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5605 Articles

Drew Wood | Jun 15, 2026 at 11:58 AM EDT

This $1.7 Million Portfolio Pays More Than a Member of Congress

A rank-and-file member of Congress earns $174,000 per year. A dividend portfolio can generate the same level of income without…

Marc Guberti | Jun 15, 2026 at 11:24 AM EDT

The $750,000 401(k) Mistake That Quietly Costs Beneficiaries $120,000 in Excess Taxes

A 58-year-old posted on Reddit’s tax forum last fall that his father had left him a $750,000 401(k), and the…

Drew Wood | Jun 15, 2026 at 11:21 AM EDT

He’s 58, Owes $65,000 in Student Debt, Wants to Pay For His Daughter’s Wedding, and Has No Retirement Savings. Is It Too Late?

A divorced 58-year-old graphic designer has no retirement savings, real obligations to adult children, real debt, and a real fear…

David Beren | Jun 15, 2026 at 10:41 AM EDT

The 529 Superfunding Strategy a Grandparent Is Using to Drop $95,000 Into a Grandchild’s Account in One Year Without Triggering Gift Tax

Most grandparents who want to contribute to a grandchild’s education move money into a 529 account in small annual increments,…

Maurie Backman | Jun 15, 2026 at 10:32 AM EDT

2027’s Social Security COLA Could Be Much Bigger, Unless One Thing Gets In The Way

When retirees learned they’d be getting a 2.8% Social Security COLA in 2026, many weren’t happy and were quick to…

Christy Bieber | Jun 15, 2026 at 9:16 AM EDT

We Already Knew Trump’s Tax Cuts Hurt Social Security. But Now There’s Even Worse News

President Donald Trump came into office pledging to protect Social Security and Medicare. And the President has not made any…

Drew Wood | Jun 15, 2026 at 9:15 AM EDT

He’s a 55-Year-Old Software Developer. AI Is Changing His Industry. Can He Afford to Retire Early?

A 55-year-old software developer has spent decades building a career in an industry that suddenly feels less predictable than it…

Michael Williams | Jun 15, 2026 at 8:35 AM EDT

The New $6,000 Senior Deduction Quietly Shields More Social Security From Taxes in 2026

Picture a couple, both 66, living in a paid-off house with Social Security, a modest pension, and an IRA they…

Maurie Backman | Jun 15, 2026 at 8:32 AM EDT

Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

If you work as a salaried employee, you may find yourself getting antsy toward the end of the year as…

Carl Sullivan | Jun 15, 2026 at 8:27 AM EDT

A 67-Year-Old Solo Retiree With $1.4 Million Faces Three Difficult Decisions

Margaret is 67, never married, has no children, and watched her last close cousin move across the country two years…

Marc Guberti | Jun 15, 2026 at 8:24 AM EDT

High Earners With $1 Million+ 401(k)s Can Still Build Roth Assets in 2026

A 58-year-old anesthesiologist on r/HENRYfinance posted last month with a problem familiar to anyone earning above the Roth IRA phase-out:…

Drew Wood | Jun 15, 2026 at 8:00 AM EDT

Can Their Retirement Portfolio Bankroll Restoring a Historic Home In Vermont?

A couple in their mid-60s stumbles across the kind of house that ruins sensible retirement planning. It is an early…

David Beren | Jun 15, 2026 at 7:26 AM EDT

Medicare’s IRMAA Brackets Changed for 2026, Here’s the New Income Cliff

Medicare’s Income-Related Monthly Adjustment Amount (IRMAA) for 2026 keys off the income you reported on your 2024 tax return, under…

Drew Wood | Jun 15, 2026 at 6:53 AM EDT

What a $2 Million Dividend Portfolio Actually Pays a California Retiree After Taxes

A $2 million dividend portfolio can provide a substantial income stream for a retired couple in California, but the amount…

David Beren | Jun 15, 2026 at 6:49 AM EDT

Medicare Brokers Are Steering Retirees Into Worse Plans for Bigger Commissions

Medicare broker compensation varies sharply across plan types, and that gap shapes which plans retirees most often hear about during…

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Personal Finance Articles

All Personal Finance Articles

This $1.7 Million Portfolio Pays More Than a Member of Congress

The $750,000 401(k) Mistake That Quietly Costs Beneficiaries $120,000 in Excess Taxes

He’s 58, Owes $65,000 in Student Debt, Wants to Pay For His Daughter’s Wedding, and Has No Retirement Savings. Is It Too Late?

The 529 Superfunding Strategy a Grandparent Is Using to Drop $95,000 Into a Grandchild’s Account in One Year Without Triggering Gift Tax

2027’s Social Security COLA Could Be Much Bigger, Unless One Thing Gets In The Way

We Already Knew Trump’s Tax Cuts Hurt Social Security. But Now There’s Even Worse News

He’s a 55-Year-Old Software Developer. AI Is Changing His Industry. Can He Afford to Retire Early?

The New $6,000 Senior Deduction Quietly Shields More Social Security From Taxes in 2026

Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

A 67-Year-Old Solo Retiree With $1.4 Million Faces Three Difficult Decisions

High Earners With $1 Million+ 401(k)s Can Still Build Roth Assets in 2026

Can Their Retirement Portfolio Bankroll Restoring a Historic Home In Vermont?

Medicare’s IRMAA Brackets Changed for 2026, Here’s the New Income Cliff

What a $2 Million Dividend Portfolio Actually Pays a California Retiree After Taxes

Medicare Brokers Are Steering Retirees Into Worse Plans for Bigger Commissions

XOP vs. OIH: Do Drillers or Service Providers Best Ride Crude Above $100?

A 52-Year-Old With $1.2 Million in a 401(k) Can Access $40,000 Annually Penalty-Free at 57 Using This Strategy

America’s Debt Just Crossed a Level It Hasn’t Hit Since 1946, and Households Are Next in Line

A 52-Year-Old With $1.2 Million in a 401(k) Can Access $40,000 Annually Penalty-Free at 57 Using This Strategy

America's Debt Just Crossed a Level It Hasn't Hit Since 1946, and Households Are Next in Line

XOP vs. OIH: Do Drillers or Service Providers Best Ride Crude Above $100?

A 52-Year-Old With $1.2 Million in a 401(k) Can Access $40,000 Annually Penalty-Free at 57 Using This Strategy

Personal Finance Articles

All Personal Finance Articles

This $1.7 Million Portfolio Pays More Than a Member of Congress

The $750,000 401(k) Mistake That Quietly Costs Beneficiaries $120,000 in Excess Taxes

He’s 58, Owes $65,000 in Student Debt, Wants to Pay For His Daughter’s Wedding, and Has No Retirement Savings. Is It Too Late?

The 529 Superfunding Strategy a Grandparent Is Using to Drop $95,000 Into a Grandchild’s Account in One Year Without Triggering Gift Tax

2027’s Social Security COLA Could Be Much Bigger, Unless One Thing Gets In The Way

We Already Knew Trump’s Tax Cuts Hurt Social Security. But Now There’s Even Worse News

He’s a 55-Year-Old Software Developer. AI Is Changing His Industry. Can He Afford to Retire Early?

The New $6,000 Senior Deduction Quietly Shields More Social Security From Taxes in 2026

Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

A 67-Year-Old Solo Retiree With $1.4 Million Faces Three Difficult Decisions

High Earners With $1 Million+ 401(k)s Can Still Build Roth Assets in 2026

Can Their Retirement Portfolio Bankroll Restoring a Historic Home In Vermont?

Medicare’s IRMAA Brackets Changed for 2026, Here’s the New Income Cliff

What a $2 Million Dividend Portfolio Actually Pays a California Retiree After Taxes

Medicare Brokers Are Steering Retirees Into Worse Plans for Bigger Commissions

XOP vs. OIH: Do Drillers or Service Providers Best Ride Crude Above $100?

A 52-Year-Old With $1.2 Million in a 401(k) Can Access $40,000 Annually Penalty-Free at 57 Using This Strategy

America’s Debt Just Crossed a Level It Hasn’t Hit Since 1946, and Households Are Next in Line

Featured Reads

A 52-Year-Old With $1.2 Million in a 401(k) Can Access $40,000 Annually Penalty-Free at 57 Using This Strategy

America's Debt Just Crossed a Level It Hasn't Hit Since 1946, and Households Are Next in Line