Personal Finance Articles

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5528 Articles

Gerelyn Terzo | 17 hours ago

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 | 17 hours ago

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 | 18 hours ago

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 | 19 hours ago

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 | Yesterday

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 | Yesterday

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 | Yesterday

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…

Austin Smith | Yesterday

The HYSA Teaser Rate Trap, and How to Spot One

Banks spend real money engineering the number in the largest font, and the fine print is where that investment pays…

David Beren | Yesterday

Social Security Replaces About 40% of Your Paycheck. Here’s How Much You Need Invested to Cover the Rest.

The Social Security Administration has long estimated that its retirement benefit replaces roughly 40% of a typical worker’s pre-retirement earnings.…

Drew Wood | Yesterday

Could You Retire Like Royalty in Vietnam With $400,000?

Vietnam can be one of the world’s more affordable retirement destinations, but “retire like royalty” is where the math gets…

Gerelyn Terzo | Yesterday

A Widow Turned Down the Survivor Check at 60 to Protect a Bigger One Later. The Wait Cost Her $50,000.

A Cautious Choice That Quietly Drained Her Bank Account She was widowed at 59. When she turned 60, a caseworker…

Drew Wood | Yesterday

He Kept His Spouse’s Employer Plan Past 65. Medicare Called It a Gap — and Charged Him for Life.

A 68-year-old stays on his wife’s employer health plan after turning 65 because she is still working, and he assumes…

Drew Wood | Yesterday

The Dividend Growth Plan That Leaves High-Yield Stocks Behind

A 10% dividend feels like a win because it solves the income problem with less capital. The arithmetic is seductive:…

Thomas Richmond | Yesterday

“Bro, 3 Years and the Finances Are Separate?”: Caleb Hammer Confronts Married Couple With 4 Kids and a Past-Due Mortgage

Caleb Hammer sat down with a married couple raising four kids on a past-due mortgage, and the first thing he…

Thomas Richmond | Yesterday

“They’re Going to Accuse You of Having Stolen From Your Parents”: George Kamel to Caller Hiding a $50,000 CD From Her Siblings

Cheryl's parents offered her fair compensation for retiring early to become their full-time caregiver, with one condition that made her…

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Personal Finance Articles

All Personal Finance Articles

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 HYSA Teaser Rate Trap, and How to Spot One

Social Security Replaces About 40% of Your Paycheck. Here’s How Much You Need Invested to Cover the Rest.

Could You Retire Like Royalty in Vietnam With $400,000?

A Widow Turned Down the Survivor Check at 60 to Protect a Bigger One Later. The Wait Cost Her $50,000.

He Kept His Spouse’s Employer Plan Past 65. Medicare Called It a Gap — and Charged Him for Life.

The Dividend Growth Plan That Leaves High-Yield Stocks Behind

“Bro, 3 Years and the Finances Are Separate?”: Caleb Hammer Confronts Married Couple With 4 Kids and a Past-Due Mortgage

“They’re Going to Accuse You of Having Stolen From Your Parents”: George Kamel to Caller Hiding a $50,000 CD From Her Siblings

Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different

5 Stock Setups Where Wall Street Sees the Most Upside Right Now

BDC Dividends Face a Reckoning As Fed Rate Cuts Squeeze Earnings

The Spousal IRA Loophole: Fund Two Retirement Accounts on One Paycheck

Sunset on the Douro: Here's How to Retire to Portugal's Wine Country at 62 on $2,600 a Month

Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different

5 Stock Setups Where Wall Street Sees the Most Upside Right Now

Personal Finance Articles

All Personal Finance Articles

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 HYSA Teaser Rate Trap, and How to Spot One

Social Security Replaces About 40% of Your Paycheck. Here’s How Much You Need Invested to Cover the Rest.

Could You Retire Like Royalty in Vietnam With $400,000?

A Widow Turned Down the Survivor Check at 60 to Protect a Bigger One Later. The Wait Cost Her $50,000.

He Kept His Spouse’s Employer Plan Past 65. Medicare Called It a Gap — and Charged Him for Life.

The Dividend Growth Plan That Leaves High-Yield Stocks Behind

“Bro, 3 Years and the Finances Are Separate?”: Caleb Hammer Confronts Married Couple With 4 Kids and a Past-Due Mortgage

“They’re Going to Accuse You of Having Stolen From Your Parents”: George Kamel to Caller Hiding a $50,000 CD From Her Siblings

Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different

5 Stock Setups Where Wall Street Sees the Most Upside Right Now

BDC Dividends Face a Reckoning As Fed Rate Cuts Squeeze Earnings

Featured Reads

The Spousal IRA Loophole: Fund Two Retirement Accounts on One Paycheck

Sunset on the Douro: Here's How to Retire to Portugal's Wine Country at 62 on $2,600 a Month