Personal Finance Articles

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5603 Articles

Gerelyn Terzo | Jun 18, 2026 at 10:02 AM EDT

She Earns $40,000 in “Tax-Free” Muni Bond Interest. Medicare Counts Every Dollar Toward Her IRMAA.

A 68-year-old retiree built her income around municipal bonds for a simple reason: the interest is free of federal income…

Drew Wood | Jun 18, 2026 at 9:26 AM EDT

Why Paying Off Your House Before Retirement May Leave You Poorer

A paid-off house delivers something every retiree values: certainty. No monthly mortgage payment, no lender, and one less bill to…

Marc Guberti | Jun 18, 2026 at 9:16 AM EDT

Back-Loading Your Inherited 401(k) After 56 Could Save You Nearly $140,000 in Lifetime Taxes

A 58-year-old reader on a Bogleheads thread last month described the moment her mother’s $1.5 million traditional 401(k) landed in…

Omor Ibne Ehsan | Jun 18, 2026 at 9:10 AM EDT

Stop Investing Until You Do This First: Your S&P 500 Returns Are Losing to Your Credit Card

Vivian Tu, the former Wall Street trader who built Your Rich BFF into one of the largest personal finance brands…

Danielle Liverance | Jun 18, 2026 at 9:05 AM EDT

Suze Orman Just Said the Medicare Surcharge Can Add Up to $578 a Month and Most Pre Retirees Have Never Heard of It

On her September 15, 2022 podcast episode Ask Suze & KT Anything: Diversification, The 5 Year Rule and IRMAA, Suze…

Michael Williams | Jun 18, 2026 at 8:29 AM EDT

How Much Do You Really Need Invested to Replace a $100,000 Salary With Dividends in 2026?

One hundred thousand dollars a year is what a senior nurse, a mid-career software engineer, or a federal GS-13 in…

Michael Williams | Jun 18, 2026 at 8:08 AM EDT

The Average American Thinks They Need Over $1.5 Million to Retire. Here’s How Much They Actually Have.

Americans have settled on a number for retirement, and it has a lot of zeros. The 2025 Charles Schwab 401(k)…

Drew Wood | Jun 18, 2026 at 8:02 AM EDT

He Wants to Run for Mayor. How Much Can He Spend on the Campaign Without Jeopardizing Retirement?

A financially comfortable retiree in Oklahoma wants to self-fund a run for local office and needs to know where the…

Michael Williams | Jun 18, 2026 at 7:51 AM EDT

A $900,000 401(k) at 73 Produces a $34,000 RMD That Quietly Lifts a Couple’s Medicare Premiums, and Here’s the Fix

A 73-year-old retiree in Cleveland posted on a personal-finance forum that her first required minimum distribution arrived smoothly. Her tax…

Michael Williams | Jun 18, 2026 at 7:43 AM EDT

Your Credit Card Already Covers Your Rental-Car Insurance So Stop Paying for It at the Counter

If you have a Visa, Mastercard, or American Express in your wallet, there’s a good chance you’re already paying for…

Michael Williams | Jun 18, 2026 at 7:38 AM EDT

Here’s How You Can Retire to a Pacific Beach Town in Mexico at 60 on $2,500 a Month

Someone in their late fifties is staring down a corporate exit and wants to know if $2,500 a month is…

Drew Wood | Jun 18, 2026 at 6:46 AM EDT

The $1.5 Million Portfolio That Out-Earns the Median U.S. Household

A $1.5 million portfolio is often treated as a wealth milestone. A more useful way to think about it is…

Michael Williams | Jun 18, 2026 at 6:41 AM EDT

The Augusta Rule: Rent Your Own House to Your Business for 14 Days a Year Completely Tax-Free

If you own a home and run a business, the IRS will let you rent your house to that business…

Michael Williams | Jun 18, 2026 at 6:37 AM EDT

Here’s How You Can Retire to the Beaches of Maui on $6,500 a Month at 62

Someone in their early sixties looks at their portfolio, looks at a beach in Maui, and wants to know if…

Michael Williams | Jun 18, 2026 at 6:28 AM EDT

‘These People Are Heroes’: Dave Ramsey Praises Couple Who Paid Off $420,000 in 10 Years

On a June 16 Ramsey Solutions debt-free stage segment, Scott and Kim from Applegate, California announced they had paid off…

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Personal Finance Articles

All Personal Finance Articles

She Earns $40,000 in “Tax-Free” Muni Bond Interest. Medicare Counts Every Dollar Toward Her IRMAA.

