Personal Finance Articles

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4629 Articles

David Beren | 22 hours ago

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

Let’s assume, for a moment, that a home has been in the family for thirty years, and that the wife…

Ian Cooper | 22 hours ago

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

Many retirees spent 2025 hoping the One Big Beautiful Bill would shrink or scrap Required Minimum Distributions. The law rewrote…

Maurie Backman | 22 hours ago

New Fed Chair Kevin Warsh Faces Trump Demand That Could Impact Social Security

President Trump is someone who isn’t afraid of conflict. He’s clashed with a number of major players in the political…

Christy Bieber | 22 hours ago

Two Smart Social Security Claiming Strategies Every Married Couple Should Know

Being married and eligible for Social Security gives you many choices for claiming benefits. Both you and your spouse can…

Drew Wood | 23 hours ago

How $400,000 in SCHD Multiplies Into a $50,000 Annual Dividend Stream Over 15 Years

Fifty thousand dollars per year is roughly what a retiree with a paid-off home may need to cover core expenses…

Thomas Richmond | 23 hours ago

Surprise! Millions of Americans Receive an Unexpected Bonus. Tax Refunds Just Surged 17%

Liz Peek, a Fox News contributor, delivered a striking household-level statistic on Fox Business’ Kudlow on June 3: “The Average…

Gerelyn Terzo | Yesterday

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

A 60-year-old widow files for Social Security survivor benefits after her husband’s death. She has her own work record from…

Drew Wood | Yesterday

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

A married couple filing jointly with $400,000 of taxable income occupies one of the highest tax brackets many affluent retirees and…

Gerelyn Terzo | Yesterday

The $1,847 Monthly Survivor Benefit Most Widows Leave on the Table by Filing at the Wrong Age

A 60-year-old widow sits at her kitchen table with a Social Security statement and a calendar. Her husband passed away…

David Beren | Yesterday

The West’s Home Prices Just Fell 1.4% While the Rest of America Climbed. Here’s Why.

The National Association of Realtors’ April 2026 existing home sales report carries a national headline suggesting the housing market is…

Christy Bieber | Yesterday

Here Is the Average Social Security Benefit at Every Age From 62 to 70

Social Security is an important retirement income source to a lot of people. For those who struggle to save, those…

Gerelyn Terzo | Yesterday

Eight States Still Tax Your Social Security Benefits in 2026. Here’s What That Means for Your $30,000 Annual Check

A 68-year-old drawing $30,000 a year from Social Security has good news heading into 2026: most of the country no…

David Beren | Yesterday

Most Americans in Their 20s Are Already Saving for Retirement, But 47% Guessed Their Savings Target

A new picture of how middle-class twentysomethings are handling retirement is emerging from the Transamerica Center for Retirement Studies, and…

Maurie Backman | Yesterday

May Jobs Report Just Changed the Outlook for Social Security’s 2027 COLA

The midpoint of the year is when seniors on Social Security tend to get antsy about knowing what their upcoming…

Christy Bieber | Yesterday

The Little Known IRMAA Rule That Lets Medicare Take a Bigger Bite Out of Social Security

Social Security is important to a lot of retirees. Without those benefits, many seniors would not be able to pay…

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Personal Finance Articles

All Personal Finance Articles

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

New Fed Chair Kevin Warsh Faces Trump Demand That Could Impact Social Security

Two Smart Social Security Claiming Strategies Every Married Couple Should Know

How $400,000 in SCHD Multiplies Into a $50,000 Annual Dividend Stream Over 15 Years

Surprise! Millions of Americans Receive an Unexpected Bonus. Tax Refunds Just Surged 17%

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 $1,847 Monthly Survivor Benefit Most Widows Leave on the Table by Filing at the Wrong Age

The West’s Home Prices Just Fell 1.4% While the Rest of America Climbed. Here’s Why.

Here Is the Average Social Security Benefit at Every Age From 62 to 70

Eight States Still Tax Your Social Security Benefits in 2026. Here’s What That Means for Your $30,000 Annual Check

Most Americans in Their 20s Are Already Saving for Retirement, But 47% Guessed Their Savings Target

May Jobs Report Just Changed the Outlook for Social Security’s 2027 COLA

The Little Known IRMAA Rule That Lets Medicare Take a Bigger Bite Out of Social Security

An Overlooked Cleantech Fund Just Did in Eighteen Months What the S&P 500 Took Five Years to Accomplish

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security's Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

An Overlooked Cleantech Fund Just Did in Eighteen Months What the S&P 500 Took Five Years to Accomplish

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Personal Finance Articles

All Personal Finance Articles

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

New Fed Chair Kevin Warsh Faces Trump Demand That Could Impact Social Security

Two Smart Social Security Claiming Strategies Every Married Couple Should Know

How $400,000 in SCHD Multiplies Into a $50,000 Annual Dividend Stream Over 15 Years

Surprise! Millions of Americans Receive an Unexpected Bonus. Tax Refunds Just Surged 17%

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 $1,847 Monthly Survivor Benefit Most Widows Leave on the Table by Filing at the Wrong Age

The West’s Home Prices Just Fell 1.4% While the Rest of America Climbed. Here’s Why.

Here Is the Average Social Security Benefit at Every Age From 62 to 70

Eight States Still Tax Your Social Security Benefits in 2026. Here’s What That Means for Your $30,000 Annual Check

Most Americans in Their 20s Are Already Saving for Retirement, But 47% Guessed Their Savings Target

May Jobs Report Just Changed the Outlook for Social Security’s 2027 COLA

The Little Known IRMAA Rule That Lets Medicare Take a Bigger Bite Out of Social Security

An Overlooked Cleantech Fund Just Did in Eighteen Months What the S&P 500 Took Five Years to Accomplish

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

Featured Reads

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security's Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate