Personal Finance Articles

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5507 Articles

Gerelyn Terzo | Jul 1, 2026 at 6:04 AM EDT

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.

The couple is both around 70, retired, drawing most of their income from Social Security with modest withdrawals from a…

Drew Wood | Jul 1, 2026 at 5:33 AM EDT

Here’s How You Can Retire to the Mountains of Asheville, North Carolina, at 65 on $975,000

Asheville has long been one of the Southeast’s favorite retirement destinations, offering Blue Ridge scenery, a vibrant downtown, and easy…

Marc Guberti | Jun 30, 2026 at 7:22 PM EDT

Why a $50,000 401(k) Loan at 50 Could Quietly Cost You $100,000 by Retirement

A 50-year-old I will call Sarah has $750,000 in her 401(k), a daughter starting an expensive nursing program, and a…

Drew Wood | Jun 30, 2026 at 3:04 PM EDT

Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

After her first single-filer tax return entered Medicare’s two-year lookback, a 72-year-old widow in Ohio opened her Social Security statement…

David Beren | Jun 30, 2026 at 2:44 PM EDT

A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks

A 66-year-old retiree opens her IRA statement, sees a balance of $1.1 million, and feels like she has won the…

Drew Wood | Jun 30, 2026 at 2:02 PM EDT

Inside the $900,000 Greek Island Retirement Drawing Americans at 62

A whitewashed house overlooking the Aegean sounds like a fantasy retirement. Yet for some Americans, a Greek island can be…

Gerelyn Terzo | Jun 30, 2026 at 2:01 PM EDT

She’s Retiring at 62 After a Pay Raise. Whether That Lifts Her Social Security Comes Down to One Overlooked Rule.

She is 62, set to retire in August, and got a raise earlier this year that bumped her hourly rate…

Drew Wood | Jun 30, 2026 at 12:43 PM EDT

At 62, Here’s How to Retire to the Beaches of Palm Coast, Florida, on $3,000 a Month

Palm Coast occupies an interesting middle ground in Florida retirement. It offers beaches, a quieter pace than many coastal destinations,…

David Beren | Jun 30, 2026 at 12:36 PM EDT

Why Pulling From Your 401(k) Before Your Taxable Account Could Cost $45,000

The conventional retirement plan goes something like this: stop working, claim Social Security, and start pulling from the 401(k) when…

Marc Guberti | Jun 30, 2026 at 12:22 PM EDT

$1.6 Million 401(k) at 62: The Roth Conversion Strategy That Saves $145,000 in Taxes

A dual-income couple earning $300,000 between them, ages 60 and 58, has roughly $1.6 million in pre-tax 401(k) accounts and…

David Beren | Jun 30, 2026 at 12:16 PM EDT

Median Retirement Savings at 55: $185,000 Covers Only 2.5 Years of Spending

The Federal Reserve’s Survey of Consumer Finances pegs the median retirement balance for households aged 55 to 64 at roughly…

Drew Wood | Jun 30, 2026 at 11:20 AM EDT

One Roth Conversion at 63 Can Spike Your Medicare Premium Two Years Later. Here’s the Cliff.

A 63-year-old couple converts $90,000 from a traditional IRA to a Roth in 2026, expecting clean tax-free growth and a…

David Beren | Jun 30, 2026 at 11:07 AM EDT

The 11-Year Tax Window Most Retirees Miss Between 62 and 73

Between ages 62 and 73, most retirees pass through an unusually low-tax stretch of life that they will never see…

Drew Wood | Jun 30, 2026 at 10:38 AM EDT

Take Home an Electrician’s Paycheck Without the High Voltage

The Bureau of Labor Statistics puts the median electrician at roughly $62,000 a year, while many experienced electricians earn $65,000…

Carl Sullivan | Jun 30, 2026 at 10:35 AM EDT

A $400,000 Annuity Guarantees $2,600 a Month for Life, but Here Is the $190,000 Retirees Are Giving Up

A 65-year-old retiree with $400,000 set aside is considering an annuity that pays roughly $2,600 a month, guaranteed for life.…

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Personal Finance Articles

All Personal Finance Articles

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.

Here’s How You Can Retire to the Mountains of Asheville, North Carolina, at 65 on $975,000

Why a $50,000 401(k) Loan at 50 Could Quietly Cost You $100,000 by Retirement

Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks

Inside the $900,000 Greek Island Retirement Drawing Americans at 62

She’s Retiring at 62 After a Pay Raise. Whether That Lifts Her Social Security Comes Down to One Overlooked Rule.

At 62, Here’s How to Retire to the Beaches of Palm Coast, Florida, on $3,000 a Month

Why Pulling From Your 401(k) Before Your Taxable Account Could Cost $45,000

$1.6 Million 401(k) at 62: The Roth Conversion Strategy That Saves $145,000 in Taxes

Median Retirement Savings at 55: $185,000 Covers Only 2.5 Years of Spending

One Roth Conversion at 63 Can Spike Your Medicare Premium Two Years Later. Here’s the Cliff.

The 11-Year Tax Window Most Retirees Miss Between 62 and 73

Take Home an Electrician’s Paycheck Without the High Voltage

A $400,000 Annuity Guarantees $2,600 a Month for Life, but Here Is the $190,000 Retirees Are Giving Up

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?

COPX vs. CPER: Do Copper Miners or Copper Futures Best Play the Electrification Squeeze?

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?

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?

Personal Finance Articles

All Personal Finance Articles

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.

Here’s How You Can Retire to the Mountains of Asheville, North Carolina, at 65 on $975,000

Why a $50,000 401(k) Loan at 50 Could Quietly Cost You $100,000 by Retirement

Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks

Inside the $900,000 Greek Island Retirement Drawing Americans at 62

She’s Retiring at 62 After a Pay Raise. Whether That Lifts Her Social Security Comes Down to One Overlooked Rule.

At 62, Here’s How to Retire to the Beaches of Palm Coast, Florida, on $3,000 a Month

Why Pulling From Your 401(k) Before Your Taxable Account Could Cost $45,000

$1.6 Million 401(k) at 62: The Roth Conversion Strategy That Saves $145,000 in Taxes

Median Retirement Savings at 55: $185,000 Covers Only 2.5 Years of Spending

One Roth Conversion at 63 Can Spike Your Medicare Premium Two Years Later. Here’s the Cliff.

The 11-Year Tax Window Most Retirees Miss Between 62 and 73

Take Home an Electrician’s Paycheck Without the High Voltage

A $400,000 Annuity Guarantees $2,600 a Month for Life, but Here Is the $190,000 Retirees Are Giving Up

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?

COPX vs. CPER: Do Copper Miners or Copper Futures Best Play the Electrification Squeeze?

Featured Reads

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?