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Gerelyn Terzo | Jul 15, 2026 at 10:02 AM EDT

He Took an $18,000 Pay Cut Just to Get Back to Work. Here’s What It Actually Does to His Social Security.

Picture a 58-year-old engineer who spent 30 years climbing to a six-figure salary. He got caught in a restructuring, and…

Marc Guberti | Jul 15, 2026 at 9:43 AM EDT

64-Year-Old With $1.1 Million 401(k) Drains It Early to Lock in 8% Guaranteed Social Security Bump

Draining a seven-figure 401(k) before Social Security kicks in sounds like a retirement nightmare, but for one 64-year-old, it may…

Danielle Liverance | Jul 15, 2026 at 9:04 AM EDT

‘A Huge and Risky Financial Maneuver’: Experts Push Back on BlackRock CEO’s $1.5 Trillion Social Security Plan

BlackRock's CEO is championing a plan to redirect $1.5 trillion into the stock market to shore up Social Security, but…

Drew Wood | Jul 15, 2026 at 8:02 AM EDT

The State Tax Trap: Where the Same Retirement Portfolio Buys You Thousands More Every Year

Picture two retirees with identical $1.5 million portfolios throwing off $80,000 a year in taxable portfolio income. One lives in…

Gerelyn Terzo | Jul 15, 2026 at 7:03 AM EDT

A Plumber’s Body Gave Out at 63. For Skilled Tradesmen, Claiming Social Security Early Could Be the Right Call, Even With the Cut.

The standard advice says wait until 70 for the biggest Social Security check, but that math was built for someone…

Drew Wood | Jul 15, 2026 at 6:17 AM EDT

What It Takes to Earn $8,000 a Month From Dividends Without Chasing Yield

Eight thousand dollars a month is the kind of retirement income target that looks simple until the yield math starts…

Gerelyn Terzo | Jul 15, 2026 at 6:04 AM EDT

At 55 and in Her Highest Tax Bracket, Maxing the Roth 401(k) May Be the Wrong Call.

Picture a woman around 55, married, both spouses earning solid incomes, household income in the low six figures. She listens…

Drew Wood | Jul 15, 2026 at 5:05 AM EDT

What It Takes to Fund a Beach House From Dividend Income

The fantasy of owning a beach house rarely dies at the closing table. It usually dies later, when the insurance…

Michael Williams | Jul 14, 2026 at 9:47 PM EDT

‘Your Spouse Has All Kinds of Benefits That Nobody Else Has’: Suze Orman to a 76-Year-Old Who Doubled Her Husband’s 401(k)

A 76-year-old listener had her husband's estate plan locked down and his 401(k) doubled, yet the one beneficiary decision she…

Michael Williams | Jul 14, 2026 at 8:38 PM EDT

‘Horrible, Horrible, Horrible’: Dave Ramsey Shreds a Debt-Free Retiree’s Plan to Lease a New Car Every 3 Years

A debt-free 70-year-old retiree called Dave Ramsey with a car plan that seemed perfectly sensible, and Ramsey tore it apart…

Michael Williams | Jul 14, 2026 at 7:38 PM EDT

‘Who Sends a Bill to Their Kid for $4,000?’: Dave Ramsey on a Couple Blindsided by In-Law Wedding Debt

A newlywed husband just found out his in-laws handed him a $4,000 bill for a wedding he thought was a…

Michael Williams | Jul 14, 2026 at 7:21 PM EDT

You Can Give From Your IRA Completely Tax-Free at 70½, Two and a Half Years Before RMDs Even Begin

Most retirees miss a two-and-a-half-year tax window that opens before required distributions ever force their hand, and once it closes,…

Michael Williams | Jul 14, 2026 at 6:19 PM EDT

Earned Over $145,000 Last Year? Your 401(k) Catch-Up Money Is Now Forced Into a Roth and Here’s Who Wins

A rule buried in a 2022 law just stripped a major tax break from high-earning workers over 50, and whether…

Michael Williams | Jul 14, 2026 at 5:11 PM EDT

She Claimed Social Security at 62 and Regretted It Within the Year. One Form Let Her Take It All Back

Most people who file for Social Security at 62 assume the decision is permanent, but the SSA quietly offers a…

David Beren | Jul 14, 2026 at 4:50 PM EDT

You Saved for 40 Years. 48% of Retirees Have No Plan for Spending It. Here’s What a Plan Looks Like.

Two surveys published this year describe the same problem from different angles. The Allianz Center for the Future of Retirement…

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Personal Finance Articles

All Personal Finance Articles

He Took an $18,000 Pay Cut Just to Get Back to Work. Here’s What It Actually Does to His Social Security.

