Personal Finance Articles

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4605 Articles

Maurie Backman | May 30, 2026 at 7:21 AM EDT

Dave Ramsey’s Social Security Advice Falls Apart for the Average $2,000 a Month Retiree

Once you turn 62, you’ll have an important financial to decision to make in the context of retirement planning —…

Drew Wood | May 30, 2026 at 7:13 AM EDT

A Million Dollar Dividend Portfolio Engineered to Pay $58,000 a Year in Mostly Tax Advantaged Income

A blended 5.8% yield on a $1 million portfolio generates roughly $58,000 in annual income, enough to cover a significant…

Drew Wood | May 30, 2026 at 7:08 AM EDT

What Retirement Really Looks Like at 65 With $2.7 Million and a Vineyard That Costs $48,000 a Year to Run

The wine-country retirement fantasy looks beautiful in the brochure: twelve acres in Sonoma, a private label carrying the family name,…

Michael Williams | May 30, 2026 at 6:15 AM EDT

One Big Beautiful Bill Just Changed the Equation for Families Funding Pilot Licenses From 529 Plans

A parent with a six-figure 529 balance and a child eyeing the cockpit now has a real option that did…

Drew Wood | May 30, 2026 at 6:04 AM EDT

What a Stress-Free Retirement in Panama Actually Costs (and the Hidden Stress to Avoid)

Panama has become one of the most popular retirement destinations for Americans living overseas, regularly appearing near the top of…

Drew Wood | May 30, 2026 at 5:50 AM EDT

A $325,000 REIT Portfolio That Pays You Rent Without Owning a Single Property

Owning rental property promises income but delivers tenants, maintenance calls, vacancies, and property tax surprises. A diversified slice of public…

Drew Wood | May 30, 2026 at 5:04 AM EDT

What Retirement Really Looks Like at 71 With $1.9 Million and a Husband Just Diagnosed With Early-Stage Dementia

A 71-year-old couple has $1.9 million in retirement savings, a paid-off home, good overall health, and a stable retirement routine.…

Carl Sullivan | May 29, 2026 at 5:32 PM EDT

62-Year-Old Retiree’s $2.4M Portfolio Could Drop to $1.1M by 80 in the Wrong Market

A 62-year-old single retiree just walked away from work with a $2.4 million portfolio split between 60% stocks and 40%…

David Beren | May 29, 2026 at 5:07 PM EDT

Why a 70-Year-Old Couple With $3.4 Million Sold Their Long-Term Care Policies and Self-Funded a $400,000 Reserve Instead

A common pivot point in late-stage planning arrives when a long-term care carrier drops a premium-hike notice in your mailbox.…

David Beren | May 29, 2026 at 4:50 PM EDT

How a 55-Year-Old Couple Used AI to Stress-Test Six Retirement Scenarios and Found a $214,000 Shortfall in the Plan They Trusted

A dual-income couple in their mid-50s with just under $1.5 million across retirement and brokerage accounts should, on paper, be…

Ian Cooper | May 29, 2026 at 3:37 PM EDT

The $120,000 Roth Strategy That Cuts Retirement Taxes to $20,000 Instead of $35,000

A self-employed architect who spent 30 years running a small practice retires at 65 with around $300,000 of annual retirement…

Michael Williams | May 29, 2026 at 2:45 PM EDT

Social Security’s Hidden Formula Costs High Earners $14,000 a Year. Here’s Why.

A software executive earning $200,000 a year often assumes their Social Security benefit will be roughly four times what a…

Maurie Backman | May 29, 2026 at 1:36 PM EDT

The Social Security Earnings Rule That Trips Up Almost Every New Retiree

Many older Americans rush to claim Social Security benefits at age 62 because it’s the earliest point you’re allowed to…

Maurie Backman | May 29, 2026 at 12:22 PM EDT

The 2026 COLA Quietly Failed Millions of Retirees and Most Haven’t Noticed Yet

Once you start collecting Social Security, you may end up getting benefits for 10, 20, or 30 years. But over…

David Beren | May 29, 2026 at 12:08 PM EDT

The Inherited IRA 10-Year Rule Mistake That Triples a Non-Spouse Beneficiary’s Lifetime Tax Bill on a $640,000 Account

A 52-year-old hospital director earning $260,000 on her W-2 inherits a $640,000 traditional IRA from her father, who passed away…

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Personal Finance Articles

All Personal Finance Articles

Dave Ramsey’s Social Security Advice Falls Apart for the Average $2,000 a Month Retiree

A Million Dollar Dividend Portfolio Engineered to Pay $58,000 a Year in Mostly Tax Advantaged Income

What Retirement Really Looks Like at 65 With $2.7 Million and a Vineyard That Costs $48,000 a Year to Run

One Big Beautiful Bill Just Changed the Equation for Families Funding Pilot Licenses From 529 Plans

What a Stress-Free Retirement in Panama Actually Costs (and the Hidden Stress to Avoid)

A $325,000 REIT Portfolio That Pays You Rent Without Owning a Single Property

What Retirement Really Looks Like at 71 With $1.9 Million and a Husband Just Diagnosed With Early-Stage Dementia

62-Year-Old Retiree’s $2.4M Portfolio Could Drop to $1.1M by 80 in the Wrong Market

Why a 70-Year-Old Couple With $3.4 Million Sold Their Long-Term Care Policies and Self-Funded a $400,000 Reserve Instead

How a 55-Year-Old Couple Used AI to Stress-Test Six Retirement Scenarios and Found a $214,000 Shortfall in the Plan They Trusted

The $120,000 Roth Strategy That Cuts Retirement Taxes to $20,000 Instead of $35,000

Social Security’s Hidden Formula Costs High Earners $14,000 a Year. Here’s Why.

The Social Security Earnings Rule That Trips Up Almost Every New Retiree

The 2026 COLA Quietly Failed Millions of Retirees and Most Haven’t Noticed Yet

The Inherited IRA 10-Year Rule Mistake That Triples a Non-Spouse Beneficiary’s Lifetime Tax Bill on a $640,000 Account

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

Dave Ramsey’s Social Security Advice Falls Apart for the Average $2,000 a Month Retiree

A Million Dollar Dividend Portfolio Engineered to Pay $58,000 a Year in Mostly Tax Advantaged Income

What Retirement Really Looks Like at 65 With $2.7 Million and a Vineyard That Costs $48,000 a Year to Run

One Big Beautiful Bill Just Changed the Equation for Families Funding Pilot Licenses From 529 Plans

What a Stress-Free Retirement in Panama Actually Costs (and the Hidden Stress to Avoid)

A $325,000 REIT Portfolio That Pays You Rent Without Owning a Single Property

What Retirement Really Looks Like at 71 With $1.9 Million and a Husband Just Diagnosed With Early-Stage Dementia

62-Year-Old Retiree’s $2.4M Portfolio Could Drop to $1.1M by 80 in the Wrong Market

Why a 70-Year-Old Couple With $3.4 Million Sold Their Long-Term Care Policies and Self-Funded a $400,000 Reserve Instead

How a 55-Year-Old Couple Used AI to Stress-Test Six Retirement Scenarios and Found a $214,000 Shortfall in the Plan They Trusted

The $120,000 Roth Strategy That Cuts Retirement Taxes to $20,000 Instead of $35,000

Social Security’s Hidden Formula Costs High Earners $14,000 a Year. Here’s Why.

The Social Security Earnings Rule That Trips Up Almost Every New Retiree

The 2026 COLA Quietly Failed Millions of Retirees and Most Haven’t Noticed Yet

The Inherited IRA 10-Year Rule Mistake That Triples a Non-Spouse Beneficiary’s Lifetime Tax Bill on a $640,000 Account

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.