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Carl Sullivan | Jul 7, 2026 at 8:21 AM EDT

Playing It Safe With $1.7 Million in Cash and Bonds Is Costing This Retiree $39,000 a Year

Unnerved by market swings, a 66-year-old single retiree has roughly 90% of her $1.7 million portfolio parked in cash and…

Drew Wood | Jul 7, 2026 at 7:25 AM EDT

Medicare’s 2027 Part B Premium Is Projected to Push Past $215 a Month

A retiree who received the 2.8% Social Security cost-of-living adjustment for 2026 already knows the drill: some of that raise…

Drew Wood | Jul 7, 2026 at 6:39 AM EDT

The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared

Replacing $1,500 a month in portfolio income looks simple until yield enters the equation. At a 3.5% yield, you need…

Gerelyn Terzo | Jul 7, 2026 at 6:30 AM EDT

Trump Eyes Australia-Style Retirement Account. Here’s What It Would Mean for a Worker Whose Whole Plan Is Social Security.

Picture a 58-year-old warehouse supervisor in Ohio. She has worked steadily for 35 years, raised two kids, paid down most…

Gerelyn Terzo | Jul 7, 2026 at 6:02 AM EDT

A Business Owner Paid Himself a Low Salary for Decades to Save on Taxes. The Trade-Off Shows Up Now, in a Smaller Social Security Check, and Selling the Company Won’t Fix It.

A 66-year-old business owner running an S-corporation for decades is planning his exit. A buyer is circling, and he expects…

Drew Wood | Jul 7, 2026 at 5:06 AM EDT

A $750,000 Portfolio That Can Reliably Produce $4,000 a Month

A $750,000 portfolio and a $4,000 monthly income target look like a clean equation, and they are: $48,000 divided by…

Thomas Richmond | Jul 6, 2026 at 4:42 PM EDT

More Than 6 Million Children Have Enrolled in Trump Accounts. Here’s Why They Could Become “Tax-Free Millionaires”

On CNBC’s Squawk Box on Monday morning, correspondent Sharon Epperson framed the importance of the newly launched federal savings vehicle:…

Austin Smith | Jul 6, 2026 at 4:05 PM EDT

Are Online Banks Safe? What Happens to Your Money if One Fails

Yes, an online bank is as safe as a branch bank when it carries Federal Deposit Insurance Corporation coverage. The…

Omor Ibne Ehsan | Jul 6, 2026 at 3:51 PM EDT

Congress Made 6,170 ‘Insider’ Trades in 16 Months. You’d Go to Jail for One.

The host of the Retire SMART Podcast put it plainly. “They are trading on things that they’re regulating.” The context…

Omor Ibne Ehsan | Jul 6, 2026 at 3:45 PM EDT

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8%…

Omor Ibne Ehsan | Jul 6, 2026 at 3:40 PM EDT

Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight

The AI trade everyone talks about is silicon. The AI trade almost nobody talks about is the copper that moves…

Omor Ibne Ehsan | Jul 6, 2026 at 3:35 PM EDT

AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

The AI infrastructure story has been about chips, but the actual bottleneck is electricity, and that shift has done more…

Omor Ibne Ehsan | Jul 6, 2026 at 3:30 PM EDT

AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

The pitch for the Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) has quietly changed. For years BOTZ was sold…

Omor Ibne Ehsan | Jul 6, 2026 at 3:25 PM EDT

EWZ Could Be 2026’s Sleeper Trade, If Brazil’s Rate Cuts Don’t Get Derailed

The setup for iShares MSCI Brazil ETF (NYSEARCA:EWZ) in 2026 only looks obvious in hindsight. Brazil’s central bank spent much…

David Beren | Jul 6, 2026 at 3:25 PM EDT

$300 a Month at 25 Beats $800 a Month at 40. Most People Start Too Late.

The math on retirement saving punishes late starters in ways most people underestimate. A 25-year-old who sets aside $300 a…

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Personal Finance Articles

All Personal Finance Articles

Playing It Safe With $1.7 Million in Cash and Bonds Is Costing This Retiree $39,000 a Year

Medicare’s 2027 Part B Premium Is Projected to Push Past $215 a Month

The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared

Trump Eyes Australia-Style Retirement Account. Here’s What It Would Mean for a Worker Whose Whole Plan Is Social Security.

A Business Owner Paid Himself a Low Salary for Decades to Save on Taxes. The Trade-Off Shows Up Now, in a Smaller Social Security Check, and Selling the Company Won’t Fix It.

A $750,000 Portfolio That Can Reliably Produce $4,000 a Month

More Than 6 Million Children Have Enrolled in Trump Accounts. Here’s Why They Could Become “Tax-Free Millionaires”

Are Online Banks Safe? What Happens to Your Money if One Fails

Congress Made 6,170 ‘Insider’ Trades in 16 Months. You’d Go to Jail for One.

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight

AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

EWZ Could Be 2026’s Sleeper Trade, If Brazil’s Rate Cuts Don’t Get Derailed

$300 a Month at 25 Beats $800 a Month at 40. Most People Start Too Late.

Google vs Apple: Which of the 2 Biggest AI Stocks Is the Better Buy Right Now?

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It

Google vs Apple: Which of the 2 Biggest AI Stocks Is the Better Buy Right Now?

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Personal Finance Articles

All Personal Finance Articles

Playing It Safe With $1.7 Million in Cash and Bonds Is Costing This Retiree $39,000 a Year

Medicare’s 2027 Part B Premium Is Projected to Push Past $215 a Month

The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared

Trump Eyes Australia-Style Retirement Account. Here’s What It Would Mean for a Worker Whose Whole Plan Is Social Security.

A Business Owner Paid Himself a Low Salary for Decades to Save on Taxes. The Trade-Off Shows Up Now, in a Smaller Social Security Check, and Selling the Company Won’t Fix It.

A $750,000 Portfolio That Can Reliably Produce $4,000 a Month

More Than 6 Million Children Have Enrolled in Trump Accounts. Here’s Why They Could Become “Tax-Free Millionaires”

Are Online Banks Safe? What Happens to Your Money if One Fails

Congress Made 6,170 ‘Insider’ Trades in 16 Months. You’d Go to Jail for One.

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight

AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

EWZ Could Be 2026’s Sleeper Trade, If Brazil’s Rate Cuts Don’t Get Derailed

$300 a Month at 25 Beats $800 a Month at 40. Most People Start Too Late.

Google vs Apple: Which of the 2 Biggest AI Stocks Is the Better Buy Right Now?

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It

Featured Reads

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It