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4605 Articles

Maurie Backman | May 30, 2026 at 11:29 AM EDT

Retirees Are Furious That Their COLA Can’t Keep Up With Soaring Healthcare Costs

Social Security plays a big role in many people’s retirement. Without those benefits, a lot of seniors would not be…

David Beren | May 30, 2026 at 11:23 AM EDT

What Happens to a $4.2 Million Estate When the Older Spouse Dies First vs. Second, and Why the Order Determines a $700,000 Tax Gap

A 73-year-old husband and 70-year-old wife sitting on $4.2 million in retirement and brokerage assets generally assume the federal estate…

Drew Wood | May 30, 2026 at 11:21 AM EDT

Tax Aware Dividend Stacking: How a $750,000 Roth Portfolio Pays $42,000 Federally Tax Free

A 65 year old retiree sitting on $750,000 inside a Roth IRA can engineer roughly $42,000 of annual dividend income…

Austin Smith | May 30, 2026 at 11:00 AM EDT

The $200,000 Social Security Mistake Couples Make at 64 Without Realizing It

The Decision Sitting on the Kitchen Table You are both 64. One of you earned more over a long career,…

David Beren | May 30, 2026 at 10:27 AM EDT

The Cash Balance Plan a 58-Year-Old Solo Consultant Is Using to Shelter $312,000 a Year From Federal Tax

A 58-year-old strategy consultant working solo, with 2025 net Schedule C income of $480,000, has already filled the obvious retirement…

Carl Sullivan | May 30, 2026 at 10:27 AM EDT

73-Year-Old Widow With $2.1M Discovers Husband’s IRA Beneficiary Election Triggered a $96K Tax Bill

Margaret is 73. Her husband died in March, and six months later, her CPA delivered some bad news. A single…

Ian Cooper | May 30, 2026 at 10:21 AM EDT

Want $9,000 in Annual Passive Income? Invest $100,000 Into These 3 Monthly Paying Funds

A retiree with $100,000 in a brokerage account wants a predictable monthly check covering recurring bills. The target is $750…

Michael Williams | May 30, 2026 at 10:15 AM EDT

Social Security’s Windfall Elimination Provision is Gone. Here’s How to Claim What You’re Owed

A retired California schoolteacher watched her late husband’s Social Security survivor benefit get zeroed out the day she filed. A…

Drew Wood | May 30, 2026 at 9:46 AM EDT

A 64-Year-Old Single Restaurant Owner Selling for $1.2 Million Cash Discovers a 1031 Won’t Help Him But This Strategy Will

A 64-year-old restaurant owner has spent 25 years building an independent business and recently accepted a $1.2 million cash offer…

Austin Smith | May 30, 2026 at 9:30 AM EDT

The $450,000 Debt Trap That Costs Dentists $1 Million in Forgone Income

A dentist three years out of school carrying $450,000 in student loans is staring at a fork in the road.…

Drew Wood | May 30, 2026 at 9:18 AM EDT

The Two Bucket Income Portfolio That Pays $5,000 a Month Plus a Cash Reserve to Survive 2008 Style Drawdowns

Generating $5,000 per month in passive income works out to $60,000 annually, a level many retirees target to cover core…

Christy Bieber | May 30, 2026 at 9:00 AM EDT

Social Security’s Biggest Pay Raise in 4 Years is Just Around the Corner. But There’s a Catch.

Social Security retirees could be in for a major change to their Social Security benefits in 2027. The upcoming cost-of-living…

Michael Williams | May 30, 2026 at 9:00 AM EDT

Widows Lose $200,000 Over 20 Years When Husbands Claim Social Security at 62

When a husband claims Social Security at 62 and dies a few years later, his widow often discovers something painful:…

Drew Wood | May 30, 2026 at 8:35 AM EDT

Can You Retire in Sarasota on $5,500 a Month? Only If These 3 Things Are True.

