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David Beren | May 29, 2026 at 11:20 AM EDT

Retiring with $2 Million? Here’s What You Can Actually Spend After Taxes and Healthcare

The arithmetic looks clean on paper. A $2 million portfolio split 60/40 between stocks and bonds, paired with $32,000 a…

Drew Wood | May 29, 2026 at 10:41 AM EDT

Retiring at 63 With $1.7 Million in California Means a $13,000 Annual State and Local Tax Bill Most Calculators Skip

You are 63 years old with $1.7 million split between a 401(k) and a brokerage account, and the spreadsheet says…

Michael Williams | May 29, 2026 at 10:37 AM EDT

The $41,796 Price Tag Nobody Mentions When Converting to a Roth IRA

The Quiet Surprise in the Mailbox A 64 year old single retiree with an $800,000 traditional IRA ran the numbers…

Michael Williams | May 29, 2026 at 10:30 AM EDT

Dave Ramsey’s Behavioral Finance Trick: Dangle the Carrot, Torch the Debt in 90 Days

On The Ramsey Show’s May 19, 2026 episode, "Short-Term Sacrifice Leads to Long-Term Financial Freedom," Dave Ramsey did something unusual.…

David Beren | May 29, 2026 at 10:26 AM EDT

How a 67-Year-Old Used a Reverse Mortgage as a Bridge to Delay Social Security to 70 and Added $186,000 to Lifetime Income

A 67-year-old widow with a paid-off home and a healthy retirement account faces a deceptively simple question: should she start…

Michael Williams | May 29, 2026 at 10:00 AM EDT

Dave Ramsey Challenges Young Earner’s Generational Blame Over $650,000 Home Gap

On the May 19, 2026 episode of The Ramsey Show, a listener named Owen from upstate New York wrote in…

Ian Cooper | May 29, 2026 at 9:44 AM EDT

5 Reasons Retirees Should Choose Medigap Plan G Over Medicare Advantage in 2026

A 65-year-old picking Medicare coverage for the first time faces a choice that shapes the next 20 years of healthcare…

Jeremy Phillips | May 29, 2026 at 9:35 AM EDT

Suze Orman on Shrinking Your IRA Before RMDs Force a Bigger Tax Bill

If you are in your 70s with a sizable traditional IRA and adult kids in their peak earning years, the…

Michael Williams | May 29, 2026 at 9:30 AM EDT

Disabled Millionaire Asks Dave Ramsey When to Quit: His Answer Will Surprise You

On the May 19, 2026 episode of The Ramsey Show, a 33-year-old disabled caller named James told Dave Ramsey he’d…

Ian Cooper | May 29, 2026 at 9:26 AM EDT

Want $4,800 in Annual Passive Income? Invest $40,000 Into These 3 High Yield Dividend Stocks

The pitch sounds clean: park $40,000 across three high-yield dividend names — Altria (NYSE: MO | MO Price Prediction), Verizon…

Maurie Backman | May 29, 2026 at 9:25 AM EDT

Fed Rate Cuts Look Less Likely in 2026 and Social Security Is About to Feel It

When inflation surged in the wake of the pandemic, the Federal Reserve had to act quickly to keep prices from…

Drew Wood | May 29, 2026 at 9:22 AM EDT

5 Monthly Dividend Investments That Could Cover a $3,500 Mortgage, Month After Month

Generating $3,500 per month in retirement income works out to roughly $42,000 annually, enough to cover the payment on a…

Jeremy Phillips | May 29, 2026 at 9:07 AM EDT

Retirees Living on Social Security: Move Your Dividend Stocks to Tax-Advantaged Accounts Today

On a recent episode of the Early Retirement – Financial Freedom podcast titled “Why I Chose To Retire At 70…

Michael Williams | May 29, 2026 at 9:00 AM EDT

Early Retirees Face a Dangerous Choice, Says Wes Moss: Bonds in IRAs or Access to Cash

