Personal Finance Articles

All Personal Finance Articles

5281 Articles

Danielle Liverance | Jun 20, 2026 at 11:13 AM EDT

How Much Can a 62-Year-Old Couple With $2.3 Million in Their 401(k) Save With Roth Conversions?

On a recent episode of Your Money Your Wealth, certified public accountant Al Clopine gave a 62-year-old California listener a…

Gerelyn Terzo | Jun 20, 2026 at 11:02 AM EDT

Widow’s Two-Year Tax Window on Home Sale Could Save $250,000 in Capital Gains

She is in her late 60s, a few months into widowhood, sorting through paperwork. The house she and her husband…

Drew Wood | Jun 20, 2026 at 10:29 AM EDT

You Didn’t Sell a Thing — but a $30,000 Fund Payout Just Raised Your 2028 Medicare Bill

Picture a retired couple in late December 2026, both 68, MAGI tracking around $205,000 for the year. They feel comfortably…

Drew Wood | Jun 20, 2026 at 9:59 AM EDT

She’s 81, Her House Is Paid Off, and Property Taxes Keep Rising. Can She Afford to Stay?

A familiar retirement dilemma starts with an older widow, a mortgage-free home, and a property tax bill that seems to…

Drew Wood | Jun 20, 2026 at 8:24 AM EDT

Could You Build Your Own “Wonderful Life” In The Town That Inspired Bedford Falls?

Every December, millions of Americans watch It’s a Wonderful Life and imagine living in a place like Bedford Falls: a…

Drew Wood | Jun 20, 2026 at 7:35 AM EDT

Original Medicare Pays $0 Toward Dental. One Implant Runs $3,000 to $5,000

A 68-year-old retiree walks out of the dentist’s office with a treatment plan: one implant, one crown, total quoted at…

Michael Williams | Jun 20, 2026 at 6:58 AM EDT

The “Rule of 55”: Quit Your Job at the Right Age and Raid Your 401(k) Penalty-Free

If you have a 401(k) and you’re staring down age 55, the IRS has a quiet exit door most people…

Michael Williams | Jun 20, 2026 at 6:45 AM EDT

What It Takes to Retire on the Amalfi Coast at 60 Without Touching Your Principal

People imagine a cliffside terrace and the math working itself out. The phrase “without touching your principal” rules out the…

Michael Williams | Jun 20, 2026 at 6:40 AM EDT

Trump’s Social Security Reckoning: New Report Warns of a 22% Benefit Cut by 2032

Picture a 61-year-old who planned to claim Social Security at full retirement age in 2032, expecting roughly $2,400 a month…

Drew Wood | Jun 20, 2026 at 6:11 AM EDT

The Dividend Portfolio That Out-Earns a New York City Teacher

A mid-career New York City public school teacher earns about $85,000 a year in exchange for lesson plans, grading, classroom…

Gerelyn Terzo | Jun 20, 2026 at 6:02 AM EDT

His $36,000 in Rental Income Keeps 85% of His Social Security Taxable, Year After Year

The Landlord Who Thought He Built a Steady Paycheck He’s about 70, retired, and owns a rental property or two…

Michael Williams | Jun 20, 2026 at 5:58 AM EDT

Treasury Says Trump’s Tax Cuts Gave 35 Million Seniors Relief, But the Trust Fund Is Draining Faster

Picture a 68-year-old retiree opening her tax return this spring and noticing her bill dropped by a few hundred dollars…

Michael Williams | Jun 20, 2026 at 5:56 AM EDT

The Mega Backdoor Roth: How Some 401(k)s Let You Stash $70,000+ a Year Into Tax-Free Retirement Money

If you have a 401(k) at work, there’s a chance you’re sitting on a tax-free retirement loophole worth tens of…

Drew Wood | Jun 20, 2026 at 5:46 AM EDT

He Thought COBRA Counted as Coverage. Medicare Said Otherwise, for Life

A 64-year-old engineer takes a buyout from a 3,000-person employer in March. He signs up for 18 months of COBRA…

Michael Williams | Jun 20, 2026 at 5:43 AM EDT

The Real Cost of Retiring in The Villages, Florida, on a Single Pension

i We get a version of this question almost every week. Someone has a single pension and has been told…

1 … 21 22 23 24 25 … 355

Personal Finance Articles

All Personal Finance Articles

How Much Can a 62-Year-Old Couple With $2.3 Million in Their 401(k) Save With Roth Conversions?

