Personal Finance Articles

Michael Williams | 2 minutes ago

How Much Do You Need Invested to Match the Maximum Social Security Benefit With Dividends?

Replacing a Social Security check with dividend income sounds straightforward until you realize the yield you chase changes the capital…

Michael Williams | 1 hour ago

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

A $144,000 annual dividend paycheck sounds like financial freedom, but the tax character of every security you own quietly decides…

Gerelyn Terzo | 3 hours ago

You Can Go Decades on Original Medicare and Never Get a Covered Pair of Glasses. Here’s the One Loophole.

Most people on Original Medicare assume vision coverage is simply off the table, but there is exactly one situation where…

Gerelyn Terzo | 4 hours ago

She Chose Retirement Over the Next Tech Overhaul. It Unlocked a Hidden Social Security Window.

She pulled in six figures before walking away from her job at 63, which should have wiped out her Social…

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5815 Articles

Marc Guberti | 6 hours ago

The RMD Trap That Quietly Costs Retirees Thousands in Medicare Premiums and How to Avoid It

Your required minimum distribution looks routine on paper, but layered on top of Social Security and pension income, it can…

Michael Williams | 6 hours ago

From a $45,000 Income Stream to $90,000 Without Investing Another Dollar

Doubling an income stream sounds like it requires doubling your capital, but the real lever is yield, and pulling it…

Carl Sullivan | 6 hours ago

A $200,000 Annuity Locks In $1,300 a Month for Life, but Here Is the Trade-Off Retirees Miss

A 7.8% payout sounds like the retirement income problem solved, but handing over $200,000 to an insurance company creates a…

David Beren | 6 hours ago

At the Average Retiree’s Spending Rate, $500,000 Lasts About 9 Years. Here’s What Stretches It to 25.

A $500,000 nest egg sounds like a comfortable retirement cushion until you do the math and realize most retirees burn…

David Beren | 7 hours ago

A 68-Year-Old With $850,000 in a Traditional IRA Is Sitting on a Six-Figure Tax Bill. Here’s How Retirees Shrink It.

That $850,000 traditional IRA balance is not what it appears to be, because the IRS has a quiet claim on…

Gerelyn Terzo | 7 hours ago

Medicare’s Free ‘Annual Wellness Visit’ Isn’t a Physical. Ask the Wrong Question and a Bill Follows.

Medicare promises a free annual visit, yet bills keep arriving in the mail for patients who thought they did everything…

Gerelyn Terzo | 8 hours ago

Gen X Worker at 58 Skips the $39 Trillion Debate and Focuses on Debt Strategy Before Claiming Social Security

Worrying about a $39 trillion national debt feels responsible, but a 58-year-old still paying off credit cards, a car loan,…

Danielle Liverance | 8 hours ago

If Your Teenager Has A Part Time Job, You Can Probably Make Them A Tax Free Millionaire In Retirement. Here’s The Math

Most parents hand their teenager a debit card and call it a financial lesson, but there is a move hiding…

Carl Sullivan | 10 hours ago

Why Your Social Security Claiming Age Matters Less Than This Number

Everyone argues about whether to claim Social Security at 62 or 70, but that debate may be a distraction from…

Gerelyn Terzo | 11 hours ago

She Bought a $100 Share of a Racehorse. Then It Produced a $60,000 Windfall, and a Medicare Surprise.

A retired teacher's $60,000 racehorse windfall left her Social Security check completely untouched, but two years later something quietly showed…

Gerelyn Terzo | 12 hours ago

He Retired, Then Took the Bus-Driving Job His School District Couldn’t Fill. The Social Security Earnings Test Reshapes His Paycheck.

Retired bus drivers are answering school districts' desperate calls to get back behind the wheel, and the paycheck looks good…

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Personal Finance Articles

How Much Do You Need Invested to Match the Maximum Social Security Benefit With Dividends?

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

You Can Go Decades on Original Medicare and Never Get a Covered Pair of Glasses. Here’s the One Loophole.

