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5634 Articles

Drew Wood | Jul 5, 2026 at 8:14 AM EDT

Here’s How You Can Retire to the Gulf Coast of Homosassa Springs, Florida, on $900,000

Homosassa Springs offers the version of coastal Florida that still looks financially possible: spring-fed rivers, Gulf access, lower home prices…

Drew Wood | Jul 5, 2026 at 6:57 AM EDT

The Real Cost Of Building A $2,500-A-Month Income Portfolio

Thirty thousand dollars a year sounds simple: $2,500 a month to help cover property taxes, health insurance premiums, groceries, and…

Gerelyn Terzo | Jul 5, 2026 at 6:03 AM EDT

A Couple Kept Their Mortgage Because the Math Made Sense. They Overlooked What the Payment Does to the One Who Outlives the Other.

A couple in their early 70s runs the numbers one more time. Their mortgage rate is locked in near 3%,…

Drew Wood | Jul 5, 2026 at 5:09 AM EDT

The Real Cost of Retiring on the Beaches of Uruguay’s Punta del Este at 62 on $950,000

Punta del Este can look like the dream version of retirement abroad: Atlantic beaches, a stable banking culture, and a…

Michael Williams | Jul 4, 2026 at 3:37 PM EDT

‘The Borrower Is Slave to the Lender’: Dave Ramsey Warns a 22-Year-Old Against Letting a Rich Friend Pay Off His $70,000 Debt

Dave Ramsey did not hesitate when a 22-year-old caller named Keegan asked whether he should let a wealthy friend pay…

David Beren | Jul 4, 2026 at 3:18 PM EDT

$1 Million in Retirement Savings Spends Like $40,000 a Year. Here’s Why That’s Not Enough.

The $1 million retirement target has been the round-number benchmark for a generation of savers. Run that balance through the…

Drew Wood | Jul 4, 2026 at 3:11 PM EDT

The Portfolio That Lets You Go Part-Time Five Years Early

A worker earning $80,000 full time who wants to drop to a 20-hour-a-week role paying roughly $40,000 faces one math…

Gerelyn Terzo | Jul 4, 2026 at 2:03 PM EDT

A Couple Wants to Sell a Rental Without Setting Off a Medicare Surcharge. A 1031 Exchange or Installment Sale Can Spread the Gain.

The Sale That Raises Next Year’s Medicare Bill A married couple, both around 66 and on Medicare, owns a paid-off…

Austin Smith | Jul 4, 2026 at 1:35 PM EDT

How Much Cash Should You Actually Keep in a HYSA

There is no single dollar figure that fits every household, but there is a clean framework. Keep enough in a…

Drew Wood | Jul 4, 2026 at 1:09 PM EDT

What A $750,000 Dividend Portfolio Actually Pays After Taxes, Medicare Premiums, And Reality

A $750,000 portfolio at a 5% yield produces $37,500 a year. That is the number most dividend investors repeat. It…

Drew Wood | Jul 4, 2026 at 11:50 AM EDT

What Happens When Medicare Premiums Are No Longer Your Problem?

Medicare is not free, and the bill arrives every month for the rest of your life. The standard Part B…

David Beren | Jul 4, 2026 at 11:15 AM EDT

The $246,500 Question: Is Your 401(k) at 60 Enough for Retirement

The five years around age 60 hold an unusual amount of tax leverage. Contribution limits change, Roth conversion windows open,…

Drew Wood | Jul 4, 2026 at 10:32 AM EDT

Here’s How You Can Retire to Spring, Texas, at 62 on $950,000 With No Income Tax

A $950,000 nest egg looks strong on paper, especially in a Houston suburb with no Texas income tax and home…

Gerelyn Terzo | Jul 4, 2026 at 10:04 AM EDT

A Market Slump Has a Hidden Upside for a 74-Year-Old: Next Year’s RMD Shrinks, and So Does Tax on Social Security.

A 74-year-old retiree pulled up his brokerage statement this spring and felt his stomach drop. His traditional IRA, drawn from…

David Beren | Jul 4, 2026 at 8:37 AM EDT

$700,000 at 75: Here’s What It Actually Buys You Over 20 Years

A 75-year-old with $700,000 set aside and a goal of reaching 95 is running a 20-year test. The portfolio has…

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Personal Finance Articles

All Personal Finance Articles

Here’s How You Can Retire to the Gulf Coast of Homosassa Springs, Florida, on $900,000

The Real Cost Of Building A $2,500-A-Month Income Portfolio

A Couple Kept Their Mortgage Because the Math Made Sense. They Overlooked What the Payment Does to the One Who Outlives the Other.

The Real Cost of Retiring on the Beaches of Uruguay’s Punta del Este at 62 on $950,000

‘The Borrower Is Slave to the Lender’: Dave Ramsey Warns a 22-Year-Old Against Letting a Rich Friend Pay Off His $70,000 Debt

$1 Million in Retirement Savings Spends Like $40,000 a Year. Here’s Why That’s Not Enough.

The Portfolio That Lets You Go Part-Time Five Years Early

A Couple Wants to Sell a Rental Without Setting Off a Medicare Surcharge. A 1031 Exchange or Installment Sale Can Spread the Gain.

How Much Cash Should You Actually Keep in a HYSA

What A $750,000 Dividend Portfolio Actually Pays After Taxes, Medicare Premiums, And Reality

What Happens When Medicare Premiums Are No Longer Your Problem?

The $246,500 Question: Is Your 401(k) at 60 Enough for Retirement

Here’s How You Can Retire to Spring, Texas, at 62 on $950,000 With No Income Tax

A Market Slump Has a Hidden Upside for a 74-Year-Old: Next Year’s RMD Shrinks, and So Does Tax on Social Security.

$700,000 at 75: Here’s What It Actually Buys You Over 20 Years

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Everyone’s Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

Everyone's Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Personal Finance Articles

All Personal Finance Articles

Here’s How You Can Retire to the Gulf Coast of Homosassa Springs, Florida, on $900,000

The Real Cost Of Building A $2,500-A-Month Income Portfolio

A Couple Kept Their Mortgage Because the Math Made Sense. They Overlooked What the Payment Does to the One Who Outlives the Other.

The Real Cost of Retiring on the Beaches of Uruguay’s Punta del Este at 62 on $950,000

‘The Borrower Is Slave to the Lender’: Dave Ramsey Warns a 22-Year-Old Against Letting a Rich Friend Pay Off His $70,000 Debt

$1 Million in Retirement Savings Spends Like $40,000 a Year. Here’s Why That’s Not Enough.

The Portfolio That Lets You Go Part-Time Five Years Early

A Couple Wants to Sell a Rental Without Setting Off a Medicare Surcharge. A 1031 Exchange or Installment Sale Can Spread the Gain.

How Much Cash Should You Actually Keep in a HYSA

What A $750,000 Dividend Portfolio Actually Pays After Taxes, Medicare Premiums, And Reality

What Happens When Medicare Premiums Are No Longer Your Problem?

The $246,500 Question: Is Your 401(k) at 60 Enough for Retirement

Here’s How You Can Retire to Spring, Texas, at 62 on $950,000 With No Income Tax

A Market Slump Has a Hidden Upside for a 74-Year-Old: Next Year’s RMD Shrinks, and So Does Tax on Social Security.

$700,000 at 75: Here’s What It Actually Buys You Over 20 Years

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Everyone’s Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

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Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

Everyone's Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead