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5891 Articles

Gerelyn Terzo | Jul 20, 2026 at 7:03 AM EDT

He Needs $40,000 for a New Roof. Pulling It From His IRA Would Tax His Social Security and Spike His Medicare. Borrowing Against the House Wouldn’t.

A $40,000 roof withdrawal from a traditional IRA looks straightforward until it quietly rewrites a retiree's Social Security tax bill…

Danielle Liverance | Jul 20, 2026 at 6:54 AM EDT

Americans Have A New ‘Magic Number’ to Retire. But 1 in 3 Have More Credit Card Debt Than Savings.

Americans keep raising the bar on what it takes to retire comfortably, yet a surprising share of workers are moving…

Danielle Liverance | Jul 20, 2026 at 6:20 AM EDT

Less Than 1% Of Americans Fight Denied Insurance Claims: The Math Says That’s A Terrible Idea

Insurers deny roughly one in five claims, and they are counting on something specific about your behavior when that letter…

Gerelyn Terzo | Jul 20, 2026 at 6:02 AM EDT

He Spent the ’90s in the Army, Now He Drives an 18-Wheeler. A Rule Already Padded His Social Security, One Younger Veterans Won’t Get.

Two veterans can drive the same trucking routes, retire on the same day, and walk away with different Social Security…

Marc Guberti | Jul 19, 2026 at 8:59 PM EDT

Roth Conversions at 66: The Strategic Move That Saves Widows Thousands in IRMAA Surcharges and Tax Brackets

When one spouse dies, the survivor's tax bill can surge overnight in ways most couples never see coming. The window…

Michael Williams | Jul 19, 2026 at 7:23 PM EDT

The Tax Return You Filed in April Just Set Your 2027 Medicare Premium, and It’s Locked Unless Your Life Changes

That Roth conversion or big RMD you took last year may have already triggered a Medicare surcharge you cannot appeal,…

Michael Williams | Jul 19, 2026 at 6:55 PM EDT

What It Takes to Retire in Hawaii at 62 on $1.5 Million Without Touching Your Principal

A paid-off condo in Honolulu and seven figures in the bank sounds like enough, but Hawaii's tax code has a…

Michael Williams | Jul 19, 2026 at 6:20 PM EDT

Married Filing Separately Is Medicare’s Most Expensive Tax Status: the Surcharges Start at $109,000 and Skip Straight to the Top

Filing status is a Medicare decision, not just a tax one, and married couples who overlook that connection before April…

Michael Williams | Jul 19, 2026 at 5:27 PM EDT

Let’s Be Real. For Most Retirees, Only One Florida Beach Town Actually Works

Most of the Florida coastline has already priced out the median retiree, and the list of towns that still work…

Michael Williams | Jul 19, 2026 at 5:19 PM EDT

Live Near a 5-Star Medicare Plan and You Don’t Have to Wait for Open Enrollment to Switch

Most Medicare enrollees assume a December deadline locks them out of switching plans until fall, but a little-known quality-based loophole…

David Beren | Jul 19, 2026 at 3:30 PM EDT

Spend the IRA First, Claim Social Security Last: The Order That Adds Six Figures for $500,000 Retirees

For retirees with around $500,000 in a traditional IRA, the order in which they tap accounts and claim Social Security…

Marc Guberti | Jul 19, 2026 at 2:59 PM EDT

The $50,000 401(k) Withdrawal Move That Saves Retirees From Medicare Surcharge Shock

Pulling $50,000 a year from a traditional 401(k) in retirement sounds conservative until a letter from Social Security arrives two…

Gerelyn Terzo | Jul 19, 2026 at 2:04 PM EDT

Why the $2,000 Social Security Check Hits Harder for Bottom-Half Earners in 2026

For millions of retirees, a single government deposit covers rent, groceries, utilities, and healthcare with nothing left over, which means…

Maurie Backman | Jul 19, 2026 at 1:42 PM EDT

3 Social Security Birthdays That Decide the Size of Your Check

The age you choose to file for Social Security can mean the difference between a comfortable retirement and scrambling to…

Gerelyn Terzo | Jul 19, 2026 at 1:00 PM EDT

He Lost His White-Collar Job at 54. A $100K Shipbuilding Trade Could Rebuild More Than His Income, It Could Boost His Social Security.

A corporate layoff at 54 sounds like a financial disaster, but a surprising move in the trades could do something…

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Personal Finance Articles

All Personal Finance Articles

He Needs $40,000 for a New Roof. Pulling It From His IRA Would Tax His Social Security and Spike His Medicare. Borrowing Against the House Wouldn’t.

Americans Have A New ‘Magic Number’ to Retire. But 1 in 3 Have More Credit Card Debt Than Savings.

