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6530 Articles

Gerelyn Terzo | Jul 27, 2026 at 10:02 AM EDT

A Roofer at 61 Can’t Climb Anymore. Why Claiming Social Security at 62 Is the Right Call, Not the Mistake.

Three decades of roofing left his knees, shoulder, and back in ruins before his paycheck did, and now every piece…

Marc Guberti | Jul 27, 2026 at 9:10 AM EDT

Retiring at 62 With $1.6 Million in a 401(k)? Your Biggest Tax Problem Is 11 Years Away

Retiring at 62 with a seven-figure 401(k) feels like winning, but a clock started ticking the moment you left work,…

Gerelyn Terzo | Jul 27, 2026 at 8:02 AM EDT

The Grocery Cards and Dental Perks That Sold You on Advantage Are Quietly Shrinking in 2026

Your Medicare Advantage plan may still show a $0 premium, but the grocery card and dental allowance that made you…

AJ Tiarsmith | Jul 27, 2026 at 8:02 AM EDT

This Couple Built a $1.5 Million Net Worth, But Most of It Is Locked Away With Penalties Attached. They’re Stuck in the “Middle-Class Trap.”

Emily hesitates before buying strawberries, even though she and her husband have built a net worth approaching $1.5 million. The…

Gerelyn Terzo | Jul 27, 2026 at 7:02 AM EDT

He Sold His HVAC Business and Trucks in One Year. Two Years Later, Medicare Billed Him Like a Millionaire.

An HVAC contractor sold his business, paid his taxes, and booked a trip to Portugal. Two years later, Medicare sent…

Gerelyn Terzo | Jul 27, 2026 at 6:01 AM EDT

Texas Wants to Give Homeowners a Property Tax Break at 55. Could Your State Be Next?

A Texas proposal could make 55 the new 65 for property-tax relief, and the political forces driving it are already…

Marc Guberti | Jul 26, 2026 at 10:10 PM EDT

The $1.3 Million 401(k) Trap: Why Converting $130,000 at Once Costs $19,800 More Than It Should

Converting a 401(k) to a Roth sounds straightforward until the tax bill arrives and reveals a costly mistake hiding inside…

Michael Williams | Jul 26, 2026 at 7:56 PM EDT

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal

Chasing 70 degrees year-round by splitting time between a northern home and a Florida getaway sounds like a retirement sweet…

Michael Williams | Jul 26, 2026 at 7:53 PM EDT

How $400,000 in BDC ETFs Can Pay $36,000 a Year and What the Default Risk Really Looks Like

BDC ETFs dangle yields that could replace a Social Security check from a fraction of the capital, but the fine…

Michael Williams | Jul 26, 2026 at 6:55 PM EDT

The Hidden Costs of The Villages Nobody Mentions Until You Move In

The napkin math looks clean until you move in and find three or four line items the sales center never…

Michael Williams | Jul 26, 2026 at 5:54 PM EDT

The $2,200 a Month European Retirement Americans Keep Overlooking

Most retirement calculators miss a tax provision that quietly rewrites the math on a European retirement, and the country hiding…

Gerelyn Terzo | Jul 26, 2026 at 5:38 PM EDT

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.

Federal law hands every new Medicare Advantage enrollee a one-time escape hatch back to full Medigap coverage, no health questions…

Michael Williams | Jul 26, 2026 at 3:52 PM EDT

A $550,000 Portfolio That Quietly Pays a 62-Year-Old $3,400 a Month Until Social Security Kicks In

Stopping work at 62 while waiting for a bigger Social Security check sounds clean on paper, but the math gets…

David Beren | Jul 26, 2026 at 2:43 PM EDT

Social Security Spousal Benefits Can Add Up to $10,000 a Year. Most Couples Never Claim Them Correctly

Most married couples file for Social Security as two separate decisions and never realize the coordination strategy they skipped could…

Gerelyn Terzo | Jul 26, 2026 at 2:02 PM EDT

She Didn’t Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.

Selling the development rights to a family farm can feel like the perfect compromise, but a single lump-sum payment has…

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Personal Finance Articles

All Personal Finance Articles

A Roofer at 61 Can’t Climb Anymore. Why Claiming Social Security at 62 Is the Right Call, Not the Mistake.

