Personal Finance Articles

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4557 Articles

Drew Wood | May 14, 2026 at 1:57 PM EDT

A 59-Year-Old Software Engineer With $4.1 Million Cannot Touch a Penny Without a 10 Percent Penalty for Six More Months

A software engineer at a private equity-backed firm hands in her notice in April 2026, confident that $4.1 million is…

Gerelyn Terzo | May 14, 2026 at 1:45 PM EDT

How 4 Years of Work in Germany Unlocks a $400 Monthly U.S. Social Security Check a Retiree Otherwise Could Not Collect

A retirement plan that almost left $4,800 a year on the table Picture a 65-year-old who spent six years in…

Christy Bieber | May 14, 2026 at 12:43 PM EDT

Why Switching From Spousal to Survivor Benefits Adds $1,224 a Month for the Rest of a Widow’s Life

For many retirees, Social Security benefits are one of their most important sources of income. But these benefits can be…

Austin Smith | May 14, 2026 at 11:30 AM EDT

58-Year-Old With $2.3M 401(k) Cuts Deferrals in Half: Here’s Why Brokerage Accounts Win at High Incomes

A 58-year-old investment banker pulling in $850,000 in W-2 income just cut his traditional 401(k) deferral roughly in half and…

David Beren | May 14, 2026 at 11:19 AM EDT

Gen Z Started Saving at 24 and Wants to Retire at 61, What the Northwestern Mutual Study Says About the New Math of Retirement

Gen Z is approaching retirement with a very different rhythm than the generations before them. Northwestern Mutual’s 2025 Planning &…

Maurie Backman | May 14, 2026 at 11:17 AM EDT

The 12-Month Social Security Do-Over Most Retirees Don’t Know About: It Could Pay You Over $1,100 More for Life

When it comes to retirement, one of the most important decisions you might have to make is figuring out when…

Carl Sullivan | May 14, 2026 at 10:51 AM EDT

George Kamel: The Consumer Debt Cycle Is ‘Exactly Like Drug Addiction’

Can’t afford it? No problem: Just borrow money. At the popular (and pricey) Coachella music festival, about 60% of attendees…

Gerelyn Terzo | May 14, 2026 at 10:15 AM EDT

The Family Maximum Benefit Rule That Caps Social Security at $5,300 a Month for Households With Young Children

Picture a 67-year-old who filed for Social Security last year, a stay-at-home spouse who just turned 60, and a 12-year-old…

Austin Smith | May 14, 2026 at 10:00 AM EDT

Before You Lock in Your Pension Election: A $1.4 Million Lump Sum Strategy That Beats the Annuity by Hundreds of Thousands

A 63-year-old hospital vice president has roughly six weeks to lock in her pension election. Her plan offers two paths:…

David Beren | May 14, 2026 at 9:57 AM EDT

Gen X Is Running Out of Time, and the Northwestern Mutual 2025 Study Has the Numbers to Prove It

The oldest members of Gen X are stepping into their early sixties this year, and the youngest are settling into…

Austin Smith | May 14, 2026 at 9:15 AM EDT

A $410,000 Retirement Account Most 401(k) Savers Completely Ignore

A 48-year-old engineer earning $400,000 with his spouse posted a question on a personal finance forum last month: with the…

Ian Cooper | May 14, 2026 at 9:02 AM EDT

Why the Dave Ramsey ‘Pay Off the Mortgage’ Rule Is Costing High-Income Households $400,000 Over a 25-Year Retirement

Dave Ramsey delivers his core message on mortgage debt with characteristic bluntness: “Your most powerful wealth-building tool is your income. Don’t…

Maurie Backman | May 14, 2026 at 9:00 AM EDT

Trump Only Partly Delivered On Social Security’s ‘No Tax’ Promise

When President Trump was running for office, he made Social Security a pretty notable talking point. And one thing he…

Carl Sullivan | May 14, 2026 at 8:51 AM EDT

Expert Allison Harrison: ‘Probate Could Cost You $16,000. An Estate Plan Costs $4,000.’