Why Paying Off Your House Before Retirement May Leave You Poorer

Back-Loading Your Inherited 401(k) After 56 Could Save You Nearly $140,000 in Lifetime Taxes

Stop Investing Until You Do This First: Your S&P 500 Returns Are Losing to Your Credit Card

Suze Orman Just Said the Medicare Surcharge Can Add Up to $578 a Month and Most Pre Retirees Have Never Heard of It

How Much Do You Really Need Invested to Replace a $100,000 Salary With Dividends in 2026?

The Average American Thinks They Need Over $1.5 Million to Retire. Here’s How Much They Actually Have.

He Wants to Run for Mayor. How Much Can He Spend on the Campaign Without Jeopardizing Retirement?

A $900,000 401(k) at 73 Produces a $34,000 RMD That Quietly Lifts a Couple’s Medicare Premiums, and Here’s the Fix

Your Credit Card Already Covers Your Rental-Car Insurance So Stop Paying for It at the Counter

Here’s How You Can Retire to a Pacific Beach Town in Mexico at 60 on $2,500 a Month

The $1.5 Million Portfolio That Out-Earns the Median U.S. Household

The Augusta Rule: Rent Your Own House to Your Business for 14 Days a Year Completely Tax-Free

Here’s How You Can Retire to the Beaches of Maui on $6,500 a Month at 62

‘These People Are Heroes’: Dave Ramsey Praises Couple Who Paid Off $420,000 in 10 Years

‘Over My Dead Body’: Suze Orman to a Listener Who Wanted to Pay Off His Dying Father-in-Law’s $50,000 in Credit Card Debt

‘Good for You. Way to Go’: Dave Ramsey to a 74-Year-Old Lawyer Who Cleared $900,000 on a Property Sale but Has No Retirement Plan

The Top Mag 7 Stock Headed Into Q2 Earnings: Jefferies Says Buy Amazon Over Tesla or Apple

'Over My Dead Body': Suze Orman to a Listener Who Wanted to Pay Off His Dying Father-in-Law's $50,000 in Credit Card Debt

'Good for You. Way to Go': Dave Ramsey to a 74-Year-Old Lawyer Who Cleared $900,000 on a Property Sale but Has No Retirement Plan

‘Over My Dead Body’: Suze Orman to a Listener Who Wanted to Pay Off His Dying Father-in-Law’s $50,000 in Credit Card Debt

‘Good for You. Way to Go’: Dave Ramsey to a 74-Year-Old Lawyer Who Cleared $900,000 on a Property Sale but Has No Retirement Plan

Personal Finance Articles

All Personal Finance Articles

She Earns $40,000 in “Tax-Free” Muni Bond Interest. Medicare Counts Every Dollar Toward Her IRMAA.

Why Paying Off Your House Before Retirement May Leave You Poorer

Back-Loading Your Inherited 401(k) After 56 Could Save You Nearly $140,000 in Lifetime Taxes

Stop Investing Until You Do This First: Your S&P 500 Returns Are Losing to Your Credit Card

Suze Orman Just Said the Medicare Surcharge Can Add Up to $578 a Month and Most Pre Retirees Have Never Heard of It

How Much Do You Really Need Invested to Replace a $100,000 Salary With Dividends in 2026?

The Average American Thinks They Need Over $1.5 Million to Retire. Here’s How Much They Actually Have.

He Wants to Run for Mayor. How Much Can He Spend on the Campaign Without Jeopardizing Retirement?

A $900,000 401(k) at 73 Produces a $34,000 RMD That Quietly Lifts a Couple’s Medicare Premiums, and Here’s the Fix

Your Credit Card Already Covers Your Rental-Car Insurance So Stop Paying for It at the Counter

Here’s How You Can Retire to a Pacific Beach Town in Mexico at 60 on $2,500 a Month

The $1.5 Million Portfolio That Out-Earns the Median U.S. Household

The Augusta Rule: Rent Your Own House to Your Business for 14 Days a Year Completely Tax-Free

Here’s How You Can Retire to the Beaches of Maui on $6,500 a Month at 62

‘These People Are Heroes’: Dave Ramsey Praises Couple Who Paid Off $420,000 in 10 Years

‘Over My Dead Body’: Suze Orman to a Listener Who Wanted to Pay Off His Dying Father-in-Law’s $50,000 in Credit Card Debt

‘Good for You. Way to Go’: Dave Ramsey to a 74-Year-Old Lawyer Who Cleared $900,000 on a Property Sale but Has No Retirement Plan

The Top Mag 7 Stock Headed Into Q2 Earnings: Jefferies Says Buy Amazon Over Tesla or Apple

Featured Reads

'Over My Dead Body': Suze Orman to a Listener Who Wanted to Pay Off His Dying Father-in-Law's $50,000 in Credit Card Debt

'Good for You. Way to Go': Dave Ramsey to a 74-Year-Old Lawyer Who Cleared $900,000 on a Property Sale but Has No Retirement Plan