Personal Finance Articles

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5709 Articles

Drew Wood | Jul 11, 2026 at 10:15 AM EDT

The Retirement Budget Most People Build Is Backward

Most retirement budgets start with the wrong question. The instinct is to ask, “What yield do I need so the…

Gerelyn Terzo | Jul 11, 2026 at 10:03 AM EDT

The 2027 COLA Is Coming. For This Retiree, Medicare’s Premium Hike Could Swallow Most of the Raise Before It Hits the Bank.

Every October brings the same ritual for retirees: the Social Security Administration (SSA) announces next year’s cost-of-living adjustment (COLA), and…

Drew Wood | Jul 11, 2026 at 9:11 AM EDT

Why Americans Are Quietly Retiring to Greece at 62 on $2,800 a Month

A Mediterranean retirement on $2,800 a month is possible in Greece, but only in the right version of Greece. The…

Drew Wood | Jul 11, 2026 at 8:05 AM EDT

Medicare Won’t Touch Long-Term Care. The Average Nursing-Home Year Runs Past $100,000.

A 68-year-old woman gets the call every spouse dreads: her husband has had a stroke, and the discharge planner is…

Drew Wood | Jul 11, 2026 at 7:22 AM EDT

Could You Retire Better in Portugal or Costa Rica With $500,000?

A $500,000 portfolio can go much further abroad than it does in the U.S., but Portugal and Costa Rica no…

Gerelyn Terzo | Jul 11, 2026 at 7:02 AM EDT

Costco Has Held Its Hot Dog at $1.50 for Decades. Social Security Tax Thresholds Frozen Since 1984 Haven’t Been So Kind to Retirees.

Costco (NASDAQ:COST | COST Price Prediction)’s food court hot dog and soda combo has been $1.50 for decades. Company management…

Drew Wood | Jul 11, 2026 at 6:43 AM EDT

Miss Your 8-Month Window After Work Ends, and the Part B Penalty Never Stops

A worker leaves her employer in September 2025, elects COBRA to keep her doctors, and figures she will sign up…

Gerelyn Terzo | Jul 11, 2026 at 6:02 AM EDT

She Delayed Social Security to 70 for a Bigger Check. Her Husband’s Death at 71 Erased the Payoff.

Picture a couple in their late 60s who did everything the retirement books told them to. She retired at 65,…

Drew Wood | Jul 11, 2026 at 5:49 AM EDT

The Portfolio That Makes Christmas Feel Like Christmas Again

Christmas has always been more than presents under a tree. It is the flight home after a year apart, the…

Michael Williams | Jul 10, 2026 at 8:59 PM EDT

Pay for Daycare With Pre-Tax Dollars. Most Parents Leave Thousands on the Table Every Year

If your employer offers a Dependent Care Flexible Spending Account and you have a kid in daycare, preschool, or after-school…

Michael Williams | Jul 10, 2026 at 7:57 PM EDT

The Aircraft Loophole That Lets Any Business Erase Millions in One Tax Year

If your business owns, or is about to own, a private aircraft, the tax code lets you deduct the entire…

Michael Williams | Jul 10, 2026 at 6:55 PM EDT

The “Airbnb Loophole”: How a Short-Term Rental Lets High Earners Wipe Out Their W-2 Tax Bill

If you own a short-term rental, or you’re thinking about buying one, there’s a line in the tax code that…

Michael Williams | Jul 10, 2026 at 6:30 PM EDT

Uber and DoorDash Drivers Think They Have No 401(k). The IRS Lets Them Build a $72,000 One but Almost Nobody Does

If you drive for Uber (NYSE:UBER | UBER Price Prediction), deliver for DoorDash (NASDAQ:DASH), or shop for Instacart (NASDAQ:CART), you…

Danielle Liverance | Jul 10, 2026 at 5:32 PM EDT

The $111,000 Tax-Free Giving Strategy Retirees Are Missing in 2026

Your traditional IRA forces you to take money out whether you need it or not, and that taxable income can…

David Beren | Jul 10, 2026 at 4:25 PM EDT

Why Age 63 Is the Most Expensive Year to Touch Your IRA (Medicare Looks Back Two Years)

Medicare premiums are not the same for everyone. The Social Security Administration generally uses your tax return from two years…

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Personal Finance Articles

All Personal Finance Articles

The Retirement Budget Most People Build Is Backward

The 2027 COLA Is Coming. For This Retiree, Medicare’s Premium Hike Could Swallow Most of the Raise Before It Hits the Bank.

