Personal Finance Articles

Michael Williams | 19 minutes ago

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

A married couple, both 66, sitting on $1.5 million in a traditional 401(k), Social Security deferred, and roughly $10,800 of…

Gerelyn Terzo | 25 minutes ago

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming

Ask 10 retirees whether Social Security gets taxed and you get 10 different answers. Some swear it is never taxed.…

Drew Wood | 45 minutes ago

Could This Texas Town Be America’s Most Underrated Golf Retirement Destination?

Georgetown, Texas has quietly become one of the fastest-growing retirement destinations in the country. Located about 30 miles north of…

Drew Wood | 1 hour ago

A $620,000 Portfolio That Pays More Than the Average Social Worker’s Salary

Healthcare social workers earn roughly $68,000 per year on average in the United States, making them one of the higher-paid…

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4684 Articles

David Beren | 10 hours ago

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

The typical American worker now passes through six employers over a career, and each job change leaves behind a retirement…

David Beren | 14 hours ago

Fidelity’s 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

Fidelity’s 2026 retirement study draws a clear line between generations based on where they expect their retirement income to come…

Carl Sullivan | 15 hours ago

74-Year-Old With $2.6M Discovers Late Husband’s IRA RMD Doubled Her Tax Bill

Margaret thought the hard part was over. Her husband’s IRA had rolled into her name and the brokerage statements consolidated.…

Gerelyn Terzo | 16 hours ago

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

Four decades of marriage, both retired, and the monthly Social Security deposits look wildly mismatched. His check lands at about…

David Beren | 16 hours ago

Fidelity’s 2026 Study: Americans With a Retirement Plan Are More Than 2 Times as Likely to Feel Confident About Their Future

Fidelity’s 2026 Retirement Planning Study lands at a moment when Americans have plenty to be anxious about. The University of…

Gerelyn Terzo | 17 hours ago

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

A woman in her sixties has not spoken to her ex-husband in 20 or 30 years. He remarried, moved away,…

Maurie Backman | 17 hours ago

Social Security Becomes a Flashpoint as Lawmakers Clash Over Funding

Social Security is facing some serious problems in the coming years. And policymakers can no longer afford to sit on…

Christy Bieber | 17 hours ago

The Intra-Family Loan at the IRS-Published Rate That Saves a Couple $43,200 in Interest on Their Daughter’s $400,000 Home Purchase

When David and Linda Reynolds learned that their daughter Emily, and her husband, Brett, were struggling to buy a home,…

Drew Wood | 18 hours ago

Comfortable Off-Grid Living Costs More Than Most People Think. A Lot More.

The off-grid dream usually starts with a simple idea: escape the bills, escape the crowds, and become more self-reliant. Many…

Gerelyn Terzo | 18 hours ago

I’m 65 and Widowed. Switching My Social Security Out of Fear Could Shrink My Check 8% a Year for Life

A 65-year-old widow lost her husband in 2014. Health problems pushed her to claim a reduced survivor benefit at 60,…

Drew Wood | 18 hours ago

The Dividend Strategy That Beats the 4% Rule by $400,000 Over 20 Years on a $1 Million Portfolio

A 65-year-old retiree with $1 million who follows the standard 4% rule withdraws $40,000 in the first year, then increases…

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Personal Finance Articles

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming

Could This Texas Town Be America’s Most Underrated Golf Retirement Destination?

A $620,000 Portfolio That Pays More Than the Average Social Worker’s Salary

All Personal Finance Articles

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

Fidelity’s 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

74-Year-Old With $2.6M Discovers Late Husband’s IRA RMD Doubled Her Tax Bill

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

Fidelity’s 2026 Study: Americans With a Retirement Plan Are More Than 2 Times as Likely to Feel Confident About Their Future

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

Social Security Becomes a Flashpoint as Lawmakers Clash Over Funding

The Intra-Family Loan at the IRS-Published Rate That Saves a Couple $43,200 in Interest on Their Daughter’s $400,000 Home Purchase

Comfortable Off-Grid Living Costs More Than Most People Think. A Lot More.

I’m 65 and Widowed. Switching My Social Security Out of Fear Could Shrink My Check 8% a Year for Life

The Dividend Strategy That Beats the 4% Rule by $400,000 Over 20 Years on a $1 Million Portfolio

Financial Decisions People Regret Most After Age 50

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

After Comparing Every Weekly Pay ETF on the Market, Roundhill’s Lineup Is the Only One Somewhat Delivering

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming

Financial Decisions People Regret Most After Age 50

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Personal Finance Articles

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming

Could This Texas Town Be America’s Most Underrated Golf Retirement Destination?

A $620,000 Portfolio That Pays More Than the Average Social Worker’s Salary

All Personal Finance Articles

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

Fidelity’s 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

74-Year-Old With $2.6M Discovers Late Husband’s IRA RMD Doubled Her Tax Bill

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

Fidelity’s 2026 Study: Americans With a Retirement Plan Are More Than 2 Times as Likely to Feel Confident About Their Future

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

Social Security Becomes a Flashpoint as Lawmakers Clash Over Funding

The Intra-Family Loan at the IRS-Published Rate That Saves a Couple $43,200 in Interest on Their Daughter’s $400,000 Home Purchase

Comfortable Off-Grid Living Costs More Than Most People Think. A Lot More.

I’m 65 and Widowed. Switching My Social Security Out of Fear Could Shrink My Check 8% a Year for Life

The Dividend Strategy That Beats the 4% Rule by $400,000 Over 20 Years on a $1 Million Portfolio

Financial Decisions People Regret Most After Age 50

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

After Comparing Every Weekly Pay ETF on the Market, Roundhill’s Lineup Is the Only One Somewhat Delivering

Featured Reads

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming