Personal Finance Articles

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4562 Articles

Drew Wood | May 16, 2026 at 8:59 AM EDT

Belize or Bend Oregon? How I Would Help a Couple With $5.8 Million Choose a Retirement Home

A retired couple, both 65, sits down with $5.8 million and two very different visions of retirement. One spouse imagines…

Marc Guberti | May 16, 2026 at 8:28 AM EDT

Should a Commercial Pilot Run $200,000 of Roth Conversions Before His Mandatory 65th Birthday?

The FAA does not negotiate with calendars. A captain who turns 65 stops flying revenue passengers under Part 121 the…

Christy Bieber | May 16, 2026 at 8:09 AM EDT

The Social Security Overpayment Letters SSA Has Been Sending Since 2024: How to Fight a $14,000 Clawback

The Social Security Administration provides important benefits to retirees and the disabled, many of whom depend on the income they…

Drew Wood | May 16, 2026 at 8:07 AM EDT

Retiring at 67 With $1.8 Million and a $7,200 Annual Long-Term-Care Premium Means Rebuilding the Drawdown Plan From Zero

A 67-year-old retiree with $1.8 million appears, at first glance, to have retirement solved. Following the classic 4% rule, her…

Ian Cooper | May 16, 2026 at 7:41 AM EDT

Just Because Money’s in Your Roth IRA Doesn’t Mean You’re Investing It

On the May 4 episode of How to Money, co-host Joel Larsgaard described setting up a Roth IRA for his…

Gerelyn Terzo | May 16, 2026 at 6:50 AM EDT

What the Social Security Fairness Act Adds to a Retired Police Officer’s Monthly Check

The kitchen-table math after the WEP repeal A 67-year-old retired Houston police officer has a city pension of $58,000 a…

Christy Bieber | May 16, 2026 at 6:11 AM EDT

Most Americans Are Behind on Retirement Savings. Here Is the Honest Benchmark by Age.

When it comes to retirement savings, most Americans are sadly not where they should be. In fact, many Americans have…

Gerelyn Terzo | May 16, 2026 at 6:10 AM EDT

The $432 Monthly Raise at 67 That Most Social Security Claimers Miss

A woman turns 67 and realizes something uncomfortable. She started Social Security five years ago at age 62, locking in…

Jeremy Phillips | May 16, 2026 at 4:35 AM EDT

I’m 54 with no retirement savings: a financial advisor says I can still become a millionaire by 67

A 54-year-old caller from Canada phoned into Ramsey Everyday Millionaires with a problem most people would consider terminal: no retirement…

Jeremy Phillips | May 16, 2026 at 3:12 AM EDT

The Tax Deferral Myth Trapping 96% of Retirees: Why Proactive Planning Beats the Traditional Strategy

On a recent episode of the Retire SMART Podcast, the host opens with a claim that contradicts what most 401(k)…

David Beren | May 16, 2026 at 2:43 AM EDT

Only 23% of Americans Know the Real Odds of Needing Long-Term Care in Retirement, New Study Finds

A new survey on retirement knowledge in America landed on a notable finding. When asked the likelihood that a 65-year-old…

Marc Guberti | May 15, 2026 at 8:27 PM EDT

The NUA Strategy Retiring Executives Use to Cut Taxes on $500,000 of Company Stock in Their 401(k)

A 62-year-old executive retires from Apple (NASDAQ:AAPL | AAPL Price Prediction) with $500,000 of company stock sitting inside her 401(k),…

Don Lair | May 15, 2026 at 7:44 PM EDT

I’m 25 with $500k in index funds and 11 rental units generating $3,500 monthly. Am I actually financially independent?

Cody Berman went on The Personal Finance Podcast and described hitting financial independence right before his 26th birthday. He held…

Jeremy Phillips | May 15, 2026 at 7:12 PM EDT

I’m Retiring at 65 with Maybe Only 6 to 12 Healthy Years: Should I Front-Load My Spending?

Most retirement calculators chase a single goal: making your money last as long as possible. Jim Saulnier, host of The…

Ian Cooper | May 15, 2026 at 6:14 PM EDT

Why Keeping Emergency Cash in Checking Costs You $15,000 Over a Decade

On episode 168 of the Rich Habits Podcast, co-host Robert Croak made a pitch that sounds almost too easy to…

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Personal Finance Articles

All Personal Finance Articles

Belize or Bend Oregon? How I Would Help a Couple With $5.8 Million Choose a Retirement Home

Should a Commercial Pilot Run $200,000 of Roth Conversions Before His Mandatory 65th Birthday?

