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5197 Articles

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…

Drew Wood | Jun 16, 2026 at 9:08 AM EDT

Here’s Where Your Dog Wants To Retire. But Can You Afford It?

A woman in her late 60s has spent most of her life training dogs. Not professionally anymore, but enough that…

Michael Williams | Jun 16, 2026 at 8:16 AM EDT

Why Dave Ramsey Chooses $5,000 Index Funds Over SpaceX: The Math Explained

On the June 12 episode of The Ramsey Show, a debt-free single woman with a roughly $250,000 net worth called…

Michael Williams | Jun 16, 2026 at 7:11 AM EDT

Dave Ramsey Tells Couple Whose Kids Have Lead in Their Blood to Pause Their Debt Payoff: ‘What Are We Doing It All For?’

A mom called The Ramsey Show with a question most personal finance shows would not know how to answer. Two…

Maurie Backman | Jun 16, 2026 at 6:33 AM EDT

Trump’s New Fed Chair Kevin Warsh Is Walking Into an Impossible First Meeting

On May 22, Kevin Warsh officially took over from Jerome Powell as head of the Federal Reserve. And his…

Drew Wood | Jun 16, 2026 at 6:11 AM EDT

They Inherited a 1920s Farmhouse in North Georgia. Should They Sell the Land to Fund a Bed-and-Breakfast Dream?

A couple in their early 60s never expected their retirement plan to include running a bed-and-breakfast. Then they inherited a…

Gerelyn Terzo | Jun 16, 2026 at 6:02 AM EDT

He’s 63, Single, and $1,750 a Month in Social Security Beats Waiting Until 70

A 63-year-old single man has read the same advice everyone else has: wait until 70 for a bigger check. An…

Gerelyn Terzo | Jun 15, 2026 at 6:47 PM EDT

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old’s Social Security Into the Taxable Zone

A 72-year-old retiree moves a chunk of cash into certificates of deposit, locks in a safe yield, and sleeps better…

Marc Guberti | Jun 15, 2026 at 4:24 PM EDT

Roth Conversions Between 62 and 70: The $600,000 Tax Hack That Could Save You Tens of Thousands

A 64-year-old retires in 2026 with $1.4 million in a traditional 401(k), a paid-off house, and Social Security he plans…

Gerelyn Terzo | Jun 15, 2026 at 3:14 PM EDT

She Took a $22,000 Part-Time Job at 67. It Made 85% of Her Social Security Taxable.

She turned 67, started drawing Social Security, and figured the hard part was over. A part-time job came up at…

Drew Wood | Jun 15, 2026 at 2:59 PM EDT

The Retiree Who Chose $65,000 Instead of $120,000 and Ended Up Richer

Two retirees walk into retirement with the same amount of money. One builds a portfolio that pays $120,000 a year…

David Beren | Jun 15, 2026 at 2:41 PM EDT

The 72(t) Early Retirement Trick That Lets a 53-Year-Old Tap a $1.8 Million IRA Without the 10 Percent Penalty

Retirement accounts are supposed to be untouchable until someone reaches 59.5 years of age, and the 10% early withdrawal penalty…

Drew Wood | Jun 15, 2026 at 11:58 AM EDT

This $1.7 Million Portfolio Pays More Than a Member of Congress

A rank-and-file member of Congress earns $174,000 per year. A dividend portfolio can generate the same level of income without…

Marc Guberti | Jun 15, 2026 at 11:24 AM EDT

The $750,000 401(k) Mistake That Quietly Costs Beneficiaries $120,000 in Excess Taxes

A 58-year-old posted on Reddit’s tax forum last fall that his father had left him a $750,000 401(k), and the…

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Personal Finance Articles

All Personal Finance Articles

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

Here’s Where Your Dog Wants To Retire. But Can You Afford It?

Why Dave Ramsey Chooses $5,000 Index Funds Over SpaceX: The Math Explained

Dave Ramsey Tells Couple Whose Kids Have Lead in Their Blood to Pause Their Debt Payoff: ‘What Are We Doing It All For?’

Trump’s New Fed Chair Kevin Warsh Is Walking Into an Impossible First Meeting

They Inherited a 1920s Farmhouse in North Georgia. Should They Sell the Land to Fund a Bed-and-Breakfast Dream?

He’s 63, Single, and $1,750 a Month in Social Security Beats Waiting Until 70

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old’s Social Security Into the Taxable Zone

Roth Conversions Between 62 and 70: The $600,000 Tax Hack That Could Save You Tens of Thousands

She Took a $22,000 Part-Time Job at 67. It Made 85% of Her Social Security Taxable.

The Retiree Who Chose $65,000 Instead of $120,000 and Ended Up Richer

The 72(t) Early Retirement Trick That Lets a 53-Year-Old Tap a $1.8 Million IRA Without the 10 Percent Penalty

This $1.7 Million Portfolio Pays More Than a Member of Congress

The $750,000 401(k) Mistake That Quietly Costs Beneficiaries $120,000 in Excess Taxes

The Celebration Portfolio That Pays For Date Nights, Birthdays, And Anniversaries Forever

Trump Threatens 100% Tariffs Over Digital Taxes. These 5 Tech Stocks Are Most at Risk

Forced to Take an RMD in a Down Market? Here’s the Tax Move That Avoids Selling Low

The Celebration Portfolio That Pays For Date Nights, Birthdays, And Anniversaries Forever

Forced to Take an RMD in a Down Market? Here's the Tax Move That Avoids Selling Low

The Celebration Portfolio That Pays For Date Nights, Birthdays, And Anniversaries Forever

Trump Threatens 100% Tariffs Over Digital Taxes. These 5 Tech Stocks Are Most at Risk

Personal Finance Articles

All Personal Finance Articles

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

Here’s Where Your Dog Wants To Retire. But Can You Afford It?

Why Dave Ramsey Chooses $5,000 Index Funds Over SpaceX: The Math Explained

Dave Ramsey Tells Couple Whose Kids Have Lead in Their Blood to Pause Their Debt Payoff: ‘What Are We Doing It All For?’

Trump’s New Fed Chair Kevin Warsh Is Walking Into an Impossible First Meeting

They Inherited a 1920s Farmhouse in North Georgia. Should They Sell the Land to Fund a Bed-and-Breakfast Dream?

He’s 63, Single, and $1,750 a Month in Social Security Beats Waiting Until 70

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old’s Social Security Into the Taxable Zone

Roth Conversions Between 62 and 70: The $600,000 Tax Hack That Could Save You Tens of Thousands

She Took a $22,000 Part-Time Job at 67. It Made 85% of Her Social Security Taxable.

The Retiree Who Chose $65,000 Instead of $120,000 and Ended Up Richer

The 72(t) Early Retirement Trick That Lets a 53-Year-Old Tap a $1.8 Million IRA Without the 10 Percent Penalty

This $1.7 Million Portfolio Pays More Than a Member of Congress

The $750,000 401(k) Mistake That Quietly Costs Beneficiaries $120,000 in Excess Taxes

The Celebration Portfolio That Pays For Date Nights, Birthdays, And Anniversaries Forever

Trump Threatens 100% Tariffs Over Digital Taxes. These 5 Tech Stocks Are Most at Risk

Forced to Take an RMD in a Down Market? Here’s the Tax Move That Avoids Selling Low

Featured Reads

The Celebration Portfolio That Pays For Date Nights, Birthdays, And Anniversaries Forever

Forced to Take an RMD in a Down Market? Here's the Tax Move That Avoids Selling Low