Stock Market Live July 1, 2026: S&P 500 (SPY) Lower as Investors Wait on the Fed and Fresh Economic Data

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Personal Finance Articles

Marc Guberti | 4 minutes ago

A 55-Year-Old With $1.4 Million in a 401(k) Can Retire Now Using This Roth Conversion Ladder Strategy

The pre-retiree forum question keeps appearing in different forms: a 54-year-old software engineer with $1.4 million in a 401(k) wants…

Christy Bieber | 1 hour ago

Why Retirees Could Get an Extra $97 a Month from Social Security In 2027

Retirees could be on track for more money in 2027 if they are collecting Social Security. In fact, the average…

Drew Wood | 1 hour ago

The Portfolio That Pays For Your Daughter’s Wedding

Most parents approach a wedding as a bill. Save the money, write the checks, and move on. Investors can look…

Gerelyn Terzo | 2 hours ago

He Was Sure Taxes Would Cut His $3,000 Social Security Check Down to $450. The 85% Rule Doesn’t Work the Way He Thought.

He is 63, a few years from claiming, and convinced his $3,000 monthly Social Security benefit will shrink to roughly…

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5226 Articles

Danielle Liverance | 2 hours ago

The 6% Test. How Wes Moss Decides Between a Pension Lump Sum and Monthly Payments

A caller named Alex asked Wes Moss a question that lands in millions of mailboxes every year: take a $58,000…

Marc Guberti | 3 hours ago

A $1.3 Million 401(k) Triggers a $19,800 Tax Bomb in Year One. Here’s How to Cut It in Half

The 73-year-old who logged into their 401(k) portal this April with a $1.3 million traditional balance found that the first…

Drew Wood | 3 hours ago

Medicare Keeps You Alive. This Portfolio Keeps You Looking Good.

Hearing aids restore conversations. Dental work restores smiles. Vision correction restores independence. Many of the expenses Medicare leaves uncovered sit…

Drew Wood | 5 hours ago

Never Pay Medicare Premiums Again. Here’s the Portfolio That Makes It Happen.

The standard Medicare Part B premium climbed to $202.90 a month in 2026, up from $185 in 2025. Add a…

Gerelyn Terzo | 6 hours ago

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.

The couple is both around 70, retired, drawing most of their income from Social Security with modest withdrawals from a…

Drew Wood | 6 hours ago

Here’s How You Can Retire to the Mountains of Asheville, North Carolina, at 65 on $975,000

Asheville has long been one of the Southeast’s favorite retirement destinations, offering Blue Ridge scenery, a vibrant downtown, and easy…

Marc Guberti | 17 hours ago

Why a $50,000 401(k) Loan at 50 Could Quietly Cost You $100,000 by Retirement

A 50-year-old I will call Sarah has $750,000 in her 401(k), a daughter starting an expensive nursing program, and a…

Drew Wood | 21 hours ago

Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

After her first single-filer tax return entered Medicare’s two-year lookback, a 72-year-old widow in Ohio opened her Social Security statement…

David Beren | 21 hours ago

A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks

A 66-year-old retiree opens her IRA statement, sees a balance of $1.1 million, and feels like she has won the…

Drew Wood | 22 hours ago

Inside the $900,000 Greek Island Retirement Drawing Americans at 62

A whitewashed house overlooking the Aegean sounds like a fantasy retirement. Yet for some Americans, a Greek island can be…

Gerelyn Terzo | 22 hours ago

She’s Retiring at 62 After a Pay Raise. Whether That Lifts Her Social Security Comes Down to One Overlooked Rule.

She is 62, set to retire in August, and got a raise earlier this year that bumped her hourly rate…

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Personal Finance Articles

A 55-Year-Old With $1.4 Million in a 401(k) Can Retire Now Using This Roth Conversion Ladder Strategy

Why Retirees Could Get an Extra $97 a Month from Social Security In 2027

The Portfolio That Pays For Your Daughter’s Wedding

He Was Sure Taxes Would Cut His $3,000 Social Security Check Down to $450. The 85% Rule Doesn’t Work the Way He Thought.

All Personal Finance Articles

The 6% Test. How Wes Moss Decides Between a Pension Lump Sum and Monthly Payments

A $1.3 Million 401(k) Triggers a $19,800 Tax Bomb in Year One. Here’s How to Cut It in Half

Medicare Keeps You Alive. This Portfolio Keeps You Looking Good.

Never Pay Medicare Premiums Again. Here’s the Portfolio That Makes It Happen.

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.

Here’s How You Can Retire to the Mountains of Asheville, North Carolina, at 65 on $975,000

Why a $50,000 401(k) Loan at 50 Could Quietly Cost You $100,000 by Retirement

Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks

Inside the $900,000 Greek Island Retirement Drawing Americans at 62

She’s Retiring at 62 After a Pay Raise. Whether That Lifts Her Social Security Comes Down to One Overlooked Rule.

Stock Market Live July 1, 2026: S&P 500 (SPY) Lower as Investors Wait on the Fed and Fresh Economic Data

Live Nasdaq Composite: Markets Kick Off H2 2026 on Cautious Note amid Chip Stock Profit Taking

Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?

Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying

A 55-Year-Old With $1.4 Million in a 401(k) Can Retire Now Using This Roth Conversion Ladder Strategy

A 55-Year-Old With $1.4 Million in a 401(k) Can Retire Now Using This Roth Conversion Ladder Strategy

Why Retirees Could Get an Extra $97 a Month from Social Security In 2027

Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?

Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying

Personal Finance Articles

A 55-Year-Old With $1.4 Million in a 401(k) Can Retire Now Using This Roth Conversion Ladder Strategy

Why Retirees Could Get an Extra $97 a Month from Social Security In 2027

The Portfolio That Pays For Your Daughter’s Wedding

He Was Sure Taxes Would Cut His $3,000 Social Security Check Down to $450. The 85% Rule Doesn’t Work the Way He Thought.

All Personal Finance Articles

The 6% Test. How Wes Moss Decides Between a Pension Lump Sum and Monthly Payments

A $1.3 Million 401(k) Triggers a $19,800 Tax Bomb in Year One. Here’s How to Cut It in Half

Medicare Keeps You Alive. This Portfolio Keeps You Looking Good.

Never Pay Medicare Premiums Again. Here’s the Portfolio That Makes It Happen.

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.

Here’s How You Can Retire to the Mountains of Asheville, North Carolina, at 65 on $975,000

Why a $50,000 401(k) Loan at 50 Could Quietly Cost You $100,000 by Retirement

Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks

Inside the $900,000 Greek Island Retirement Drawing Americans at 62

She’s Retiring at 62 After a Pay Raise. Whether That Lifts Her Social Security Comes Down to One Overlooked Rule.

Stock Market Live July 1, 2026: S&P 500 (SPY) Lower as Investors Wait on the Fed and Fresh Economic Data

Live Nasdaq Composite: Markets Kick Off H2 2026 on Cautious Note amid Chip Stock Profit Taking

Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?

Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying

A 55-Year-Old With $1.4 Million in a 401(k) Can Retire Now Using This Roth Conversion Ladder Strategy

Featured Reads

A 55-Year-Old With $1.4 Million in a 401(k) Can Retire Now Using This Roth Conversion Ladder Strategy

Why Retirees Could Get an Extra $97 a Month from Social Security In 2027