Personal Finance Articles

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5219 Articles

Danielle Liverance | Jun 22, 2026 at 9:04 AM EDT

Dave Ramsey Has a One Word Strategy for Big Roth Conversions and It Quietly Saves Retirees Six Figures in Lifetime Tax

Dave Ramsey spent time on his show walking a caller through one of the most overlooked moves in retirement tax…

Danielle Liverance | Jun 22, 2026 at 9:04 AM EDT

What Happens to a 75 Year Old With a $500,000 IRA Who Takes the RMD in January vs December vs Monthly

On the April 21, 2026 episode of Ask An Advisor With Wes Moss, a listener named Scott asked whether RMD…

Drew Wood | Jun 22, 2026 at 8:56 AM EDT

A Rule Caps Medicare’s Drug-Plan Base at a 6% Rise. Your Own Plan’s Premium Isn’t Protected

A 68-year-old opens her Annual Notice of Change in late September and sees the monthly premium on her standalone Part…

Drew Wood | Jun 22, 2026 at 7:18 AM EDT

Lexington, KY Or Myrtle Beach, SC? Where Does A $1 Million Retirement Go Further?

A couple at 67 with $1 million and combined Social Security drawing $5,000 a month faces a common retirement question:…

Michael Williams | Jun 22, 2026 at 6:49 AM EDT

The Real Cost of Retiring in San Diego at 62 and Never Leaving the Coast

Can you retire at 62 and stay on the San Diego coast, or does the math force you inland or…

Marc Guberti | Jun 22, 2026 at 6:26 AM EDT

A 58-Year-Old Orthodontist Discovers How to Shield $300,000 From Taxes Using a Hidden 401(k) Strategy

A 58-year-old orthodontist pulling roughly $700,000 in profit from a practice with three employees has already maxed a 401(k) and…

Drew Wood | Jun 22, 2026 at 6:18 AM EDT

Medicare Just Cut the Price of 10 Common Drugs by Up to 79%. Check If Yours Made the List

If you take Eliquis, Januvia, or one of eight other widely prescribed brand-name drugs, your Medicare Part D plan started…

Gerelyn Terzo | Jun 22, 2026 at 6:02 AM EDT

A 62-Year-Old Wants In on SpaceX’s 37% Pop. Holding It in a Roth vs. a Brokerage Account Changes Everything at Tax Time.

A 62-year-old who just stopped working full-time is staring at the same headline everyone else is staring at this week.…

Michael Williams | Jun 22, 2026 at 6:02 AM EDT

The 0% Capital Gains Bracket Exists. Here’s Why Most People Never Use It.

If you own a taxable brokerage account, there’s a tax bracket sitting right above the standard deduction where Uncle Sam…

Michael Williams | Jun 22, 2026 at 5:47 AM EDT

What It Takes to Retire in Scottsdale at 60 and Never Worry About Money Again

Someone in their late 50s, looking at a paid-off house or healthy 401(k), often wonders if Scottsdale at 60 works.…

Michael Williams | Jun 22, 2026 at 5:03 AM EDT

Government Workers Have Access to a Retirement Account Private Sector Employees Don’t Know Exists

If you work for a state, a city, a public school, a public hospital, or certain tax-exempt nonprofits, you probably…

Thomas Richmond | Jun 21, 2026 at 6:37 PM EDT

Dave Ramsey Tells Couple Supporting 84-Year-Old Father-in-Law With $33,000 of Debt: ‘It Won’t End Until You End It’

A couple called The Ramsey Show and explained that their 84-year-old father-in-law lost his retirement money to bad investments and…

Drew Wood | Jun 21, 2026 at 4:27 PM EDT

Your Medicare Advantage Plan Stops at the County Line. Original Medicare Doesn’t

A 68-year-old retiree in Phoenix spends three months every summer with her daughter in Vermont. She likes her Medicare Advantage…

Gerelyn Terzo | Jun 21, 2026 at 2:02 PM EDT

Claim at 62 and Invest It Sounds Smart. A 63-Year-Old Tried It and Spent the Checks Instead.

Picture a man, 63, one year into early Social Security. He filed at age 62 with a plan: take the…

Drew Wood | Jun 21, 2026 at 2:01 PM EDT

He Saved $1 Million For Retirement. Can He Finally Buy The Corvette?

