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Michael Williams | Jun 1, 2026 at 7:05 AM EDT

Every 53y Man Wants to Retire On The California Coast With A Porsche 911, Few Actually Run The Math

The fantasy is specific: a low-slung house above the Pacific, a garage with a 911, and enough margin to drive…

Drew Wood | Jun 1, 2026 at 6:57 AM EDT

Could You Quit Teaching and Live on Municipal Bond Income? Here’s How the Numbers Add Up

A final salary of $45,000 is a reasonable benchmark for many long-tenured public school teachers approaching retirement in state pension…

Drew Wood | Jun 1, 2026 at 5:30 AM EDT

If You Have $890,000 Saved at 64 and a Late Spouse’s $310,000 Life Insurance, Here Is the Income Plan That Holds Through 90

A 64-year-old widow faces a series of high-stakes financial decisions all at once: when to claim Social Security, how to…

David Beren | May 31, 2026 at 2:05 PM EDT

What a $2 Million Dividend Portfolio Actually Pays a Retired Couple in Texas vs California After Every Tax

A 68-year-old married couple sits on a $2 million dividend portfolio generating $96,000 of annual income at a 4.8% blended…

David Beren | May 31, 2026 at 1:41 PM EDT

How to Build $12,500 a Month in Dividend Income From a $2.8 Million Portfolio Without Touching the Aggressive Tier

The income target is straightforward: $12,500 a month equals $150,000 a year, and the portfolio doing the work is $2.8…

Christy Bieber | May 31, 2026 at 1:36 PM EDT

Retirees Could Face a Surprise Social Security Tax Hit in 2027

Retirees have a lot of things to spend their money on, from travel and spoiling the grandkids to covering the…

Michael Williams | May 31, 2026 at 1:15 PM EDT

I’m 53 With $1.5 Million and Want to Retire in Carmel With a Sports Car. Here’s the Real Math.

The fantasy is easy to picture. A bluff in Carmel or Encinitas, a garage with a silver 911, ocean air,…

Carl Sullivan | May 31, 2026 at 1:08 PM EDT

What $11,000 a Month Really Looks Like in Retirement at Age 65

An $11,000 monthly gross income sounds comfortable at age 65. It is, but that figure comes with higher Medicare premiums.…

Drew Wood | May 31, 2026 at 11:57 AM EDT

Retiring at 68 With $980,000 Means Navigating a $14,200 Annual Property Insurance Spike Florida Retirees Did Not See Coming

A single 68-year-old retiree owns a $620,000 home on Florida’s coast, purchased in 2018, with $980,000 spread across retirement accounts.…

Ian Cooper | May 31, 2026 at 11:37 AM EDT

Want $4,800 in Annual Passive Income? Invest $40,000 Into These 3 High Yield Dividend Stocks

The pitch sounds simple. Put $40,000 to work, collect $4,800 a year, never sell a share. The arithmetic behind that…

David Beren | May 31, 2026 at 11:36 AM EDT

A 71-Year-Old Widow Discovered Her Husband’s Pension Survivor Election Was Filed Wrong and the $146,000 Mistake Is Mostly Recoverable

A pension check that disappeared overnight A widow at 71 opens a letter from her late husband’s former employer and…

Gerelyn Terzo | May 31, 2026 at 10:40 AM EDT

Social Security’s Special Minimum Benefit is Disappearing. Here’s Who Still Qualifies in 2026

Picture a 67-year-old who cleaned hotel rooms in her 30s, ran a cash register through her 40s, and spent her…

Michael Williams | May 31, 2026 at 10:10 AM EDT

Social Security Retirees Face a New Tax Cliff in 2026. Most Americans Missed It

A 68-year-old retired teacher in Ohio got her full Social Security check this spring after the Windfall Elimination Provision was…

Jeremy Phillips | May 31, 2026 at 9:35 AM EDT

Suze Orman Shows the Exact Steps on a $1.6 Million Roth Conversion to Shrink Future RMDs

Most retirees with seven-figure 401(k) balances never run the math on what their Required Minimum Distributions will look like at…

Drew Wood | May 31, 2026 at 9:30 AM EDT

Retiring at 62 With $2.6 Million Means Quietly Funding $24,000 of Adult-Son Health Insurance Until He Hits 26

You spent decades saving to walk away from work. You hit the number: $2.6 million across retirement accounts and a…

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Personal Finance Articles

All Personal Finance Articles

Every 53y Man Wants to Retire On The California Coast With A Porsche 911, Few Actually Run The Math