Retiring at 62 With $1.6 Million in a 401(k)? Your Biggest Tax Problem Is 11 Years Away

The Grocery Cards and Dental Perks That Sold You on Advantage Are Quietly Shrinking in 2026

This Couple Built a $1.5 Million Net Worth, But Most of It Is Locked Away With Penalties Attached. They’re Stuck in the “Middle-Class Trap.”

He Sold His HVAC Business and Trucks in One Year. Two Years Later, Medicare Billed Him Like a Millionaire.

Texas Wants to Give Homeowners a Property Tax Break at 55. Could Your State Be Next?

The $1.3 Million 401(k) Trap: Why Converting $130,000 at Once Costs $19,800 More Than It Should

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal

How $400,000 in BDC ETFs Can Pay $36,000 a Year and What the Default Risk Really Looks Like

The Hidden Costs of The Villages Nobody Mentions Until You Move In

The $2,200 a Month European Retirement Americans Keep Overlooking

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.

A $550,000 Portfolio That Quietly Pays a 62-Year-Old $3,400 a Month Until Social Security Kicks In

Social Security Spousal Benefits Can Add Up to $10,000 a Year. Most Couples Never Claim Them Correctly

She Didn’t Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.

Live: Will Intuit’s Q4 Earnings Tonight Extend the Stock’s 25% Rebound?

Live: Will Zoom Crush Tonight’s Q2 Earnings After the Bell?

His Baseball Cards Survived Five Moves and a Basement Flood. The $70,000 Auction Is What Finally Cost Him.

The $12,000 Retiree Deduction Disappears at $150K of Income. These Funds Pay You Without Moving That Number

Her House Was in a Trust, So the Court Never Saw It. Her Neighbor’s Family Spent Fourteen Months and $22,000 Getting Permission to Sell the Same Kind of House.

His Baseball Cards Survived Five Moves and a Basement Flood. The $70,000 Auction Is What Finally Cost Him.

Her House Was in a Trust, So the Court Never Saw It. Her Neighbor's Family Spent Fourteen Months and $22,000 Getting Permission to Sell the Same Kind of House.

His Baseball Cards Survived Five Moves and a Basement Flood. The $70,000 Auction Is What Finally Cost Him.

Live: Will Zoom Crush Tonight’s Q2 Earnings After the Bell?

Personal Finance Articles

All Personal Finance Articles

A Roofer at 61 Can’t Climb Anymore. Why Claiming Social Security at 62 Is the Right Call, Not the Mistake.

Retiring at 62 With $1.6 Million in a 401(k)? Your Biggest Tax Problem Is 11 Years Away

The Grocery Cards and Dental Perks That Sold You on Advantage Are Quietly Shrinking in 2026

This Couple Built a $1.5 Million Net Worth, But Most of It Is Locked Away With Penalties Attached. They’re Stuck in the “Middle-Class Trap.”

He Sold His HVAC Business and Trucks in One Year. Two Years Later, Medicare Billed Him Like a Millionaire.

Texas Wants to Give Homeowners a Property Tax Break at 55. Could Your State Be Next?

The $1.3 Million 401(k) Trap: Why Converting $130,000 at Once Costs $19,800 More Than It Should

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal

How $400,000 in BDC ETFs Can Pay $36,000 a Year and What the Default Risk Really Looks Like

The Hidden Costs of The Villages Nobody Mentions Until You Move In

The $2,200 a Month European Retirement Americans Keep Overlooking

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.

A $550,000 Portfolio That Quietly Pays a 62-Year-Old $3,400 a Month Until Social Security Kicks In

Social Security Spousal Benefits Can Add Up to $10,000 a Year. Most Couples Never Claim Them Correctly

She Didn’t Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.

Live: Will Intuit’s Q4 Earnings Tonight Extend the Stock’s 25% Rebound?

Live: Will Zoom Crush Tonight’s Q2 Earnings After the Bell?

His Baseball Cards Survived Five Moves and a Basement Flood. The $70,000 Auction Is What Finally Cost Him.

The $12,000 Retiree Deduction Disappears at $150K of Income. These Funds Pay You Without Moving That Number

Her House Was in a Trust, So the Court Never Saw It. Her Neighbor’s Family Spent Fourteen Months and $22,000 Getting Permission to Sell the Same Kind of House.

Featured Reads

His Baseball Cards Survived Five Moves and a Basement Flood. The $70,000 Auction Is What Finally Cost Him.

Her House Was in a Trust, So the Court Never Saw It. Her Neighbor's Family Spent Fourteen Months and $22,000 Getting Permission to Sell the Same Kind of House.