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4632 Articles

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…

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…

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Personal Finance Articles

All Personal Finance Articles

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

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 Jensen Huang Just Said About Elon Musk Shows Why Tesla May Be Worth More Than SpaceX

The Trumps Bought a Vineyard Near This Virginia Town. Can You Afford to Retire There?

Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It

The Trumps Bought a Vineyard Near This Virginia Town. Can You Afford to Retire There?

Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It

What Jensen Huang Just Said About Elon Musk Shows Why Tesla May Be Worth More Than SpaceX

The Trumps Bought a Vineyard Near This Virginia Town. Can You Afford to Retire There?

Personal Finance Articles

All Personal Finance Articles

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

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 Jensen Huang Just Said About Elon Musk Shows Why Tesla May Be Worth More Than SpaceX

The Trumps Bought a Vineyard Near This Virginia Town. Can You Afford to Retire There?

Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It

Featured Reads

The Trumps Bought a Vineyard Near This Virginia Town. Can You Afford to Retire There?

Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It