Personal Finance Articles

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5850 Articles

Maurie Backman | Jul 18, 2026 at 11:29 AM EDT

3 Times It Actually Makes Sense to Claim Social Security at 62

Filing for Social Security at 62 carries a permanent penalty, yet for some retirees, waiting actually costs more. The right…

Drew Wood | Jul 18, 2026 at 11:08 AM EDT

The Portfolio That Gives You a $2,000 Raise Every Year

Most investors chase the biggest yield they can find, but the portfolio that actually grows your income year after year…

David Beren | Jul 18, 2026 at 10:24 AM EDT

She Claimed Social Security at 62 and Kept Working. The Earnings Limit Took Back $1 of Every $2.

Claiming Social Security at 62 while holding down a job feels like a practical solution until a withholding notice arrives…

Gerelyn Terzo | Jul 18, 2026 at 10:05 AM EDT

They’ve Wanted to Downsize for Years, but a 3% Mortgage Trapped Them. As the Market Thaws, This Couple Faces a Fixed-Income Dilemma.

A 3% mortgage sounds like an asset until you price out what surrounds it. Retired couples across the country are…

Gerelyn Terzo | Jul 18, 2026 at 10:04 AM EDT

The Real Labor Shortage Isn’t AI. It’s Retiring Boomers. Here’s What That Means for Your Social Security.

Bosses are begging tired boomers to stay, and that awkward leverage changes every calculation about when to file for Social…

Drew Wood | Jul 18, 2026 at 9:00 AM EDT

The Portfolio That Lets You Cruise Through the News, Unbothered

Every new tariff headline, rate decision, and earnings miss seems to demand a financial response, and that constant pressure is…

Carl Sullivan | Jul 18, 2026 at 8:30 AM EDT

Retirees Are Realizing a $1 Million Nest Egg Only Means $28,000 in Real Annual Spending

Crossing the million-dollar savings milestone felt like financial freedom, but a single tax return in retirement can quietly erase a…

Drew Wood | Jul 18, 2026 at 7:11 AM EDT

Here’s the Funding It Takes to Keep Learning Forever

Lifelong learning sounds like a noble habit until you price it out across decades and realize it behaves more like…

Gerelyn Terzo | Jul 18, 2026 at 7:02 AM EDT

They Downsized and Freed $300,000 in Home Equity. It Let Them Delay Social Security to 70, and It Paid Off.

Selling the family home handed one couple a financial lever most retirees overlook, and the way they used it reshaped…

Gerelyn Terzo | Jul 18, 2026 at 6:04 AM EDT

The Social Security Move That Better Ensures His Wife Never Has to Worry About the House

Most couples build retirement around two incomes, two checks, two safety nets, but one event quietly erases half that picture…

Drew Wood | Jul 18, 2026 at 5:01 AM EDT

Create Your Own “Bad Luck Fund” For Life’s Inevitable Setbacks

Bad luck rarely arrives alone, and the standard emergency fund is sized for single blows, not the clusters that actually…

Marc Guberti | Jul 18, 2026 at 4:43 AM EDT

A $1.4 Million 401(k) Balance Can Still Cost You Thousands in Taxes Without This One Move

A $1.4 million 401(k) sounds like retirement security, but without a specific annual withdrawal strategy locked in before age 73,…

Marc Guberti | Jul 17, 2026 at 9:43 PM EDT

A $500,000 401(k) Balance Can Lose $140,000 to Hidden Fees. Here’s What to Do Now

Most retirement savers spend decades watching their balance grow without realizing a single overlooked line item on their plan statement…

Michael Williams | Jul 17, 2026 at 8:02 PM EDT

Arizona or Florida: Where a $1 Million Retirement Actually Goes Further

Both states promise sunshine and no winter, but one quiet line item in the annual budget quietly rewrites the entire…

Michael Williams | Jul 17, 2026 at 7:00 PM EDT

The Real Cost of Retiring in The Villages, Florida, on Social Security Alone

The golf carts and live music look affordable until you price the fee stack the sales office glosses over, and…

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Personal Finance Articles

All Personal Finance Articles

3 Times It Actually Makes Sense to Claim Social Security at 62

The Portfolio That Gives You a $2,000 Raise Every Year

She Claimed Social Security at 62 and Kept Working. The Earnings Limit Took Back $1 of Every $2.

They’ve Wanted to Downsize for Years, but a 3% Mortgage Trapped Them. As the Market Thaws, This Couple Faces a Fixed-Income Dilemma.

The Real Labor Shortage Isn’t AI. It’s Retiring Boomers. Here’s What That Means for Your Social Security.

The Portfolio That Lets You Cruise Through the News, Unbothered

Retirees Are Realizing a $1 Million Nest Egg Only Means $28,000 in Real Annual Spending

Here’s the Funding It Takes to Keep Learning Forever

They Downsized and Freed $300,000 in Home Equity. It Let Them Delay Social Security to 70, and It Paid Off.

The Social Security Move That Better Ensures His Wife Never Has to Worry About the House

Create Your Own “Bad Luck Fund” For Life’s Inevitable Setbacks

A $1.4 Million 401(k) Balance Can Still Cost You Thousands in Taxes Without This One Move

A $500,000 401(k) Balance Can Lose $140,000 to Hidden Fees. Here’s What to Do Now

Arizona or Florida: Where a $1 Million Retirement Actually Goes Further

The Real Cost of Retiring in The Villages, Florida, on Social Security Alone

She Didn’t Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.

58% Are Confident About Retirement. 46% Have Never Calculated What They Actually Need.

A Veteran Takes Up Trucking in His 60s. The New Paycheck Can Grow His Social Security, or Shrink It, Depending on One Thing.

She Didn't Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.

58% Are Confident About Retirement. 46% Have Never Calculated What They Actually Need.

She Didn’t Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.

58% Are Confident About Retirement. 46% Have Never Calculated What They Actually Need.

Personal Finance Articles

All Personal Finance Articles

3 Times It Actually Makes Sense to Claim Social Security at 62

The Portfolio That Gives You a $2,000 Raise Every Year

She Claimed Social Security at 62 and Kept Working. The Earnings Limit Took Back $1 of Every $2.

They’ve Wanted to Downsize for Years, but a 3% Mortgage Trapped Them. As the Market Thaws, This Couple Faces a Fixed-Income Dilemma.

The Real Labor Shortage Isn’t AI. It’s Retiring Boomers. Here’s What That Means for Your Social Security.

The Portfolio That Lets You Cruise Through the News, Unbothered

Retirees Are Realizing a $1 Million Nest Egg Only Means $28,000 in Real Annual Spending

Here’s the Funding It Takes to Keep Learning Forever

They Downsized and Freed $300,000 in Home Equity. It Let Them Delay Social Security to 70, and It Paid Off.

The Social Security Move That Better Ensures His Wife Never Has to Worry About the House

Create Your Own “Bad Luck Fund” For Life’s Inevitable Setbacks

A $1.4 Million 401(k) Balance Can Still Cost You Thousands in Taxes Without This One Move

A $500,000 401(k) Balance Can Lose $140,000 to Hidden Fees. Here’s What to Do Now

Arizona or Florida: Where a $1 Million Retirement Actually Goes Further

The Real Cost of Retiring in The Villages, Florida, on Social Security Alone

She Didn’t Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.

58% Are Confident About Retirement. 46% Have Never Calculated What They Actually Need.

A Veteran Takes Up Trucking in His 60s. The New Paycheck Can Grow His Social Security, or Shrink It, Depending on One Thing.

Featured Reads

She Didn't Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.

58% Are Confident About Retirement. 46% Have Never Calculated What They Actually Need.