You may think you can’t afford estate planning, or that you don’t need it. But can you afford not to?…

Eric Bleeker | May 14, 2026 at 8:33 AM EDT

Trump Says ‘I Don’t Think About Americans Financial Situation’ Amidst 28% Surge in Gas Prices

Speaking to reporters before departing for Beijing, President Trump was asked whether American financial pressure from rising gas prices might…

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Personal Finance Articles

All Personal Finance Articles

A 59-Year-Old Software Engineer With $4.1 Million Cannot Touch a Penny Without a 10 Percent Penalty for Six More Months

How 4 Years of Work in Germany Unlocks a $400 Monthly U.S. Social Security Check a Retiree Otherwise Could Not Collect

Why Switching From Spousal to Survivor Benefits Adds $1,224 a Month for the Rest of a Widow’s Life

58-Year-Old With $2.3M 401(k) Cuts Deferrals in Half: Here’s Why Brokerage Accounts Win at High Incomes

Gen Z Started Saving at 24 and Wants to Retire at 61, What the Northwestern Mutual Study Says About the New Math of Retirement

The 12-Month Social Security Do-Over Most Retirees Don’t Know About: It Could Pay You Over $1,100 More for Life

George Kamel: The Consumer Debt Cycle Is ‘Exactly Like Drug Addiction’

The Family Maximum Benefit Rule That Caps Social Security at $5,300 a Month for Households With Young Children

Before You Lock in Your Pension Election: A $1.4 Million Lump Sum Strategy That Beats the Annuity by Hundreds of Thousands

Gen X Is Running Out of Time, and the Northwestern Mutual 2025 Study Has the Numbers to Prove It

A $410,000 Retirement Account Most 401(k) Savers Completely Ignore

Why the Dave Ramsey ‘Pay Off the Mortgage’ Rule Is Costing High-Income Households $400,000 Over a 25-Year Retirement

Trump Only Partly Delivered On Social Security’s ‘No Tax’ Promise

Expert Allison Harrison: ‘Probate Could Cost You $16,000. An Estate Plan Costs $4,000.’

Trump Says ‘I Don’t Think About Americans Financial Situation’ Amidst 28% Surge in Gas Prices

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

A 59-Year-Old Software Engineer With $4.1 Million Cannot Touch a Penny Without a 10 Percent Penalty for Six More Months

How 4 Years of Work in Germany Unlocks a $400 Monthly U.S. Social Security Check a Retiree Otherwise Could Not Collect

Why Switching From Spousal to Survivor Benefits Adds $1,224 a Month for the Rest of a Widow’s Life

58-Year-Old With $2.3M 401(k) Cuts Deferrals in Half: Here’s Why Brokerage Accounts Win at High Incomes

Gen Z Started Saving at 24 and Wants to Retire at 61, What the Northwestern Mutual Study Says About the New Math of Retirement

The 12-Month Social Security Do-Over Most Retirees Don’t Know About: It Could Pay You Over $1,100 More for Life

George Kamel: The Consumer Debt Cycle Is ‘Exactly Like Drug Addiction’

The Family Maximum Benefit Rule That Caps Social Security at $5,300 a Month for Households With Young Children

Before You Lock in Your Pension Election: A $1.4 Million Lump Sum Strategy That Beats the Annuity by Hundreds of Thousands

Gen X Is Running Out of Time, and the Northwestern Mutual 2025 Study Has the Numbers to Prove It

A $410,000 Retirement Account Most 401(k) Savers Completely Ignore

Why the Dave Ramsey ‘Pay Off the Mortgage’ Rule Is Costing High-Income Households $400,000 Over a 25-Year Retirement

Trump Only Partly Delivered On Social Security’s ‘No Tax’ Promise

Expert Allison Harrison: ‘Probate Could Cost You $16,000. An Estate Plan Costs $4,000.’

Trump Says ‘I Don’t Think About Americans Financial Situation’ Amidst 28% Surge in Gas Prices

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