Personal Finance Articles

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6521 Articles

Gerelyn Terzo | Aug 7, 2026 at 8:01 AM EDT

Medicare Pays for the Ambulance Only If the Ride Was ‘Medically Necessary.’ A Reviewer Decides that, Later.

Medicare approved the hospital stay, paid the ER doctors, and covered the follow-up care, then denied the ambulance that delivered…

Carl Sullivan | Aug 7, 2026 at 7:55 AM EDT

Retiree With $1.2 Million Discovers Roth Conversion Doubled His First Medicare Premium

A perfectly executed Roth conversion can quietly set a Medicare trap that springs two years later, and most retirees never…

Gerelyn Terzo | Aug 7, 2026 at 7:02 AM EDT

At 74, He Went Back to Work and Thought His RMDs Stopped. The Mistake Could Make More of His Social Security Taxable.

Going back to work at 74 felt like a fresh start, but one assumption about retirement accounts set off a…

Marc Guberti | Aug 7, 2026 at 6:33 AM EDT

A $1.2 Million Inherited 401(k) Can Cost You $320,000 in Taxes. Here’s the Better Strategy.

Spreading a large inherited 401(k) evenly across the 10-year window feels like the safe, responsible move, but for high earners…

Michael Williams | Aug 7, 2026 at 6:06 AM EDT

Everyone Wants to Retire Near the Grandkids. Almost Nobody Runs the Math

Moving retirement plans to follow a newborn grandchild sounds like a no-brainer until you price what it actually costs to…

Gerelyn Terzo | Aug 7, 2026 at 6:03 AM EDT

Utz Is Going Private for Cash. A Retiree Holding the Stock Could Face a Medicare Bill From a Sale He Never Chose.

When a company accepts a buyout, every shareholder in a taxable account becomes a forced seller at the acquirer's chosen…

Jake Fitzgerald | Aug 7, 2026 at 5:49 AM EDT

The “Elective Share”: In Most States Your Spouse Can Tear Up Your Will and Take a Third of Everything. A Prenup Is the Only Document That Overrides It

Your will might be the least powerful document in your estate plan. A legal mechanism built into most state probate…

Michael Williams | Aug 6, 2026 at 9:37 PM EDT

How a 70-Year-Old Collects $6,500 a Month From Just Four Tickers: SCHD, JEPQ, O, and MAIN

Four tickers, one retirement paycheck, but the math reveals a brutal trade-off between the retiree who sleeps well and the…

Michael Williams | Aug 6, 2026 at 9:20 PM EDT

$2,500 a Month in Hot Springs Village: Here’s How to Retire in America’s Largest Gated Community

Hot Springs Village keeps appearing in retirement forums as a place where $2,500 a month actually stretches, but the math…

David Beren | Aug 6, 2026 at 8:51 PM EDT

A Market Drop at 67 Does Twice the Damage of One at 57. Here’s the Math, and the Buffer That Blunts It.

Two retirees, identical average returns, wildly different retirement outcomes. The culprit is a timing quirk that turns an ordinary market…

Michael Williams | Aug 6, 2026 at 8:51 PM EDT

The Average American Savings Account Earns 0.38% APY. Here’s How Much That’s Costing You

Your bank calculates exactly how much interest it owes you each year, and it is quietly counting on you to…

Carl Sullivan | Aug 6, 2026 at 7:43 PM EDT

Retired Airline Pilot With $52,000 Pension and $1.4M Slammed by Three Layers of Tax

A retired airline captain with a pension, a seven-figure IRA, and six figures of Social Security looks financially set, until…

Michael Williams | Aug 6, 2026 at 7:43 PM EDT

Dave Ramsey Tells a Torn Mom to Sell the $22,000 Car Before Paying for Premium Daycare

A first-time mom in Canada thought she had a daycare decision to make, but when she called The Ramsey Show,…

Jake Fitzgerald | Aug 6, 2026 at 6:49 PM EDT

Your Inheritance Is 100% Yours Until You Deposit It in the Wrong Account. The One-Word Rule (“Commingling”) That Decides Whether It Stays Yours

A single bank deposit can quietly strip inherited money of its legal protections, and most heirs trigger the trap within…

Michael Williams | Aug 6, 2026 at 6:17 PM EDT

The Villages Has a Cheaper Neighbor and Almost No One Is Talking About It

Florida retirement math keeps pointing to one county that almost nobody mentions in the same breath as The Villages, and…

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Personal Finance Articles

All Personal Finance Articles

Medicare Pays for the Ambulance Only If the Ride Was ‘Medically Necessary.’ A Reviewer Decides that, Later.

