Personal Finance Articles

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4969 Articles

Drew Wood | Jun 14, 2026 at 10:48 AM EDT

Their Daughter Went Back for a Master’s in Social Work. Can These Pennsylvania Retirees Afford to Help?

Tom and Linda are proud of their daughter. At 29, she left a stable administrative job and returned to school…

Gerelyn Terzo | Jun 14, 2026 at 9:43 AM EDT

Married Only 3 Years Before He Died, She Still Collects a $2,100 Survivor Benefit. Here’s Why.

Picture a woman in her mid-60s who married later in life, enjoyed about three good years with her husband, and…

Drew Wood | Jun 14, 2026 at 9:34 AM EDT

What a $2 Million Dividend Portfolio Actually Pays a New York Retiree After Taxes

A $2 million dividend portfolio for retirement sounds like you’ve arrived. For a retired couple living in New York, however,…

Marc Guberti | Jun 14, 2026 at 8:24 AM EDT

The Three-Bucket 401(k) Withdrawal Strategy That Can Save Retirees Six Figures in Taxes

A 66-year-old couple needing $120,000 a year to live faces a costly choice: pulling all $120,000 from the 401(k) feels…

Drew Wood | Jun 14, 2026 at 6:29 AM EDT

A $750,000 Portfolio That Quietly Pays You More Than the Average Social Security Check

The average retired worker receives roughly $23,700 per year from Social Security. A $750,000 portfolio dedicated to income generation can…

Michael Williams | Jun 14, 2026 at 6:25 AM EDT

How Far Does $10,000 a Month in Retirement at Age 65 Really Go in 2026?

A 65-year-old couple walks into retirement aiming for $10,000 a month gross. On paper, that is $120,000 a year, well…

Drew Wood | Jun 14, 2026 at 5:35 AM EDT

Can This Texas Couple Survive on One Income While She Chases a Writing Dream?

Rachel has wanted to write novels for as long as she can remember. For decades she squeezed writing into evenings,…

Carl Sullivan | Jun 13, 2026 at 5:05 PM EDT

70-Year-Old Couple With $1.8M Just Got a Stage 2 Cancer Diagnosis. Financial Decisions They Have 60 Days to Make

A stage 2 cancer diagnosis can turn your world upside down. While the first focus must be on health and…

Carl Sullivan | Jun 13, 2026 at 3:44 PM EDT

64-Year-Old Tech Exec Holds $1.6 Million in One Stock. The Wrong Move Could Cost $400,000.

A 64-year-old software executive walks out of the office on her last day with $1.6 million sitting in a single…

Austin Smith | Jun 13, 2026 at 3:40 PM EDT

If You Have $1.1 Million Saved at 60, Here Is the Monthly Income You Can Actually Count On

You are 60, you have built up roughly $1.1 million across retirement accounts, and you want to stop working before…

Marc Guberti | Jun 13, 2026 at 3:24 PM EDT

Retirees With $1.2 Million in a 401(k) Face a Hidden Tax Bomb at 73: Here’s How to Avoid It

A married couple turning 73 this year with $1.2 million in a traditional 401(k) faces a first required minimum distribution…

Carl Sullivan | Jun 13, 2026 at 2:43 PM EDT

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

In a world of ever-rising inflation, it’s easy for even frugal retirees to find they’re overspending. Imagine a retired couple…

Gerelyn Terzo | Jun 13, 2026 at 1:54 PM EDT

A 61-Year-Old Widow Claimed Survivor Benefits While Still Working, Then the Earnings Test Triggered a $1-for-$2 Clawback

A widow turns 61 this year, still works a regular job, and filed for survivor benefits on her late husband’s…

Michael Williams | Jun 13, 2026 at 12:02 PM EDT

Suze Orman to 54-Year-Old With $600,000: Skip the 1.5% Fee and Manage It Yourself

On the June 11, 2026 episode of Suze Orman’s Women & Money, titled “Caution, Caution, Caution!”, a 54-year-old caller laid…

Marc Guberti | Jun 13, 2026 at 11:24 AM EDT

A $2.5 Million 401(k) at 73 Can Still Cost You Six Figures Without These 3 Moves

A 73-year-old retiree sitting on a $2.5 million traditional 401(k) just hit the year required minimum distributions start. The first…

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Personal Finance Articles

All Personal Finance Articles

Their Daughter Went Back for a Master’s in Social Work. Can These Pennsylvania Retirees Afford to Help?

