Personal Finance Articles

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5634 Articles

Drew Wood | Jul 10, 2026 at 9:12 AM EDT

What Would It Take to Permanently Cover Long-Term Care Insurance Premiums?

A long-term care policy does not just protect against a future care bill. It also creates a premium bill that…

Drew Wood | Jul 10, 2026 at 8:06 AM EDT

Everyone’s Chasing Florida. Smart Retirees Are Quietly Buying Here Instead.

Florida is still the default retirement answer for many Americans, but the math has gotten harder. Insurance premiums, HOA fees,…

Carl Sullivan | Jul 10, 2026 at 7:57 AM EDT

Uncomfortable Math: A $2 Million Nest Egg at 66 Buys About $44,000 a Year

Two million dollars sounds like a retirement finish line, but taxes, healthcare, and inflation quietly carve away at that balance…

Drew Wood | Jul 10, 2026 at 7:06 AM EDT

A One-Time Roth Conversion at 64 Can Raise Your First Two Years of Medicare Premiums

A couple in their early 60s sits down in December to move $100,000 from a traditional IRA into a Roth.…

Gerelyn Terzo | Jul 10, 2026 at 7:00 AM EDT

Walmart Is Slashing Prices, but the Cost-of-Living Squeeze Still Has Retirees Claiming Social Security Too Soon.

In early July 2026, Walmart (NYSE:WMT | WMT Price Prediction) made headlines by revealing it would be trimming prices on…

Drew Wood | Jul 10, 2026 at 6:20 AM EDT

The 20-Year Dividend Strategy Built For Investors Who Don’t Need Income Yet

An investor who bought Microsoft (NASDAQ:MSFT | MSFT Price Prediction) ten years ago paid closer to $50 per share than…

Gerelyn Terzo | Jul 10, 2026 at 6:03 AM EDT

The Hardest Retirement Money Decisions Pile Up Just as the Mind Slows. A 68-Year-Old Is Locking In Her Social Security and Tax Moves While She’s Sharp.

She is 68, single, manages her own brokerage and IRA accounts, and reads the fine print on her Medicare statements.…

Drew Wood | Jul 10, 2026 at 5:10 AM EDT

Sell a Rental Property Once, and Medicare Treats You as Wealthy for 24 Months

A retired couple in their late 60s closes on the sale of a longtime rental property in 2024. After taxable…

Michael Williams | Jul 9, 2026 at 8:53 PM EDT

At 65, Your HSA Stops Being a Medical Account and Starts Beating Your 401(k)

If you have a Health Savings Account, you already own the only account in the U.S. tax code that gets…

Michael Williams | Jul 9, 2026 at 7:50 PM EDT

Lower Your Mortgage Payment Without Refinancing, Without Closing Costs, and Without a Credit Check

If you have a conventional mortgage, your lender is probably sitting on a button that can shrink your monthly payment…

Michael Williams | Jul 9, 2026 at 7:29 PM EDT

No, Your Teacher Pension Isn’t Enough, and the $49,000 Loophole Buried in Your Own Benefits Packet Could Save Your Retirement

Your state pension check looks like a safety net until you stack it against real retirement costs. Average annual household…

Michael Williams | Jul 9, 2026 at 6:47 PM EDT

Convert Your IRA While the Market Is Crashing and the IRS Basically Gives You a Discount

If you have a traditional IRA and you watched your balance drop earlier this year, the IRS quietly handed you…

Michael Williams | Jul 9, 2026 at 6:27 PM EDT

Your Business Is Your Retirement Plan? That’s the Million-Dollar Mistake. Open a Solo 401(k) Before December 31

Ask a founder how they plan to retire and you’ll often get a version of the same answer: “I’ll sell…

Danielle Liverance | Jul 9, 2026 at 5:59 PM EDT

They Did Everything Right. $2 Million Saved, No Debt, Home Paid Off. Suze Orman Says They Still Made a Huge Mistake

Suze Orman looked at a couple with $2 million saved, zero debt, and a pension on the way and told…

Michael Williams | Jul 9, 2026 at 5:25 PM EDT

Doctors Earning $400K Are Quietly Funneling $70,000 a Year Into a Roth the IRS Says They Can’t Have

A physician pulling $400,000 a year sits well above the Roth IRA contribution income limit. The IRS closes the front…

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Personal Finance Articles

All Personal Finance Articles

What Would It Take to Permanently Cover Long-Term Care Insurance Premiums?

