Personal Finance Articles

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5143 Articles

Gerelyn Terzo | Jun 22, 2026 at 6:02 AM EDT

A 62-Year-Old Wants In on SpaceX’s 37% Pop. Holding It in a Roth vs. a Brokerage Account Changes Everything at Tax Time.

A 62-year-old who just stopped working full-time is staring at the same headline everyone else is staring at this week.…

Michael Williams | Jun 22, 2026 at 6:02 AM EDT

The 0% Capital Gains Bracket Exists. Here’s Why Most People Never Use It.

If you own a taxable brokerage account, there’s a tax bracket sitting right above the standard deduction where Uncle Sam…

Michael Williams | Jun 22, 2026 at 5:47 AM EDT

What It Takes to Retire in Scottsdale at 60 and Never Worry About Money Again

Someone in their late 50s, looking at a paid-off house or healthy 401(k), often wonders if Scottsdale at 60 works.…

Michael Williams | Jun 22, 2026 at 5:03 AM EDT

Government Workers Have Access to a Retirement Account Private Sector Employees Don’t Know Exists

If you work for a state, a city, a public school, a public hospital, or certain tax-exempt nonprofits, you probably…

Thomas Richmond | Jun 21, 2026 at 6:37 PM EDT

Dave Ramsey Tells Couple Supporting 84-Year-Old Father-in-Law With $33,000 of Debt: ‘It Won’t End Until You End It’

A couple called The Ramsey Show and explained that their 84-year-old father-in-law lost his retirement money to bad investments and…

Drew Wood | Jun 21, 2026 at 4:27 PM EDT

Your Medicare Advantage Plan Stops at the County Line. Original Medicare Doesn’t

A 68-year-old retiree in Phoenix spends three months every summer with her daughter in Vermont. She likes her Medicare Advantage…

Gerelyn Terzo | Jun 21, 2026 at 2:02 PM EDT

Claim at 62 and Invest It Sounds Smart. A 63-Year-Old Tried It and Spent the Checks Instead.

Picture a man, 63, one year into early Social Security. He filed at age 62 with a plan: take the…

Drew Wood | Jun 21, 2026 at 2:01 PM EDT

He Saved $1 Million For Retirement. Can He Finally Buy The Corvette?

At 67, Mike has done almost everything right. His house is paid off, the kids are grown, and after decades…

Drew Wood | Jun 21, 2026 at 1:12 PM EDT

The Retirement Strategy That Says Spend More and Worry Less

A generation of retirement advice has focused on one fear above all others: running out of money. Yet for many…

Danielle Liverance | Jun 21, 2026 at 1:01 PM EDT

66-Year-Old Millionaire From Washington Discovers One Wrong Choice Would Cut His Social Security Income In Half

Scott from Bellingham, Washington wrote into the Talking Real Money podcast on June 17 with a question that carries six-figure…

David Beren | Jun 21, 2026 at 11:59 AM EDT

The Median American Has $8,000 in Savings. Here’s Why That Number Matters More Than the $62,410 Average

The most useful question about American savings is which number you choose to compare yourself against. The Federal Reserve’s latest…

Drew Wood | Jun 21, 2026 at 11:17 AM EDT

Cross One IRMAA Line and Your Surcharge Doesn’t Nudge Up — It Jumps About $1,500 a Year

A single filer whose 2024 modified adjusted gross income came in at $137,500 just opened her first 2026 Medicare bill.…

Drew Wood | Jun 21, 2026 at 10:39 AM EDT

5 Reasons To Retire In West Virginia And 1 Big Reason Not To

A lot of people treat West Virginia like a punchline or a place you drive through on the way somewhere…

Gerelyn Terzo | Jun 21, 2026 at 10:03 AM EDT

Disabled at 57, She Can Claim Survivor Benefits Now, Not at 60. Most Widows Miss This Rule.

She is 57, widowed, and disabled. Her late husband’s earnings record would produce a survivor benefit of roughly $1,800 a…

Drew Wood | Jun 21, 2026 at 9:09 AM EDT

You Retired This Year. Medicare Is Charging You Off the Six-Figure Salary You Earned in 2024

A 66-year-old who walked out of her corporate job last December opened her first Medicare bill in January and found…

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Personal Finance Articles

All Personal Finance Articles

A 62-Year-Old Wants In on SpaceX’s 37% Pop. Holding It in a Roth vs. a Brokerage Account Changes Everything at Tax Time.

