spending

Lisbon or the Algarve: Where Does a $600,000 Portuguese Retirement Go Further?

What A $300,000 Portfolio Can Realistically Pay You Each Month

A 71-Year-Old Nurse Rents Out a Spare Room to Stay Afloat. The Extra Income Taxes Her Social Security and Could Raise Her Medicare Premium.

Retired Social Worker Lost $300,000 to a Gold Coin Scam, And She Just Discovered She’s Triggered An IRMAA Surprise

Her $0 Advantage Plan Covered Everything — Until the Out-of-Network Surgeon

Trump Says New Accounts Will Make Kids ‘Very Rich.’ We Ran The Numbers.

How A 2.5% Yield Can Turn Into A Retirement Paycheck That Keeps Growing

70-Year-Old Discovers a $140,000 Tax Bill Hiding in His Late Wife’s Inherited IRA

SpaceX Just Joined the Nasdaq 100. For a 68-Year-Old With Index Funds in His IRA, It’s Silently Inflating the RMD Waiting at 73.

The Dividend Growth Formula That Turns $500,000 Into a Six-Figure Income Stream

A Retiring CFO Deferred Part of Her Pay for Years to Cut Taxes. How Those Payouts Land Now Decides Whether They Torpedo Her Social Security.

He Downsized to a Condo at 68. The Home-Sale Profit Doubled His Medicare Premium in 2026.

Why Today’s Dividend Yield May Be The Least Important Number In Your Portfolio

Drop Five Years of Gifts Into a Kid’s College Fund in One Shot Without Triggering the Gift Tax

The Monthly Check Trap: How JEPQ’s Covered-Call Strategy Left Investors 12.57% Behind QQQ in Just Five Years

Own Japan’s Rally Without the Yen Risk: This Hedged Fund Beat EWJ by 6 Points

Jim Cramer: South Korea Is Mispricing SK Hynix. Here’s Why He’s Still Bullish on AI Memory

Personal Finance Expert Warns Buy Now, Pay Later Can Reach “100% APR” as 29% of Customers Use It to Buy Groceries

A $250,000 Annuity Guarantees $1,600 a Month for Life, but What Are Retirees Giving Up?

The Monthly Check Trap: How JEPQ’s Covered-Call Strategy Left Investors 12.57% Behind QQQ in Just Five Years

Own Japan’s Rally Without the Yen Risk: This Hedged Fund Beat EWJ by 6 Points

Personal Finance Articles

All Personal Finance Articles

Why a $1.8 Million Nest Egg at 65 Only Buys $54,000 of Real Annual Spending

Lisbon or the Algarve: Where Does a $600,000 Portuguese Retirement Go Further?

What A $300,000 Portfolio Can Realistically Pay You Each Month

A 71-Year-Old Nurse Rents Out a Spare Room to Stay Afloat. The Extra Income Taxes Her Social Security and Could Raise Her Medicare Premium.

Retired Social Worker Lost $300,000 to a Gold Coin Scam, And She Just Discovered She’s Triggered An IRMAA Surprise

Her $0 Advantage Plan Covered Everything — Until the Out-of-Network Surgeon

Trump Says New Accounts Will Make Kids ‘Very Rich.’ We Ran The Numbers.

How A 2.5% Yield Can Turn Into A Retirement Paycheck That Keeps Growing

70-Year-Old Discovers a $140,000 Tax Bill Hiding in His Late Wife’s Inherited IRA

SpaceX Just Joined the Nasdaq 100. For a 68-Year-Old With Index Funds in His IRA, It’s Silently Inflating the RMD Waiting at 73.

The Dividend Growth Formula That Turns $500,000 Into a Six-Figure Income Stream

A Retiring CFO Deferred Part of Her Pay for Years to Cut Taxes. How Those Payouts Land Now Decides Whether They Torpedo Her Social Security.

He Downsized to a Condo at 68. The Home-Sale Profit Doubled His Medicare Premium in 2026.

Why Today’s Dividend Yield May Be The Least Important Number In Your Portfolio

Drop Five Years of Gifts Into a Kid’s College Fund in One Shot Without Triggering the Gift Tax

The Monthly Check Trap: How JEPQ’s Covered-Call Strategy Left Investors 12.57% Behind QQQ in Just Five Years

Own Japan’s Rally Without the Yen Risk: This Hedged Fund Beat EWJ by 6 Points

Jim Cramer: South Korea Is Mispricing SK Hynix. Here’s Why He’s Still Bullish on AI Memory

Featured Reads

Personal Finance Expert Warns Buy Now, Pay Later Can Reach “100% APR” as 29% of Customers Use It to Buy Groceries

A $250,000 Annuity Guarantees $1,600 a Month for Life, but What Are Retirees Giving Up?