Personal Finance Articles

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5774 Articles

Maurie Backman | Jul 12, 2026 at 11:36 AM EDT

The Average Social Security Check Jumps This Much in 2027

Social Security's 2027 COLA forecast just got a significant upgrade, and analysts say it could deliver the biggest raise seniors…

Drew Wood | Jul 12, 2026 at 11:24 AM EDT

Your Dividend Yield Isn’t Your Income: What You Really Keep After Taxes

Two retirees can both pull $100,000 from $2 million income portfolios and still land in very different places after tax.…

David Beren | Jul 12, 2026 at 10:39 AM EDT

The Social Security Earnings Limit Can Cost Early Retirees Thousands Each Year

Collecting Social Security while working before full retirement age sounds like a smart way to double up on income, but…

Drew Wood | Jul 12, 2026 at 10:29 AM EDT

Mexico or Florida: Which One Lets You Retire at 62 on $2,500 a Month?

A $2,500 monthly retirement can work in Mexico or Florida, but the two plans fail in different places. In Mexico,…

Gerelyn Terzo | Jul 12, 2026 at 10:04 AM EDT

Laid Off Before the Cutoff, He Feared the Zero Years Would Gut His Social Security. The Real Damage Surprised Him.

The Layoff That Felt Like a Retirement Sentence A 61-year-old engineer with 32 years at the same company receives a…

David Beren | Jul 12, 2026 at 9:34 AM EDT

The Maximum Social Security Check Is $5,108 a Month. Here’s How Much Invested It Takes to Match It.

The maximum Social Security retirement benefit in 2026 is $5,181 a month, a figure that only a tiny slice of…

Drew Wood | Jul 12, 2026 at 9:30 AM EDT

How Much Would It Take to Escape to Cancún Every Winter for Life?

Three or four months of sun, ocean, and tacos al pastor can sound like a luxury until the math is…

Gerelyn Terzo | Jul 12, 2026 at 7:03 AM EDT

He’s 65 With a 3.6% Mortgage and $62,000 Left. Paying It Off Before He Retires Could Feed the Social Security Tax Torpedo.

A Familiar Crossroads at 65 He is 65, planning to retire at 67, and staring at $62,000 left on a…

Gerelyn Terzo | Jul 12, 2026 at 7:02 AM EDT

He Put Gold in His IRA to Hedge Inflation. At 73, the RMD Forces Him to Sell the Precious Metal, and Taxes His Social Security.

Picture a 73-year-old who spent the last decade watching prices climb and decided, sensibly enough, to tuck some physical gold…

Drew Wood | Jul 12, 2026 at 6:15 AM EDT

How Much of a $100,000 Retirement Income Do You Actually Get to Spend?

Replacing a six-figure salary with portfolio income looks clean on paper. What actually lands in a retiree’s checking account is…

Gerelyn Terzo | Jul 12, 2026 at 6:03 AM EDT

Laid Off at 61, She Trusted Her Social Security Estimate. It Was Overstating Her Check Because of One Hidden Assumption.

The call came on a Tuesday. She was 61, three weeks from her 25th anniversary at the company, and by…

Drew Wood | Jul 12, 2026 at 5:00 AM EDT

One Form Can Erase Your IRMAA Surcharge After a Retirement, Divorce, or a Spouse’s Death — You Have 60 Days

A 68-year-old widow in Ohio opens her Medicare notice and sees her Part B premium jump from $202.90 to $284.10…

Michael Williams | Jul 11, 2026 at 8:08 PM EDT

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

If you own or are eyeing a beat-up old building with good bones, the federal government will hand you back…

Michael Williams | Jul 11, 2026 at 7:05 PM EDT

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It

If you own an RV with a bed, a stove, and a toilet, the IRS calls it a home. That…

Michael Williams | Jul 11, 2026 at 6:01 PM EDT

Your Solar Tax Credit Expires December 31, 2025, but Here’s How to Claim 30% Back

If you had rooftop solar panels installed in 2025, the IRS still owes you back about a third of what…

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Personal Finance Articles

All Personal Finance Articles

The Average Social Security Check Jumps This Much in 2027

Your Dividend Yield Isn’t Your Income: What You Really Keep After Taxes

The Social Security Earnings Limit Can Cost Early Retirees Thousands Each Year

Mexico or Florida: Which One Lets You Retire at 62 on $2,500 a Month?

Laid Off Before the Cutoff, He Feared the Zero Years Would Gut His Social Security. The Real Damage Surprised Him.

The Maximum Social Security Check Is $5,108 a Month. Here’s How Much Invested It Takes to Match It.

How Much Would It Take to Escape to Cancún Every Winter for Life?

He’s 65 With a 3.6% Mortgage and $62,000 Left. Paying It Off Before He Retires Could Feed the Social Security Tax Torpedo.

He Put Gold in His IRA to Hedge Inflation. At 73, the RMD Forces Him to Sell the Precious Metal, and Taxes His Social Security.

How Much of a $100,000 Retirement Income Do You Actually Get to Spend?

Laid Off at 61, She Trusted Her Social Security Estimate. It Was Overstating Her Check Because of One Hidden Assumption.

One Form Can Erase Your IRMAA Surcharge After a Retirement, Divorce, or a Spouse’s Death — You Have 60 Days

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It

Your Solar Tax Credit Expires December 31, 2025, but Here’s How to Claim 30% Back

The American Chip Boom Picks Winners: TXN, INTC, and QRVO at Current Share Prices

NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.

SpaceX Just Erased $1 Trillion in Value. Here’s Why the Worst Could Be Yet to Come.

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

The American Chip Boom Picks Winners: TXN, INTC, and QRVO at Current Share Prices

NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.

Personal Finance Articles

All Personal Finance Articles

The Average Social Security Check Jumps This Much in 2027

Your Dividend Yield Isn’t Your Income: What You Really Keep After Taxes

The Social Security Earnings Limit Can Cost Early Retirees Thousands Each Year

Mexico or Florida: Which One Lets You Retire at 62 on $2,500 a Month?

Laid Off Before the Cutoff, He Feared the Zero Years Would Gut His Social Security. The Real Damage Surprised Him.

The Maximum Social Security Check Is $5,108 a Month. Here’s How Much Invested It Takes to Match It.

How Much Would It Take to Escape to Cancún Every Winter for Life?

He’s 65 With a 3.6% Mortgage and $62,000 Left. Paying It Off Before He Retires Could Feed the Social Security Tax Torpedo.

He Put Gold in His IRA to Hedge Inflation. At 73, the RMD Forces Him to Sell the Precious Metal, and Taxes His Social Security.

How Much of a $100,000 Retirement Income Do You Actually Get to Spend?

Laid Off at 61, She Trusted Her Social Security Estimate. It Was Overstating Her Check Because of One Hidden Assumption.

One Form Can Erase Your IRMAA Surcharge After a Retirement, Divorce, or a Spouse’s Death — You Have 60 Days

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It

Your Solar Tax Credit Expires December 31, 2025, but Here’s How to Claim 30% Back

The American Chip Boom Picks Winners: TXN, INTC, and QRVO at Current Share Prices

NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.

SpaceX Just Erased $1 Trillion in Value. Here’s Why the Worst Could Be Yet to Come.

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