Personal Finance Articles

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5853 Articles

Christy Bieber | Dec 29, 2025 at 2:15 PM EST

These Retirees Definitely Should Not Delay Their Social Security Claim

In most cases, delaying Social Security benefits is a smart choice for retirees. While benefits can be claimed starting at…

Christy Bieber | Dec 29, 2025 at 1:12 PM EST

I’ve Built a $5.3 Million Net Worth — Is It Time to Hire an Estate Attorney?

Your decision about when to claim Social Security will have a big impact on your retirement security. While it may…

Maurie Backman | Dec 29, 2025 at 11:05 AM EST

Breaking Down Retirement Reality for Households With $4 Million Saved

A lot of people set a goal of being able to retire with $1 million. So if you've managed to…

Maurie Backman | Dec 29, 2025 at 7:47 AM EST

Trump Made Big Promises on Social Security. Here’s the Reality in 2026

Donald Trump spent much of his presidential campaign pledging to implement tariffs. And he clearly made good on that promise.…

Maurie Backman | Dec 27, 2025 at 10:41 AM EST

The Lifestyle a $3 Million Retirement Portfolio Can (and Can’t) Support

In 2022, the last year for which there’s data available, the average retirement savings balance for 65- to 74-year-olds…

David Beren | Dec 26, 2025 at 1:35 PM EST

How Long Your Money Actually Lasts in Retirement With $1.8 Million

Retiring with $1.8 million in the bank is going to put you in a very strong financial position relative to…

John Seetoo | Dec 26, 2025 at 11:06 AM EST

Ditch the 4% Rule For This Retirement Withdrawal

Financial advisors have long relied on the 4% rule as a benchmark for scheduling retirement account withdrawals. The rule has…

Maurie Backman | Dec 26, 2025 at 7:37 AM EST

The Two Social Security Fixes Lawmakers Keep Avoiding

Social Security is a program that millions of older Americans rely on today. And without those monthly benefits, many would…

David Beren | Dec 25, 2025 at 10:05 AM EST

Is $2 Million Enough to Retire Comfortably in Today’s Economy?

There is no question that retiring with $2 million in the bank represents a pretty significant achievement for most people…

John Seetoo | Dec 24, 2025 at 7:00 AM EST

Millionaire Kevin O’Leary says this is the ‘worst curse’ you can do when it comes to raising kids

Known to most of the world as “Mr. Wonderful,” Kevin O’Leary has built a reputation as an iconic business figure.…

David Beren | Dec 22, 2025 at 12:35 PM EST

Baby Boomers Are Bucking This Retirement Norm

For one of the longest periods in American history, it was widely agreed that most people would aim to retire…

David Beren | Dec 22, 2025 at 12:00 PM EST

This Is How Many Americans Have Socked Away At Least $500K for Their Retirement Years

It won’t come as any surprise to learn that millions of Americans are trying to put money away for retirement,…

David Beren | Dec 20, 2025 at 10:31 AM EST

What Retirement Really Looks Like With $2.5 Million in Savings

For as long as most of us can remember, the idea of retiring with $2.5 million in the "bank" has…

David Beren | Dec 20, 2025 at 8:00 AM EST

Retiring Soon With $800,000? Smart Moves to Make Right Now

Approaching retirement with $800,000 is a significant savings achievement, but it also requires something of a strategic shift in how…

Maurie Backman | Dec 18, 2025 at 12:20 PM EST

The 4 Most Common Misconceptions About the 4% Rule in Retirement

Many people work hard to build up savings for retirement. But retiring with a nice-sized nest egg is only half…

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Personal Finance Articles

All Personal Finance Articles

These Retirees Definitely Should Not Delay Their Social Security Claim

I’ve Built a $5.3 Million Net Worth — Is It Time to Hire an Estate Attorney?

Breaking Down Retirement Reality for Households With $4 Million Saved

Trump Made Big Promises on Social Security. Here’s the Reality in 2026

The Lifestyle a $3 Million Retirement Portfolio Can (and Can’t) Support

How Long Your Money Actually Lasts in Retirement With $1.8 Million

Ditch the 4% Rule For This Retirement Withdrawal

The Two Social Security Fixes Lawmakers Keep Avoiding

Is $2 Million Enough to Retire Comfortably in Today’s Economy?

Millionaire Kevin O’Leary says this is the ‘worst curse’ you can do when it comes to raising kids

Baby Boomers Are Bucking This Retirement Norm

This Is How Many Americans Have Socked Away At Least $500K for Their Retirement Years

What Retirement Really Looks Like With $2.5 Million in Savings

Retiring Soon With $800,000? Smart Moves to Make Right Now

The 4 Most Common Misconceptions About the 4% Rule in Retirement

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.

The Covered Call Tax Trap: These 3 ETFs Pay Around 12 Percent and Legally Shield Most of It From the IRS

Is Equal-Weighting the S&P 500 Worth It? Here’s What the Data Says

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.

A $550,000 Portfolio That Quietly Pays a 62-Year-Old $3,400 a Month Until Social Security Kicks In

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.

The Covered Call Tax Trap: These 3 ETFs Pay Around 12 Percent and Legally Shield Most of It From the IRS

Personal Finance Articles

All Personal Finance Articles

These Retirees Definitely Should Not Delay Their Social Security Claim

I’ve Built a $5.3 Million Net Worth — Is It Time to Hire an Estate Attorney?

Breaking Down Retirement Reality for Households With $4 Million Saved

Trump Made Big Promises on Social Security. Here’s the Reality in 2026

The Lifestyle a $3 Million Retirement Portfolio Can (and Can’t) Support

How Long Your Money Actually Lasts in Retirement With $1.8 Million

Ditch the 4% Rule For This Retirement Withdrawal

The Two Social Security Fixes Lawmakers Keep Avoiding

Is $2 Million Enough to Retire Comfortably in Today’s Economy?

Millionaire Kevin O’Leary says this is the ‘worst curse’ you can do when it comes to raising kids

Baby Boomers Are Bucking This Retirement Norm

This Is How Many Americans Have Socked Away At Least $500K for Their Retirement Years

What Retirement Really Looks Like With $2.5 Million in Savings

Retiring Soon With $800,000? Smart Moves to Make Right Now

The 4 Most Common Misconceptions About the 4% Rule in Retirement

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.

The Covered Call Tax Trap: These 3 ETFs Pay Around 12 Percent and Legally Shield Most of It From the IRS

Is Equal-Weighting the S&P 500 Worth It? Here’s What the Data Says

Featured Reads

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.

A $550,000 Portfolio That Quietly Pays a 62-Year-Old $3,400 a Month Until Social Security Kicks In