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5741 Articles

Maurie Backman | Jul 15, 2026 at 12:43 PM EDT

The $65,160 Income Limit Some Social Security Recipients Need to Know About

Working while collecting Social Security sounds simple enough, but a little-known earnings rule can quietly shrink your monthly checks before…

Christy Bieber | Jul 15, 2026 at 11:56 AM EDT

Everyone Says Wait to Claim Social Security. Here’s When You Shouldn’t.

Waiting until 70 to claim Social Security is smart financial advice for most retirees, but for a specific group of…

David Beren | Jul 15, 2026 at 11:48 AM EDT

The Average 401(k) Is $168,000. The Median Is $48,000. One of Those Numbers Is Misleading You.

The number most headlines use to measure American retirement readiness describes a reality that the majority of workers will never…

Michael Williams | Jul 15, 2026 at 11:40 AM EDT

He Had Retiree Health Coverage From a Fortune 500 Company. Medicare Still Fined Him for Enrolling Late

His Fortune 500 retiree health plan covered everything, so he assumed Medicare could wait. Social Security saw it differently, and…

Maurie Backman | Jul 15, 2026 at 11:38 AM EDT

AI Isn’t Just Taking Jobs. It Could Spell Trouble for Social Security

AI is already reshaping hiring and automating jobs, but the ripple effects reach far beyond your paycheck. The program millions…

Michael Williams | Jul 15, 2026 at 10:40 AM EDT

He Won $25,000 on a Scratch Ticket at 70. Medicare Treated It Like a Salary for a Year

A retiree in Ohio scratched a gas station lottery ticket and walked away thinking his tax bill settled the matter.…

Maurie Backman | Jul 15, 2026 at 10:32 AM EDT

Lawmakers Fight to Solve $24,480 Social Security Problem

A little-known earnings rule threatens to slash Social Security checks for retirees who keep working, and some lawmakers are now…

Drew Wood | Jul 15, 2026 at 10:10 AM EDT

You Don’t Need a Million Dollars to Retire Comfortably. Here’s Why.

The “million dollars to retire” figure survives because it is simple, not because it is precise. It assumes one spending…

Gerelyn Terzo | Jul 15, 2026 at 10:02 AM EDT

He Took an $18,000 Pay Cut Just to Get Back to Work. Here’s What It Actually Does to His Social Security.

Picture a 58-year-old engineer who spent 30 years climbing to a six-figure salary. He got caught in a restructuring, and…

Marc Guberti | Jul 15, 2026 at 9:43 AM EDT

64-Year-Old With $1.1 Million 401(k) Drains It Early to Lock in 8% Guaranteed Social Security Bump

Draining a seven-figure 401(k) before Social Security kicks in sounds like a retirement nightmare, but for one 64-year-old, it may…

Danielle Liverance | Jul 15, 2026 at 9:04 AM EDT

‘A Huge and Risky Financial Maneuver’: Experts Push Back on BlackRock CEO’s $1.5 Trillion Social Security Plan

BlackRock's CEO is championing a plan to redirect $1.5 trillion into the stock market to shore up Social Security, but…

Drew Wood | Jul 15, 2026 at 8:02 AM EDT

The State Tax Trap: Where the Same Retirement Portfolio Buys You Thousands More Every Year

Picture two retirees with identical $1.5 million portfolios throwing off $80,000 a year in taxable portfolio income. One lives in…

Gerelyn Terzo | Jul 15, 2026 at 7:03 AM EDT

A Plumber’s Body Gave Out at 63. For Skilled Tradesmen, Claiming Social Security Early Could Be the Right Call, Even With the Cut.

The standard advice says wait until 70 for the biggest Social Security check, but that math was built for someone…

Drew Wood | Jul 15, 2026 at 6:17 AM EDT

What It Takes to Earn $8,000 a Month From Dividends Without Chasing Yield

Eight thousand dollars a month is the kind of retirement income target that looks simple until the yield math starts…

Gerelyn Terzo | Jul 15, 2026 at 6:04 AM EDT

At 55 and in Her Highest Tax Bracket, Maxing the Roth 401(k) May Be the Wrong Call.

Picture a woman around 55, married, both spouses earning solid incomes, household income in the low six figures. She listens…

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Personal Finance Articles

All Personal Finance Articles

The $65,160 Income Limit Some Social Security Recipients Need to Know About

Everyone Says Wait to Claim Social Security. Here’s When You Shouldn’t.

The Average 401(k) Is $168,000. The Median Is $48,000. One of Those Numbers Is Misleading You.

He Had Retiree Health Coverage From a Fortune 500 Company. Medicare Still Fined Him for Enrolling Late

AI Isn’t Just Taking Jobs. It Could Spell Trouble for Social Security

He Won $25,000 on a Scratch Ticket at 70. Medicare Treated It Like a Salary for a Year

Lawmakers Fight to Solve $24,480 Social Security Problem

You Don’t Need a Million Dollars to Retire Comfortably. Here’s Why.

He Took an $18,000 Pay Cut Just to Get Back to Work. Here’s What It Actually Does to His Social Security.

64-Year-Old With $1.1 Million 401(k) Drains It Early to Lock in 8% Guaranteed Social Security Bump

‘A Huge and Risky Financial Maneuver’: Experts Push Back on BlackRock CEO’s $1.5 Trillion Social Security Plan

The State Tax Trap: Where the Same Retirement Portfolio Buys You Thousands More Every Year

A Plumber’s Body Gave Out at 63. For Skilled Tradesmen, Claiming Social Security Early Could Be the Right Call, Even With the Cut.

What It Takes to Earn $8,000 a Month From Dividends Without Chasing Yield

At 55 and in Her Highest Tax Bracket, Maxing the Roth 401(k) May Be the Wrong Call.

Let’s Be Real. For Most Retirees, Only One Caribbean Island Actually Works

Is This the Most Undervalued Sector ETF on the Market?

1 Ultra-High-Yield ETF Millions Are Buying That Could Wreck Your Retirement

Let's Be Real. For Most Retirees, Only One Caribbean Island Actually Works

Before You Tap Your 401(k) in Retirement, Make Sure You Know This Three-Bucket Rule

Let’s Be Real. For Most Retirees, Only One Caribbean Island Actually Works

Is This the Most Undervalued Sector ETF on the Market?

Personal Finance Articles

All Personal Finance Articles

The $65,160 Income Limit Some Social Security Recipients Need to Know About

Everyone Says Wait to Claim Social Security. Here’s When You Shouldn’t.

The Average 401(k) Is $168,000. The Median Is $48,000. One of Those Numbers Is Misleading You.

He Had Retiree Health Coverage From a Fortune 500 Company. Medicare Still Fined Him for Enrolling Late

AI Isn’t Just Taking Jobs. It Could Spell Trouble for Social Security

He Won $25,000 on a Scratch Ticket at 70. Medicare Treated It Like a Salary for a Year

Lawmakers Fight to Solve $24,480 Social Security Problem

You Don’t Need a Million Dollars to Retire Comfortably. Here’s Why.

He Took an $18,000 Pay Cut Just to Get Back to Work. Here’s What It Actually Does to His Social Security.

64-Year-Old With $1.1 Million 401(k) Drains It Early to Lock in 8% Guaranteed Social Security Bump

‘A Huge and Risky Financial Maneuver’: Experts Push Back on BlackRock CEO’s $1.5 Trillion Social Security Plan

The State Tax Trap: Where the Same Retirement Portfolio Buys You Thousands More Every Year

A Plumber’s Body Gave Out at 63. For Skilled Tradesmen, Claiming Social Security Early Could Be the Right Call, Even With the Cut.

What It Takes to Earn $8,000 a Month From Dividends Without Chasing Yield

At 55 and in Her Highest Tax Bracket, Maxing the Roth 401(k) May Be the Wrong Call.

Let’s Be Real. For Most Retirees, Only One Caribbean Island Actually Works

Is This the Most Undervalued Sector ETF on the Market?

1 Ultra-High-Yield ETF Millions Are Buying That Could Wreck Your Retirement

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Let's Be Real. For Most Retirees, Only One Caribbean Island Actually Works

Before You Tap Your 401(k) in Retirement, Make Sure You Know This Three-Bucket Rule