Personal Finance Articles

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4607 Articles

Ian Cooper | May 28, 2026 at 11:13 AM EDT

The Hidden $20,000 IRMAA Cliff a Retired Couple Walked Into After One Roth Conversion in the Wrong Year

Linda and Mark retired at 64 with a clean plan: convert a chunk of their traditional IRA to a Roth…

Maurie Backman | May 28, 2026 at 11:01 AM EDT

Trump Promised Not to Cut Social Security and Then Quietly Did It Anyway

In the course of his presidential campaign, Donald Trump had a lot to say about Social Security. And that makes…

David Beren | May 28, 2026 at 10:59 AM EDT

The 0% Capital Gains Bracket: How Retirees Can Realize $94,000 in Tax-Free Gains

A retired couple in their mid-60s, sitting on a large brokerage account with decades of embedded gains, has one of…

Danielle Liverance | May 28, 2026 at 10:36 AM EDT

‘You Guys Make Too Much to Be This Broke’: How Rachel Cruze Exposed a Family’s $3,500 Monthly Spending Leak

Joseph called The Ramsey Show with a problem most families would envy and recognize. He and his wife earn about…

Christy Bieber | May 28, 2026 at 10:30 AM EDT

3 Reasons Your Social Security Check May Shrink

If you’re like most seniors and you rely on Social Security to help you fund your expenses in retirement, seeing…

Austin Smith | May 28, 2026 at 10:25 AM EDT

Social Security’s Biggest 2026 Rule Change Just Handed 3 Million Retirees Thousands in Back Pay

The Quiet Windfall Hiding in Public Sector Pensions A retired teacher in Ohio spent 28 years in a classroom and…

Danielle Liverance | May 28, 2026 at 10:16 AM EDT

We’re holding $50,000 in 8 sinking funds but only spend $5,000 a month: are we being too conservative?

On a recent episode of the Money Guy Show titled He’s Working 60 Hours a Week to Retire Early… Is…

Danielle Liverance | May 28, 2026 at 10:10 AM EDT

Dave Ramsey Says Divorced 40-Year-Olds Can Still Retire Rich. Here’s What the Math Actually Shows

The caller on the Ramsey Everyday Millionaires podcast sounded defeated. Forty years old, recently divorced after 14 years of marriage,…

Ian Cooper | May 28, 2026 at 10:09 AM EDT

The $1.4 Million Beneficiary Mistake That Blindsides Divorced Retirees

A man we will call Robert spent 18 years believing his $1.4 million IRA would go to the family he…

Danielle Liverance | May 28, 2026 at 10:06 AM EDT

Here’s Why Your Money Anxiety Is Making You Poorer

On The Investing for Beginners Podcast episode “AAR51 – The Money and Mental Health Connection,” Evan Ray described a trap…

Drew Wood | May 28, 2026 at 9:45 AM EDT

The Dividend Portfolio That Could Make Your Car Payment Disappear

Average new-car payments have climbed into the $750 to $770 range nationally as vehicle prices and loan terms continue rising.…

Drew Wood | May 28, 2026 at 9:00 AM EDT

Retiring to Mexico on Social Security Only: Where the Math Works and Where It Breaks

A middle-class American couple in their late 60s faces a retirement problem that has become increasingly common. They have Social…

Drew Wood | May 28, 2026 at 7:58 AM EDT

What It Takes to Retire in a Colorado Mountain Town Where No One Bothers You

A reader sends this question almost every week: they visited a mountain town, fell for the rivers and quiet, and…

Carl Sullivan | May 28, 2026 at 7:29 AM EDT

Retirees Realize a $3M Nest Egg at 70 Only Means $70K in Real Annual Spending

A $3 million portfolio at age 70 sounds like the finish line. Then you actually do the math on what…

Drew Wood | May 28, 2026 at 7:25 AM EDT

The $850,000 Portfolio That Lets You Visit Your Grandkids

Tom and Rebecca thought retirement would become quieter after their children moved away. Instead, their family map kept expanding. Three…