She Chose Retirement Over the Next Tech Overhaul. It Unlocked a Hidden Social Security Window.

All Personal Finance Articles

The RMD Trap That Quietly Costs Retirees Thousands in Medicare Premiums and How to Avoid It

From a $45,000 Income Stream to $90,000 Without Investing Another Dollar

A $200,000 Annuity Locks In $1,300 a Month for Life, but Here Is the Trade-Off Retirees Miss

At the Average Retiree’s Spending Rate, $500,000 Lasts About 9 Years. Here’s What Stretches It to 25.

A 68-Year-Old With $850,000 in a Traditional IRA Is Sitting on a Six-Figure Tax Bill. Here’s How Retirees Shrink It.

Medicare’s Free ‘Annual Wellness Visit’ Isn’t a Physical. Ask the Wrong Question and a Bill Follows.

Gen X Worker at 58 Skips the $39 Trillion Debate and Focuses on Debt Strategy Before Claiming Social Security

If Your Teenager Has A Part Time Job, You Can Probably Make Them A Tax Free Millionaire In Retirement. Here’s The Math

Why Your Social Security Claiming Age Matters Less Than This Number

She Bought a $100 Share of a Racehorse. Then It Produced a $60,000 Windfall, and a Medicare Surprise.

He Retired, Then Took the Bus-Driving Job His School District Couldn’t Fill. The Social Security Earnings Test Reshapes His Paycheck.

Boeing Has a $695B Backlog and Analysts See 29% Upside. Should You Buy Before July 28 Earnings?

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

T-Bill Returns Without the Annual Tax Bill: The $12 Billion Fund Using an Options Trick

How Much Do You Need Invested to Match the Maximum Social Security Benefit With Dividends?

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

How Much Do You Need Invested to Match the Maximum Social Security Benefit With Dividends?

Boeing Has a $695B Backlog and Analysts See 29% Upside. Should You Buy Before July 28 Earnings?

Personal Finance Articles

How Much Do You Need Invested to Match the Maximum Social Security Benefit With Dividends?

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

You Can Go Decades on Original Medicare and Never Get a Covered Pair of Glasses. Here’s the One Loophole.

She Chose Retirement Over the Next Tech Overhaul. It Unlocked a Hidden Social Security Window.

All Personal Finance Articles

The RMD Trap That Quietly Costs Retirees Thousands in Medicare Premiums and How to Avoid It

From a $45,000 Income Stream to $90,000 Without Investing Another Dollar

A $200,000 Annuity Locks In $1,300 a Month for Life, but Here Is the Trade-Off Retirees Miss

At the Average Retiree’s Spending Rate, $500,000 Lasts About 9 Years. Here’s What Stretches It to 25.

A 68-Year-Old With $850,000 in a Traditional IRA Is Sitting on a Six-Figure Tax Bill. Here’s How Retirees Shrink It.

Medicare’s Free ‘Annual Wellness Visit’ Isn’t a Physical. Ask the Wrong Question and a Bill Follows.

Gen X Worker at 58 Skips the $39 Trillion Debate and Focuses on Debt Strategy Before Claiming Social Security

If Your Teenager Has A Part Time Job, You Can Probably Make Them A Tax Free Millionaire In Retirement. Here’s The Math

Why Your Social Security Claiming Age Matters Less Than This Number

She Bought a $100 Share of a Racehorse. Then It Produced a $60,000 Windfall, and a Medicare Surprise.

He Retired, Then Took the Bus-Driving Job His School District Couldn’t Fill. The Social Security Earnings Test Reshapes His Paycheck.

Boeing Has a $695B Backlog and Analysts See 29% Upside. Should You Buy Before July 28 Earnings?

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

T-Bill Returns Without the Annual Tax Bill: The $12 Billion Fund Using an Options Trick

Featured Reads

How Much Do You Need Invested to Match the Maximum Social Security Benefit With Dividends?

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?