Personal Finance Articles

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6526 Articles

Maurie Backman | Jul 29, 2026 at 5:25 PM EDT

President Trump Threw Social Security Retirees a Bone. Here’s the Fallout

The OBBBA handed millions of Social Security recipients a tax break, but the relief may be setting the program up…

Gerelyn Terzo | Jul 29, 2026 at 5:02 PM EDT

The Most Important Medicare Letter of the Year Lands in September. Most Retirees Toss It Unopened.

A plain envelope arrives every September with the power to reshape a retiree's entire healthcare budget, and most people recycle…

Michael Williams | Jul 29, 2026 at 5:01 PM EDT

The Portfolio Blueprint for Building $25,000 a Month in Dividend Income

The capital you need to retire on dividends alone swings by millions depending on one critical decision most income investors…

Michael Williams | Jul 29, 2026 at 2:57 PM EDT

This $3 Million Portfolio Pays $18,000 a Month From Three Income Buckets

A $3 million portfolio sounds like enough to retire on, but the math gets uncomfortable fast when you need $18,000…

Marc Guberti | Jul 29, 2026 at 2:55 PM EDT

Before You Take Your 401(k) RMD, Make Sure You Know About This Tax-Free Charitable Strategy

Most retirees with large 401(k) balances unknowingly walk into a paperwork trap that costs them thousands in taxes and Medicare…

Gerelyn Terzo | Jul 29, 2026 at 2:02 PM EDT

Asset Rich, Cash Flat: Their Net Worth Hit $2.5 Million, but Social Security Still Pays the Bills.

Jim and Susan cleared $2.5 million on paper, yet they still watch every dollar at the checkout. When your balance…

Maurie Backman | Jul 29, 2026 at 1:21 PM EDT

These Social Security Recipients Get an Average of Under $12,000 a Year. Here’s Why

Millions of retirees collect Social Security checks that fall shockingly short of what most people expect, and one particular group…

Michael Williams | Jul 29, 2026 at 12:32 PM EDT

The “Hire Your Kid” Rule: Pay Your Child $15,000 From the Family Business and Neither of You Owes the IRS a Dime

A section of the tax code that most business owners never read lets a family business owner legally route money…

Gerelyn Terzo | Jul 29, 2026 at 11:04 AM EDT

Medicare’s New AI Screening Program Is Denying Claims in 6 States. Here’s What Procedures It Targets.

A new Medicare program in six states pays private contractors based on how much spending they prevent, and it targets…

Gerelyn Terzo | Jul 29, 2026 at 10:01 AM EDT

A Widow at 53 Is Too Young for Survivor Benefits. Pennsylvania Still Lowers Her Property Taxes.

Social Security told her to wait seven years, but Pennsylvania built a quiet side door into its tax code that…

Gerelyn Terzo | Jul 29, 2026 at 8:03 AM EDT

As of July 1, Medicare Covers Wegovy for Weight Loss at $50 a Month. The Eligibility List Is Short.

Medicare's new $50 monthly Wegovy program sounds like a lifeline, but the eligibility rules quietly shut out many of the…

Marc Guberti | Jul 29, 2026 at 7:55 AM EDT

A 58-Year-Old Couple Discovers Their 401(k) Maxing Strategy Quietly Builds a $64,000 Annual Tax Bomb

Every year a dual-earner couple keeps maxing their traditional 401(k) in their late 50s, they quietly widen a pipe that…

Gerelyn Terzo | Jul 29, 2026 at 7:01 AM EDT

The Ranch Made Him a Millionaire on Paper. Retirement Is Still Out of Reach, Even With Social Security on the Table.

Ray's Montana ranch is worth more than $4 million, yet he cannot afford to retire. The land that built his…

Gerelyn Terzo | Jul 29, 2026 at 6:03 AM EDT

He Made the “Smart” Roth Conversion at 68. It Knocked Him Off This State’s Biggest Senior Tax Break.

A retired New Jersey engineer ran the federal math on his Roth conversion, liked what he saw, and pulled the…

Marc Guberti | Jul 28, 2026 at 10:10 PM EDT

RMD Planning Gone Wrong: Why a $3.23 Million 401(k) Doesn’t Protect You From Medicare Tax Creep

A widow with $3.23 million in her 401(k) thought she understood the tax hit from her first required minimum distribution.…

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Personal Finance Articles

All Personal Finance Articles

President Trump Threw Social Security Retirees a Bone. Here’s the Fallout

The Most Important Medicare Letter of the Year Lands in September. Most Retirees Toss It Unopened.

