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4614 Articles

Drew Wood | Jun 1, 2026 at 9:22 AM EDT

A $720,000 Income Portfolio That Quietly Pays Like a Cash-Flowing Indianapolis Duplex Without the Tenant Calls

A $720,000 retirement portfolio presents many 65-year-old retirees with a choice between two very different income strategies. One option is purchasing…

Michael Williams | Jun 1, 2026 at 9:20 AM EDT

Clark Howard’s 1% Rule: How to Build $569,000 in Retirement Savings Without Feeling the Pinch

The 1% Rule From Clark Howard Consumer finance host Clark Howard, who has spent decades answering listener questions on saving…

Drew Wood | Jun 1, 2026 at 9:05 AM EDT

The Charitable Gift Annuity Strategy a 75-Year-Old Widow Used to Get $4,200 a Month Tax-Advantaged for Life

A 75-year-old widow with $1.8 million in savings, no children, and a desire to support her alma mater faces a…

Danielle Liverance | Jun 1, 2026 at 8:35 AM EDT

How an Inherited Roth Can Double in the 10-Year Window the SECURE Act Allows

Dave Ramsey, on the April 10 episode of The Ramsey Show titled “Start Telling Your Money Where To Go,” made…

Drew Wood | Jun 1, 2026 at 8:24 AM EDT

This Accountant Wants to Replace a $90,000 Salary With JEPI and SPYI. Can It Work?

At age 58, Robert wants to replace his $90,000 salary with investment income. For many investors, covered call ETFs have…

Drew Wood | Jun 1, 2026 at 8:01 AM EDT

A $325,000 Portfolio That Quietly Pays a 67-Year-Old $1,950 a Month Without a Single High-Yield Trap

A 67-year-old retiree with $325,000 in investable assets and $2,400 per month in Social Security income occupies a challenging middle ground.…

Drew Wood | Jun 1, 2026 at 7:46 AM EDT

What Retirement Really Looks Like at 67 With $3.2 Million When a 32-Year-Old Daughter and Two Toddlers Move Back In

Your daughter, recently divorced, arrives with two toddlers, a vanload of boxes and a request you expected to hear: just…

Gerelyn Terzo | Jun 1, 2026 at 7:23 AM EDT

Cross-Border Workers Are Missing Thousands in Social Security Benefits. Here’s Why.

A 65-year-old who spent eight years working in Toronto during his 30s, then built a 32-year career at a U.S.…

Carl Sullivan | Jun 1, 2026 at 7:09 AM EDT

What $13,000 a Month Really Looks Like in Retirement at Age 65

A 65-year-old who just retired with $13,000 a month in gross income looks, on paper, like a personal-finance success story.…

Michael Williams | Jun 1, 2026 at 7:05 AM EDT

Every 53y Man Wants to Retire On The California Coast With A Porsche 911, Few Actually Run The Math

The fantasy is specific: a low-slung house above the Pacific, a garage with a 911, and enough margin to drive…

Drew Wood | Jun 1, 2026 at 6:57 AM EDT

Could You Quit Teaching and Live on Municipal Bond Income? Here’s How the Numbers Add Up

A final salary of $45,000 is a reasonable benchmark for many long-tenured public school teachers approaching retirement in state pension…

Drew Wood | Jun 1, 2026 at 5:30 AM EDT

If You Have $890,000 Saved at 64 and a Late Spouse’s $310,000 Life Insurance, Here Is the Income Plan That Holds Through 90

A 64-year-old widow faces a series of high-stakes financial decisions all at once: when to claim Social Security, how to…

David Beren | May 31, 2026 at 2:05 PM EDT

What a $2 Million Dividend Portfolio Actually Pays a Retired Couple in Texas vs California After Every Tax

A 68-year-old married couple sits on a $2 million dividend portfolio generating $96,000 of annual income at a 4.8% blended…

