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Drew Wood | Jun 1, 2026 at 8:24 AM EDT

This Accountant Wants to Replace a $90,000 Salary With JEPI and SPYI. Can It Work?

At age 58, Robert wants to replace his $90,000 salary with investment income. For many investors, covered call ETFs have…

Drew Wood | Jun 1, 2026 at 8:01 AM EDT

A $325,000 Portfolio That Quietly Pays a 67-Year-Old $1,950 a Month Without a Single High-Yield Trap

A 67-year-old retiree with $325,000 in investable assets and $2,400 per month in Social Security income occupies a challenging middle ground.…

Drew Wood | Jun 1, 2026 at 7:46 AM EDT

What Retirement Really Looks Like at 67 With $3.2 Million When a 32-Year-Old Daughter and Two Toddlers Move Back In

Your daughter, recently divorced, arrives with two toddlers, a vanload of boxes and a request you expected to hear: just…

Gerelyn Terzo | Jun 1, 2026 at 7:23 AM EDT

Cross-Border Workers Are Missing Thousands in Social Security Benefits. Here’s Why.

A 65-year-old who spent eight years working in Toronto during his 30s, then built a 32-year career at a U.S.…

Carl Sullivan | Jun 1, 2026 at 7:09 AM EDT

What $13,000 a Month Really Looks Like in Retirement at Age 65

A 65-year-old who just retired with $13,000 a month in gross income looks, on paper, like a personal-finance success story.…

Michael Williams | Jun 1, 2026 at 7:05 AM EDT

Every 53y Man Wants to Retire On The California Coast With A Porsche 911, Few Actually Run The Math

The fantasy is specific: a low-slung house above the Pacific, a garage with a 911, and enough margin to drive…

Drew Wood | Jun 1, 2026 at 6:57 AM EDT

Could You Quit Teaching and Live on Municipal Bond Income? Here’s How the Numbers Add Up

A final salary of $45,000 is a reasonable benchmark for many long-tenured public school teachers approaching retirement in state pension…

Drew Wood | Jun 1, 2026 at 5:30 AM EDT

If You Have $890,000 Saved at 64 and a Late Spouse’s $310,000 Life Insurance, Here Is the Income Plan That Holds Through 90

A 64-year-old widow faces a series of high-stakes financial decisions all at once: when to claim Social Security, how to…

David Beren | May 31, 2026 at 2:05 PM EDT

What a $2 Million Dividend Portfolio Actually Pays a Retired Couple in Texas vs California After Every Tax

A 68-year-old married couple sits on a $2 million dividend portfolio generating $96,000 of annual income at a 4.8% blended…

David Beren | May 31, 2026 at 1:41 PM EDT

How to Build $12,500 a Month in Dividend Income From a $2.8 Million Portfolio Without Touching the Aggressive Tier

The income target is straightforward: $12,500 a month equals $150,000 a year, and the portfolio doing the work is $2.8…

Christy Bieber | May 31, 2026 at 1:36 PM EDT

Retirees Could Face a Surprise Social Security Tax Hit in 2027

Retirees have a lot of things to spend their money on, from travel and spoiling the grandkids to covering the…

Michael Williams | May 31, 2026 at 1:15 PM EDT

I’m 53 With $1.5 Million and Want to Retire in Carmel With a Sports Car. Here’s the Real Math.

The fantasy is easy to picture. A bluff in Carmel or Encinitas, a garage with a silver 911, ocean air,…

Carl Sullivan | May 31, 2026 at 1:08 PM EDT

What $11,000 a Month Really Looks Like in Retirement at Age 65

An $11,000 monthly gross income sounds comfortable at age 65. It is, but that figure comes with higher Medicare premiums.…

Drew Wood | May 31, 2026 at 11:57 AM EDT

Retiring at 68 With $980,000 Means Navigating a $14,200 Annual Property Insurance Spike Florida Retirees Did Not See Coming

A single 68-year-old retiree owns a $620,000 home on Florida’s coast, purchased in 2018, with $980,000 spread across retirement accounts.…

Ian Cooper | May 31, 2026 at 11:37 AM EDT

Want $4,800 in Annual Passive Income? Invest $40,000 Into These 3 High Yield Dividend Stocks

The pitch sounds simple. Put $40,000 to work, collect $4,800 a year, never sell a share. The arithmetic behind that…

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Personal Finance Articles

All Personal Finance Articles

This Accountant Wants to Replace a $90,000 Salary With JEPI and SPYI. Can It Work?