The Portfolio Blueprint for Building $25,000 a Month in Dividend Income

This $3 Million Portfolio Pays $18,000 a Month From Three Income Buckets

Before You Take Your 401(k) RMD, Make Sure You Know About This Tax-Free Charitable Strategy

Asset Rich, Cash Flat: Their Net Worth Hit $2.5 Million, but Social Security Still Pays the Bills.

These Social Security Recipients Get an Average of Under $12,000 a Year. Here’s Why

The “Hire Your Kid” Rule: Pay Your Child $15,000 From the Family Business and Neither of You Owes the IRS a Dime

Medicare’s New AI Screening Program Is Denying Claims in 6 States. Here’s What Procedures It Targets.

A Widow at 53 Is Too Young for Survivor Benefits. Pennsylvania Still Lowers Her Property Taxes.

As of July 1, Medicare Covers Wegovy for Weight Loss at $50 a Month. The Eligibility List Is Short.

A 58-Year-Old Couple Discovers Their 401(k) Maxing Strategy Quietly Builds a $64,000 Annual Tax Bomb

The Ranch Made Him a Millionaire on Paper. Retirement Is Still Out of Reach, Even With Social Security on the Table.

He Made the “Smart” Roth Conversion at 68. It Knocked Him Off This State’s Biggest Senior Tax Break.

RMD Planning Gone Wrong: Why a $3.23 Million 401(k) Doesn’t Protect You From Medicare Tax Creep

Netflix Rises 3% on a $95 Wolfe Research Price Target, Leaving Disney and Warner Bros. Discovery Behind

Is Gold’s Best Month Since 2008 About to End? One Trader Just Bet $202 Million That It Is

3 Billionaire Investors Just Bought the Same Stock. Should You?

The Family Bank: Parents Are Lending Their Kids Mortgage Money at Rates the IRS Itself Publishes, and No One Owes Gift Tax on the Discount.

Everyone's Chasing the Carolinas. Smart Retirees Are Quietly Buying Here Instead

Netflix Rises 3% on a $95 Wolfe Research Price Target, Leaving Disney and Warner Bros. Discovery Behind

Is Gold’s Best Month Since 2008 About to End? One Trader Just Bet $202 Million That It Is

Personal Finance Articles

All Personal Finance Articles

President Trump Threw Social Security Retirees a Bone. Here’s the Fallout

The Most Important Medicare Letter of the Year Lands in September. Most Retirees Toss It Unopened.

The Portfolio Blueprint for Building $25,000 a Month in Dividend Income

This $3 Million Portfolio Pays $18,000 a Month From Three Income Buckets

Before You Take Your 401(k) RMD, Make Sure You Know About This Tax-Free Charitable Strategy

Asset Rich, Cash Flat: Their Net Worth Hit $2.5 Million, but Social Security Still Pays the Bills.

These Social Security Recipients Get an Average of Under $12,000 a Year. Here’s Why

The “Hire Your Kid” Rule: Pay Your Child $15,000 From the Family Business and Neither of You Owes the IRS a Dime

Medicare’s New AI Screening Program Is Denying Claims in 6 States. Here’s What Procedures It Targets.

A Widow at 53 Is Too Young for Survivor Benefits. Pennsylvania Still Lowers Her Property Taxes.

As of July 1, Medicare Covers Wegovy for Weight Loss at $50 a Month. The Eligibility List Is Short.

A 58-Year-Old Couple Discovers Their 401(k) Maxing Strategy Quietly Builds a $64,000 Annual Tax Bomb

The Ranch Made Him a Millionaire on Paper. Retirement Is Still Out of Reach, Even With Social Security on the Table.

He Made the “Smart” Roth Conversion at 68. It Knocked Him Off This State’s Biggest Senior Tax Break.

RMD Planning Gone Wrong: Why a $3.23 Million 401(k) Doesn’t Protect You From Medicare Tax Creep

Netflix Rises 3% on a $95 Wolfe Research Price Target, Leaving Disney and Warner Bros. Discovery Behind

Is Gold’s Best Month Since 2008 About to End? One Trader Just Bet $202 Million That It Is

3 Billionaire Investors Just Bought the Same Stock. Should You?

Featured Reads

The Family Bank: Parents Are Lending Their Kids Mortgage Money at Rates the IRS Itself Publishes, and No One Owes Gift Tax on the Discount.

Everyone's Chasing the Carolinas. Smart Retirees Are Quietly Buying Here Instead