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4703 Articles

Carl Sullivan | May 29, 2026 at 7:23 AM EDT

68-Year-Old Software Architect With $2.6M Discovers His Severance Triggered Huge Medicare Premium

The Medicare welcome packet arrived in the mail, and the premium quote inside did not match anything a 68-year-old retiree…

Drew Wood | May 29, 2026 at 7:18 AM EDT

Here’s How Much You’d Need in Dividends to Quit a $70,000 Job You Hate

A $70,000 salary sits near the center of the American middle class, which is why so many workers quietly use…

Drew Wood | May 29, 2026 at 7:02 AM EDT

Arizona’s Retirement Advantage Comes With a Sales Tax Trap

Arizona has become the default Sun Belt retirement answer for people who looked at Florida’s insurance bills and California’s tax…

Austin Smith | May 29, 2026 at 6:30 AM EDT

Widows Are Losing $702,000 to One Social Security Rule They’ve Never Heard Of

She is 58. Her husband died at 60 in 2024, before he ever filed for Social Security. In two years,…

Drew Wood | May 29, 2026 at 6:18 AM EDT

Retiring at 65 With $2.4 Million Means Funding a $58,000 Caregiver Bridge for an Aging Parent

A 65-year-old empty-nester walks out of her last day of work with $2.4 million in retirement accounts, a paid-off house,…

Michael Williams | May 29, 2026 at 6:15 AM EDT

Fewer Than 1% of Retirees Hit the Social Security Maximum. Here’s Why and What You Can Do

Somewhere between age 60 and 65, almost every worker pulls up the Social Security website and stares at the same…

Michael Williams | May 29, 2026 at 6:15 AM EDT

Social Security Retirees Face a Hidden Tax on Their 2026 COLA. Here’s the Math

A 70-year-old retiree circled January waiting for the cost-of-living adjustment. The Social Security Administration announced a 2.8% COLA for 2026,…

Drew Wood | May 29, 2026 at 5:37 AM EDT

It’s Possible to Retire on Social Security Alone in Knoxville. Here’s How.

A 58-year-old wants to retire to Knoxville to be near his daughter and son-in-law, who settled in Tennessee after college.…

Drew Wood | May 29, 2026 at 5:12 AM EDT

Can Dividends Replace a $110,000 Salary? Sure, But Here’s What You Need Invested

Replacing a $110,000 salary entirely through portfolio income is a math problem before it becomes an investment problem. On a…

David Beren | May 28, 2026 at 8:14 PM EDT

The Single Year of Roth Conversion That Saved a 64-Year-Old $312,000 Over a 20-Year Retirement

The setup: one quiet tax year before Social Security and Medicare lock in A 64-year-old single retiree wrapped up her…

Carl Sullivan | May 28, 2026 at 5:23 PM EDT

58-Year-Old Just Inherited $1.2M IRA. One Wrong Move Could Cost Her $310K in Taxes

A 58-year-old marketing director earning $245,000 just inherited a $1.2 million traditional IRA from her father, who died in 2026…

David Beren | May 28, 2026 at 4:19 PM EDT

The $920,000 Roth IRA Trap: Why Buying Real Estate Inside Your Retirement Account Usually Backfires

A 64-year-old couple sitting on a $920,000 Roth IRA was pitched a strategy that sounds almost too good to be…

David Beren | May 28, 2026 at 2:14 PM EDT

The Roth Conversion Mistake That Cost an Early Retiree Couple $86,400 in ACA Premium Tax Credits Before They Realized They Lost the Subsidy

Roth conversions look like free money on a spreadsheet: pay tax now at a lower bracket, never pay tax on…

Carl Sullivan | May 28, 2026 at 2:13 PM EDT

Tax Bomb: Employer Stock Inside $4.2M 401(k) Could Cost Dearly

A senior director at a public mega-cap company is wrapping up her career at age 61. Her 401(k) sits at…

Carl Sullivan | May 28, 2026 at 1:12 PM EDT

$750,000 Annuity Locks In $4,200 a Month for Life, but Gives Up $610,000 Inheritance

The pitch sounds clean. Hand an insurance company $750,000 and receive $4,200 a month for life, regardless of what the…

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Personal Finance Articles

All Personal Finance Articles

68-Year-Old Software Architect With $2.6M Discovers His Severance Triggered Huge Medicare Premium

