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Gerelyn Terzo | Jul 7, 2026 at 2:03 PM EDT

A Couple’s Home Gained Far More Than the Frozen $500,000 Exclusion. Selling Would Tax Their Social Security and Spike Medicare, So They’re Staying Put.

Picture a married couple, both around 70, who bought their house decades ago for a modest sum and watched it…

Michael Williams | Jul 7, 2026 at 1:14 PM EDT

A 29-Year-Old With $550K Saved Asked If He Could Retire at 50. Ramsey’s Answer: “You’ll Likely Have About $5 Million”

On the April 13, 2026 episode of The Ramsey Show, titled When Money Feels Confusing, Clarity Matters Most, a 29-year-old…

Drew Wood | Jul 7, 2026 at 1:06 PM EDT

Original Medicare Pays $0 Toward Assisted Living. Most Retirees Find Out at 80.

An 80-year-old widow leaves the hospital after a fall, cannot safely live alone, and moves into an assisted living community.…

Carl Sullivan | Jul 7, 2026 at 11:56 AM EDT

A $2.5 Million Nest Egg at 62 Only Buys $46,000 of Real Spending

A married couple, both 62, sits on $2.5 million spread across $1.6 million in traditional IRAs, $500,000 in Roth, and…

Drew Wood | Jul 7, 2026 at 11:53 AM EDT

Sunset on $2,000 a Month: Why Retirees Are Choosing Ecuador at 60

A $2,000-a-month retirement in Ecuador is not a fantasy, but it is not a blank check either. It works best…

Drew Wood | Jul 7, 2026 at 11:01 AM EDT

The Portfolio That Pays More Than A Full-Time Minimum Wage Job

A full-time worker earning the federal $7.25 minimum wage trades 2,080 hours for about $15,080 in gross annual pay. A…

Omor Ibne Ehsan | Jul 7, 2026 at 10:10 AM EDT

The ‘Safe’ CD Move That Can Quietly Sabotage Your Retirement Income

Retirees hear that certificates of deposit are boring, bulletproof. They are boring. They still carry a hidden risk. The risk…

Gerelyn Terzo | Jul 7, 2026 at 10:03 AM EDT

The Hidden Tax Trap When B&B Owners Sell to Employees: Social Security and Medicare Premiums Spike

A man in his late sixties has spent decades running a bed-and-breakfast out of the same building he lives in.…

David Beren | Jul 7, 2026 at 9:40 AM EDT

The Average 65-Year-Old Has $267,900. Here’s the Tax Bracket Surprise Waiting at 73.

The average American in the 65-to-69 age bracket has roughly $251,400 saved in their 401(k), according to Fidelity’s most recent…

Drew Wood | Jul 7, 2026 at 8:26 AM EDT

Original Medicare Follows You Anywhere. Advantage Stops at Your Plan’s County Map.

A 67-year-old retiree splits the year between Cincinnati and Naples, Florida. Her $0-premium Medicare Advantage plan looked like the obvious…

Carl Sullivan | Jul 7, 2026 at 8:21 AM EDT

Playing It Safe With $1.7 Million in Cash and Bonds Is Costing This Retiree $39,000 a Year

Unnerved by market swings, a 66-year-old single retiree has roughly 90% of her $1.7 million portfolio parked in cash and…

Drew Wood | Jul 7, 2026 at 7:25 AM EDT

Medicare’s 2027 Part B Premium Is Projected to Push Past $215 a Month

A retiree who received the 2.8% Social Security cost-of-living adjustment for 2026 already knows the drill: some of that raise…

Drew Wood | Jul 7, 2026 at 6:39 AM EDT

The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared

Replacing $1,500 a month in portfolio income looks simple until yield enters the equation. At a 3.5% yield, you need…

Gerelyn Terzo | Jul 7, 2026 at 6:30 AM EDT

Trump Eyes Australia-Style Retirement Account. Here’s What It Would Mean for a Worker Whose Whole Plan Is Social Security.

Picture a 58-year-old warehouse supervisor in Ohio. She has worked steadily for 35 years, raised two kids, paid down most…

Gerelyn Terzo | Jul 7, 2026 at 6:02 AM EDT

A Business Owner Paid Himself a Low Salary for Decades to Save on Taxes. The Trade-Off Shows Up Now, in a Smaller Social Security Check, and Selling the Company Won’t Fix It.

A 66-year-old business owner running an S-corporation for decades is planning his exit. A buyer is circling, and he expects…

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Personal Finance Articles

All Personal Finance Articles

A Couple’s Home Gained Far More Than the Frozen $500,000 Exclusion. Selling Would Tax Their Social Security and Spike Medicare, So They’re Staying Put.