Everyone’s Chasing Florida. Smart Retirees Are Quietly Buying Here Instead.

Uncomfortable Math: A $2 Million Nest Egg at 66 Buys About $44,000 a Year

A One-Time Roth Conversion at 64 Can Raise Your First Two Years of Medicare Premiums

Walmart Is Slashing Prices, but the Cost-of-Living Squeeze Still Has Retirees Claiming Social Security Too Soon.

The 20-Year Dividend Strategy Built For Investors Who Don’t Need Income Yet

The Hardest Retirement Money Decisions Pile Up Just as the Mind Slows. A 68-Year-Old Is Locking In Her Social Security and Tax Moves While She’s Sharp.

Sell a Rental Property Once, and Medicare Treats You as Wealthy for 24 Months

At 65, Your HSA Stops Being a Medical Account and Starts Beating Your 401(k)

Lower Your Mortgage Payment Without Refinancing, Without Closing Costs, and Without a Credit Check

No, Your Teacher Pension Isn’t Enough, and the $49,000 Loophole Buried in Your Own Benefits Packet Could Save Your Retirement

Convert Your IRA While the Market Is Crashing and the IRS Basically Gives You a Discount

Your Business Is Your Retirement Plan? That’s the Million-Dollar Mistake. Open a Solo 401(k) Before December 31

They Did Everything Right. $2 Million Saved, No Debt, Home Paid Off. Suze Orman Says They Still Made a Huge Mistake

Doctors Earning $400K Are Quietly Funneling $70,000 a Year Into a Roth the IRS Says They Can’t Have

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Everyone’s Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

Everyone's Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Personal Finance Articles

All Personal Finance Articles

What Would It Take to Permanently Cover Long-Term Care Insurance Premiums?

Everyone’s Chasing Florida. Smart Retirees Are Quietly Buying Here Instead.

Uncomfortable Math: A $2 Million Nest Egg at 66 Buys About $44,000 a Year

A One-Time Roth Conversion at 64 Can Raise Your First Two Years of Medicare Premiums

Walmart Is Slashing Prices, but the Cost-of-Living Squeeze Still Has Retirees Claiming Social Security Too Soon.

The 20-Year Dividend Strategy Built For Investors Who Don’t Need Income Yet

The Hardest Retirement Money Decisions Pile Up Just as the Mind Slows. A 68-Year-Old Is Locking In Her Social Security and Tax Moves While She’s Sharp.

Sell a Rental Property Once, and Medicare Treats You as Wealthy for 24 Months

At 65, Your HSA Stops Being a Medical Account and Starts Beating Your 401(k)

Lower Your Mortgage Payment Without Refinancing, Without Closing Costs, and Without a Credit Check

No, Your Teacher Pension Isn’t Enough, and the $49,000 Loophole Buried in Your Own Benefits Packet Could Save Your Retirement

Convert Your IRA While the Market Is Crashing and the IRS Basically Gives You a Discount

Your Business Is Your Retirement Plan? That’s the Million-Dollar Mistake. Open a Solo 401(k) Before December 31

They Did Everything Right. $2 Million Saved, No Debt, Home Paid Off. Suze Orman Says They Still Made a Huge Mistake

Doctors Earning $400K Are Quietly Funneling $70,000 a Year Into a Roth the IRS Says They Can’t Have

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Everyone’s Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

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Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

Everyone's Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead