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Gerelyn Terzo | Jun 3, 2026 at 2:15 PM EDT

The $14,000 Demand Letter Retirees Are Getting From Social Security. What to Do in 30 Days.

A letter arrives from the Social Security Administration. Inside, a 71-year-old retiree learns he was overpaid $14,000 over the past…

Gerelyn Terzo | Jun 3, 2026 at 1:20 PM EDT

The Social Security Mistake Same-Sex Spouses Keep Making. Here’s How to Fix It

A 67-year-old widow in Mississippi built a life with her partner for more than two decades before legal marriage was…

Maurie Backman | Jun 3, 2026 at 12:16 PM EDT

Medigap Plan G or Plan N at 65: Why the Plan Letter Choice Could Cost a Retiree $36,000 Over a 20-Year Retirement

Once you turn 65, you’re generally eligible to enroll in Medicare. But there’s more to the story than that. While…

David Beren | Jun 3, 2026 at 11:36 AM EDT

How a $500,000 Position in Senior Loan ETFs Quietly Pays $35,000 a Year With a Built-In Inflation Hedge

Replacing $35,000 a year in income falls between a part-time consulting paycheck and the gap many retirees face between Social…

Drew Wood | Jun 3, 2026 at 11:34 AM EDT

How a 54-Year-Old Engineer Built a $1.6 Million Income Portfolio That Pays $9,500 a Month Through 67

A 54-year-old chemical engineer with $1.6 million in savings is considering retirement today and needs his portfolio to carry him…

Drew Wood | Jun 3, 2026 at 11:31 AM EDT

What $7,400 a Month Really Looks Like in Retirement at 65 in a Texas Suburb With No State Income Tax

A married couple entering retirement at age 65 in a Houston suburb with $7,400 per month from Social Security, a…

Christy Bieber | Jun 3, 2026 at 11:07 AM EDT

The Little Known Hold Harmless Rule That Protects Your Social Security From Soaring Medicare Costs

Healthcare is one of the biggest expenses retirees face. And in recent years, Medicare enrollees have learned the hard way…

Ian Cooper | Jun 3, 2026 at 10:05 AM EDT

The Healthcare Bridge Strategy a 62 Year Old Couple Used to Cover Five Years to Medicare on $42,000 a Year

Retiring at 62 with a paid-off house and $1.5 million in invested assets sounds comfortable on paper. The catch is…

Maurie Backman | Jun 3, 2026 at 10:03 AM EDT

The Once-Per-Year IRA Rollover Rule a 59-Year-Old Just Broke by Mistake — and the $94,000 Tax Bill Now on the Way

At some point, you may decide to do an IRA rollover. You may do so to consolidate your savings or…

Gerelyn Terzo | Jun 3, 2026 at 10:00 AM EDT

Why Claiming Survivor Benefits at 60 Costs $912 a Month for Life

A 60-year-old widow whose husband died at 64 is eligible to start collecting survivor benefits immediately. But what she may…

Austin Smith | Jun 3, 2026 at 10:00 AM EDT

Dave Ramsey Says ‘We Don’t Do Debt Anymore,’ but the Math Says Otherwise for Some Borrowers

"We don’t do debt anymore. All of this is going to set you up for that win, my brother." That’s…

Maurie Backman | Jun 3, 2026 at 9:33 AM EDT

Your Social Security Isn’t Getting Cut, but a Quieter Threat Is Already Shrinking It

Millions of retired Americans today count on Social Security for income. And the idea of seeing those monthly checks shrink…

Drew Wood | Jun 3, 2026 at 9:20 AM EDT

If You Have $2.4 Million Saved at 59 and Your Employer Just Offered a $400,000 Severance, Here Is the Bridge Math

Receiving a $400,000 severance package at age 59, paid as $25,000 per month over 16 months, may look like a…

Drew Wood | Jun 3, 2026 at 9:07 AM EDT

A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

CalPERS reports an average annual retirement benefit of approximately $45,264. Many California public employees who spend a full career in…

Drew Wood | Jun 3, 2026 at 8:45 AM EDT

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

A reader in their fifties spent decades climbing the corporate ladder, accumulated a respectable nest egg, and now wonders whether…

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Personal Finance Articles

All Personal Finance Articles

The $14,000 Demand Letter Retirees Are Getting From Social Security. What to Do in 30 Days.

