Personal Finance Articles

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5774 Articles

Danielle Liverance | Jul 13, 2026 at 10:00 AM EDT

60% of Millennials Will Inherit Nothing From the $93 Trillion Boomer Wealth Transfer, And That Money Is Going Exactly Where You Think

Boomers are sitting on a mountain of wealth, and the headlines say it is heading straight to younger generations. But…

Drew Wood | Jul 13, 2026 at 9:54 AM EDT

Think You’ll Live on $80,000 a Year? Here’s What Actually Lands in Your Checking Account

An $80,000 salary is not the same as $80,000 of spendable income. Federal withholding, FICA taxes, state income taxes where…

David Beren | Jul 13, 2026 at 9:34 AM EDT

Claiming Social Security at 62, 67, or 70? The Difference Can Be More Than 75%

The age you file for Social Security has nothing to do with how long you worked or how much you…

David Beren | Jul 13, 2026 at 9:08 AM EDT

Chasing a 10% Dividend Yield? Here’s What Most Retirees Overlook

A 10% dividend yield on a half-million-dollar portfolio promises $50,000 a year without selling a single share, and that math…

Gerelyn Terzo | Jul 13, 2026 at 7:03 AM EDT

He Ran His Own Electrical Business for 35 Years, Kept Reported Income Low to Save on Taxes. Now His Social Security Check Is Paying the Price.

After 35 years of running a successful electrical contracting business, Dan pulled up his Social Security estimate and found a…

Drew Wood | Jul 13, 2026 at 6:45 AM EDT

This Portfolio Lets You Earn More Than a Lawyer… Without Going to Law School

A legal career can eventually deliver a six-figure income, but the path is rarely passive. The median annual wage for…

Gerelyn Terzo | Jul 13, 2026 at 6:02 AM EDT

With Treasury Yields Near 4.5%, One Couple Rethinks When to Claim Social Security.

Picture a married couple in their mid-60s, both healthy, staring at a brokerage statement that finally looks generous again. Their…

Drew Wood | Jul 13, 2026 at 5:00 AM EDT

The Dividend Growth Roadmap That Turns $60,000 a Year Into More Than $125,000

The math on replacing $60,000 of annual income looks simple until you ask a different question. At a 3.5% yield,…

Michael Williams | Jul 12, 2026 at 6:10 PM EDT

The Spousal IRA Loophole: Fund Two Retirement Accounts on One Paycheck

If you’re married and one of you doesn’t earn a paycheck, the IRS still lets that stay-at-home spouse fund a…

Drew Wood | Jul 12, 2026 at 5:17 PM EDT

Sunset on the Douro: Here’s How to Retire to Portugal’s Wine Country at 62 on $2,600 a Month

A $2,600 monthly retirement in Portugal’s Douro Valley can work, but only in the quieter version of the region. The…

Drew Wood | Jul 12, 2026 at 3:09 PM EDT

The Dividend Growth Approach That Builds Bigger Paychecks Every Single Year

Ten years ago, a buyer of Lowe’s (NYSE:LOW | LOW Price Prediction) could pick up shares near $66 and collect…

Austin Smith | Jul 12, 2026 at 3:05 PM EDT

Five HYSA Mistakes That Quietly Cost You Money

Most high yield savings account holders are quietly losing hundreds of dollars a year not by making dramatic errors, but…

Gerelyn Terzo | Jul 12, 2026 at 2:02 PM EDT

Laid Off at 64, He Thought He Had Filed for Early Retirement. He Hadn’t, and the Distinction Is Worth Thousands.

The Layoff That Feels Like Retirement, But Isn’t A 64-year-old laid off after decades at the same employer walks out…

Drew Wood | Jul 12, 2026 at 1:14 PM EDT

Delay Part D Two Years and a Surcharge Rides Every Prescription Bill Forever

A 65-year-old who takes no prescriptions looks at Medicare Part D and does the obvious math: why pay a premium…

David Beren | Jul 12, 2026 at 12:38 PM EDT

Retirees Get an 11-Year Window to Convert to a Roth at Low Rates. The Average One Converts $0.