A 29-Year-Old With $550K Saved Asked If He Could Retire at 50. Ramsey’s Answer: “You’ll Likely Have About $5 Million”

Original Medicare Pays $0 Toward Assisted Living. Most Retirees Find Out at 80.

A $2.5 Million Nest Egg at 62 Only Buys $46,000 of Real Spending

Sunset on $2,000 a Month: Why Retirees Are Choosing Ecuador at 60

The Portfolio That Pays More Than A Full-Time Minimum Wage Job

The ‘Safe’ CD Move That Can Quietly Sabotage Your Retirement Income

The Hidden Tax Trap When B&B Owners Sell to Employees: Social Security and Medicare Premiums Spike

The Average 65-Year-Old Has $267,900. Here’s the Tax Bracket Surprise Waiting at 73.

Original Medicare Follows You Anywhere. Advantage Stops at Your Plan’s County Map.

Playing It Safe With $1.7 Million in Cash and Bonds Is Costing This Retiree $39,000 a Year

Medicare’s 2027 Part B Premium Is Projected to Push Past $215 a Month

The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared

Trump Eyes Australia-Style Retirement Account. Here’s What It Would Mean for a Worker Whose Whole Plan Is Social Security.

A Business Owner Paid Himself a Low Salary for Decades to Save on Taxes. The Trade-Off Shows Up Now, in a Smaller Social Security Check, and Selling the Company Won’t Fix It.

Live Nasdaq Composite: Stocks Slip as Oil Climbs, Big Tech Earnings Take Spotlight

70-Year-Old Federal Retiree With $1.1 Million Discovers One RMD Disqualified Him From the Hold-Harmless Rule

Vanguard’s VIG Dividend ETF’s Top Stock Is… Broadcom? Here’s Why

CoreWeave Jumps 6% on Truist Buy Upgrade, Pulling Ahead of Cloudflare, Snowflake, Oracle

70-Year-Old Federal Retiree With $1.1 Million Discovers One RMD Disqualified Him From the Hold-Harmless Rule

Inherited IRAs Come With a 10-Year Deadline. Emptying One the Wrong Year Spikes Your Medicare Premium.

Jim Cramer Calls AI Cyberattacks a “Watershed Moment” for CrowdStrike

70-Year-Old Federal Retiree With $1.1 Million Discovers One RMD Disqualified Him From the Hold-Harmless Rule

Personal Finance Articles

All Personal Finance Articles

A Couple’s Home Gained Far More Than the Frozen $500,000 Exclusion. Selling Would Tax Their Social Security and Spike Medicare, So They’re Staying Put.

A 29-Year-Old With $550K Saved Asked If He Could Retire at 50. Ramsey’s Answer: “You’ll Likely Have About $5 Million”

Original Medicare Pays $0 Toward Assisted Living. Most Retirees Find Out at 80.

A $2.5 Million Nest Egg at 62 Only Buys $46,000 of Real Spending

Sunset on $2,000 a Month: Why Retirees Are Choosing Ecuador at 60

The Portfolio That Pays More Than A Full-Time Minimum Wage Job

The ‘Safe’ CD Move That Can Quietly Sabotage Your Retirement Income

The Hidden Tax Trap When B&B Owners Sell to Employees: Social Security and Medicare Premiums Spike

The Average 65-Year-Old Has $267,900. Here’s the Tax Bracket Surprise Waiting at 73.

Original Medicare Follows You Anywhere. Advantage Stops at Your Plan’s County Map.

Playing It Safe With $1.7 Million in Cash and Bonds Is Costing This Retiree $39,000 a Year

Medicare’s 2027 Part B Premium Is Projected to Push Past $215 a Month

The $1,500-A-Month Portfolio: Conservative, Moderate, And High-Yield Paths Compared

Trump Eyes Australia-Style Retirement Account. Here’s What It Would Mean for a Worker Whose Whole Plan Is Social Security.

A Business Owner Paid Himself a Low Salary for Decades to Save on Taxes. The Trade-Off Shows Up Now, in a Smaller Social Security Check, and Selling the Company Won’t Fix It.

Live Nasdaq Composite: Stocks Slip as Oil Climbs, Big Tech Earnings Take Spotlight

70-Year-Old Federal Retiree With $1.1 Million Discovers One RMD Disqualified Him From the Hold-Harmless Rule

Vanguard’s VIG Dividend ETF’s Top Stock Is… Broadcom? Here’s Why

CoreWeave Jumps 6% on Truist Buy Upgrade, Pulling Ahead of Cloudflare, Snowflake, Oracle

Featured Reads

70-Year-Old Federal Retiree With $1.1 Million Discovers One RMD Disqualified Him From the Hold-Harmless Rule

Inherited IRAs Come With a 10-Year Deadline. Emptying One the Wrong Year Spikes Your Medicare Premium.