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Gerelyn Terzo | May 17, 2026 at 5:15 AM EDT

CalSTRS Retirees Could Collect Thousands in Retroactive Social Security After Fairness Act

She taught for 30 years, retired with a CalSTRS pension of $4,800 a month, and then lost her husband at…

Jeremy Phillips | May 17, 2026 at 4:55 AM EDT

I’m a Renter with a Roommate: Can I Use That Income to Qualify for a Mortgage?

Most renters splitting rent with a roommate or partner treat that monthly Venmo as a wash. Money in, money out.…

Don Lair | May 17, 2026 at 4:31 AM EDT

Why Your Overtime Pay Should Follow the Same 25% Rule, Even When Working Extra Shifts

The paycheck hits fatter after overtime, and the mental accounting starts immediately. That extra $37.41 an hour, plus the time-and-a-half…

Jeremy Phillips | May 16, 2026 at 8:31 PM EDT

We Make Just North of $200K and Have $70K in Car Debt: Dave Ramsey Says Stop Investing Now

A salesman called The Ramsey Show with what sounds like the opposite of a problem. He’d tripled his income, was…

Marc Guberti | May 16, 2026 at 8:28 PM EDT

The 401(k) Vesting Mistake That Cost a Pre-Retiree $74,000 in Forfeited Match

A senior manager at a Fortune 500 firm, age 47, accepted a competing offer last spring and gave two weeks’…

Ian Cooper | May 16, 2026 at 4:55 PM EDT

America’s Appalachian Mountains Hold 300+ Years Worth of Lithium Imports

A caller on The Indicator from Planet Money summed up the week’s lithium news in one line: “There is kind of…

Marc Guberti | May 16, 2026 at 4:28 PM EDT

Can a 52-Year-Old Really Tap a 401(k) Early Without the 10 Percent Penalty? The SEPP Math, Step by Step

A 52-year-old who recently retired and rolled $850,000 from a former 401(k) into a traditional IRA is staring at the…

Gerelyn Terzo | May 16, 2026 at 2:35 PM EDT

Social Security Back Payments Hit $50K for Some Retirees in 2026. Most Americans Missed This.

For the first time in years, a retired teacher in Ohio, a former police sergeant in Massachusetts, or the widow…

Jeremy Phillips | May 16, 2026 at 2:31 PM EDT

We have a $1,500 mortgage and paid-off cars but our small house is killing our family happiness: should we upgrade now or wait?

On a recent episode of the Money Guy Show, co-host Bo Hanson confronted a caller named Luke with a hard…

Jeremy Phillips | May 16, 2026 at 1:31 PM EDT

Ben Carlson Says Skip the Luxury Car and House Hunt Smart. That’s Real Inflation Protection.

Ben Carlson, portfolio manager at Ritholtz Wealth Management and the voice behind A Wealth of Common Sense, dropped a line…

Christy Bieber | May 16, 2026 at 12:49 PM EDT

Your Medicare Part B Premium Just Ate a Third of Your 2026 Social Security Raise. Here Is How to Fight Back.

In 2026, retirees who collect Social Security got an increase in their monthly benefits. Specifically, the cost-of-living-adjustment (COLA) for 2026…

David Beren | May 16, 2026 at 12:43 PM EDT

The 2025 TIAA-GFLEC Study Confirms It: Low Financial Literacy Makes You 3 Times More Financially Fragile

The TIAA Institute-GFLEC Personal Finance Index has tracked how much Americans actually know about money for nearly a decade, and…

Don Lair | May 16, 2026 at 12:31 PM EDT

Your Power of Attorney Can’t Pay Your Bills Without This One Thing: Here’s What to Do Now

Imagine your mother has a stroke. You are her power of attorney. You have her bank passwords written down in…

Marc Guberti | May 16, 2026 at 12:28 PM EDT

The QLAC Move That Defers $200,000 of 401(k) RMDs Past Age 85

A 70-year-old retiree with $2 million in a traditional 401(k) has roughly three years before required minimum distributions force the…

Drew Wood | May 16, 2026 at 11:46 AM EDT

If You Have $2.7 Million Saved at 56 and Want to Retire at 60, Here Is the Bridge Math Most Advisors Get Wrong

A 56-year-old couple with $2.7 million saved for retirement sits down with an advisor and hears the standard line: apply…

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Personal Finance Articles

All Personal Finance Articles

CalSTRS Retirees Could Collect Thousands in Retroactive Social Security After Fairness Act

I’m a Renter with a Roommate: Can I Use That Income to Qualify for a Mortgage?