Between the year a worker retires and the year Required Minimum Distributions kick in at age 73 under SECURE 2.0,…

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Personal Finance Articles

All Personal Finance Articles

60% of Millennials Will Inherit Nothing From the $93 Trillion Boomer Wealth Transfer, And That Money Is Going Exactly Where You Think

Think You’ll Live on $80,000 a Year? Here’s What Actually Lands in Your Checking Account

Claiming Social Security at 62, 67, or 70? The Difference Can Be More Than 75%

Chasing a 10% Dividend Yield? Here’s What Most Retirees Overlook

He Ran His Own Electrical Business for 35 Years, Kept Reported Income Low to Save on Taxes. Now His Social Security Check Is Paying the Price.

This Portfolio Lets You Earn More Than a Lawyer… Without Going to Law School

With Treasury Yields Near 4.5%, One Couple Rethinks When to Claim Social Security.

The Dividend Growth Roadmap That Turns $60,000 a Year Into More Than $125,000

The Spousal IRA Loophole: Fund Two Retirement Accounts on One Paycheck

Sunset on the Douro: Here’s How to Retire to Portugal’s Wine Country at 62 on $2,600 a Month

The Dividend Growth Approach That Builds Bigger Paychecks Every Single Year

Five HYSA Mistakes That Quietly Cost You Money

Laid Off at 64, He Thought He Had Filed for Early Retirement. He Hadn’t, and the Distinction Is Worth Thousands.

Delay Part D Two Years and a Surcharge Rides Every Prescription Bill Forever

Retirees Get an 11-Year Window to Convert to a Roth at Low Rates. The Average One Converts $0.

If Social Security Cuts Benefits, Here’s Who Might Get Hurt the Most

Peter Thiel Turned a $2,000 Roth IRA Into $5 Billion and Will Never Owe a Penny of Tax. The Same Rules Apply to Your Account

AI Architect Earning $1.1M/Year Almost Took on $550K in Debt to Dodge Taxes: ‘I Have No Idea What That Business Is’

If Social Security Cuts Benefits, Here's Who Might Get Hurt the Most

Peter Thiel Turned a $2,000 Roth IRA Into $5 Billion and Will Never Owe a Penny of Tax. The Same Rules Apply to Your Account

If Social Security Cuts Benefits, Here’s Who Might Get Hurt the Most

Peter Thiel Turned a $2,000 Roth IRA Into $5 Billion and Will Never Owe a Penny of Tax. The Same Rules Apply to Your Account

Personal Finance Articles

All Personal Finance Articles

60% of Millennials Will Inherit Nothing From the $93 Trillion Boomer Wealth Transfer, And That Money Is Going Exactly Where You Think

Think You’ll Live on $80,000 a Year? Here’s What Actually Lands in Your Checking Account

Claiming Social Security at 62, 67, or 70? The Difference Can Be More Than 75%

Chasing a 10% Dividend Yield? Here’s What Most Retirees Overlook

He Ran His Own Electrical Business for 35 Years, Kept Reported Income Low to Save on Taxes. Now His Social Security Check Is Paying the Price.

This Portfolio Lets You Earn More Than a Lawyer… Without Going to Law School

With Treasury Yields Near 4.5%, One Couple Rethinks When to Claim Social Security.

The Dividend Growth Roadmap That Turns $60,000 a Year Into More Than $125,000

The Spousal IRA Loophole: Fund Two Retirement Accounts on One Paycheck

Sunset on the Douro: Here’s How to Retire to Portugal’s Wine Country at 62 on $2,600 a Month

The Dividend Growth Approach That Builds Bigger Paychecks Every Single Year

Five HYSA Mistakes That Quietly Cost You Money

Laid Off at 64, He Thought He Had Filed for Early Retirement. He Hadn’t, and the Distinction Is Worth Thousands.

Delay Part D Two Years and a Surcharge Rides Every Prescription Bill Forever

Retirees Get an 11-Year Window to Convert to a Roth at Low Rates. The Average One Converts $0.

If Social Security Cuts Benefits, Here’s Who Might Get Hurt the Most

Peter Thiel Turned a $2,000 Roth IRA Into $5 Billion and Will Never Owe a Penny of Tax. The Same Rules Apply to Your Account

AI Architect Earning $1.1M/Year Almost Took on $550K in Debt to Dodge Taxes: ‘I Have No Idea What That Business Is’

Featured Reads

If Social Security Cuts Benefits, Here's Who Might Get Hurt the Most

Peter Thiel Turned a $2,000 Roth IRA Into $5 Billion and Will Never Owe a Penny of Tax. The Same Rules Apply to Your Account