Personal Finance Articles

All Personal Finance Articles

4557 Articles

Gerelyn Terzo | Yesterday

The Five-Year Disability Rule a 53-Year-Old Worker Did Not Know Could Disqualify Her From SSDI

A 53-year-old woman stepped away from her marketing job in 2018 to care for her mother. She had worked steadily…

Drew Wood | Yesterday

For Americans Retiring North of the Border, This Canadian Province Makes the Most Sense

Americans in their late fifties and early sixties often ask whether Canada works financially for retirement. The answer can be…

Danielle Liverance | Yesterday

Business Owners: The One Tax Move Financial Advisors Say You Can’t Skip Before Year-End

On the Retire SMART Podcast episode “Year-Round Tax Planning,” the guest drew a line most business owners never think about:…

Danielle Liverance | Yesterday

Don McDonald Explains Why Higher Earners Should Skip Roth 401(k) Matches Before Retirement

On a recent episode of the Talking Real Money podcast titled “You’re Right, Of Course.”, co-host Don McDonald addressed a…

Drew Wood | Yesterday

The State Residency Move a Couple With $4 Million Made One Year Before Selling Their Business to Save $340,000 in Tax

A California couple in their late 50s with $4 million in retirement accounts and a closely held LLC interest worth…

Christy Bieber | Yesterday

This Social Security Filing Mistake Can Be Really Hard to Fix

Retirees can choose from a number of different Social Security filing ages. And there are a few significant ones to…

Drew Wood | Yesterday

A $720,000 Income Portfolio That Pays Like a Part-Time Consulting Practice Without the Client Acquisition Grind

A $720,000 annual income is the kind of figure most people associate with a senior consultant’s billing target rather than…

Carl Sullivan | Yesterday

$400,000 Annuity Guarantees $2,500 a Month for Life. Is It Worth It?

A 65-year-old retiree with $400,000 in a rollover IRA and no pension faces a pitch. Hand over the money today…

Carl Sullivan | Yesterday

How Far Does $12,000 a Month in Retirement at Age 65 Go?

Congratulations! You retired last month at age 65 with a paid-off house and a steady $12,000 a month coming in.…

Danielle Liverance | Yesterday

The Medicare Surcharge Suze Orman Says Most Home Sellers Don’t Find Out About Until It’s Too Late

On a recent highlights replay of Ask KT & Suze Anything, Suze Orman pulled Pat’s question back into the spotlight…

Gerelyn Terzo | Yesterday

Divorced Spouse Benefit Worth $1,840 a Month: The Social Security Rule Most Americans Miss

A woman turns 64, starts mapping out when to claim Social Security, and discovers a rule she had never heard…

Drew Wood | Yesterday

The Special Needs Trust a 64-Year-Old Mother Set Up Before Her Adult Son’s Disability Disqualified Him From the Family Inheritance

A 64-year-old widow with $2.4 million in assets has a 35-year-old son with a developmental disability who depends on SSI…

Drew Wood | Yesterday

How a $530,000 Covered Call Portfolio Can Generate $66,000 a Year

A $66,000 annual income is roughly in line with the median U.S. household income and represents a common retirement target…

Drew Wood | Yesterday

What Would It Be Like to Retire to a Fishing Town in Montana With $3.2 Million Invested?

You’re 61 with a portfolio in the low seven figures, eyeing retirement in a small Western town with a good…

Drew Wood | Yesterday

This $2.5 Million Portfolio Delivers $14,500 a Month With Three Income Buckets

A 68-year-old couple with $2.5 million in savings and a monthly spending goal of $14,500 faces a straightforward income challenge.…

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Personal Finance Articles

All Personal Finance Articles

The Five-Year Disability Rule a 53-Year-Old Worker Did Not Know Could Disqualify Her From SSDI

For Americans Retiring North of the Border, This Canadian Province Makes the Most Sense

Business Owners: The One Tax Move Financial Advisors Say You Can’t Skip Before Year-End

Don McDonald Explains Why Higher Earners Should Skip Roth 401(k) Matches Before Retirement

The State Residency Move a Couple With $4 Million Made One Year Before Selling Their Business to Save $340,000 in Tax

This Social Security Filing Mistake Can Be Really Hard to Fix

A $720,000 Income Portfolio That Pays Like a Part-Time Consulting Practice Without the Client Acquisition Grind

$400,000 Annuity Guarantees $2,500 a Month for Life. Is It Worth It?

How Far Does $12,000 a Month in Retirement at Age 65 Go?

The Medicare Surcharge Suze Orman Says Most Home Sellers Don’t Find Out About Until It’s Too Late

Divorced Spouse Benefit Worth $1,840 a Month: The Social Security Rule Most Americans Miss

The Special Needs Trust a 64-Year-Old Mother Set Up Before Her Adult Son’s Disability Disqualified Him From the Family Inheritance

How a $530,000 Covered Call Portfolio Can Generate $66,000 a Year

What Would It Be Like to Retire to a Fishing Town in Montana With $3.2 Million Invested?

This $2.5 Million Portfolio Delivers $14,500 a Month With Three Income Buckets

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

The Five-Year Disability Rule a 53-Year-Old Worker Did Not Know Could Disqualify Her From SSDI

For Americans Retiring North of the Border, This Canadian Province Makes the Most Sense

Business Owners: The One Tax Move Financial Advisors Say You Can’t Skip Before Year-End

Don McDonald Explains Why Higher Earners Should Skip Roth 401(k) Matches Before Retirement

The State Residency Move a Couple With $4 Million Made One Year Before Selling Their Business to Save $340,000 in Tax

This Social Security Filing Mistake Can Be Really Hard to Fix

A $720,000 Income Portfolio That Pays Like a Part-Time Consulting Practice Without the Client Acquisition Grind

$400,000 Annuity Guarantees $2,500 a Month for Life. Is It Worth It?

How Far Does $12,000 a Month in Retirement at Age 65 Go?

The Medicare Surcharge Suze Orman Says Most Home Sellers Don’t Find Out About Until It’s Too Late

Divorced Spouse Benefit Worth $1,840 a Month: The Social Security Rule Most Americans Miss

The Special Needs Trust a 64-Year-Old Mother Set Up Before Her Adult Son’s Disability Disqualified Him From the Family Inheritance

How a $530,000 Covered Call Portfolio Can Generate $66,000 a Year

What Would It Be Like to Retire to a Fishing Town in Montana With $3.2 Million Invested?

This $2.5 Million Portfolio Delivers $14,500 a Month With Three Income Buckets

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