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Gerelyn Terzo | Aug 23, 2026 at 5:04 AM EDT

The $4.2 Million Couple Left New York to Save on Roth Conversions. One Medicare Bill Followed Them to Florida.

Moving to Florida can strip state income tax from a Roth conversion ladder, but one federal rule that has nothing…

Gerelyn Terzo | Aug 22, 2026 at 7:05 PM EDT

Her Advisor Said Wait Until 70. At 66, She Chose Time to Enjoy Social Security Over an 8%-a-Year Raise.

Her financial advisor keeps pointing to a bigger check at 70, but she keeps thinking about her knees and a…

David Beren | Aug 22, 2026 at 6:47 PM EDT

He Sold Nothing in the 2022 Crash. He Swapped Into a Similar Fund for a Week, Booked $90,000 of Losses, and Hasn’t Paid Capital-Gains Tax Since.

A single week of tactical fund-swapping during the 2022 market collapse handed one investor a tax asset large enough to…

Maurie Backman | Aug 22, 2026 at 6:00 PM EDT

Social Security’s $184,500 Wage Cap Is Under Fire. Here’s Exactly Who Would Pay More

Social Security faces a trust fund deadline that could trigger sweeping benefit cuts, and one proposed fix would shift billions…

David Beren | Aug 22, 2026 at 5:19 PM EDT

The Spendthrift Clause: One Paragraph That Keeps Your Son’s Divorce, and His Creditors, Away From the Money You Leave Him.

Most estate plans already contain the paragraph that shields an inheritance from a son's creditors and divorcing spouse, yet a…

David Beren | Aug 22, 2026 at 4:40 PM EDT

At 59½ Your 401(k) Quietly Unlocks While You’re Still Working. The In-Service Rollover Nobody in HR Will Ever Mention to You.

Most workers hitting 59½ keep staring at the same limited fund menu inside their 401(k), unaware their plan may already…

Jake Fitzgerald | Aug 22, 2026 at 4:18 PM EDT

The Overtime Tax Break Only Counts the “Half,” Not the “Time-and-a-Half.” Most Workers Are Overestimating It by Double

Millions of workers are budgeting around an overtime tax break that delivers a fraction of what they expect, and the…

David Beren | Aug 22, 2026 at 3:38 PM EDT

How a 56-Year-Old Turned a $735,000 401(k) Rollover Into a $4,300 Monthly Paycheck Without Buying an Annuity

Building a $4,300 monthly paycheck from a 401(k) rollover sounds straightforward until the math across three yield tiers reveals how…

David Beren | Aug 22, 2026 at 3:10 PM EDT

New for 2026: Workers 60 to 63 Can Put Away an Extra $11,250. Almost Nobody Does.

The IRS created the most generous pre-tax retirement window in history for workers in their early 60s, but the math…

David Beren | Aug 22, 2026 at 2:42 PM EDT

The Real Cost of Retiring in Palm Springs, California, on Social Security and a Small Pension

Palm Springs promises pool weather and walkable streets, but a land lease trap hiding beneath attractively priced homes can quietly…

Gerelyn Terzo | Aug 22, 2026 at 2:35 PM EDT

She Harvested a $40,000 Stock Gain at the 0% Rate. It Still Made 85% of Her Social Security Taxable.

She sold stock at a profit, paid zero federal tax on the gain, and still ended up with a surprise…

David Beren | Aug 22, 2026 at 1:32 PM EDT

Let’s Be Real. For Most Retirees, Only One Great Lake Town Actually Works

Most Great Lakes retirement destinations look affordable until the tax code, the heating bills, and the healthcare costs land in…

David Beren | Aug 22, 2026 at 12:46 PM EDT

The Hidden Costs of a 55+ Community Nobody Mentions Until After You Move In

The HOA fee looked manageable, the brochures were glossy, and the neighbors seemed perfect. Then the special assessment letter arrived…

David Beren | Aug 22, 2026 at 11:59 AM EDT

How a 53-Year-Old Can Turn $465,000 Into a Monthly Paycheck Machine by 63

Starting yield and dividend growth pull $465,000 in two very different directions over a decade, and choosing the wrong one…

David Beren | Aug 22, 2026 at 11:23 AM EDT

How a 77-Year-Old Collects $9,700 a Month Without Selling a Single Share

Generating nearly $10,000 a month in retirement income without ever touching principal sounds like a math problem with one answer,…

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Personal Finance Articles

All Personal Finance Articles

The $4.2 Million Couple Left New York to Save on Roth Conversions. One Medicare Bill Followed Them to Florida.

Her Advisor Said Wait Until 70. At 66, She Chose Time to Enjoy Social Security Over an 8%-a-Year Raise.

