Personal Finance Articles

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5838 Articles

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…

Michael Williams | Jul 17, 2026 at 6:48 PM EDT

He Worked Past 65 at a 12-Person Firm. His Insurance Quietly Became Secondary and Denied Everything

A machinist spent two decades trusting his employer health plan, turned 65, kept working, and never touched Medicare. Then a…

Michael Williams | Jul 17, 2026 at 6:23 PM EDT

That $6,000 Disney Trip Actually Costs $9,000. Here’s the Math Nobody Shows You.

Nearly half of parents borrow to take their kids to Disney, and when the credit card statement finally clears, the…

Michael Williams | Jul 17, 2026 at 5:52 PM EDT

Nobody Wants to Retire in Oklahoma. Maybe That’s Exactly Why You Should

A Plains state most retirees dismiss without a second thought keeps showing up in the spreadsheets of people with modest…

Michael Williams | Jul 17, 2026 at 5:45 PM EDT

Dementia Is Retirement’s Most Expensive Diagnosis. Medicare’s Share of the Care Bill Is Almost Zero

Most families assume Medicare will carry the weight of a dementia diagnosis, and that assumption can quietly drain a retirement…

Michael Williams | Jul 17, 2026 at 5:22 PM EDT

I’m 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Amy spent decades building a $3 million-plus balance sheet, but a layoff left her rattled and second-guessing everything. Now at…

Carl Sullivan | Jul 17, 2026 at 4:39 PM EDT

Nobody Warned This 72-Year-Old His First RMD Would Cost an Extra $19,000 in Tax

His savings looked fine on paper, but the moment his first Required Minimum Distribution kicked in, a cascade of tax…

David Beren | Jul 17, 2026 at 3:08 PM EDT

A 68-Year-Old With $850,000 in a Traditional IRA Is Sitting on a Six-Figure Tax Bill. Here’s How Retirees Shrink It.

A growing traditional IRA balance feels like success until the IRS starts forcing taxable withdrawals that stack on top of…

Maurie Backman | Jul 17, 2026 at 2:13 PM EDT

3 Ways Americans Accidentally Leave Social Security Money Behind on The Table

After decades of paying into Social Security, most people assume they'll collect every dollar they earned. But a few surprisingly…

Gerelyn Terzo | Jul 17, 2026 at 2:01 PM EDT

Suze Orman Says the Biggest Financial Gift You Can Leave Your Spouse Is One Social Security Decision.

Picture a couple in their early sixties. He spent 35 years in a higher-paying career. She stepped in and out…

Maurie Backman | Jul 17, 2026 at 1:25 PM EDT

How One RMD Mistake Triggers a $690 Medicare Bill

Your RMDs could quietly trigger a Medicare surcharge that sends your monthly premiums soaring far beyond what most retirees expect.…

Maurie Backman | Jul 17, 2026 at 12:23 PM EDT

The Roth Conversion Trick That Could Save You More Than $50,000

Converting a large traditional IRA or 401(k) to a Roth sounds straightforward, but one common timing mistake quietly hands the…

David Beren | Jul 17, 2026 at 12:14 PM EDT

The Widow’s Penalty: Same Savings, Same House, a Higher Tax Bracket After One Spouse Dies

When one spouse dies, the survivor keeps the same house, the same bills, and nearly the same income, yet the…

Drew Wood | Jul 17, 2026 at 11:37 AM EDT

Can a Conservative Portfolio Really Generate $4,000 a Month in Retirement Income?

Four thousand dollars a month can cover a paid-off house, groceries, utilities, insurance, and modest travel in many parts of…

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Personal Finance Articles

All Personal Finance Articles

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

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

He Worked Past 65 at a 12-Person Firm. His Insurance Quietly Became Secondary and Denied Everything

That $6,000 Disney Trip Actually Costs $9,000. Here’s the Math Nobody Shows You.

Nobody Wants to Retire in Oklahoma. Maybe That’s Exactly Why You Should

Dementia Is Retirement’s Most Expensive Diagnosis. Medicare’s Share of the Care Bill Is Almost Zero

I’m 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Nobody Warned This 72-Year-Old His First RMD Would Cost an Extra $19,000 in Tax

A 68-Year-Old With $850,000 in a Traditional IRA Is Sitting on a Six-Figure Tax Bill. Here’s How Retirees Shrink It.

3 Ways Americans Accidentally Leave Social Security Money Behind on The Table

Suze Orman Says the Biggest Financial Gift You Can Leave Your Spouse Is One Social Security Decision.

How One RMD Mistake Triggers a $690 Medicare Bill

The Roth Conversion Trick That Could Save You More Than $50,000

The Widow’s Penalty: Same Savings, Same House, a Higher Tax Bracket After One Spouse Dies

Can a Conservative Portfolio Really Generate $4,000 a Month in Retirement Income?

How to Create Warren Buffett’s 90/10 Portfolio, But With an 11% Yield

Claiming Social Security at 62 vs. Building a Dividend Bridge: Which Leaves You Richer at 75?

Retirement Is 10,000 Days With No Paycheck. These 4 ETFs Deposit One Every Month

Claiming Social Security at 62 vs. Building a Dividend Bridge: Which Leaves You Richer at 75?

How a 67-Year-Old Built a $4,800 Monthly Paycheck Around SCHD, JEPQ, and O

How to Create Warren Buffett’s 90/10 Portfolio, But With an 11% Yield

Claiming Social Security at 62 vs. Building a Dividend Bridge: Which Leaves You Richer at 75?

Personal Finance Articles

All Personal Finance Articles

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

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

He Worked Past 65 at a 12-Person Firm. His Insurance Quietly Became Secondary and Denied Everything

That $6,000 Disney Trip Actually Costs $9,000. Here’s the Math Nobody Shows You.

Nobody Wants to Retire in Oklahoma. Maybe That’s Exactly Why You Should

Dementia Is Retirement’s Most Expensive Diagnosis. Medicare’s Share of the Care Bill Is Almost Zero

I’m 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Nobody Warned This 72-Year-Old His First RMD Would Cost an Extra $19,000 in Tax

A 68-Year-Old With $850,000 in a Traditional IRA Is Sitting on a Six-Figure Tax Bill. Here’s How Retirees Shrink It.

3 Ways Americans Accidentally Leave Social Security Money Behind on The Table

Suze Orman Says the Biggest Financial Gift You Can Leave Your Spouse Is One Social Security Decision.

How One RMD Mistake Triggers a $690 Medicare Bill

The Roth Conversion Trick That Could Save You More Than $50,000

The Widow’s Penalty: Same Savings, Same House, a Higher Tax Bracket After One Spouse Dies

Can a Conservative Portfolio Really Generate $4,000 a Month in Retirement Income?

How to Create Warren Buffett’s 90/10 Portfolio, But With an 11% Yield

Claiming Social Security at 62 vs. Building a Dividend Bridge: Which Leaves You Richer at 75?

Retirement Is 10,000 Days With No Paycheck. These 4 ETFs Deposit One Every Month

Featured Reads

Claiming Social Security at 62 vs. Building a Dividend Bridge: Which Leaves You Richer at 75?

How a 67-Year-Old Built a $4,800 Monthly Paycheck Around SCHD, JEPQ, and O