At 67, Mike has done almost everything right. His house is paid off, the kids are grown, and after decades…

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Personal Finance Articles

All Personal Finance Articles

Dave Ramsey Has a One Word Strategy for Big Roth Conversions and It Quietly Saves Retirees Six Figures in Lifetime Tax

What Happens to a 75 Year Old With a $500,000 IRA Who Takes the RMD in January vs December vs Monthly

A Rule Caps Medicare’s Drug-Plan Base at a 6% Rise. Your Own Plan’s Premium Isn’t Protected

Lexington, KY Or Myrtle Beach, SC? Where Does A $1 Million Retirement Go Further?

The Real Cost of Retiring in San Diego at 62 and Never Leaving the Coast

A 58-Year-Old Orthodontist Discovers How to Shield $300,000 From Taxes Using a Hidden 401(k) Strategy

Medicare Just Cut the Price of 10 Common Drugs by Up to 79%. Check If Yours Made the List

A 62-Year-Old Wants In on SpaceX’s 37% Pop. Holding It in a Roth vs. a Brokerage Account Changes Everything at Tax Time.

The 0% Capital Gains Bracket Exists. Here’s Why Most People Never Use It.

What It Takes to Retire in Scottsdale at 60 and Never Worry About Money Again

Government Workers Have Access to a Retirement Account Private Sector Employees Don’t Know Exists

Dave Ramsey Tells Couple Supporting 84-Year-Old Father-in-Law With $33,000 of Debt: ‘It Won’t End Until You End It’

Your Medicare Advantage Plan Stops at the County Line. Original Medicare Doesn’t

Claim at 62 and Invest It Sounds Smart. A 63-Year-Old Tried It and Spent the Checks Instead.

He Saved $1 Million For Retirement. Can He Finally Buy The Corvette?

The Bill Miller Playbook: How Lincoln Financial, Strategy, and Nabors Stack Up for Retirement Investors

Here’s How Much Money You Need to Replace a $50,000 Income With Dividends

Never Pay Medicare Premiums Again. Here’s the Portfolio That Makes It Happen.

Never Pay Medicare Premiums Again. Here's the Portfolio That Makes It Happen.

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.

The Safest Dividend Plays of 2026: 5 High-Yield, Low-PE Dividend Aristocrats

The Bill Miller Playbook: How Lincoln Financial, Strategy, and Nabors Stack Up for Retirement Investors

Personal Finance Articles

All Personal Finance Articles

Dave Ramsey Has a One Word Strategy for Big Roth Conversions and It Quietly Saves Retirees Six Figures in Lifetime Tax

What Happens to a 75 Year Old With a $500,000 IRA Who Takes the RMD in January vs December vs Monthly

A Rule Caps Medicare’s Drug-Plan Base at a 6% Rise. Your Own Plan’s Premium Isn’t Protected

Lexington, KY Or Myrtle Beach, SC? Where Does A $1 Million Retirement Go Further?

The Real Cost of Retiring in San Diego at 62 and Never Leaving the Coast

A 58-Year-Old Orthodontist Discovers How to Shield $300,000 From Taxes Using a Hidden 401(k) Strategy

Medicare Just Cut the Price of 10 Common Drugs by Up to 79%. Check If Yours Made the List

A 62-Year-Old Wants In on SpaceX’s 37% Pop. Holding It in a Roth vs. a Brokerage Account Changes Everything at Tax Time.

The 0% Capital Gains Bracket Exists. Here’s Why Most People Never Use It.

What It Takes to Retire in Scottsdale at 60 and Never Worry About Money Again

Government Workers Have Access to a Retirement Account Private Sector Employees Don’t Know Exists

Dave Ramsey Tells Couple Supporting 84-Year-Old Father-in-Law With $33,000 of Debt: ‘It Won’t End Until You End It’

Your Medicare Advantage Plan Stops at the County Line. Original Medicare Doesn’t

Claim at 62 and Invest It Sounds Smart. A 63-Year-Old Tried It and Spent the Checks Instead.

He Saved $1 Million For Retirement. Can He Finally Buy The Corvette?

The Bill Miller Playbook: How Lincoln Financial, Strategy, and Nabors Stack Up for Retirement Investors

Here’s How Much Money You Need to Replace a $50,000 Income With Dividends

Never Pay Medicare Premiums Again. Here’s the Portfolio That Makes It Happen.

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Never Pay Medicare Premiums Again. Here's the Portfolio That Makes It Happen.

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.