Personal Finance Articles

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5195 Articles

Gerelyn Terzo | Jun 16, 2026 at 2:02 PM EDT

Diagnosed With a Serious Illness at 62, Why He Claims His $2,300 Social Security Check Now Instead of Waiting for 70

When a Diagnosis Rewrites the Retirement Plan He spent years planning to wait until 70 for the biggest possible monthly…

Michael Williams | Jun 16, 2026 at 1:23 PM EDT

Playing It Safe at 63 With $850,000 in Cash and Bonds Is Quietly Costing This Retiree About $34,000 a Year

The scenario looks like this: a 63-year-old has built up $850,000 over a working lifetime, watched 2022 and a few…

Danielle Liverance | Jun 16, 2026 at 12:50 PM EDT

How to Retire at 52 Without Maxing Out Your 401(k)

On a recent “Road to Retirement” segment with host Ari Taublieb, a cybersecurity expert named Robert explained how he walked…

Michael Williams | Jun 16, 2026 at 12:44 PM EDT

91% of Retirees Make a Social Security Mistake Costing up to $22,433 per year

Picture a 62-year-old who just retired from a job they were ready to leave. The Social Security statement says they…

Michael Williams | Jun 16, 2026 at 12:39 PM EDT

The Little-Known 401(k) Rule That Could Cost You $12,500 the Year You Inherit

A reader on a popular retirement forum recently described a situation that catches thousands of heirs off guard each year.…

Michael Williams | Jun 16, 2026 at 12:37 PM EDT

The Average American Has $333,940 Saved for Retirement. How Do You Compare?

The average American household has $333,940 stashed away for retirement, according to the Federal Reserve’s most recent Survey of Consumer…

Maurie Backman | Jun 16, 2026 at 11:58 AM EDT

Social Security Took in $1.45 Trillion in 2025. Here’s Why it Wasn’t Enough

Sometimes, when government agencies are slow to release information, there’s a reason for it. It’s unclear as to why the…

Drew Wood | Jun 16, 2026 at 11:55 AM EDT

Her $0 Medicare Plan Was Perfect Until the Cancer Diagnosis

A 68-year-old retiree picked the $0-premium Medicare Advantage plan three years ago because she was healthy, her doctors were in-network,…

Maurie Backman | Jun 16, 2026 at 11:08 AM EDT

Trump’s Tax Law Is Quietly Costing Social Security $169 Billion

As part of his presidential campaign, Donald Trump pledged to do away with taxes on Social Security benefits. He didn’t…

Drew Wood | Jun 16, 2026 at 10:48 AM EDT

A $50,000 Roth Conversion, a 40% Hidden Tax: How Medicare Punishes Retirement Withdrawals

A 72-year-old couple in Ohio asked their advisor whether to convert $50,000 from a traditional IRA to a Roth before…

Drew Wood | Jun 16, 2026 at 10:31 AM EDT

Can an Ordinary Retired Couple Afford to Live in Boca Raton?

A couple in their sixties looking to swap snow shovels for flip-flops and wondering whether retiring to Boca Raton is…

Michael Williams | Jun 16, 2026 at 10:18 AM EDT

Dave Ramsey’s Social Security Advice Is Unpopular Among Experts – But It’s Probably Right for a Very Specific Reason

Dave Ramsey has spent years telling listeners that the conventional wisdom on Social Security is wrong. His position: claim at…

Michael Williams | Jun 16, 2026 at 10:05 AM EDT

Retiring at 62 With $1.4 Million Means Confronting a $14,200 Annual Gap Before Social Security Kicks In

Retiring at 62 with $1.4 million sounds like a finish line. For a single retiree planning to wait until full…

Gerelyn Terzo | Jun 16, 2026 at 10:02 AM EDT

Claiming Social Security at 62 Can Protect Your $600,000 Portfolio From Selling Low

Picture a couple, both 62, who retired this spring after decades of work. Their 401(k) shows roughly $600,000, the number…

Drew Wood | Jun 16, 2026 at 9:30 AM EDT

When One Spouse Dies, Medicare Quietly Doubles the Survivor’s Premium

A 72-year-old widow in Ohio opened her 2026 Medicare letter and read that her Part B premium had jumped from…

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Personal Finance Articles

All Personal Finance Articles

Diagnosed With a Serious Illness at 62, Why He Claims His $2,300 Social Security Check Now Instead of Waiting for 70

Playing It Safe at 63 With $850,000 in Cash and Bonds Is Quietly Costing This Retiree About $34,000 a Year

How to Retire at 52 Without Maxing Out Your 401(k)

91% of Retirees Make a Social Security Mistake Costing up to $22,433 per year

The Little-Known 401(k) Rule That Could Cost You $12,500 the Year You Inherit

The Average American Has $333,940 Saved for Retirement. How Do You Compare?

Social Security Took in $1.45 Trillion in 2025. Here’s Why it Wasn’t Enough

Her $0 Medicare Plan Was Perfect Until the Cancer Diagnosis

Trump’s Tax Law Is Quietly Costing Social Security $169 Billion

A $50,000 Roth Conversion, a 40% Hidden Tax: How Medicare Punishes Retirement Withdrawals

Can an Ordinary Retired Couple Afford to Live in Boca Raton?

Dave Ramsey’s Social Security Advice Is Unpopular Among Experts – But It’s Probably Right for a Very Specific Reason

Retiring at 62 With $1.4 Million Means Confronting a $14,200 Annual Gap Before Social Security Kicks In

Claiming Social Security at 62 Can Protect Your $600,000 Portfolio From Selling Low

When One Spouse Dies, Medicare Quietly Doubles the Survivor’s Premium

Endless Sun on Florida’s Gulf Coast: Here’s How to Retire There at 65 on $1.1 Million

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

Endless Sun on Florida's Gulf Coast: Here's How to Retire There at 65 on $1.1 Million

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

Endless Sun on Florida’s Gulf Coast: Here’s How to Retire There at 65 on $1.1 Million

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

Personal Finance Articles

All Personal Finance Articles

Diagnosed With a Serious Illness at 62, Why He Claims His $2,300 Social Security Check Now Instead of Waiting for 70

Playing It Safe at 63 With $850,000 in Cash and Bonds Is Quietly Costing This Retiree About $34,000 a Year

How to Retire at 52 Without Maxing Out Your 401(k)

91% of Retirees Make a Social Security Mistake Costing up to $22,433 per year

The Little-Known 401(k) Rule That Could Cost You $12,500 the Year You Inherit

The Average American Has $333,940 Saved for Retirement. How Do You Compare?

Social Security Took in $1.45 Trillion in 2025. Here’s Why it Wasn’t Enough

Her $0 Medicare Plan Was Perfect Until the Cancer Diagnosis

Trump’s Tax Law Is Quietly Costing Social Security $169 Billion

A $50,000 Roth Conversion, a 40% Hidden Tax: How Medicare Punishes Retirement Withdrawals

Can an Ordinary Retired Couple Afford to Live in Boca Raton?

Dave Ramsey’s Social Security Advice Is Unpopular Among Experts – But It’s Probably Right for a Very Specific Reason

Retiring at 62 With $1.4 Million Means Confronting a $14,200 Annual Gap Before Social Security Kicks In

Claiming Social Security at 62 Can Protect Your $600,000 Portfolio From Selling Low

When One Spouse Dies, Medicare Quietly Doubles the Survivor’s Premium

Endless Sun on Florida’s Gulf Coast: Here’s How to Retire There at 65 on $1.1 Million

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

Featured Reads

Endless Sun on Florida's Gulf Coast: Here's How to Retire There at 65 on $1.1 Million

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