Personal Finance Articles

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5842 Articles

David Beren | May 2, 2026 at 1:15 PM EDT

71% of Americans With Financial Advisors Feel Secure. Only 10% Without One Do

One number from the Northwestern Mutual 2026 Planning & Progress Study does more work than almost any other personal finance…

Drew Wood | May 2, 2026 at 12:57 PM EDT

Long-Term Care Could Cost This 68-Year-Old Couple $380,000 and Their $2.1 Million Portfolio Is Not Structured for It

A 68-year-old couple sitting on $2.1 million looks comfortable on paper. The household balance sheet is healthy, the mortgage is…

Drew Wood | May 2, 2026 at 11:35 AM EDT

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Replacing a $50,000 salary with Treasury interest is a clean math problem. Treasury interest sidesteps payout ratios, board votes on…

Maurie Backman | May 2, 2026 at 10:20 AM EDT

Fed’s Rate Freeze Could Sting for Social Security Recipients

When inflation rose 3.3% in March, it signaled that the Federal Reserve would most likely not lower its benchmark interest…

Jeremy Phillips | May 2, 2026 at 10:00 AM EDT

‘Convert $100,000 a Year to Get Them to the Top of the 22%’: The Roth Plan for a Couple With $2.3M in 401(k)s

The prescription from the hosts of Your Money, Your Wealth, episode 579, is direct: “I would convert $100,000 a year…

David Beren | May 2, 2026 at 9:43 AM EDT

College-Educated Families Earned $242,200 While Others Made $42,200, Here’s Why the Gap Widened

The headline story of the post-pandemic recovery was a strong rebound in household finances. The Federal Reserve’s 2022 Survey of…

Drew Wood | May 2, 2026 at 9:07 AM EDT

A 70-Year-Old With $1.4 Million Faces a $62,000 RMD That Pushes Him Into a Higher Tax Bracket

At 70, he feels fine. Social Security covers the basics, his IRA is growing, and taking a $40,000 annual withdrawal…

Drew Wood | May 2, 2026 at 9:06 AM EDT

A Couple’s $1.2 Million Portfolio Faces a 3.9% Withdrawal Rate That Feels Safe but Is Not

A couple, both 66, enters retirement with $1.2 million in savings and a plan that looks clean on paper: withdraw…

Joel South | May 2, 2026 at 9:00 AM EDT

Dave Ramsey to Wife Who Caught Husband Lying About Debt 4 Times: ’41 Years Down the Toilet’

On a recent Ramsey Show Highlights segment titled I Keep Catching My Husband Lying About Debt, Dave Ramsey reacted to…

Jeremy Phillips | May 2, 2026 at 8:16 AM EDT

Why Your 401(k) Could Trigger a Tax Bomb in Retirement (And What to Do Now)

If you’ve spent thirty years funneling money into a 401(k) and feeling good about the tax deduction, here’s the part…

Jeremy Phillips | May 2, 2026 at 7:33 AM EDT

“Did you buy It from the mob?”: Dave Ramsey hosts floored by 21-year-old’s 30% truck loan

Well, today’s “that’s a new one for me” moment came while I was listening to George Kamel on The Ramsey…

David Beren | May 2, 2026 at 6:45 AM EDT

Half of America Still Feels Financially Exposed Despite 8% Jump in Security

The share of Americans who describe themselves as financially secure climbed from 44% to 50% in a single year, according…

David Beren | May 1, 2026 at 1:13 PM EDT

52% of Americans Are Building Wealth While Ignoring Their Greatest Risk

A finding from the Northwestern Mutual 2026 P&P Wave I “Financial States of America” report puts a number on a…

Don Lair | May 1, 2026 at 12:50 PM EDT

3 Reasons Retirees Should Not Enroll in Medicare Advantage for 2026

Open enrollment season is forcing a hard rethink for retirees this year. Medicare Advantage now covers 55% of eligible Medicare…

David Beren | May 1, 2026 at 11:45 AM EDT

The Buy Now Pay Later Trap Catching 49% of Gen Z Before They Ever Save a Dollar

Buy Now Pay Later services have moved from a checkout novelty to a core part of how Gen Z pays…

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Personal Finance Articles

All Personal Finance Articles

71% of Americans With Financial Advisors Feel Secure. Only 10% Without One Do

Long-Term Care Could Cost This 68-Year-Old Couple $380,000 and Their $2.1 Million Portfolio Is Not Structured for It

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Fed’s Rate Freeze Could Sting for Social Security Recipients

‘Convert $100,000 a Year to Get Them to the Top of the 22%’: The Roth Plan for a Couple With $2.3M in 401(k)s

College-Educated Families Earned $242,200 While Others Made $42,200, Here’s Why the Gap Widened

A 70-Year-Old With $1.4 Million Faces a $62,000 RMD That Pushes Him Into a Higher Tax Bracket

A Couple’s $1.2 Million Portfolio Faces a 3.9% Withdrawal Rate That Feels Safe but Is Not

Dave Ramsey to Wife Who Caught Husband Lying About Debt 4 Times: ’41 Years Down the Toilet’

Why Your 401(k) Could Trigger a Tax Bomb in Retirement (And What to Do Now)

“Did you buy It from the mob?”: Dave Ramsey hosts floored by 21-year-old’s 30% truck loan

Half of America Still Feels Financially Exposed Despite 8% Jump in Security

52% of Americans Are Building Wealth While Ignoring Their Greatest Risk

3 Reasons Retirees Should Not Enroll in Medicare Advantage for 2026

The Buy Now Pay Later Trap Catching 49% of Gen Z Before They Ever Save a Dollar

A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone’s Chasing Arizona but Smart Retirees Are Buying Here Instead

The $2 Million Retirement Mistake: Confusing Yield With Income You Can Actually Spend

A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone's Chasing Arizona but Smart Retirees Are Buying Here Instead

A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone’s Chasing Arizona but Smart Retirees Are Buying Here Instead

Personal Finance Articles

All Personal Finance Articles

71% of Americans With Financial Advisors Feel Secure. Only 10% Without One Do

Long-Term Care Could Cost This 68-Year-Old Couple $380,000 and Their $2.1 Million Portfolio Is Not Structured for It

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Fed’s Rate Freeze Could Sting for Social Security Recipients

‘Convert $100,000 a Year to Get Them to the Top of the 22%’: The Roth Plan for a Couple With $2.3M in 401(k)s

College-Educated Families Earned $242,200 While Others Made $42,200, Here’s Why the Gap Widened

A 70-Year-Old With $1.4 Million Faces a $62,000 RMD That Pushes Him Into a Higher Tax Bracket

A Couple’s $1.2 Million Portfolio Faces a 3.9% Withdrawal Rate That Feels Safe but Is Not

Dave Ramsey to Wife Who Caught Husband Lying About Debt 4 Times: ’41 Years Down the Toilet’

Why Your 401(k) Could Trigger a Tax Bomb in Retirement (And What to Do Now)

“Did you buy It from the mob?”: Dave Ramsey hosts floored by 21-year-old’s 30% truck loan

Half of America Still Feels Financially Exposed Despite 8% Jump in Security

52% of Americans Are Building Wealth While Ignoring Their Greatest Risk

3 Reasons Retirees Should Not Enroll in Medicare Advantage for 2026

The Buy Now Pay Later Trap Catching 49% of Gen Z Before They Ever Save a Dollar

A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone’s Chasing Arizona but Smart Retirees Are Buying Here Instead

The $2 Million Retirement Mistake: Confusing Yield With Income You Can Actually Spend

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A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone's Chasing Arizona but Smart Retirees Are Buying Here Instead