Less Than 1% Of Americans Fight Denied Insurance Claims: The Math Says That’s A Terrible Idea

He Spent the ’90s in the Army, Now He Drives an 18-Wheeler. A Rule Already Padded His Social Security, One Younger Veterans Won’t Get.

Roth Conversions at 66: The Strategic Move That Saves Widows Thousands in IRMAA Surcharges and Tax Brackets

The Tax Return You Filed in April Just Set Your 2027 Medicare Premium, and It’s Locked Unless Your Life Changes

What It Takes to Retire in Hawaii at 62 on $1.5 Million Without Touching Your Principal

Married Filing Separately Is Medicare’s Most Expensive Tax Status: the Surcharges Start at $109,000 and Skip Straight to the Top

Let’s Be Real. For Most Retirees, Only One Florida Beach Town Actually Works

Live Near a 5-Star Medicare Plan and You Don’t Have to Wait for Open Enrollment to Switch

Spend the IRA First, Claim Social Security Last: The Order That Adds Six Figures for $500,000 Retirees

The $50,000 401(k) Withdrawal Move That Saves Retirees From Medicare Surcharge Shock

Why the $2,000 Social Security Check Hits Harder for Bottom-Half Earners in 2026

3 Social Security Birthdays That Decide the Size of Your Check

He Lost His White-Collar Job at 54. A $100K Shipbuilding Trade Could Rebuild More Than His Income, It Could Boost His Social Security.

Stock Market Live July 28, 2028: S&P 500 (SPY) Struggling to Stay Green

Live Nasdaq Composite: Semiconductor Sell-Off Drags Nasdaq Lower in Split Market

Apple Can Cement Its $5 Trillion Status on July 27

Prediction: This ‘Boring’ Dividend ETF Secretly Rides the AI Trade and Out-Earns Your High-Yield Fund by 2036

Strip Away Your Bias and Take a Look at Tesla Objectively

25 Health Systems Have Dropped Medicare Advantage in 2026. Here's What Enrollees Should Do Now.

New for 2026: Workers 60 to 63 Can Put Away an Extra $11,250. Almost Nobody Does.

Prediction: This ‘Boring’ Dividend ETF Secretly Rides the AI Trade and Out-Earns Your High-Yield Fund by 2036

Strip Away Your Bias and Take a Look at Tesla Objectively

Personal Finance Articles

All Personal Finance Articles

He Needs $40,000 for a New Roof. Pulling It From His IRA Would Tax His Social Security and Spike His Medicare. Borrowing Against the House Wouldn’t.

Americans Have A New ‘Magic Number’ to Retire. But 1 in 3 Have More Credit Card Debt Than Savings.

Less Than 1% Of Americans Fight Denied Insurance Claims: The Math Says That’s A Terrible Idea

He Spent the ’90s in the Army, Now He Drives an 18-Wheeler. A Rule Already Padded His Social Security, One Younger Veterans Won’t Get.

Roth Conversions at 66: The Strategic Move That Saves Widows Thousands in IRMAA Surcharges and Tax Brackets

The Tax Return You Filed in April Just Set Your 2027 Medicare Premium, and It’s Locked Unless Your Life Changes

What It Takes to Retire in Hawaii at 62 on $1.5 Million Without Touching Your Principal

Married Filing Separately Is Medicare’s Most Expensive Tax Status: the Surcharges Start at $109,000 and Skip Straight to the Top

Let’s Be Real. For Most Retirees, Only One Florida Beach Town Actually Works

Live Near a 5-Star Medicare Plan and You Don’t Have to Wait for Open Enrollment to Switch

Spend the IRA First, Claim Social Security Last: The Order That Adds Six Figures for $500,000 Retirees

The $50,000 401(k) Withdrawal Move That Saves Retirees From Medicare Surcharge Shock

Why the $2,000 Social Security Check Hits Harder for Bottom-Half Earners in 2026

3 Social Security Birthdays That Decide the Size of Your Check

He Lost His White-Collar Job at 54. A $100K Shipbuilding Trade Could Rebuild More Than His Income, It Could Boost His Social Security.

Stock Market Live July 28, 2028: S&P 500 (SPY) Struggling to Stay Green

Live Nasdaq Composite: Semiconductor Sell-Off Drags Nasdaq Lower in Split Market

Apple Can Cement Its $5 Trillion Status on July 27

Prediction: This ‘Boring’ Dividend ETF Secretly Rides the AI Trade and Out-Earns Your High-Yield Fund by 2036

Strip Away Your Bias and Take a Look at Tesla Objectively

Featured Reads

25 Health Systems Have Dropped Medicare Advantage in 2026. Here's What Enrollees Should Do Now.

New for 2026: Workers 60 to 63 Can Put Away an Extra $11,250. Almost Nobody Does.