Personal Finance Articles

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6553 Articles

Carl Sullivan | Aug 4, 2026 at 8:47 AM EDT

Nobody Warned Retired Couple Their First RMDs Would Land in the Same Tax Year and Cost $31,000 Extra

A paperwork choice their IRA custodian called a free deferral is about to hand one retired couple a tax bill…

Gerelyn Terzo | Aug 4, 2026 at 8:01 AM EDT

Same Doctor, Same Office, New Owner: The Hospital ‘Facility Fee’ That Now Rides Along on a Medicare Visit

Your doctor never changed offices, yet Medicare split your bill in two and handed you a charge you never agreed…

Michael Williams | Aug 4, 2026 at 7:08 AM EDT

The “Postnup”: Married Without a Prenup? There’s a Second Document That Can Do the Same Job, If It’s Done Right

Skipping the prenup felt like closing a door, but most couples never find out there is a second document they…

Gerelyn Terzo | Aug 4, 2026 at 7:04 AM EDT

Bobcat’s Buyout Includes Just 3 Months of Health Coverage. For a 62-Year-Old, Claiming Social Security to Bridge the Gap Could Backfire.

Accepting a voluntary buyout at 62 can feel like permission to retire, until the health insurance bill arrives and one…

Michael Williams | Aug 4, 2026 at 6:33 AM EDT

‘We’re Still Not Getting Anywhere on the Debt’: $100K-a-Year Man Working 4 Jobs Calls the Ramsey Show

He works four jobs, runs his own mowing company, and his wife hustles a party business on the side, yet…

Gerelyn Terzo | Aug 4, 2026 at 6:04 AM EDT

Microsoft Offered Longtime Workers Up to 39 Weeks of Pay. The Bigger Decision Is When to Claim Social Security.

Microsoft's voluntary buyout offered longtime employees far more than a cash payout, and the most valuable piece had almost nothing…

Michael Williams | Aug 4, 2026 at 5:46 AM EDT

What It Takes to Retire to South Carolina’s Beaches at 62 on $850,000 and Skip Florida Entirely

Florida dominated retirement beach dreams for decades, but a growing number of retirees running the real numbers are quietly crossing…

Michael Williams | Aug 4, 2026 at 5:41 AM EDT

How to Build $1,500 a Month in Dividend Income on $500 a Month in Savings

Chasing the highest dividend yield feels like the fastest path to $1,500 a month in passive income, but the math…

Michael Williams | Aug 3, 2026 at 9:45 PM EDT

The Hidden Costs of Retiring in Florida Nobody Mentions Until You Move There

Florida's no-income-tax pitch sounds great until the second set of bills arrives after you unpack the boxes. Before you sign…

Michael Williams | Aug 3, 2026 at 9:39 PM EDT

How a 63-Year-Old Turned $800,000 Into a $5,500 Monthly Paycheck With SCHD, JEPI, and O

Turning $800,000 into $5,500 a month sounds simple until you run the actual math on each ticker and see exactly…

Michael Williams | Aug 3, 2026 at 9:09 PM EDT

He Remarried at 65 With $1.8 Million Saved for His Kids and It’s Still Going to His Kids. One Signature After the Wedding, Not the Prenup, Is What Sealed It

Federal law can silently hand your retirement savings to a new spouse the moment you remarry, and neither a prenup…

Marc Guberti | Aug 3, 2026 at 9:08 PM EDT

A 58-Year-Old Orthodontist Shields $300,000 From Taxes Using a Hidden 401(k) Strategy

Most high-earning practice owners assume their accountant has flagged every legal shelter available, but a forum thread from a solo…

Michael Williams | Aug 3, 2026 at 8:37 PM EDT

The Fed Might Cut Rates Again This Year. Here’s What Savers Should Do Before It Happens

Before the next Fed meeting, there is a quiet window where savers can still capture rates most banks hope you…

Michael Williams | Aug 3, 2026 at 7:30 PM EDT

‘You’re Going to Pay $40,000 Extra to Not Pay $10,000 in Taxes’: Ramsey Show Hosts Confront a 23-Year-Old Sitting on $55K in Hidden Cash

A 23-year-old business owner thought he was outsmarting the IRS by keeping $55,000 in cash at home, but when the…

Carl Sullivan | Aug 3, 2026 at 4:54 PM EDT

Retired Railroad Worker Discovers His Pension Is Taxed Nothing Like Social Security

A retired conductor with 38 years on the rails thought he understood how his railroad benefit would be taxed, until…

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Personal Finance Articles

All Personal Finance Articles

Nobody Warned Retired Couple Their First RMDs Would Land in the Same Tax Year and Cost $31,000 Extra

Same Doctor, Same Office, New Owner: The Hospital ‘Facility Fee’ That Now Rides Along on a Medicare Visit

The “Postnup”: Married Without a Prenup? There’s a Second Document That Can Do the Same Job, If It’s Done Right

Bobcat’s Buyout Includes Just 3 Months of Health Coverage. For a 62-Year-Old, Claiming Social Security to Bridge the Gap Could Backfire.