A $325,000 Portfolio That Quietly Pays a 67-Year-Old $1,950 a Month Without a Single High-Yield Trap

What Retirement Really Looks Like at 67 With $3.2 Million When a 32-Year-Old Daughter and Two Toddlers Move Back In

Cross-Border Workers Are Missing Thousands in Social Security Benefits. Here’s Why.

What $13,000 a Month Really Looks Like in Retirement at Age 65

Every 53y Man Wants to Retire On The California Coast With A Porsche 911, Few Actually Run The Math

Could You Quit Teaching and Live on Municipal Bond Income? Here’s How the Numbers Add Up

If You Have $890,000 Saved at 64 and a Late Spouse’s $310,000 Life Insurance, Here Is the Income Plan That Holds Through 90

What a $2 Million Dividend Portfolio Actually Pays a Retired Couple in Texas vs California After Every Tax

How to Build $12,500 a Month in Dividend Income From a $2.8 Million Portfolio Without Touching the Aggressive Tier

Retirees Could Face a Surprise Social Security Tax Hit in 2027

I’m 53 With $1.5 Million and Want to Retire in Carmel With a Sports Car. Here’s the Real Math.

What $11,000 a Month Really Looks Like in Retirement at Age 65

Retiring at 68 With $980,000 Means Navigating a $14,200 Annual Property Insurance Spike Florida Retirees Did Not See Coming

Want $4,800 in Annual Passive Income? Invest $40,000 Into These 3 High Yield Dividend Stocks

Live: Can Lululemon’s Q1 Earnings Tonight Spark a Recovery?

Live: Will Rubrik Crush Q1 Earnings Tonight and Continue Its 33% 1-Month Rally?

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

Jim Cramer Defends CrowdStrike. Says the Company Just Posted “An Extraordinary Number” on Its Most Key Metric.

CNBC’s Jim Cramer Predicts SpaceX IPO Will Double to $4 Trillion. He Says Two Factors Will Lead to Massive Buying.

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

The $43,000-a-Year 401(k) Withdrawal That Keeps a $1.4 Million Retiree in the 12% Bracket for Life

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

Jim Cramer Defends CrowdStrike. Says the Company Just Posted “An Extraordinary Number” on Its Most Key Metric.

Personal Finance Articles

All Personal Finance Articles

This Accountant Wants to Replace a $90,000 Salary With JEPI and SPYI. Can It Work?

A $325,000 Portfolio That Quietly Pays a 67-Year-Old $1,950 a Month Without a Single High-Yield Trap

What Retirement Really Looks Like at 67 With $3.2 Million When a 32-Year-Old Daughter and Two Toddlers Move Back In

Cross-Border Workers Are Missing Thousands in Social Security Benefits. Here’s Why.

What $13,000 a Month Really Looks Like in Retirement at Age 65

Every 53y Man Wants to Retire On The California Coast With A Porsche 911, Few Actually Run The Math

Could You Quit Teaching and Live on Municipal Bond Income? Here’s How the Numbers Add Up

If You Have $890,000 Saved at 64 and a Late Spouse’s $310,000 Life Insurance, Here Is the Income Plan That Holds Through 90

What a $2 Million Dividend Portfolio Actually Pays a Retired Couple in Texas vs California After Every Tax

How to Build $12,500 a Month in Dividend Income From a $2.8 Million Portfolio Without Touching the Aggressive Tier

Retirees Could Face a Surprise Social Security Tax Hit in 2027

I’m 53 With $1.5 Million and Want to Retire in Carmel With a Sports Car. Here’s the Real Math.

What $11,000 a Month Really Looks Like in Retirement at Age 65

Retiring at 68 With $980,000 Means Navigating a $14,200 Annual Property Insurance Spike Florida Retirees Did Not See Coming

Want $4,800 in Annual Passive Income? Invest $40,000 Into These 3 High Yield Dividend Stocks

Live: Can Lululemon’s Q1 Earnings Tonight Spark a Recovery?

Live: Will Rubrik Crush Q1 Earnings Tonight and Continue Its 33% 1-Month Rally?

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

Jim Cramer Defends CrowdStrike. Says the Company Just Posted “An Extraordinary Number” on Its Most Key Metric.

CNBC’s Jim Cramer Predicts SpaceX IPO Will Double to $4 Trillion. He Says Two Factors Will Lead to Massive Buying.

Featured Reads

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

The $43,000-a-Year 401(k) Withdrawal That Keeps a $1.4 Million Retiree in the 12% Bracket for Life