The Social Security Mistake Same-Sex Spouses Keep Making. Here’s How to Fix It

Medigap Plan G or Plan N at 65: Why the Plan Letter Choice Could Cost a Retiree $36,000 Over a 20-Year Retirement

How a $500,000 Position in Senior Loan ETFs Quietly Pays $35,000 a Year With a Built-In Inflation Hedge

How a 54-Year-Old Engineer Built a $1.6 Million Income Portfolio That Pays $9,500 a Month Through 67

What $7,400 a Month Really Looks Like in Retirement at 65 in a Texas Suburb With No State Income Tax

The Little Known Hold Harmless Rule That Protects Your Social Security From Soaring Medicare Costs

The Healthcare Bridge Strategy a 62 Year Old Couple Used to Cover Five Years to Medicare on $42,000 a Year

The Once-Per-Year IRA Rollover Rule a 59-Year-Old Just Broke by Mistake — and the $94,000 Tax Bill Now on the Way

Why Claiming Survivor Benefits at 60 Costs $912 a Month for Life

Dave Ramsey Says ‘We Don’t Do Debt Anymore,’ but the Math Says Otherwise for Some Borrowers

Your Social Security Isn’t Getting Cut, but a Quieter Threat Is Already Shrinking It

If You Have $2.4 Million Saved at 59 and Your Employer Just Offered a $400,000 Severance, Here Is the Bridge Math

A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

Live Nasdaq Composite: Chip Stocks Buckle Under Capex Pressure as Markets Hunt Leadership

Jefferies Bullish on 4 Dividend-Paying Money Center Bank Giants After Huge Q2 Earnings Results

Asia’s Other AI Winners: The Thailand and Taiwan Funds Riding the Same Boom as Korea’s 105% Run

3 Stocks to Own When the Market Gets Ugly in July

High Earners Lose $1,900 in 401(k) Tax Breaks: The HSA Strategy That Replaces It

The Safest Retirement Portfolio Isn't the One Most Financial Advisors Recommend

High Earners Lose $1,900 in 401(k) Tax Breaks: The HSA Strategy That Replaces It

Jefferies Bullish on 4 Dividend-Paying Money Center Bank Giants After Huge Q2 Earnings Results

Personal Finance Articles

All Personal Finance Articles

The $14,000 Demand Letter Retirees Are Getting From Social Security. What to Do in 30 Days.

The Social Security Mistake Same-Sex Spouses Keep Making. Here’s How to Fix It

Medigap Plan G or Plan N at 65: Why the Plan Letter Choice Could Cost a Retiree $36,000 Over a 20-Year Retirement

How a $500,000 Position in Senior Loan ETFs Quietly Pays $35,000 a Year With a Built-In Inflation Hedge

How a 54-Year-Old Engineer Built a $1.6 Million Income Portfolio That Pays $9,500 a Month Through 67

What $7,400 a Month Really Looks Like in Retirement at 65 in a Texas Suburb With No State Income Tax

The Little Known Hold Harmless Rule That Protects Your Social Security From Soaring Medicare Costs

The Healthcare Bridge Strategy a 62 Year Old Couple Used to Cover Five Years to Medicare on $42,000 a Year

The Once-Per-Year IRA Rollover Rule a 59-Year-Old Just Broke by Mistake — and the $94,000 Tax Bill Now on the Way

Why Claiming Survivor Benefits at 60 Costs $912 a Month for Life

Dave Ramsey Says ‘We Don’t Do Debt Anymore,’ but the Math Says Otherwise for Some Borrowers

Your Social Security Isn’t Getting Cut, but a Quieter Threat Is Already Shrinking It

If You Have $2.4 Million Saved at 59 and Your Employer Just Offered a $400,000 Severance, Here Is the Bridge Math

A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

Live Nasdaq Composite: Chip Stocks Buckle Under Capex Pressure as Markets Hunt Leadership

Jefferies Bullish on 4 Dividend-Paying Money Center Bank Giants After Huge Q2 Earnings Results

Asia’s Other AI Winners: The Thailand and Taiwan Funds Riding the Same Boom as Korea’s 105% Run

3 Stocks to Own When the Market Gets Ugly in July

Featured Reads

High Earners Lose $1,900 in 401(k) Tax Breaks: The HSA Strategy That Replaces It

The Safest Retirement Portfolio Isn't the One Most Financial Advisors Recommend