Personal Finance Articles

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4627 Articles

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…

Michael Williams | May 31, 2026 at 1:15 PM EDT

I’m 53 With $1.5 Million and Want to Retire in Carmel With a Sports Car. Here’s the Real Math.

The fantasy is easy to picture. A bluff in Carmel or Encinitas, a garage with a silver 911, ocean air,…

Carl Sullivan | May 31, 2026 at 1:08 PM EDT

What $11,000 a Month Really Looks Like in Retirement at Age 65

An $11,000 monthly gross income sounds comfortable at age 65. It is, but that figure comes with higher Medicare premiums.…

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Personal Finance Articles

All Personal Finance Articles

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

I’m 53 With $1.5 Million and Want to Retire in Carmel With a Sports Car. Here’s the Real Math.

What $11,000 a Month Really Looks Like in Retirement at Age 65

A 5.54 Percent KOSPI Crash Became a 12 Percent KF Disaster – Here’s Why the Closed-End Wrapper Doubled the Damage

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

A $360 Semiconductor ETF Position Became $638 in Just Over Five Months. Here’s the Real Story.

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

A 5.54 Percent KOSPI Crash Became a 12 Percent KF Disaster – Here’s Why the Closed-End Wrapper Doubled the Damage

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

Personal Finance Articles

All Personal Finance Articles

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

I’m 53 With $1.5 Million and Want to Retire in Carmel With a Sports Car. Here’s the Real Math.

What $11,000 a Month Really Looks Like in Retirement at Age 65

A 5.54 Percent KOSPI Crash Became a 12 Percent KF Disaster – Here’s Why the Closed-End Wrapper Doubled the Damage

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

A $360 Semiconductor ETF Position Became $638 in Just Over Five Months. Here’s the Real Story.

Featured Reads

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?