The Social Security Overpayment Letters SSA Has Been Sending Since 2024: How to Fight a $14,000 Clawback

Retiring at 67 With $1.8 Million and a $7,200 Annual Long-Term-Care Premium Means Rebuilding the Drawdown Plan From Zero

Just Because Money’s in Your Roth IRA Doesn’t Mean You’re Investing It

What the Social Security Fairness Act Adds to a Retired Police Officer’s Monthly Check

Most Americans Are Behind on Retirement Savings. Here Is the Honest Benchmark by Age.

The $432 Monthly Raise at 67 That Most Social Security Claimers Miss

I’m 54 with no retirement savings: a financial advisor says I can still become a millionaire by 67

The Tax Deferral Myth Trapping 96% of Retirees: Why Proactive Planning Beats the Traditional Strategy

Only 23% of Americans Know the Real Odds of Needing Long-Term Care in Retirement, New Study Finds

The NUA Strategy Retiring Executives Use to Cut Taxes on $500,000 of Company Stock in Their 401(k)

I’m 25 with $500k in index funds and 11 rental units generating $3,500 monthly. Am I actually financially independent?

I’m Retiring at 65 with Maybe Only 6 to 12 Healthy Years: Should I Front-Load My Spending?

Why Keeping Emergency Cash in Checking Costs You $15,000 Over a Decade

Google vs. Microsoft: Which Cloud Giant Deserves Your Capital Right Now?

The $10 Trillion Bet: Why Insiders Think SpaceX Could Rival Apple by Decade’s End

IBM Set Records, Delivered 44% Gains in a Single Month as Trump Clip Resurfaces

Why Social Security's 2.8% COLA Isn't Keeping Up With What Retirees Actually Spend on Healthcare

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?

Google vs. Microsoft: Which Cloud Giant Deserves Your Capital Right Now?

The $10 Trillion Bet: Why Insiders Think SpaceX Could Rival Apple by Decade’s End

Personal Finance Articles

All Personal Finance Articles

Belize or Bend Oregon? How I Would Help a Couple With $5.8 Million Choose a Retirement Home

Should a Commercial Pilot Run $200,000 of Roth Conversions Before His Mandatory 65th Birthday?

The Social Security Overpayment Letters SSA Has Been Sending Since 2024: How to Fight a $14,000 Clawback

Retiring at 67 With $1.8 Million and a $7,200 Annual Long-Term-Care Premium Means Rebuilding the Drawdown Plan From Zero

Just Because Money’s in Your Roth IRA Doesn’t Mean You’re Investing It

What the Social Security Fairness Act Adds to a Retired Police Officer’s Monthly Check

Most Americans Are Behind on Retirement Savings. Here Is the Honest Benchmark by Age.

The $432 Monthly Raise at 67 That Most Social Security Claimers Miss

I’m 54 with no retirement savings: a financial advisor says I can still become a millionaire by 67

The Tax Deferral Myth Trapping 96% of Retirees: Why Proactive Planning Beats the Traditional Strategy

Only 23% of Americans Know the Real Odds of Needing Long-Term Care in Retirement, New Study Finds

The NUA Strategy Retiring Executives Use to Cut Taxes on $500,000 of Company Stock in Their 401(k)

I’m 25 with $500k in index funds and 11 rental units generating $3,500 monthly. Am I actually financially independent?

I’m Retiring at 65 with Maybe Only 6 to 12 Healthy Years: Should I Front-Load My Spending?

Why Keeping Emergency Cash in Checking Costs You $15,000 Over a Decade

Google vs. Microsoft: Which Cloud Giant Deserves Your Capital Right Now?

The $10 Trillion Bet: Why Insiders Think SpaceX Could Rival Apple by Decade’s End

IBM Set Records, Delivered 44% Gains in a Single Month as Trump Clip Resurfaces

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Why Social Security's 2.8% COLA Isn't Keeping Up With What Retirees Actually Spend on Healthcare

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?