Why Your Overtime Pay Should Follow the Same 25% Rule, Even When Working Extra Shifts

We Make Just North of $200K and Have $70K in Car Debt: Dave Ramsey Says Stop Investing Now

The 401(k) Vesting Mistake That Cost a Pre-Retiree $74,000 in Forfeited Match

America’s Appalachian Mountains Hold 300+ Years Worth of Lithium Imports

Can a 52-Year-Old Really Tap a 401(k) Early Without the 10 Percent Penalty? The SEPP Math, Step by Step

Social Security Back Payments Hit $50K for Some Retirees in 2026. Most Americans Missed This.

We have a $1,500 mortgage and paid-off cars but our small house is killing our family happiness: should we upgrade now or wait?

Ben Carlson Says Skip the Luxury Car and House Hunt Smart. That’s Real Inflation Protection.

Your Medicare Part B Premium Just Ate a Third of Your 2026 Social Security Raise. Here Is How to Fight Back.

The 2025 TIAA-GFLEC Study Confirms It: Low Financial Literacy Makes You 3 Times More Financially Fragile

Your Power of Attorney Can’t Pay Your Bills Without This One Thing: Here’s What to Do Now

The QLAC Move That Defers $200,000 of 401(k) RMDs Past Age 85

If You Have $2.7 Million Saved at 56 and Want to Retire at 60, Here Is the Bridge Math Most Advisors Get Wrong

Korean Chip Stocks Are Trading Like The AI Bubble Has Burst. Is Micron Next?

Price Prediction: ON Semiconductor’s Rally May Be Far From Over

Here’s Why GE Vernova Is a No-Brainer Buy Before July 22 Earnings

75-Year-Old With $1.3M Faces $58,000 RMD That Drags 85% of His Social Security Into Tax

The Real Risk in Retirement Isn't Running Out of Money. It's Losing Your Purchasing Power.

Korean Chip Stocks Are Trading Like The AI Bubble Has Burst. Is Micron Next?

Price Prediction: ON Semiconductor’s Rally May Be Far From Over

Personal Finance Articles

All Personal Finance Articles

CalSTRS Retirees Could Collect Thousands in Retroactive Social Security After Fairness Act

I’m a Renter with a Roommate: Can I Use That Income to Qualify for a Mortgage?

Why Your Overtime Pay Should Follow the Same 25% Rule, Even When Working Extra Shifts

We Make Just North of $200K and Have $70K in Car Debt: Dave Ramsey Says Stop Investing Now

The 401(k) Vesting Mistake That Cost a Pre-Retiree $74,000 in Forfeited Match

America’s Appalachian Mountains Hold 300+ Years Worth of Lithium Imports

Can a 52-Year-Old Really Tap a 401(k) Early Without the 10 Percent Penalty? The SEPP Math, Step by Step

Social Security Back Payments Hit $50K for Some Retirees in 2026. Most Americans Missed This.

We have a $1,500 mortgage and paid-off cars but our small house is killing our family happiness: should we upgrade now or wait?

Ben Carlson Says Skip the Luxury Car and House Hunt Smart. That’s Real Inflation Protection.

Your Medicare Part B Premium Just Ate a Third of Your 2026 Social Security Raise. Here Is How to Fight Back.

The 2025 TIAA-GFLEC Study Confirms It: Low Financial Literacy Makes You 3 Times More Financially Fragile

Your Power of Attorney Can’t Pay Your Bills Without This One Thing: Here’s What to Do Now

The QLAC Move That Defers $200,000 of 401(k) RMDs Past Age 85

If You Have $2.7 Million Saved at 56 and Want to Retire at 60, Here Is the Bridge Math Most Advisors Get Wrong

Korean Chip Stocks Are Trading Like The AI Bubble Has Burst. Is Micron Next?

Price Prediction: ON Semiconductor’s Rally May Be Far From Over

Here’s Why GE Vernova Is a No-Brainer Buy Before July 22 Earnings

Featured Reads

75-Year-Old With $1.3M Faces $58,000 RMD That Drags 85% of His Social Security Into Tax

The Real Risk in Retirement Isn't Running Out of Money. It's Losing Your Purchasing Power.