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Personal Finance Articles

All Personal Finance Articles

The Hidden $20,000 IRMAA Cliff a Retired Couple Walked Into After One Roth Conversion in the Wrong Year

Trump Promised Not to Cut Social Security and Then Quietly Did It Anyway

The 0% Capital Gains Bracket: How Retirees Can Realize $94,000 in Tax-Free Gains

‘You Guys Make Too Much to Be This Broke’: How Rachel Cruze Exposed a Family’s $3,500 Monthly Spending Leak

3 Reasons Your Social Security Check May Shrink

Social Security’s Biggest 2026 Rule Change Just Handed 3 Million Retirees Thousands in Back Pay

We’re holding $50,000 in 8 sinking funds but only spend $5,000 a month: are we being too conservative?

Dave Ramsey Says Divorced 40-Year-Olds Can Still Retire Rich. Here’s What the Math Actually Shows

The $1.4 Million Beneficiary Mistake That Blindsides Divorced Retirees

Here’s Why Your Money Anxiety Is Making You Poorer

The Dividend Portfolio That Could Make Your Car Payment Disappear

Retiring to Mexico on Social Security Only: Where the Math Works and Where It Breaks

What It Takes to Retire in a Colorado Mountain Town Where No One Bothers You

Retirees Realize a $3M Nest Egg at 70 Only Means $70K in Real Annual Spending

The $850,000 Portfolio That Lets You Visit Your Grandkids

Top Wall Street Strategist: AI ‘Reality Check’ Is Coming as Bond Market Flashes Warning Signs

Four REITs Fund 45% of This Income ETF’s Distributions Right Now

Nvidia CEO Jensen Huang Says AI Job Losses Are Complete Nonsense. He’s Betting on a Hiring Surge Instead.

The Social Security Switch Most Widows Never Make: How to Gain $5,856 Yearly Income

This $750,000 Municipal Bond Sleeve Pays a High-Earner Couple $33,000 a Year of Federal-Tax-Free Income

The Social Security Switch Most Widows Never Make: How to Gain $5,856 Yearly Income

Top Wall Street Strategist: AI ‘Reality Check’ Is Coming as Bond Market Flashes Warning Signs

Personal Finance Articles

All Personal Finance Articles

The Hidden $20,000 IRMAA Cliff a Retired Couple Walked Into After One Roth Conversion in the Wrong Year

Trump Promised Not to Cut Social Security and Then Quietly Did It Anyway

The 0% Capital Gains Bracket: How Retirees Can Realize $94,000 in Tax-Free Gains

‘You Guys Make Too Much to Be This Broke’: How Rachel Cruze Exposed a Family’s $3,500 Monthly Spending Leak

3 Reasons Your Social Security Check May Shrink

Social Security’s Biggest 2026 Rule Change Just Handed 3 Million Retirees Thousands in Back Pay

We’re holding $50,000 in 8 sinking funds but only spend $5,000 a month: are we being too conservative?

Dave Ramsey Says Divorced 40-Year-Olds Can Still Retire Rich. Here’s What the Math Actually Shows

The $1.4 Million Beneficiary Mistake That Blindsides Divorced Retirees

Here’s Why Your Money Anxiety Is Making You Poorer

The Dividend Portfolio That Could Make Your Car Payment Disappear

Retiring to Mexico on Social Security Only: Where the Math Works and Where It Breaks

What It Takes to Retire in a Colorado Mountain Town Where No One Bothers You

Retirees Realize a $3M Nest Egg at 70 Only Means $70K in Real Annual Spending

The $850,000 Portfolio That Lets You Visit Your Grandkids

Top Wall Street Strategist: AI ‘Reality Check’ Is Coming as Bond Market Flashes Warning Signs

Four REITs Fund 45% of This Income ETF’s Distributions Right Now

Nvidia CEO Jensen Huang Says AI Job Losses Are Complete Nonsense. He’s Betting on a Hiring Surge Instead.

Featured Reads

The Social Security Switch Most Widows Never Make: How to Gain $5,856 Yearly Income

This $750,000 Municipal Bond Sleeve Pays a High-Earner Couple $33,000 a Year of Federal-Tax-Free Income