Widow’s Two-Year Tax Window on Home Sale Could Save $250,000 in Capital Gains

You Didn’t Sell a Thing — but a $30,000 Fund Payout Just Raised Your 2028 Medicare Bill

She’s 81, Her House Is Paid Off, and Property Taxes Keep Rising. Can She Afford to Stay?

Could You Build Your Own “Wonderful Life” In The Town That Inspired Bedford Falls?

Original Medicare Pays $0 Toward Dental. One Implant Runs $3,000 to $5,000

The “Rule of 55”: Quit Your Job at the Right Age and Raid Your 401(k) Penalty-Free

What It Takes to Retire on the Amalfi Coast at 60 Without Touching Your Principal

Trump’s Social Security Reckoning: New Report Warns of a 22% Benefit Cut by 2032

The Dividend Portfolio That Out-Earns a New York City Teacher

His $36,000 in Rental Income Keeps 85% of His Social Security Taxable, Year After Year

Treasury Says Trump’s Tax Cuts Gave 35 Million Seniors Relief, But the Trust Fund Is Draining Faster

The Mega Backdoor Roth: How Some 401(k)s Let You Stash $70,000+ a Year Into Tax-Free Retirement Money

He Thought COBRA Counted as Coverage. Medicare Said Otherwise, for Life

The Real Cost of Retiring in The Villages, Florida, on a Single Pension

Two Treasury Income ETFs Retirees Are Quietly Loading Up On as the 2 Year Yield Climbs Above 4 Percent

VOO vs. SPLG: Same S&P 500, So Why Pay More Than You Have To?

The Options Wheel Strategy ETF Most Income Investors Have Never Heard of That Pays a ~12% Yield

A 73-Year-Old With $1.4 Million Faces a $53,000 RMD, Plus the Bracket Jump Nobody Warned Them About

The Real Cost of Retiring to Scottsdale, Arizona, at 65 on $950,000 Stress Free

Why Retirees Are Quietly Moving Into Preferred Stock ETFs for Bond Like Income at 6 to 9 Percent Yields

Two Treasury Income ETFs Retirees Are Quietly Loading Up On as the 2 Year Yield Climbs Above 4 Percent

Personal Finance Articles

All Personal Finance Articles

How Much Can a 62-Year-Old Couple With $2.3 Million in Their 401(k) Save With Roth Conversions?

Widow’s Two-Year Tax Window on Home Sale Could Save $250,000 in Capital Gains

You Didn’t Sell a Thing — but a $30,000 Fund Payout Just Raised Your 2028 Medicare Bill

She’s 81, Her House Is Paid Off, and Property Taxes Keep Rising. Can She Afford to Stay?

Could You Build Your Own “Wonderful Life” In The Town That Inspired Bedford Falls?

Original Medicare Pays $0 Toward Dental. One Implant Runs $3,000 to $5,000

The “Rule of 55”: Quit Your Job at the Right Age and Raid Your 401(k) Penalty-Free

What It Takes to Retire on the Amalfi Coast at 60 Without Touching Your Principal

Trump’s Social Security Reckoning: New Report Warns of a 22% Benefit Cut by 2032

The Dividend Portfolio That Out-Earns a New York City Teacher

His $36,000 in Rental Income Keeps 85% of His Social Security Taxable, Year After Year

Treasury Says Trump’s Tax Cuts Gave 35 Million Seniors Relief, But the Trust Fund Is Draining Faster

The Mega Backdoor Roth: How Some 401(k)s Let You Stash $70,000+ a Year Into Tax-Free Retirement Money

He Thought COBRA Counted as Coverage. Medicare Said Otherwise, for Life

The Real Cost of Retiring in The Villages, Florida, on a Single Pension

Two Treasury Income ETFs Retirees Are Quietly Loading Up On as the 2 Year Yield Climbs Above 4 Percent

VOO vs. SPLG: Same S&P 500, So Why Pay More Than You Have To?

The Options Wheel Strategy ETF Most Income Investors Have Never Heard of That Pays a ~12% Yield

Featured Reads

A 73-Year-Old With $1.4 Million Faces a $53,000 RMD, Plus the Bracket Jump Nobody Warned Them About

The Real Cost of Retiring to Scottsdale, Arizona, at 65 on $950,000 Stress Free