Someone in their late fifties or early sixties is looking at Sarasota, doing the napkin math, and wants to know…

Michael Williams | May 30, 2026 at 7:30 AM EDT

The $253,000 Mistake Suze Orman Says Investors Make When Hiring a Friend’s Financial Advisor

On the May 17 episode of her podcast, “Why Friendship Isn’t a Financial Plan,” Suze Orman told the story of…

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Personal Finance Articles

All Personal Finance Articles

Retirees Are Furious That Their COLA Can’t Keep Up With Soaring Healthcare Costs

What Happens to a $4.2 Million Estate When the Older Spouse Dies First vs. Second, and Why the Order Determines a $700,000 Tax Gap

Tax Aware Dividend Stacking: How a $750,000 Roth Portfolio Pays $42,000 Federally Tax Free

The $200,000 Social Security Mistake Couples Make at 64 Without Realizing It

The Cash Balance Plan a 58-Year-Old Solo Consultant Is Using to Shelter $312,000 a Year From Federal Tax

73-Year-Old Widow With $2.1M Discovers Husband’s IRA Beneficiary Election Triggered a $96K Tax Bill

Want $9,000 in Annual Passive Income? Invest $100,000 Into These 3 Monthly Paying Funds

Social Security’s Windfall Elimination Provision is Gone. Here’s How to Claim What You’re Owed

A 64-Year-Old Single Restaurant Owner Selling for $1.2 Million Cash Discovers a 1031 Won’t Help Him But This Strategy Will

The $450,000 Debt Trap That Costs Dentists $1 Million in Forgone Income

The Two Bucket Income Portfolio That Pays $5,000 a Month Plus a Cash Reserve to Survive 2008 Style Drawdowns

Social Security’s Biggest Pay Raise in 4 Years is Just Around the Corner. But There’s a Catch.

Widows Lose $200,000 Over 20 Years When Husbands Claim Social Security at 62

Can You Retire in Sarasota on $5,500 a Month? Only If These 3 Things Are True.

The $253,000 Mistake Suze Orman Says Investors Make When Hiring a Friend’s Financial Advisor

Avoid Zillow: This Infrastructure Redirect Is a “No-Brainer” Buy as the Housing Market Stalls

History Says This Unstoppable Dow Juggernaut Is a No-Brainer Buy Right Now

Lucid Stock Is Deeply Oversold and We See 45% Gains Ahead

The $1,847 Monthly Survivor Benefit Most Widows Leave on the Table by Filing at the Wrong Age

The West's Home Prices Just Fell 1.4% While the Rest of America Climbed. Here's Why.

Avoid Zillow: This Infrastructure Redirect Is a “No-Brainer” Buy as the Housing Market Stalls

History Says This Unstoppable Dow Juggernaut Is a No-Brainer Buy Right Now

Personal Finance Articles

All Personal Finance Articles

Retirees Are Furious That Their COLA Can’t Keep Up With Soaring Healthcare Costs

What Happens to a $4.2 Million Estate When the Older Spouse Dies First vs. Second, and Why the Order Determines a $700,000 Tax Gap

Tax Aware Dividend Stacking: How a $750,000 Roth Portfolio Pays $42,000 Federally Tax Free

The $200,000 Social Security Mistake Couples Make at 64 Without Realizing It

The Cash Balance Plan a 58-Year-Old Solo Consultant Is Using to Shelter $312,000 a Year From Federal Tax

73-Year-Old Widow With $2.1M Discovers Husband’s IRA Beneficiary Election Triggered a $96K Tax Bill

Want $9,000 in Annual Passive Income? Invest $100,000 Into These 3 Monthly Paying Funds

Social Security’s Windfall Elimination Provision is Gone. Here’s How to Claim What You’re Owed

A 64-Year-Old Single Restaurant Owner Selling for $1.2 Million Cash Discovers a 1031 Won’t Help Him But This Strategy Will

The $450,000 Debt Trap That Costs Dentists $1 Million in Forgone Income

The Two Bucket Income Portfolio That Pays $5,000 a Month Plus a Cash Reserve to Survive 2008 Style Drawdowns

Social Security’s Biggest Pay Raise in 4 Years is Just Around the Corner. But There’s a Catch.

Widows Lose $200,000 Over 20 Years When Husbands Claim Social Security at 62

Can You Retire in Sarasota on $5,500 a Month? Only If These 3 Things Are True.

The $253,000 Mistake Suze Orman Says Investors Make When Hiring a Friend’s Financial Advisor

Avoid Zillow: This Infrastructure Redirect Is a “No-Brainer” Buy as the Housing Market Stalls

History Says This Unstoppable Dow Juggernaut Is a No-Brainer Buy Right Now

Lucid Stock Is Deeply Oversold and We See 45% Gains Ahead

Featured Reads

The $1,847 Monthly Survivor Benefit Most Widows Leave on the Table by Filing at the Wrong Age

The West's Home Prices Just Fell 1.4% While the Rest of America Climbed. Here's Why.