He Sold Nothing in the 2022 Crash. He Swapped Into a Similar Fund for a Week, Booked $90,000 of Losses, and Hasn’t Paid Capital-Gains Tax Since.

Social Security’s $184,500 Wage Cap Is Under Fire. Here’s Exactly Who Would Pay More

The Spendthrift Clause: One Paragraph That Keeps Your Son’s Divorce, and His Creditors, Away From the Money You Leave Him.

At 59½ Your 401(k) Quietly Unlocks While You’re Still Working. The In-Service Rollover Nobody in HR Will Ever Mention to You.

The Overtime Tax Break Only Counts the “Half,” Not the “Time-and-a-Half.” Most Workers Are Overestimating It by Double

How a 56-Year-Old Turned a $735,000 401(k) Rollover Into a $4,300 Monthly Paycheck Without Buying an Annuity

New for 2026: Workers 60 to 63 Can Put Away an Extra $11,250. Almost Nobody Does.

The Real Cost of Retiring in Palm Springs, California, on Social Security and a Small Pension

She Harvested a $40,000 Stock Gain at the 0% Rate. It Still Made 85% of Her Social Security Taxable.

Let’s Be Real. For Most Retirees, Only One Great Lake Town Actually Works

The Hidden Costs of a 55+ Community Nobody Mentions Until After You Move In

How a 53-Year-Old Can Turn $465,000 Into a Monthly Paycheck Machine by 63

How a 77-Year-Old Collects $9,700 a Month Without Selling a Single Share

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

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

Live: Will Semtech’s Q2 Earnings Tonight Send Its Stock Higher?

Google’s Wins Make Founders Brin And Page $50 Billion Richer

Trump Just Gave Canada Until January 1. If There’s No Deal, 50% Tariffs Hit Cars and Steel

Clark Howard Warned Apple Traps You in Forever Leases and Now Three New Macs Just Landed

You Saved for 40 Years. 48% of Retirees Have No Plan for Spending It. Here's What a Plan Looks Like.

Clark Howard Warned Apple Traps You in Forever Leases and Now Three New Macs Just Landed

You Saved for 40 Years. 48% of Retirees Have No Plan for Spending It. Here’s What a Plan Looks Like.

Google’s Wins Make Founders Brin And Page $50 Billion Richer

Personal Finance Articles

All Personal Finance Articles

The $4.2 Million Couple Left New York to Save on Roth Conversions. One Medicare Bill Followed Them to Florida.

Her Advisor Said Wait Until 70. At 66, She Chose Time to Enjoy Social Security Over an 8%-a-Year Raise.

He Sold Nothing in the 2022 Crash. He Swapped Into a Similar Fund for a Week, Booked $90,000 of Losses, and Hasn’t Paid Capital-Gains Tax Since.

Social Security’s $184,500 Wage Cap Is Under Fire. Here’s Exactly Who Would Pay More

The Spendthrift Clause: One Paragraph That Keeps Your Son’s Divorce, and His Creditors, Away From the Money You Leave Him.

At 59½ Your 401(k) Quietly Unlocks While You’re Still Working. The In-Service Rollover Nobody in HR Will Ever Mention to You.

The Overtime Tax Break Only Counts the “Half,” Not the “Time-and-a-Half.” Most Workers Are Overestimating It by Double

How a 56-Year-Old Turned a $735,000 401(k) Rollover Into a $4,300 Monthly Paycheck Without Buying an Annuity

New for 2026: Workers 60 to 63 Can Put Away an Extra $11,250. Almost Nobody Does.

The Real Cost of Retiring in Palm Springs, California, on Social Security and a Small Pension

She Harvested a $40,000 Stock Gain at the 0% Rate. It Still Made 85% of Her Social Security Taxable.

Let’s Be Real. For Most Retirees, Only One Great Lake Town Actually Works

The Hidden Costs of a 55+ Community Nobody Mentions Until After You Move In

How a 53-Year-Old Can Turn $465,000 Into a Monthly Paycheck Machine by 63

How a 77-Year-Old Collects $9,700 a Month Without Selling a Single Share

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

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

Live: Will Semtech’s Q2 Earnings Tonight Send Its Stock Higher?

Google’s Wins Make Founders Brin And Page $50 Billion Richer

Trump Just Gave Canada Until January 1. If There’s No Deal, 50% Tariffs Hit Cars and Steel

Clark Howard Warned Apple Traps You in Forever Leases and Now Three New Macs Just Landed

Featured Reads

You Saved for 40 Years. 48% of Retirees Have No Plan for Spending It. Here's What a Plan Looks Like.

Clark Howard Warned Apple Traps You in Forever Leases and Now Three New Macs Just Landed