Could You Quit Teaching and Live on Municipal Bond Income? Here’s How the Numbers Add Up

If You Have $890,000 Saved at 64 and a Late Spouse’s $310,000 Life Insurance, Here Is the Income Plan That Holds Through 90

What a $2 Million Dividend Portfolio Actually Pays a Retired Couple in Texas vs California After Every Tax

How to Build $12,500 a Month in Dividend Income From a $2.8 Million Portfolio Without Touching the Aggressive Tier

Retirees Could Face a Surprise Social Security Tax Hit in 2027

I’m 53 With $1.5 Million and Want to Retire in Carmel With a Sports Car. Here’s the Real Math.

What $11,000 a Month Really Looks Like in Retirement at Age 65

Retiring at 68 With $980,000 Means Navigating a $14,200 Annual Property Insurance Spike Florida Retirees Did Not See Coming

Want $4,800 in Annual Passive Income? Invest $40,000 Into These 3 High Yield Dividend Stocks

A 71-Year-Old Widow Discovered Her Husband’s Pension Survivor Election Was Filed Wrong and the $146,000 Mistake Is Mostly Recoverable

Social Security’s Special Minimum Benefit is Disappearing. Here’s Who Still Qualifies in 2026

Social Security Retirees Face a New Tax Cliff in 2026. Most Americans Missed It

Suze Orman Shows the Exact Steps on a $1.6 Million Roth Conversion to Shrink Future RMDs

Retiring at 62 With $2.6 Million Means Quietly Funding $24,000 of Adult-Son Health Insurance Until He Hits 26

Live: Will Casey’s Crush Q4 Earnings Tonight After The Bell?

Veteran Hedge Fund Manager: Anthropic Targets $500 Billion Market Opportunity as ‘Just Coding Alone Has Completely Taken Off’

New Inflation Data Confirms the end of Kevin Warsh’s Honeymoon

Fidelity’s 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

Fidelity's 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

74-Year-Old With $2.6M Discovers Late Husband's IRA RMD Doubled Her Tax Bill

Veteran Hedge Fund Manager: Anthropic Targets $500 Billion Market Opportunity as ‘Just Coding Alone Has Completely Taken Off’

New Inflation Data Confirms the end of Kevin Warsh’s Honeymoon

Personal Finance Articles

All Personal Finance Articles

Every 53y Man Wants to Retire On The California Coast With A Porsche 911, Few Actually Run The Math

Could You Quit Teaching and Live on Municipal Bond Income? Here’s How the Numbers Add Up

If You Have $890,000 Saved at 64 and a Late Spouse’s $310,000 Life Insurance, Here Is the Income Plan That Holds Through 90

What a $2 Million Dividend Portfolio Actually Pays a Retired Couple in Texas vs California After Every Tax

How to Build $12,500 a Month in Dividend Income From a $2.8 Million Portfolio Without Touching the Aggressive Tier

Retirees Could Face a Surprise Social Security Tax Hit in 2027

I’m 53 With $1.5 Million and Want to Retire in Carmel With a Sports Car. Here’s the Real Math.

What $11,000 a Month Really Looks Like in Retirement at Age 65

Retiring at 68 With $980,000 Means Navigating a $14,200 Annual Property Insurance Spike Florida Retirees Did Not See Coming

Want $4,800 in Annual Passive Income? Invest $40,000 Into These 3 High Yield Dividend Stocks

A 71-Year-Old Widow Discovered Her Husband’s Pension Survivor Election Was Filed Wrong and the $146,000 Mistake Is Mostly Recoverable

Social Security’s Special Minimum Benefit is Disappearing. Here’s Who Still Qualifies in 2026

Social Security Retirees Face a New Tax Cliff in 2026. Most Americans Missed It

Suze Orman Shows the Exact Steps on a $1.6 Million Roth Conversion to Shrink Future RMDs

Retiring at 62 With $2.6 Million Means Quietly Funding $24,000 of Adult-Son Health Insurance Until He Hits 26

Live: Will Casey’s Crush Q4 Earnings Tonight After The Bell?

Veteran Hedge Fund Manager: Anthropic Targets $500 Billion Market Opportunity as ‘Just Coding Alone Has Completely Taken Off’

New Inflation Data Confirms the end of Kevin Warsh’s Honeymoon

Fidelity’s 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

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Fidelity's 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

74-Year-Old With $2.6M Discovers Late Husband's IRA RMD Doubled Her Tax Bill