‘We’re Still Not Getting Anywhere on the Debt’: $100K-a-Year Man Working 4 Jobs Calls the Ramsey Show

Microsoft Offered Longtime Workers Up to 39 Weeks of Pay. The Bigger Decision Is When to Claim Social Security.

What It Takes to Retire to South Carolina’s Beaches at 62 on $850,000 and Skip Florida Entirely

How to Build $1,500 a Month in Dividend Income on $500 a Month in Savings

The Hidden Costs of Retiring in Florida Nobody Mentions Until You Move There

How a 63-Year-Old Turned $800,000 Into a $5,500 Monthly Paycheck With SCHD, JEPI, and O

He Remarried at 65 With $1.8 Million Saved for His Kids and It’s Still Going to His Kids. One Signature After the Wedding, Not the Prenup, Is What Sealed It

A 58-Year-Old Orthodontist Shields $300,000 From Taxes Using a Hidden 401(k) Strategy

The Fed Might Cut Rates Again This Year. Here’s What Savers Should Do Before It Happens

‘You’re Going to Pay $40,000 Extra to Not Pay $10,000 in Taxes’: Ramsey Show Hosts Confront a 23-Year-Old Sitting on $55K in Hidden Cash

Retired Railroad Worker Discovers His Pension Is Taxed Nothing Like Social Security

Kevin Warsh Just Got Another Reason to Raise Rates in September

Druckenmiller Just Turned On His Own Protege, and Bond Investors Should Take the Hint

Palantir Stock Could Be in for a Big September. Here’s Why.

Every Insurer’s Medigap Plan G Covers the Same Benefits. The Premium Isn't and on Most Policies It Climbs Every Birthday.

Dividends vs. an Annuity: Which Turns $840,000 Into More Monthly Income for Life?

Meta Heads Toward $580 as a $17B Teen Safety Settlement Ends the Trial; Snap Falls 9%

Nvidia Is Held by 803 ETFs, Making Its Q2 Earnings Tonight the Most Important Report of the Cycle

Personal Finance Articles

All Personal Finance Articles

Nobody Warned Retired Couple Their First RMDs Would Land in the Same Tax Year and Cost $31,000 Extra

Same Doctor, Same Office, New Owner: The Hospital ‘Facility Fee’ That Now Rides Along on a Medicare Visit

The “Postnup”: Married Without a Prenup? There’s a Second Document That Can Do the Same Job, If It’s Done Right

Bobcat’s Buyout Includes Just 3 Months of Health Coverage. For a 62-Year-Old, Claiming Social Security to Bridge the Gap Could Backfire.

‘We’re Still Not Getting Anywhere on the Debt’: $100K-a-Year Man Working 4 Jobs Calls the Ramsey Show

Microsoft Offered Longtime Workers Up to 39 Weeks of Pay. The Bigger Decision Is When to Claim Social Security.

What It Takes to Retire to South Carolina’s Beaches at 62 on $850,000 and Skip Florida Entirely

How to Build $1,500 a Month in Dividend Income on $500 a Month in Savings

The Hidden Costs of Retiring in Florida Nobody Mentions Until You Move There

How a 63-Year-Old Turned $800,000 Into a $5,500 Monthly Paycheck With SCHD, JEPI, and O

He Remarried at 65 With $1.8 Million Saved for His Kids and It’s Still Going to His Kids. One Signature After the Wedding, Not the Prenup, Is What Sealed It

A 58-Year-Old Orthodontist Shields $300,000 From Taxes Using a Hidden 401(k) Strategy

The Fed Might Cut Rates Again This Year. Here’s What Savers Should Do Before It Happens

‘You’re Going to Pay $40,000 Extra to Not Pay $10,000 in Taxes’: Ramsey Show Hosts Confront a 23-Year-Old Sitting on $55K in Hidden Cash

Retired Railroad Worker Discovers His Pension Is Taxed Nothing Like Social Security

Kevin Warsh Just Got Another Reason to Raise Rates in September

Druckenmiller Just Turned On His Own Protege, and Bond Investors Should Take the Hint

Palantir Stock Could Be in for a Big September. Here’s Why.

Featured Reads

Every Insurer’s Medigap Plan G Covers the Same Benefits. The Premium Isn't and on Most Policies It Climbs Every Birthday.

Dividends vs. an Annuity: Which Turns $840,000 Into More Monthly Income for Life?