David Beren | May 31, 2026 at 1:41 PM EDT

How to Build $12,500 a Month in Dividend Income From a $2.8 Million Portfolio Without Touching the Aggressive Tier

The income target is straightforward: $12,500 a month equals $150,000 a year, and the portfolio doing the work is $2.8…

Christy Bieber | May 31, 2026 at 1:36 PM EDT

Retirees Could Face a Surprise Social Security Tax Hit in 2027

Retirees have a lot of things to spend their money on, from travel and spoiling the grandkids to covering the…

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Personal Finance Articles

All Personal Finance Articles

A $720,000 Income Portfolio That Quietly Pays Like a Cash-Flowing Indianapolis Duplex Without the Tenant Calls

Clark Howard’s 1% Rule: How to Build $569,000 in Retirement Savings Without Feeling the Pinch

The Charitable Gift Annuity Strategy a 75-Year-Old Widow Used to Get $4,200 a Month Tax-Advantaged for Life

How an Inherited Roth Can Double in the 10-Year Window the SECURE Act Allows

This Accountant Wants to Replace a $90,000 Salary With JEPI and SPYI. Can It Work?

A $325,000 Portfolio That Quietly Pays a 67-Year-Old $1,950 a Month Without a Single High-Yield Trap

What Retirement Really Looks Like at 67 With $3.2 Million When a 32-Year-Old Daughter and Two Toddlers Move Back In

Cross-Border Workers Are Missing Thousands in Social Security Benefits. Here’s Why.

What $13,000 a Month Really Looks Like in Retirement at Age 65

Every 53y Man Wants to Retire On The California Coast With A Porsche 911, Few Actually Run The Math

Could You Quit Teaching and Live on Municipal Bond Income? Here’s How the Numbers Add Up

If You Have $890,000 Saved at 64 and a Late Spouse’s $310,000 Life Insurance, Here Is the Income Plan That Holds Through 90

What a $2 Million Dividend Portfolio Actually Pays a Retired Couple in Texas vs California After Every Tax

How to Build $12,500 a Month in Dividend Income From a $2.8 Million Portfolio Without Touching the Aggressive Tier

Retirees Could Face a Surprise Social Security Tax Hit in 2027

SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.

Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.

Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years

Personal Finance Articles

All Personal Finance Articles

A $720,000 Income Portfolio That Quietly Pays Like a Cash-Flowing Indianapolis Duplex Without the Tenant Calls

Clark Howard’s 1% Rule: How to Build $569,000 in Retirement Savings Without Feeling the Pinch

The Charitable Gift Annuity Strategy a 75-Year-Old Widow Used to Get $4,200 a Month Tax-Advantaged for Life

How an Inherited Roth Can Double in the 10-Year Window the SECURE Act Allows

This Accountant Wants to Replace a $90,000 Salary With JEPI and SPYI. Can It Work?

A $325,000 Portfolio That Quietly Pays a 67-Year-Old $1,950 a Month Without a Single High-Yield Trap

What Retirement Really Looks Like at 67 With $3.2 Million When a 32-Year-Old Daughter and Two Toddlers Move Back In

Cross-Border Workers Are Missing Thousands in Social Security Benefits. Here’s Why.

What $13,000 a Month Really Looks Like in Retirement at Age 65

Every 53y Man Wants to Retire On The California Coast With A Porsche 911, Few Actually Run The Math

Could You Quit Teaching and Live on Municipal Bond Income? Here’s How the Numbers Add Up

If You Have $890,000 Saved at 64 and a Late Spouse’s $310,000 Life Insurance, Here Is the Income Plan That Holds Through 90

What a $2 Million Dividend Portfolio Actually Pays a Retired Couple in Texas vs California After Every Tax

How to Build $12,500 a Month in Dividend Income From a $2.8 Million Portfolio Without Touching the Aggressive Tier

Retirees Could Face a Surprise Social Security Tax Hit in 2027

SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.

Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

Featured Reads

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It