Here’s How Much You’d Need in Dividends to Quit a $70,000 Job You Hate

Arizona’s Retirement Advantage Comes With a Sales Tax Trap

Widows Are Losing $702,000 to One Social Security Rule They’ve Never Heard Of

Retiring at 65 With $2.4 Million Means Funding a $58,000 Caregiver Bridge for an Aging Parent

Fewer Than 1% of Retirees Hit the Social Security Maximum. Here’s Why and What You Can Do

Social Security Retirees Face a Hidden Tax on Their 2026 COLA. Here’s the Math

It’s Possible to Retire on Social Security Alone in Knoxville. Here’s How.

Can Dividends Replace a $110,000 Salary? Sure, But Here’s What You Need Invested

The Single Year of Roth Conversion That Saved a 64-Year-Old $312,000 Over a 20-Year Retirement

58-Year-Old Just Inherited $1.2M IRA. One Wrong Move Could Cost Her $310K in Taxes

The $920,000 Roth IRA Trap: Why Buying Real Estate Inside Your Retirement Account Usually Backfires

The Roth Conversion Mistake That Cost an Early Retiree Couple $86,400 in ACA Premium Tax Credits Before They Realized They Lost the Subsidy

Tax Bomb: Employer Stock Inside $4.2M 401(k) Could Cost Dearly

$750,000 Annuity Locks In $4,200 a Month for Life, but Gives Up $610,000 Inheritance

Wall Street CIO: The AI Trade is “Technically Unsustainable.” Buy These Two Industries Instead.

Wall Street Strategist: SpaceX Will Force a Major Stock Market Repositioning. Buy These Stocks Instead.

3 Dividend Stocks Built for Retirement to Buy in June

Retired Couple With $1.9 Million Faces $4,800 IRMAA Surprise After Stock Sale

A $900,000 Nest Egg at 65 Only Translates to About $36,000 in Real Annual Spending After Taxes and Inflation

Wall Street CIO: The AI Trade is “Technically Unsustainable.” Buy These Two Industries Instead.

Wall Street Strategist: SpaceX Will Force a Major Stock Market Repositioning. Buy These Stocks Instead.

Personal Finance Articles

All Personal Finance Articles

68-Year-Old Software Architect With $2.6M Discovers His Severance Triggered Huge Medicare Premium

Here’s How Much You’d Need in Dividends to Quit a $70,000 Job You Hate

Arizona’s Retirement Advantage Comes With a Sales Tax Trap

Widows Are Losing $702,000 to One Social Security Rule They’ve Never Heard Of

Retiring at 65 With $2.4 Million Means Funding a $58,000 Caregiver Bridge for an Aging Parent

Fewer Than 1% of Retirees Hit the Social Security Maximum. Here’s Why and What You Can Do

Social Security Retirees Face a Hidden Tax on Their 2026 COLA. Here’s the Math

It’s Possible to Retire on Social Security Alone in Knoxville. Here’s How.

Can Dividends Replace a $110,000 Salary? Sure, But Here’s What You Need Invested

The Single Year of Roth Conversion That Saved a 64-Year-Old $312,000 Over a 20-Year Retirement

58-Year-Old Just Inherited $1.2M IRA. One Wrong Move Could Cost Her $310K in Taxes

The $920,000 Roth IRA Trap: Why Buying Real Estate Inside Your Retirement Account Usually Backfires

The Roth Conversion Mistake That Cost an Early Retiree Couple $86,400 in ACA Premium Tax Credits Before They Realized They Lost the Subsidy

Tax Bomb: Employer Stock Inside $4.2M 401(k) Could Cost Dearly

$750,000 Annuity Locks In $4,200 a Month for Life, but Gives Up $610,000 Inheritance

Wall Street CIO: The AI Trade is “Technically Unsustainable.” Buy These Two Industries Instead.

Wall Street Strategist: SpaceX Will Force a Major Stock Market Repositioning. Buy These Stocks Instead.

3 Dividend Stocks Built for Retirement to Buy in June

Featured Reads

Retired Couple With $1.9 Million Faces $4,800 IRMAA Surprise After Stock Sale

A $900,000 Nest Egg at 65 Only Translates to About $36,000 in Real Annual Spending After Taxes and Inflation