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5194 Articles

Gerelyn Terzo | Jun 19, 2026 at 2:02 PM EDT

This Couple’s 20-Year-Old Roth IRA Just Unlocked a $100,000 Strategy Most Retirees Miss

A couple in their early 70s is sitting on traditional IRAs they wish were smaller. Required minimum distributions (RMDs) have…

Michael Williams | Jun 19, 2026 at 2:01 PM EDT

JD Vance Says the Average Family Is $1,000 Richer. Many Aren’t Buying It

At a Pennsylvania rally this month, Vice President JD Vance told the crowd to be patient on prices, arguing that…

Danielle Liverance | Jun 19, 2026 at 1:37 PM EDT

Dave Ramsey Surveyed 10,167 Wealthy Americans. This Career Produced the Most Millionaires.

On a recent episode of The Ramsey Show, Dave Ramsey told a 22-year-old caller named Mark something most new graduates…

Marc Guberti | Jun 19, 2026 at 1:16 PM EDT

SECURE 2.0 Changes Force High Earners to Rethink 401(k) Strategy. Here’s the Math.

A reader on a Bogleheads forum recently posed the question that frames this entire piece: at 58 with $2.3 million…

Michael Williams | Jun 19, 2026 at 12:29 PM EDT

The RFK Jr. Medicare AI Program Already Denying Seniors Care in 6 States

A 72-year-old in Phoenix needs a spinal cord stimulator for chronic back pain. Her surgeon orders the procedure. Before scheduling,…

Drew Wood | Jun 19, 2026 at 11:52 AM EDT

They Dream of Retiring On The Road. How Big a Portfolio Do They Need for RV Living?

A growing number of retirees share the same vision: a paid-off home, Social Security covering the essentials, and an RV…

David Beren | Jun 19, 2026 at 11:35 AM EDT

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

The single most valuable benefit sitting inside the average American paycheck is the employer 401(k) match, and a meaningful share…

Drew Wood | Jun 19, 2026 at 10:40 AM EDT

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

A 67-year-old in good health sees an obvious answer in her Medicare options. Original Medicare plus a Medigap Plan G…

Gerelyn Terzo | Jun 19, 2026 at 10:02 AM EDT

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

The Letter That Showed Up Two Years Late A married couple, both about 66 and newly on Medicare, opened their…

Drew Wood | Jun 19, 2026 at 9:47 AM EDT

Is the 4% Rule Making You Live Poorer in Retirement Than You Need To?

The 4% rule has anchored retirement planning for three decades. Withdraw 4% of your portfolio in year one, adjust for…

Marc Guberti | Jun 19, 2026 at 9:16 AM EDT

The $3.2 Million 401(k) Tax Surprise: RMDs Trigger a 40% Effective Rate Retirees Never See Coming

A 72-year-old widower with $3.2 million in his old employer 401(k) walks into his advisor’s office in June 2026 with…

Drew Wood | Jun 19, 2026 at 8:44 AM EDT

Switching to Medicare Advantage Is Easy. Switching Back Can Be Impossible

A 67-year-old in Florida picked a $0-premium Medicare Advantage plan two years ago because the math looked obvious: no monthly…

Drew Wood | Jun 19, 2026 at 8:04 AM EDT

Get Sick Overseas and Original Medicare Pays Almost Nothing. One Add-On Covers 80%

A 68-year-old retiree flies to Lisbon, slips while stepping off a tram on her third day, and suddenly finds herself…

Michael Williams | Jun 19, 2026 at 7:53 AM EDT

Inherited Stock Resets Its Tax Bill to Zero and Here’s the IRS Rule That Does It

If you’ve ever inherited a stock portfolio, a rental property, or even a single share of grandma’s old utility company,…

Michael Williams | Jun 19, 2026 at 7:44 AM EDT

Suze Orman Warns of a 30% Social Security Penalty “You Can Never Undo”

In a blog post dated June 11, 2026, titled “What the Latest Social Security Buzz Gets Wrong,” Suze Orman put…

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Personal Finance Articles

All Personal Finance Articles

This Couple’s 20-Year-Old Roth IRA Just Unlocked a $100,000 Strategy Most Retirees Miss

JD Vance Says the Average Family Is $1,000 Richer. Many Aren’t Buying It

Dave Ramsey Surveyed 10,167 Wealthy Americans. This Career Produced the Most Millionaires.

SECURE 2.0 Changes Force High Earners to Rethink 401(k) Strategy. Here’s the Math.

The RFK Jr. Medicare AI Program Already Denying Seniors Care in 6 States

They Dream of Retiring On The Road. How Big a Portfolio Do They Need for RV Living?

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

Is the 4% Rule Making You Live Poorer in Retirement Than You Need To?

The $3.2 Million 401(k) Tax Surprise: RMDs Trigger a 40% Effective Rate Retirees Never See Coming

Switching to Medicare Advantage Is Easy. Switching Back Can Be Impossible

Get Sick Overseas and Original Medicare Pays Almost Nothing. One Add-On Covers 80%

Inherited Stock Resets Its Tax Bill to Zero and Here’s the IRS Rule That Does It

Suze Orman Warns of a 30% Social Security Penalty “You Can Never Undo”

Tech Experts Warn: Memory Shortage Crisis Won’t Ease Until 2028, and RAM Makers Have No Incentive to Fix It

Why U.S. AI Restrictions Could Give China an Unexpected Advantage Following the Android Playbook

Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030

Make Sure You Calculate Your 401(k) RMD Before IRMAA Surcharges Hit Your Medicare

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

Tech Experts Warn: Memory Shortage Crisis Won’t Ease Until 2028, and RAM Makers Have No Incentive to Fix It

Why U.S. AI Restrictions Could Give China an Unexpected Advantage Following the Android Playbook

Personal Finance Articles

All Personal Finance Articles

This Couple’s 20-Year-Old Roth IRA Just Unlocked a $100,000 Strategy Most Retirees Miss

JD Vance Says the Average Family Is $1,000 Richer. Many Aren’t Buying It

Dave Ramsey Surveyed 10,167 Wealthy Americans. This Career Produced the Most Millionaires.

SECURE 2.0 Changes Force High Earners to Rethink 401(k) Strategy. Here’s the Math.

The RFK Jr. Medicare AI Program Already Denying Seniors Care in 6 States

They Dream of Retiring On The Road. How Big a Portfolio Do They Need for RV Living?

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

Is the 4% Rule Making You Live Poorer in Retirement Than You Need To?

The $3.2 Million 401(k) Tax Surprise: RMDs Trigger a 40% Effective Rate Retirees Never See Coming

Switching to Medicare Advantage Is Easy. Switching Back Can Be Impossible

Get Sick Overseas and Original Medicare Pays Almost Nothing. One Add-On Covers 80%

Inherited Stock Resets Its Tax Bill to Zero and Here’s the IRS Rule That Does It

Suze Orman Warns of a 30% Social Security Penalty “You Can Never Undo”

Tech Experts Warn: Memory Shortage Crisis Won’t Ease Until 2028, and RAM Makers Have No Incentive to Fix It

Why U.S. AI Restrictions Could Give China an Unexpected Advantage Following the Android Playbook

Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030

Featured Reads

Make Sure You Calculate Your 401(k) RMD Before IRMAA Surcharges Hit Your Medicare

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year