The 0% Capital Gains Bracket Exists. Here’s Why Most People Never Use It.

What It Takes to Retire in Scottsdale at 60 and Never Worry About Money Again

Government Workers Have Access to a Retirement Account Private Sector Employees Don’t Know Exists

Dave Ramsey Tells Couple Supporting 84-Year-Old Father-in-Law With $33,000 of Debt: ‘It Won’t End Until You End It’

Your Medicare Advantage Plan Stops at the County Line. Original Medicare Doesn’t

Claim at 62 and Invest It Sounds Smart. A 63-Year-Old Tried It and Spent the Checks Instead.

He Saved $1 Million For Retirement. Can He Finally Buy The Corvette?

The Retirement Strategy That Says Spend More and Worry Less

66-Year-Old Millionaire From Washington Discovers One Wrong Choice Would Cut His Social Security Income In Half

The Median American Has $8,000 in Savings. Here’s Why That Number Matters More Than the $62,410 Average

Cross One IRMAA Line and Your Surcharge Doesn’t Nudge Up — It Jumps About $1,500 a Year

5 Reasons To Retire In West Virginia And 1 Big Reason Not To

Disabled at 57, She Can Claim Survivor Benefits Now, Not at 60. Most Widows Miss This Rule.

You Retired This Year. Medicare Is Charging You Off the Six-Figure Salary You Earned in 2024

Qualcomm Wants to Bring AI Data Center Power to Your Smartphone

The Antonio Filosa Report Card: Grading Stellantis’ CEO After 1 Year

Forget Pepsi: As Volatility Tests Consumer Staples, This Global Household Name Wins Every Time

Same Portfolio. Same Retirement. A 10-Mile Move Costs One Couple $10,000 A Year

She Remarried at 62 and Assumed She Lost Her Late Husband's Survivor Benefit. The Age-60 Rule Says Otherwise.

Qualcomm Wants to Bring AI Data Center Power to Your Smartphone

The Antonio Filosa Report Card: Grading Stellantis’ CEO After 1 Year

Personal Finance Articles

All Personal Finance Articles

A 62-Year-Old Wants In on SpaceX’s 37% Pop. Holding It in a Roth vs. a Brokerage Account Changes Everything at Tax Time.

The 0% Capital Gains Bracket Exists. Here’s Why Most People Never Use It.

What It Takes to Retire in Scottsdale at 60 and Never Worry About Money Again

Government Workers Have Access to a Retirement Account Private Sector Employees Don’t Know Exists

Dave Ramsey Tells Couple Supporting 84-Year-Old Father-in-Law With $33,000 of Debt: ‘It Won’t End Until You End It’

Your Medicare Advantage Plan Stops at the County Line. Original Medicare Doesn’t

Claim at 62 and Invest It Sounds Smart. A 63-Year-Old Tried It and Spent the Checks Instead.

He Saved $1 Million For Retirement. Can He Finally Buy The Corvette?

The Retirement Strategy That Says Spend More and Worry Less

66-Year-Old Millionaire From Washington Discovers One Wrong Choice Would Cut His Social Security Income In Half

The Median American Has $8,000 in Savings. Here’s Why That Number Matters More Than the $62,410 Average

Cross One IRMAA Line and Your Surcharge Doesn’t Nudge Up — It Jumps About $1,500 a Year

5 Reasons To Retire In West Virginia And 1 Big Reason Not To

Disabled at 57, She Can Claim Survivor Benefits Now, Not at 60. Most Widows Miss This Rule.

You Retired This Year. Medicare Is Charging You Off the Six-Figure Salary You Earned in 2024

Qualcomm Wants to Bring AI Data Center Power to Your Smartphone

The Antonio Filosa Report Card: Grading Stellantis’ CEO After 1 Year

Forget Pepsi: As Volatility Tests Consumer Staples, This Global Household Name Wins Every Time

Featured Reads

Same Portfolio. Same Retirement. A 10-Mile Move Costs One Couple $10,000 A Year

She Remarried at 62 and Assumed She Lost Her Late Husband's Survivor Benefit. The Age-60 Rule Says Otherwise.