Married Only 3 Years Before He Died, She Still Collects a $2,100 Survivor Benefit. Here’s Why.

What a $2 Million Dividend Portfolio Actually Pays a New York Retiree After Taxes

The Three-Bucket 401(k) Withdrawal Strategy That Can Save Retirees Six Figures in Taxes

A $750,000 Portfolio That Quietly Pays You More Than the Average Social Security Check

How Far Does $10,000 a Month in Retirement at Age 65 Really Go in 2026?

Can This Texas Couple Survive on One Income While She Chases a Writing Dream?

70-Year-Old Couple With $1.8M Just Got a Stage 2 Cancer Diagnosis. Financial Decisions They Have 60 Days to Make

64-Year-Old Tech Exec Holds $1.6 Million in One Stock. The Wrong Move Could Cost $400,000.

If You Have $1.1 Million Saved at 60, Here Is the Monthly Income You Can Actually Count On

Retirees With $1.2 Million in a 401(k) Face a Hidden Tax Bomb at 73: Here’s How to Avoid It

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

A 61-Year-Old Widow Claimed Survivor Benefits While Still Working, Then the Earnings Test Triggered a $1-for-$2 Clawback

Suze Orman to 54-Year-Old With $600,000: Skip the 1.5% Fee and Manage It Yourself

A $2.5 Million 401(k) at 73 Can Still Cost You Six Figures Without These 3 Moves

Why Cheap International Stocks Are Sending Bigger Checks in June

Energy Infrastructure Fund Delivers 19% Gains While Paying 2.8% Yield To Income Hunters

The Florida Retirement Secret: Live Inland, Keep the Beach

The Florida Retirement Secret: Live Inland, Keep the Beach

A 17-Year-Old With $0 Income Got Approved for $250K. Here's the Twisted Reason Why.

Why Cheap International Stocks Are Sending Bigger Checks in June

Energy Infrastructure Fund Delivers 19% Gains While Paying 2.8% Yield To Income Hunters

Personal Finance Articles

All Personal Finance Articles

Their Daughter Went Back for a Master’s in Social Work. Can These Pennsylvania Retirees Afford to Help?

Married Only 3 Years Before He Died, She Still Collects a $2,100 Survivor Benefit. Here’s Why.

What a $2 Million Dividend Portfolio Actually Pays a New York Retiree After Taxes

The Three-Bucket 401(k) Withdrawal Strategy That Can Save Retirees Six Figures in Taxes

A $750,000 Portfolio That Quietly Pays You More Than the Average Social Security Check

How Far Does $10,000 a Month in Retirement at Age 65 Really Go in 2026?

Can This Texas Couple Survive on One Income While She Chases a Writing Dream?

70-Year-Old Couple With $1.8M Just Got a Stage 2 Cancer Diagnosis. Financial Decisions They Have 60 Days to Make

64-Year-Old Tech Exec Holds $1.6 Million in One Stock. The Wrong Move Could Cost $400,000.

If You Have $1.1 Million Saved at 60, Here Is the Monthly Income You Can Actually Count On

Retirees With $1.2 Million in a 401(k) Face a Hidden Tax Bomb at 73: Here’s How to Avoid It

66-Year-Old Couple With $2.2M Thought They Were Frugal — Until They Audited Their Spending

A 61-Year-Old Widow Claimed Survivor Benefits While Still Working, Then the Earnings Test Triggered a $1-for-$2 Clawback

Suze Orman to 54-Year-Old With $600,000: Skip the 1.5% Fee and Manage It Yourself

A $2.5 Million 401(k) at 73 Can Still Cost You Six Figures Without These 3 Moves

Why Cheap International Stocks Are Sending Bigger Checks in June

Energy Infrastructure Fund Delivers 19% Gains While Paying 2.8% Yield To Income Hunters

The Florida Retirement Secret: Live Inland, Keep the Beach

Featured Reads

The Florida Retirement Secret: Live Inland, Keep the Beach

A 17-Year-Old With $0 Income Got Approved for $250K. Here's the Twisted Reason Why.