Personal Finance Articles

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5510 Articles

Drew Wood | Apr 21, 2026 at 8:09 AM EDT

A 66-Year-Old With $1.1 Million Discovers the Tax Bomb Hiding Inside Her Traditional IRA

She did everything right. She saved diligently for decades, retired at 66 with $1.1 million in a traditional IRA, claimed…

Gerelyn Terzo | Apr 21, 2026 at 7:53 AM EDT

The $115,000 ISO Tax Trap: Why Exercising Stock Options in One Year Can Backfire

Exercising incentive stock options feels like a windfall moment. You have the grant, the stock has run up, and you…

Christy Bieber | Apr 20, 2026 at 4:39 PM EDT

Jim Cramer Says This Controversial Social Security Solution Could Be The Best Fix

Social Security is one of the most critical income sources for retirees in the United States, but it is unfortunately…

Don Lair | Apr 20, 2026 at 1:39 PM EDT

The Stealth Wealth Trap: Navigating Friendships When You’re Secretly Rich

When friends talk about retirement stress or career pivots, some people at the table already have more money than anyone…

Marc Guberti | Apr 20, 2026 at 12:59 PM EDT

I need a job that pays more than $100k, is low stress, and has good work life balance – where should I look?

Many people seek jobs that offer a good combination of high pay and low stress. While most jobs require giving…

Gerelyn Terzo | Apr 20, 2026 at 11:17 AM EDT

Self-Employed Workers Face 12.4% Social Security Tax Hit in 2026. Here’s How to Cut It

Running your own business means freedom, flexibility, and a tax bill that can feel like a gut punch. When you…

Carl Sullivan | Apr 20, 2026 at 10:24 AM EDT

529 vs. UTMA: Jade Warshaw’s Advice on Saving for Kids

A father named Josh called The Ramsey Show recently with a problem most parents would envy: He and his wife…

Gerelyn Terzo | Apr 20, 2026 at 10:17 AM EDT

Social Security Abroad: The Countries Where Your Monthly Check Goes Furthest in 2026

One American couple spent 15 years in a penthouse apartment with river and mountain views, dining out several times a…

Carl Sullivan | Apr 20, 2026 at 10:16 AM EDT

Ramsey Show to Miserly Retiree With $2.4M: Don’t Be Afraid to Spend

Charlie is a retired IBM computer engineer with $2.4 million in net worth and 50 years of sports officiating under…

Gerelyn Terzo | Apr 20, 2026 at 9:52 AM EDT

Why High Earners in the 37% Tax Bracket Are Switching From Treasuries to Municipal Bonds

A 4.5% municipal bond yield and a 4.29% 10-year Treasury yield look nearly identical on paper. For someone in the…

Gerelyn Terzo | Apr 20, 2026 at 9:49 AM EDT

The Income Level That Makes 85 Percent of Your Social Security Check Taxable

A married couple each collecting Social Security discovers they owe taxes they never expected. Their benefits felt modest. Their IRA…

Drew Wood | Apr 20, 2026 at 9:08 AM EDT

Retiring at 67 With $950,000 Means Navigating a $7,200 Annual Gap Nobody Budgets For

Retiring at 67 with $950,000 saved and Social Security paying $3,200 per month looks comfortable on paper. Run the standard…

Drew Wood | Apr 20, 2026 at 9:06 AM EDT

A Dividend Portfolio That Pays a $45,000 Salary on $700K Invested

$700,000 invested at a blended yield near 6.4% produces roughly $45,000 a year in income. That is a full-time median…

Drew Wood | Apr 20, 2026 at 9:05 AM EDT

The 8% Yield Portfolio That Actually Lets You Sleep at Night

An 8% yield sits in a sweet spot: high enough to generate real income on a realistic capital base, low…

Gerelyn Terzo | Apr 20, 2026 at 6:52 AM EDT

Why Doctors and Lawyers in High-Tax States Are Moving Money Into Muni Bonds as Rates Rise

A physician in California earning $500,000 a year hands roughly half of every dollar of taxable investment income to the…

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Personal Finance Articles

All Personal Finance Articles

A 66-Year-Old With $1.1 Million Discovers the Tax Bomb Hiding Inside Her Traditional IRA

The $115,000 ISO Tax Trap: Why Exercising Stock Options in One Year Can Backfire

Jim Cramer Says This Controversial Social Security Solution Could Be The Best Fix

The Stealth Wealth Trap: Navigating Friendships When You’re Secretly Rich

I need a job that pays more than $100k, is low stress, and has good work life balance – where should I look?

Self-Employed Workers Face 12.4% Social Security Tax Hit in 2026. Here’s How to Cut It

529 vs. UTMA: Jade Warshaw’s Advice on Saving for Kids

Social Security Abroad: The Countries Where Your Monthly Check Goes Furthest in 2026

Ramsey Show to Miserly Retiree With $2.4M: Don’t Be Afraid to Spend

Why High Earners in the 37% Tax Bracket Are Switching From Treasuries to Municipal Bonds

The Income Level That Makes 85 Percent of Your Social Security Check Taxable

Retiring at 67 With $950,000 Means Navigating a $7,200 Annual Gap Nobody Budgets For

A Dividend Portfolio That Pays a $45,000 Salary on $700K Invested

The 8% Yield Portfolio That Actually Lets You Sleep at Night

Why Doctors and Lawyers in High-Tax States Are Moving Money Into Muni Bonds as Rates Rise

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

A 66-Year-Old With $1.1 Million Discovers the Tax Bomb Hiding Inside Her Traditional IRA

The $115,000 ISO Tax Trap: Why Exercising Stock Options in One Year Can Backfire

Jim Cramer Says This Controversial Social Security Solution Could Be The Best Fix

The Stealth Wealth Trap: Navigating Friendships When You’re Secretly Rich

I need a job that pays more than $100k, is low stress, and has good work life balance – where should I look?

Self-Employed Workers Face 12.4% Social Security Tax Hit in 2026. Here’s How to Cut It

529 vs. UTMA: Jade Warshaw’s Advice on Saving for Kids

Social Security Abroad: The Countries Where Your Monthly Check Goes Furthest in 2026

Ramsey Show to Miserly Retiree With $2.4M: Don’t Be Afraid to Spend

Why High Earners in the 37% Tax Bracket Are Switching From Treasuries to Municipal Bonds

The Income Level That Makes 85 Percent of Your Social Security Check Taxable

Retiring at 67 With $950,000 Means Navigating a $7,200 Annual Gap Nobody Budgets For

A Dividend Portfolio That Pays a $45,000 Salary on $700K Invested

The 8% Yield Portfolio That Actually Lets You Sleep at Night

Why Doctors and Lawyers in High-Tax States Are Moving Money Into Muni Bonds as Rates Rise

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