64-Year-Old With $1.1 Million 401(k) Drains It Early to Lock in 8% Guaranteed Social Security Bump

‘A Huge and Risky Financial Maneuver’: Experts Push Back on BlackRock CEO’s $1.5 Trillion Social Security Plan

The State Tax Trap: Where the Same Retirement Portfolio Buys You Thousands More Every Year

A Plumber’s Body Gave Out at 63. For Skilled Tradesmen, Claiming Social Security Early Could Be the Right Call, Even With the Cut.

What It Takes to Earn $8,000 a Month From Dividends Without Chasing Yield

At 55 and in Her Highest Tax Bracket, Maxing the Roth 401(k) May Be the Wrong Call.

What It Takes to Fund a Beach House From Dividend Income

‘Your Spouse Has All Kinds of Benefits That Nobody Else Has’: Suze Orman to a 76-Year-Old Who Doubled Her Husband’s 401(k)

‘Horrible, Horrible, Horrible’: Dave Ramsey Shreds a Debt-Free Retiree’s Plan to Lease a New Car Every 3 Years

‘Who Sends a Bill to Their Kid for $4,000?’: Dave Ramsey on a Couple Blindsided by In-Law Wedding Debt

You Can Give From Your IRA Completely Tax-Free at 70½, Two and a Half Years Before RMDs Even Begin

Earned Over $145,000 Last Year? Your 401(k) Catch-Up Money Is Now Forced Into a Roth and Here’s Who Wins

She Claimed Social Security at 62 and Regretted It Within the Year. One Form Let Her Take It All Back

You Saved for 40 Years. 48% of Retirees Have No Plan for Spending It. Here’s What a Plan Looks Like.

Social Security Spousal Benefits Can Add Up to $10,000 a Year. Most Couples Never Claim Them Correctly

Why a 15% Yield on Blue Chip Stocks Worries Even Income Investors

She Didn’t Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.

Social Security Spousal Benefits Can Add Up to $10,000 a Year. Most Couples Never Claim Them Correctly

She Didn't Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.

Social Security Spousal Benefits Can Add Up to $10,000 a Year. Most Couples Never Claim Them Correctly

Why a 15% Yield on Blue Chip Stocks Worries Even Income Investors

Personal Finance Articles

All Personal Finance Articles

He Took an $18,000 Pay Cut Just to Get Back to Work. Here’s What It Actually Does to His Social Security.

64-Year-Old With $1.1 Million 401(k) Drains It Early to Lock in 8% Guaranteed Social Security Bump

‘A Huge and Risky Financial Maneuver’: Experts Push Back on BlackRock CEO’s $1.5 Trillion Social Security Plan

The State Tax Trap: Where the Same Retirement Portfolio Buys You Thousands More Every Year

A Plumber’s Body Gave Out at 63. For Skilled Tradesmen, Claiming Social Security Early Could Be the Right Call, Even With the Cut.

What It Takes to Earn $8,000 a Month From Dividends Without Chasing Yield

At 55 and in Her Highest Tax Bracket, Maxing the Roth 401(k) May Be the Wrong Call.

What It Takes to Fund a Beach House From Dividend Income

‘Your Spouse Has All Kinds of Benefits That Nobody Else Has’: Suze Orman to a 76-Year-Old Who Doubled Her Husband’s 401(k)

‘Horrible, Horrible, Horrible’: Dave Ramsey Shreds a Debt-Free Retiree’s Plan to Lease a New Car Every 3 Years

‘Who Sends a Bill to Their Kid for $4,000?’: Dave Ramsey on a Couple Blindsided by In-Law Wedding Debt

You Can Give From Your IRA Completely Tax-Free at 70½, Two and a Half Years Before RMDs Even Begin

Earned Over $145,000 Last Year? Your 401(k) Catch-Up Money Is Now Forced Into a Roth and Here’s Who Wins

She Claimed Social Security at 62 and Regretted It Within the Year. One Form Let Her Take It All Back

You Saved for 40 Years. 48% of Retirees Have No Plan for Spending It. Here’s What a Plan Looks Like.

Social Security Spousal Benefits Can Add Up to $10,000 a Year. Most Couples Never Claim Them Correctly

Why a 15% Yield on Blue Chip Stocks Worries Even Income Investors

She Didn’t Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.

Featured Reads

Social Security Spousal Benefits Can Add Up to $10,000 a Year. Most Couples Never Claim Them Correctly

She Didn't Want to Sell the Farm. Selling the Development Rights Instead Could Still Cost Her on Social Security and Medicare.