Retiree With $1.2 Million Discovers Roth Conversion Doubled His First Medicare Premium

At 74, He Went Back to Work and Thought His RMDs Stopped. The Mistake Could Make More of His Social Security Taxable.

A $1.2 Million Inherited 401(k) Can Cost You $320,000 in Taxes. Here’s the Better Strategy.

Everyone Wants to Retire Near the Grandkids. Almost Nobody Runs the Math

Utz Is Going Private for Cash. A Retiree Holding the Stock Could Face a Medicare Bill From a Sale He Never Chose.

The “Elective Share”: In Most States Your Spouse Can Tear Up Your Will and Take a Third of Everything. A Prenup Is the Only Document That Overrides It

How a 70-Year-Old Collects $6,500 a Month From Just Four Tickers: SCHD, JEPQ, O, and MAIN

$2,500 a Month in Hot Springs Village: Here’s How to Retire in America’s Largest Gated Community

A Market Drop at 67 Does Twice the Damage of One at 57. Here’s the Math, and the Buffer That Blunts It.

The Average American Savings Account Earns 0.38% APY. Here’s How Much That’s Costing You

Retired Airline Pilot With $52,000 Pension and $1.4M Slammed by Three Layers of Tax

Dave Ramsey Tells a Torn Mom to Sell the $22,000 Car Before Paying for Premium Daycare

Your Inheritance Is 100% Yours Until You Deposit It in the Wrong Account. The One-Word Rule (“Commingling”) That Decides Whether It Stays Yours

The Villages Has a Cheaper Neighbor and Almost No One Is Talking About It

Gorilla Sinks 11% Despite Guiding 2027 Revenue Up to 29% Above Consensus, Evolv Technologies and Ambarella Tick Up

Forget EV Sales: This Is the Number That Could Decide Tesla’s Future

Home Renovations That Tend to Offer a Strong ROI

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

He Gave $100,000 of Stock to Fight a Wealth Tax. The IRS Taxed a Gain He Never Pocketed and More of His Social Security.

Gorilla Sinks 11% Despite Guiding 2027 Revenue Up to 29% Above Consensus, Evolv Technologies and Ambarella Tick Up

Forget EV Sales: This Is the Number That Could Decide Tesla’s Future

Personal Finance Articles

All Personal Finance Articles

Medicare Pays for the Ambulance Only If the Ride Was ‘Medically Necessary.’ A Reviewer Decides that, Later.

Retiree With $1.2 Million Discovers Roth Conversion Doubled His First Medicare Premium

At 74, He Went Back to Work and Thought His RMDs Stopped. The Mistake Could Make More of His Social Security Taxable.

A $1.2 Million Inherited 401(k) Can Cost You $320,000 in Taxes. Here’s the Better Strategy.

Everyone Wants to Retire Near the Grandkids. Almost Nobody Runs the Math

Utz Is Going Private for Cash. A Retiree Holding the Stock Could Face a Medicare Bill From a Sale He Never Chose.

The “Elective Share”: In Most States Your Spouse Can Tear Up Your Will and Take a Third of Everything. A Prenup Is the Only Document That Overrides It

How a 70-Year-Old Collects $6,500 a Month From Just Four Tickers: SCHD, JEPQ, O, and MAIN

$2,500 a Month in Hot Springs Village: Here’s How to Retire in America’s Largest Gated Community

A Market Drop at 67 Does Twice the Damage of One at 57. Here’s the Math, and the Buffer That Blunts It.

The Average American Savings Account Earns 0.38% APY. Here’s How Much That’s Costing You

Retired Airline Pilot With $52,000 Pension and $1.4M Slammed by Three Layers of Tax

Dave Ramsey Tells a Torn Mom to Sell the $22,000 Car Before Paying for Premium Daycare

Your Inheritance Is 100% Yours Until You Deposit It in the Wrong Account. The One-Word Rule (“Commingling”) That Decides Whether It Stays Yours

The Villages Has a Cheaper Neighbor and Almost No One Is Talking About It

Gorilla Sinks 11% Despite Guiding 2027 Revenue Up to 29% Above Consensus, Evolv Technologies and Ambarella Tick Up

Forget EV Sales: This Is the Number That Could Decide Tesla’s Future

Home Renovations That Tend to Offer a Strong ROI

Featured Reads

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

He Gave $100,000 of Stock to Fight a Wealth Tax. The IRS Taxed a Gain He Never Pocketed and More of His Social Security.