Personal Finance Articles

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5285 Articles

Michael Williams | 20 hours ago

My Mom Blew $1.1 Million on Cruise Ship Art After My Dad Died. Can We Get Any Money Back?

On a recent episode of The Ramsey Show, a caller named Jack laid out a story that stopped Dave Ramsey…

Michael Williams | 21 hours ago

Firefighters and the Pension Rule That Changed Your Social Security

If you’re a firefighter, one federal rule quietly shrank your Social Security check for decades. In January 2025, Congress repealed…

Michael Williams | 21 hours ago

Dave Ramsey: This 62-Year-Old Millionaire Is ‘Scared to Live’ Because of the 4% Rule

A 62-year-old divorcee called into The Ramsey Show with a portfolio most Americans will never see. She has zero debt,…

Michael Williams | 22 hours ago

4 Retirement Mistakes That Cost Electricians Their Pension

Electricians who work under an IBEW collective bargaining agreement earn one of the last real pensions left in the American…

Omor Ibne Ehsan | Yesterday

You’ll Spend Way Less in Retirement Than You Think | Bill Perkins Says the Data Is ‘Overwhelming’

Bill Perkins runs a hedge fund, wrote Die With Zero, and lives on a Caribbean island where he watches retired…

David Beren | Yesterday

He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It

A widower inherits his late wife’s Roth IRA. The balance shows $250,000, and he assumes the entire account is his…

David Beren | Yesterday

A $65,000 Pension Plus Social Security Can Quietly Push You Into a Medicare Surcharge

The Income-Related Monthly Adjustment Amount, known as IRMAA, is the Medicare surcharge that raises Part B and Part D premiums…

Austin Smith | Yesterday

Are HYSA Rates About to Drop? What the Fed’s Next Move Means for Savers

The likely path is a slow drift, with no move expected this week. The Federal Reserve has held its policy…

Gerelyn Terzo | Yesterday

She’s 63 and Ready for Social Security. Her Ex’s Age Just Changed Everything

She is 63, divorced after a long marriage, currently unmarried, and finally feels ready to turn on a Social Security…

Omor Ibne Ehsan | Yesterday

Kevin Warsh Just Made Options Premiums More Valuable. This 8%-Yield ETF Could Be First in Line

Options-income ETFs live and die by implied volatility, which is why the market’s early read on new Fed Chair Kevin…

Omor Ibne Ehsan | Yesterday

This Bond ETF Yields Almost 12%. Can It Surge When the Recession Hits?

The pitch for iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (BATS:TLTW) is seductive in a jittery economy. You collect…

Omor Ibne Ehsan | Yesterday

ISPY vs. GPIX vs. JEPI: The Covered-Call Cage Match Every Income Investor Should Read Before Buying

The pitch for covered-call ETFs is the same everywhere. Trade some upside for a fat monthly check. The reality, as…

Omor Ibne Ehsan | Yesterday

This ‘Dividend’ ETF Pays Just 1.2% | So Why Do Serious Investors Keep Buying It?

The WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) pays a trailing yield of roughly 1.28%, which sounds thin for something…

Drew Wood | Yesterday

The Portfolio That Could Put You in a New Car Every Year for Life

The average new vehicle in the United States now costs roughly $49,000, with full-size pickups and many luxury models pushing…

Omor Ibne Ehsan | Yesterday

The Fed Just Quietly Killed Your Biggest Fear About AI and Your Paycheck

Josh Schaefer, an analyst at Barron’s, went on Fox Business’s The Bottom Line this week with a blunt message for…

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Personal Finance Articles

All Personal Finance Articles

My Mom Blew $1.1 Million on Cruise Ship Art After My Dad Died. Can We Get Any Money Back?

Firefighters and the Pension Rule That Changed Your Social Security

Dave Ramsey: This 62-Year-Old Millionaire Is ‘Scared to Live’ Because of the 4% Rule

4 Retirement Mistakes That Cost Electricians Their Pension

You’ll Spend Way Less in Retirement Than You Think | Bill Perkins Says the Data Is ‘Overwhelming’

He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It

A $65,000 Pension Plus Social Security Can Quietly Push You Into a Medicare Surcharge

Are HYSA Rates About to Drop? What the Fed’s Next Move Means for Savers

She’s 63 and Ready for Social Security. Her Ex’s Age Just Changed Everything

Kevin Warsh Just Made Options Premiums More Valuable. This 8%-Yield ETF Could Be First in Line

This Bond ETF Yields Almost 12%. Can It Surge When the Recession Hits?

ISPY vs. GPIX vs. JEPI: The Covered-Call Cage Match Every Income Investor Should Read Before Buying

This ‘Dividend’ ETF Pays Just 1.2% | So Why Do Serious Investors Keep Buying It?

The Portfolio That Could Put You in a New Car Every Year for Life

The Fed Just Quietly Killed Your Biggest Fear About AI and Your Paycheck

A $40,000 Capital Gain in 2025 Can Add Hundreds to Your 2027 Medicare Bill

Trump Accounts Auto-Buy SPYM on July 4. Here’s the ETF Nobody’s Heard Of

Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over. Now Profitability Decides Winners As “Capacity Will Catch Up”

A $40,000 Capital Gain in 2025 Can Add Hundreds to Your 2027 Medicare Bill

Trump Accounts Auto-Buy SPYM on July 4. Here's the ETF Nobody's Heard Of

A $40,000 Capital Gain in 2025 Can Add Hundreds to Your 2027 Medicare Bill

Trump Accounts Auto-Buy SPYM on July 4. Here’s the ETF Nobody’s Heard Of

Personal Finance Articles

All Personal Finance Articles

My Mom Blew $1.1 Million on Cruise Ship Art After My Dad Died. Can We Get Any Money Back?

Firefighters and the Pension Rule That Changed Your Social Security

Dave Ramsey: This 62-Year-Old Millionaire Is ‘Scared to Live’ Because of the 4% Rule

4 Retirement Mistakes That Cost Electricians Their Pension

You’ll Spend Way Less in Retirement Than You Think | Bill Perkins Says the Data Is ‘Overwhelming’

He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It

A $65,000 Pension Plus Social Security Can Quietly Push You Into a Medicare Surcharge

Are HYSA Rates About to Drop? What the Fed’s Next Move Means for Savers

She’s 63 and Ready for Social Security. Her Ex’s Age Just Changed Everything

Kevin Warsh Just Made Options Premiums More Valuable. This 8%-Yield ETF Could Be First in Line

This Bond ETF Yields Almost 12%. Can It Surge When the Recession Hits?

ISPY vs. GPIX vs. JEPI: The Covered-Call Cage Match Every Income Investor Should Read Before Buying

This ‘Dividend’ ETF Pays Just 1.2% | So Why Do Serious Investors Keep Buying It?

The Portfolio That Could Put You in a New Car Every Year for Life

The Fed Just Quietly Killed Your Biggest Fear About AI and Your Paycheck

A $40,000 Capital Gain in 2025 Can Add Hundreds to Your 2027 Medicare Bill

Trump Accounts Auto-Buy SPYM on July 4. Here’s the ETF Nobody’s Heard Of

Top Invesco Analyst: The AI Trade That “Lifted All Boats” Is Over. Now Profitability Decides Winners As “Capacity Will Catch Up”

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A $40,000 Capital Gain in 2025 Can Add Hundreds to Your 2027 Medicare Bill

Trump Accounts Auto-Buy SPYM on July 4. Here's the ETF Nobody's Heard Of