Personal Finance Articles

Drew Wood | 1 hour ago

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

Fifty thousand dollars a year is what a careful retiree might want to cover housing, groceries, and Medicare premiums on…

Drew Wood | 1 hour ago

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

Here’s a family with a sense of calling, a modest home equity check, a number they want to give away…

David Beren | 14 hours ago

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

The Allianz Center for the Future of Retirement 2026 Annual Retirement Study arrived with a finding that is easy to…

Gerelyn Terzo | 14 hours ago

How a 73-Year-Old’s First RMD Suddenly Pushed Her Effective Tax Rate to 40 Percent

The Situation Most Retirees Don’t See Coming A single 73-year-old retiree collects $30,000 a year from Social Security, holds $980,000…

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4627 Articles

Gerelyn Terzo | 15 hours ago

The $400,000 Survivor Benefit Decision Every Widow Has Just 12 Months to Make

A 68-year-old woman buries her husband on a Tuesday. By Friday, the funeral home has filed paperwork with Social Security…

Carl Sullivan | 15 hours ago

What a $4 Million Nest Egg at 67 Actually Provides in Real Annual Spending

The headline number looks reassuring. A couple has saved $4 million dollars by age 67. If they start pulling 3.8%…

David Beren | 18 hours ago

57% Say They Haven’t Saved Enough, and the Data Confirms It

Retirement planning usually assumes a target date that the worker controls. The data say otherwise: 42% of retirees left the…

Ian Cooper | 19 hours ago

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

A 72-year-old couple with roughly $11 million in net worth spent late 2025 racing to shrink their taxable estate before…

Maurie Backman | 19 hours ago

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

When executives negotiate severance packages, most focus on the number. They want to know how much they’ll be paid after…

Drew Wood | 19 hours ago

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Most 73-year-olds don’t want to babysit twelve positions in retirement. The reader behind this headline has roughly $750,000 in a…

David Beren | 19 hours ago

67% of Americans Fear Outliving Their Money More Than Death Itself

A new finding from the Allianz Center for the Future of Retirement’s 2026 Annual Retirement Study puts a number on…

David Beren | 20 hours ago

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

Thirtysomethings show up in survey after survey as the age group most focused on getting their finances right. However, a…

Drew Wood | 21 hours ago

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

For many single retirees, $30,000 per year on top of Social Security can help cover expenses such as property taxes,…

David Beren | 21 hours ago

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

Let’s assume, for a moment, that a home has been in the family for thirty years, and that the wife…

Ian Cooper | 21 hours ago

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

Many retirees spent 2025 hoping the One Big Beautiful Bill would shrink or scrap Required Minimum Distributions. The law rewrote…

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Personal Finance Articles

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

How a 73-Year-Old’s First RMD Suddenly Pushed Her Effective Tax Rate to 40 Percent

All Personal Finance Articles

The $400,000 Survivor Benefit Decision Every Widow Has Just 12 Months to Make

What a $4 Million Nest Egg at 67 Actually Provides in Real Annual Spending

57% Say They Haven’t Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

67% of Americans Fear Outliving Their Money More Than Death Itself

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

The Beaten-Down Stock About to Cash a $19.6 Billion Check From Elon Musk

AIQ Turned $10,000 Into $13,400 in Six Months as AI Chips Soared 34% YTD

A 5.54 Percent KOSPI Crash Became a 12 Percent KF Disaster – Here’s Why the Closed-End Wrapper Doubled the Damage

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

The Beaten-Down Stock About to Cash a $19.6 Billion Check From Elon Musk

AIQ Turned $10,000 Into $13,400 in Six Months as AI Chips Soared 34% YTD

Personal Finance Articles

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

How a 73-Year-Old’s First RMD Suddenly Pushed Her Effective Tax Rate to 40 Percent

All Personal Finance Articles

The $400,000 Survivor Benefit Decision Every Widow Has Just 12 Months to Make

What a $4 Million Nest Egg at 67 Actually Provides in Real Annual Spending

57% Say They Haven’t Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

67% of Americans Fear Outliving Their Money More Than Death Itself

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

The Beaten-Down Stock About to Cash a $19.6 Billion Check From Elon Musk

AIQ Turned $10,000 Into $13,400 in Six Months as AI Chips Soared 34% YTD

A 5.54 Percent KOSPI Crash Became a 12 Percent KF Disaster – Here’s Why the Closed-End Wrapper Doubled the Damage

Featured Reads

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?