Why Americans Are Quietly Retiring to Greece at 62 on $2,800 a Month

Medicare Won’t Touch Long-Term Care. The Average Nursing-Home Year Runs Past $100,000.

Could You Retire Better in Portugal or Costa Rica With $500,000?

Costco Has Held Its Hot Dog at $1.50 for Decades. Social Security Tax Thresholds Frozen Since 1984 Haven’t Been So Kind to Retirees.

Miss Your 8-Month Window After Work Ends, and the Part B Penalty Never Stops

She Delayed Social Security to 70 for a Bigger Check. Her Husband’s Death at 71 Erased the Payoff.

The Portfolio That Makes Christmas Feel Like Christmas Again

Pay for Daycare With Pre-Tax Dollars. Most Parents Leave Thousands on the Table Every Year

The Aircraft Loophole That Lets Any Business Erase Millions in One Tax Year

The “Airbnb Loophole”: How a Short-Term Rental Lets High Earners Wipe Out Their W-2 Tax Bill

Uber and DoorDash Drivers Think They Have No 401(k). The IRS Lets Them Build a $72,000 One but Almost Nobody Does

The $111,000 Tax-Free Giving Strategy Retirees Are Missing in 2026

Why Age 63 Is the Most Expensive Year to Touch Your IRA (Medicare Looks Back Two Years)

Roth Conversions at 66: The Strategic Move That Saves Widows Thousands in IRMAA Surcharges and Tax Brackets

The Tax Return You Filed in April Just Set Your 2027 Medicare Premium, and It’s Locked Unless Your Life Changes

What It Takes to Retire in Hawaii at 62 on $1.5 Million Without Touching Your Principal

Roth Conversions at 66: The Strategic Move That Saves Widows Thousands in IRMAA Surcharges and Tax Brackets

The Tax Return You Filed in April Just Set Your 2027 Medicare Premium, and It's Locked Unless Your Life Changes

Roth Conversions at 66: The Strategic Move That Saves Widows Thousands in IRMAA Surcharges and Tax Brackets

The Tax Return You Filed in April Just Set Your 2027 Medicare Premium, and It’s Locked Unless Your Life Changes

Personal Finance Articles

All Personal Finance Articles

The Retirement Budget Most People Build Is Backward

The 2027 COLA Is Coming. For This Retiree, Medicare’s Premium Hike Could Swallow Most of the Raise Before It Hits the Bank.

Why Americans Are Quietly Retiring to Greece at 62 on $2,800 a Month

Medicare Won’t Touch Long-Term Care. The Average Nursing-Home Year Runs Past $100,000.

Could You Retire Better in Portugal or Costa Rica With $500,000?

Costco Has Held Its Hot Dog at $1.50 for Decades. Social Security Tax Thresholds Frozen Since 1984 Haven’t Been So Kind to Retirees.

Miss Your 8-Month Window After Work Ends, and the Part B Penalty Never Stops

She Delayed Social Security to 70 for a Bigger Check. Her Husband’s Death at 71 Erased the Payoff.

The Portfolio That Makes Christmas Feel Like Christmas Again

Pay for Daycare With Pre-Tax Dollars. Most Parents Leave Thousands on the Table Every Year

The Aircraft Loophole That Lets Any Business Erase Millions in One Tax Year

The “Airbnb Loophole”: How a Short-Term Rental Lets High Earners Wipe Out Their W-2 Tax Bill

Uber and DoorDash Drivers Think They Have No 401(k). The IRS Lets Them Build a $72,000 One but Almost Nobody Does

The $111,000 Tax-Free Giving Strategy Retirees Are Missing in 2026

Why Age 63 Is the Most Expensive Year to Touch Your IRA (Medicare Looks Back Two Years)

Roth Conversions at 66: The Strategic Move That Saves Widows Thousands in IRMAA Surcharges and Tax Brackets

The Tax Return You Filed in April Just Set Your 2027 Medicare Premium, and It’s Locked Unless Your Life Changes

What It Takes to Retire in Hawaii at 62 on $1.5 Million Without Touching Your Principal

Featured Reads

Roth Conversions at 66: The Strategic Move That Saves Widows Thousands in IRMAA Surcharges and Tax Brackets

The Tax Return You Filed in April Just Set Your 2027 Medicare Premium, and It's Locked Unless Your Life Changes