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5242 Articles

Drew Wood | Jun 22, 2026 at 12:53 PM EDT

The Retiree Who Turned Down A $100,000 Dividend Check

A 65-year-old retiree is offered two income portfolios built from the same amount of capital. One generates $100,000 a year…

Maurie Backman | Jun 22, 2026 at 12:41 PM EDT

The $24,480 Social Security Rule That Could Cost Retirees Thousands

A lot of people make the decision that once they retire, they’re done working for good. And that’s understandable. But…

Marc Guberti | Jun 22, 2026 at 12:26 PM EDT

Your 401(k) Has Employer Stock? Make Sure You Know About This Tax Rule Before You Retire

A 61-year-old technology vice president retiring this summer has roughly $1.4 million in her 401(k). About $500,000 of that balance…

Maurie Backman | Jun 22, 2026 at 11:31 AM EDT

Trump Cost Social Security $169 Billion. Retirees Will Feel the Fallout

When Donald Trump was running for office, he pledged that he would not cut any money from Social Security. In…

Drew Wood | Jun 22, 2026 at 11:29 AM EDT

They’ve Visited Israel for 30 Years. Is It Time to Retire There?

For more than 30 years, this Jewish-American couple has traveled to Israel to visit family, celebrate milestones, and maintain ties…

David Beren | Jun 22, 2026 at 11:14 AM EDT

Only 46% of Americans Have a Three-Month Emergency Fund. The Trend Is Getting Worse.

The headline number that gets thrown around in personal finance, that most Americans cannot cover a $1,000 emergency, sounds like…

Drew Wood | Jun 22, 2026 at 10:17 AM EDT

Don’t Wait For Your Rich Uncle To Die. Build Your Own Inheritance With This Portfolio

Uncle Ralph owns a few rental properties, drives an old truck, and is rumored to be worth a fortune. At…

Gerelyn Terzo | Jun 22, 2026 at 10:12 AM EDT

A Couple Holds $120K in Bitcoin. In a Roth It’s Tax-Free. In a Brokerage Account, Selling Could Torpedo Their Social Security.

Picture a married couple, both around 65, just starting Social Security. They bought Bitcoin years ago and now sit on…

Drew Wood | Jun 22, 2026 at 9:09 AM EDT

The Portfolio That Quietly Pays For Your Gasoline Forever

The average American household spent about $200 per month on gasoline according to the latest federal expenditure data. With gasoline…

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…

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Personal Finance Articles

All Personal Finance Articles

The Retiree Who Turned Down A $100,000 Dividend Check

The $24,480 Social Security Rule That Could Cost Retirees Thousands

Your 401(k) Has Employer Stock? Make Sure You Know About This Tax Rule Before You Retire

Trump Cost Social Security $169 Billion. Retirees Will Feel the Fallout

They’ve Visited Israel for 30 Years. Is It Time to Retire There?

Only 46% of Americans Have a Three-Month Emergency Fund. The Trend Is Getting Worse.

Don’t Wait For Your Rich Uncle To Die. Build Your Own Inheritance With This Portfolio

A Couple Holds $120K in Bitcoin. In a Roth It’s Tax-Free. In a Brokerage Account, Selling Could Torpedo Their Social Security.

The Portfolio That Quietly Pays For Your Gasoline Forever

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

The 529-to-Roth Rollover: Turn Up To $35,000 of Leftover College Money Into Tax-Free Retirement

The Fed Chair Just Said AI Has ‘Huge Implications’ for Rates. Investors Should Listen

XSD’s 0.35% Fee Hides a Four-Figure Return Gap Against Cheaper Rivals

A Financial Advisor Says You're Probably Wrong About How Much You Need to Retire

Owner-Operators vs. Company Drivers: The Truck Driver's Guide to Retiring Early

XLP’s 2.6% Yield Holds Firm as Retail Sales Hit 12-Month High

The 529-to-Roth Rollover: Turn Up To $35,000 of Leftover College Money Into Tax-Free Retirement

Personal Finance Articles

All Personal Finance Articles

The Retiree Who Turned Down A $100,000 Dividend Check

The $24,480 Social Security Rule That Could Cost Retirees Thousands

Your 401(k) Has Employer Stock? Make Sure You Know About This Tax Rule Before You Retire

Trump Cost Social Security $169 Billion. Retirees Will Feel the Fallout

They’ve Visited Israel for 30 Years. Is It Time to Retire There?

Only 46% of Americans Have a Three-Month Emergency Fund. The Trend Is Getting Worse.

Don’t Wait For Your Rich Uncle To Die. Build Your Own Inheritance With This Portfolio

A Couple Holds $120K in Bitcoin. In a Roth It’s Tax-Free. In a Brokerage Account, Selling Could Torpedo Their Social Security.

The Portfolio That Quietly Pays For Your Gasoline Forever

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

The 529-to-Roth Rollover: Turn Up To $35,000 of Leftover College Money Into Tax-Free Retirement

The Fed Chair Just Said AI Has ‘Huge Implications’ for Rates. Investors Should Listen

XSD’s 0.35% Fee Hides a Four-Figure Return Gap Against Cheaper Rivals

Featured Reads

A Financial Advisor Says You're Probably Wrong About How Much You Need to Retire

Owner-Operators vs. Company Drivers: The Truck Driver's Guide to Retiring Early