On the May 19 episode of The Clark Howard Podcast, financial planner Wes Moss answered a question from a listener…

Carl Sullivan | May 29, 2026 at 8:46 AM EDT

What $10K a Month Really Looks Like in Retirement at Age 67 With a $2.4M Portfolio

The $10,000 a month retirement sounds great. A 67-year-old couple with $2.4 million and Social Security already claimed assumes the…

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Personal Finance Articles

All Personal Finance Articles

Retiring with $2 Million? Here’s What You Can Actually Spend After Taxes and Healthcare

Retiring at 63 With $1.7 Million in California Means a $13,000 Annual State and Local Tax Bill Most Calculators Skip

The $41,796 Price Tag Nobody Mentions When Converting to a Roth IRA

Dave Ramsey’s Behavioral Finance Trick: Dangle the Carrot, Torch the Debt in 90 Days

How a 67-Year-Old Used a Reverse Mortgage as a Bridge to Delay Social Security to 70 and Added $186,000 to Lifetime Income

Dave Ramsey Challenges Young Earner’s Generational Blame Over $650,000 Home Gap

5 Reasons Retirees Should Choose Medigap Plan G Over Medicare Advantage in 2026

Suze Orman on Shrinking Your IRA Before RMDs Force a Bigger Tax Bill

Disabled Millionaire Asks Dave Ramsey When to Quit: His Answer Will Surprise You

Want $4,800 in Annual Passive Income? Invest $40,000 Into These 3 High Yield Dividend Stocks

Fed Rate Cuts Look Less Likely in 2026 and Social Security Is About to Feel It

5 Monthly Dividend Investments That Could Cover a $3,500 Mortgage, Month After Month

Retirees Living on Social Security: Move Your Dividend Stocks to Tax-Advantaged Accounts Today

Early Retirees Face a Dangerous Choice, Says Wes Moss: Bonds in IRAs or Access to Cash

What $10K a Month Really Looks Like in Retirement at Age 67 With a $2.4M Portfolio

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

3 Utility Stocks That’ll Pay Your Bills For Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old's Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree's Medicare Bill...Two Years Later

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

Personal Finance Articles

All Personal Finance Articles

Retiring with $2 Million? Here’s What You Can Actually Spend After Taxes and Healthcare

Retiring at 63 With $1.7 Million in California Means a $13,000 Annual State and Local Tax Bill Most Calculators Skip

The $41,796 Price Tag Nobody Mentions When Converting to a Roth IRA

Dave Ramsey’s Behavioral Finance Trick: Dangle the Carrot, Torch the Debt in 90 Days

How a 67-Year-Old Used a Reverse Mortgage as a Bridge to Delay Social Security to 70 and Added $186,000 to Lifetime Income

Dave Ramsey Challenges Young Earner’s Generational Blame Over $650,000 Home Gap

5 Reasons Retirees Should Choose Medigap Plan G Over Medicare Advantage in 2026

Suze Orman on Shrinking Your IRA Before RMDs Force a Bigger Tax Bill

Disabled Millionaire Asks Dave Ramsey When to Quit: His Answer Will Surprise You

Want $4,800 in Annual Passive Income? Invest $40,000 Into These 3 High Yield Dividend Stocks

Fed Rate Cuts Look Less Likely in 2026 and Social Security Is About to Feel It

5 Monthly Dividend Investments That Could Cover a $3,500 Mortgage, Month After Month

Retirees Living on Social Security: Move Your Dividend Stocks to Tax-Advantaged Accounts Today

Early Retirees Face a Dangerous Choice, Says Wes Moss: Bonds in IRAs or Access to Cash

What $10K a Month Really Looks Like in Retirement at Age 67 With a $2.4M Portfolio

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

3 Utility Stocks That’ll Pay Your Bills For Years

Featured Reads

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old's Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree's Medicare Bill...Two Years Later