Personal Finance Articles

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4557 Articles

Drew Wood | 17 hours ago

If You Have $2.4 Million Saved at 59 and Your Employer Just Offered a $400,000 Severance, Here Is the Bridge Math

Receiving a $400,000 severance package at age 59, paid as $25,000 per month over 16 months, may look like a…

Drew Wood | 17 hours ago

A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

CalPERS reports an average annual retirement benefit of approximately $45,264. Many California public employees who spend a full career in…

Drew Wood | 18 hours ago

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

A reader in their fifties spent decades climbing the corporate ladder, accumulated a respectable nest egg, and now wonders whether…

Danielle Liverance | 18 hours ago

High Earning Retirees Are Being Warned About This $9,600 Medicare Surcharge That Hits Two Years After a Big Income Event

On the September 15, 2022 episode of Ask Suze & KT Anything, Suze Orman pulled back the curtain on something…

Drew Wood | 18 hours ago

A $1.1 Million Dividend Portfolio That Pays Like a Seasoned Realtor’s Annual Commissions Without the Showings

A seasoned realtor with 25 years in the business and a steady book of repeat clients can clear roughly $95,000…

Carl Sullivan | 18 hours ago

$9,500 a Month? What That Looks Like for a Retired Couple

Retiring at 65 with $9,500 a month in gross income puts you in a peculiar middle zone. You are comfortably…

Drew Wood | 18 hours ago

This Iowa Couple Wants to Be Near Their New Grandbaby. Can They Afford Boston?

A grandchild has a way of rearranging retirement plans. For one Iowa couple in their early sixties, the question is…

Marc Guberti | 19 hours ago

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

The decision appears constantly on retirement forums: a single filer in their early sixties, recently retired, with a seven-figure traditional…

Drew Wood | 19 hours ago

A 67-Year-Old Retiree’s $1.9 Million Portfolio Survived a $390,000 Drawdown Because of One Asset Allocation Choice Most Advisors Skip

A 67-year-old retiree watched a $1.9 million portfolio fall to $1.51 million during a sharp market decline, a 21% drop…

Drew Wood | 20 hours ago

How a 48-Year-Old Engineer Could Replace a $150,000 Salary With Dividend Growth Plus Covered Calls

A senior software engineer earning $150,000 annually at age 48 still has approximately 15 to 20 years before reaching a…

Drew Wood | 20 hours ago

Can You Afford the French Riviera in Retirement? Here’s the Real Number

For many Americans, the French Riviera evokes images of superyachts, Monaco penthouses, celebrity villas, and some of the most expensive…

Drew Wood | 20 hours ago

The Continuing Care Retirement Community Math a 72-Year-Old Couple Ran Before Writing an $880,000 Entrance Check

A 72-year-old couple with $3.2 million in retirement assets toured a Continuing Care Retirement Community (CCRC) and was presented with…

Gerelyn Terzo | 21 hours ago

Medicare’s Hidden Cost: How a $120,000 Roth Conversion Added $2,194 to Future Premiums

A 63-year-old single retiree with light consulting income converted $120,000 from her traditional IRA into a Roth in 2024. Tax…

Marc Guberti | Yesterday

The QCD Move That Turns a $60,000 RMD From a $1.6 Million 401(k) Into Zero Taxable Income at 73

A charitably inclined 73-year-old single retiree with $1.6 million in a traditional 401(k), $300,000 in a Roth IRA, and $30,000…

Marc Guberti | Yesterday

Why a 65-Year-Old With $1.8 Million Is Spending Her 401(k) Before Claiming Social Security at 70

A 65-year-old single woman walks into retirement with $1.8 million in a traditional 401(k), $250,000 in a taxable brokerage, and…

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Personal Finance Articles

All Personal Finance Articles

If You Have $2.4 Million Saved at 59 and Your Employer Just Offered a $400,000 Severance, Here Is the Bridge Math

A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

High Earning Retirees Are Being Warned About This $9,600 Medicare Surcharge That Hits Two Years After a Big Income Event

A $1.1 Million Dividend Portfolio That Pays Like a Seasoned Realtor’s Annual Commissions Without the Showings

$9,500 a Month? What That Looks Like for a Retired Couple

This Iowa Couple Wants to Be Near Their New Grandbaby. Can They Afford Boston?

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

A 67-Year-Old Retiree’s $1.9 Million Portfolio Survived a $390,000 Drawdown Because of One Asset Allocation Choice Most Advisors Skip

How a 48-Year-Old Engineer Could Replace a $150,000 Salary With Dividend Growth Plus Covered Calls

Can You Afford the French Riviera in Retirement? Here’s the Real Number

The Continuing Care Retirement Community Math a 72-Year-Old Couple Ran Before Writing an $880,000 Entrance Check

Medicare’s Hidden Cost: How a $120,000 Roth Conversion Added $2,194 to Future Premiums

The QCD Move That Turns a $60,000 RMD From a $1.6 Million 401(k) Into Zero Taxable Income at 73

Why a 65-Year-Old With $1.8 Million Is Spending Her 401(k) Before Claiming Social Security at 70

Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73

Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly

The Home Sale That Adds $5,880 a Year to a Retiree’s Medicare Premium Two Years Later

Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73

The Home Sale That Adds $5,880 a Year to a Retiree's Medicare Premium Two Years Later

Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73

Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly

Personal Finance Articles

All Personal Finance Articles

If You Have $2.4 Million Saved at 59 and Your Employer Just Offered a $400,000 Severance, Here Is the Bridge Math

A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

High Earning Retirees Are Being Warned About This $9,600 Medicare Surcharge That Hits Two Years After a Big Income Event

A $1.1 Million Dividend Portfolio That Pays Like a Seasoned Realtor’s Annual Commissions Without the Showings

$9,500 a Month? What That Looks Like for a Retired Couple

This Iowa Couple Wants to Be Near Their New Grandbaby. Can They Afford Boston?

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

A 67-Year-Old Retiree’s $1.9 Million Portfolio Survived a $390,000 Drawdown Because of One Asset Allocation Choice Most Advisors Skip

How a 48-Year-Old Engineer Could Replace a $150,000 Salary With Dividend Growth Plus Covered Calls

Can You Afford the French Riviera in Retirement? Here’s the Real Number

The Continuing Care Retirement Community Math a 72-Year-Old Couple Ran Before Writing an $880,000 Entrance Check

Medicare’s Hidden Cost: How a $120,000 Roth Conversion Added $2,194 to Future Premiums

The QCD Move That Turns a $60,000 RMD From a $1.6 Million 401(k) Into Zero Taxable Income at 73

Why a 65-Year-Old With $1.8 Million Is Spending Her 401(k) Before Claiming Social Security at 70

Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73

Most Income Investors Have Never Heard of These 3 ETFs Paying Over 10 Percent Monthly

The Home Sale That Adds $5,880 a Year to a Retiree’s Medicare Premium Two Years Later

Featured Reads

Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73

The Home Sale That Adds $5,880 a Year to a Retiree's Medicare Premium Two Years Later