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5750 Articles

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…

Drew Wood | Jul 7, 2026 at 5:06 AM EDT

A $750,000 Portfolio That Can Reliably Produce $4,000 a Month

A $750,000 portfolio and a $4,000 monthly income target look like a clean equation, and they are: $48,000 divided by…

Thomas Richmond | Jul 6, 2026 at 4:42 PM EDT

More Than 6 Million Children Have Enrolled in Trump Accounts. Here’s Why They Could Become “Tax-Free Millionaires”

On CNBC’s Squawk Box on Monday morning, correspondent Sharon Epperson framed the importance of the newly launched federal savings vehicle:…

Austin Smith | Jul 6, 2026 at 4:05 PM EDT

Are Online Banks Safe? What Happens to Your Money if One Fails

Yes, an online bank is as safe as a branch bank when it carries Federal Deposit Insurance Corporation coverage. The…

Omor Ibne Ehsan | Jul 6, 2026 at 3:51 PM EDT

Congress Made 6,170 ‘Insider’ Trades in 16 Months. You’d Go to Jail for One.

The host of the Retire SMART Podcast put it plainly. “They are trading on things that they’re regulating.” The context…

Omor Ibne Ehsan | Jul 6, 2026 at 3:45 PM EDT

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8%…

Omor Ibne Ehsan | Jul 6, 2026 at 3:40 PM EDT

Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight

The AI trade everyone talks about is silicon. The AI trade almost nobody talks about is the copper that moves…

Omor Ibne Ehsan | Jul 6, 2026 at 3:35 PM EDT

AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

The AI infrastructure story has been about chips, but the actual bottleneck is electricity, and that shift has done more…

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Personal Finance Articles

All Personal Finance Articles

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.

A $750,000 Portfolio That Can Reliably Produce $4,000 a Month

More Than 6 Million Children Have Enrolled in Trump Accounts. Here’s Why They Could Become “Tax-Free Millionaires”

Are Online Banks Safe? What Happens to Your Money if One Fails

Congress Made 6,170 ‘Insider’ Trades in 16 Months. You’d Go to Jail for One.

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight

AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

This 15-Minute Task Is All You Need to Know What Social Security Benefit to Expect

The 401(k) Vesting Cliff That Cost One Worker $74,000 Before Age 60

A Caller’s Dad Turned $22,000 Into $1 Million on a Single Stock. Now the Family Faces a $150,000 Tax Decision

This 15-Minute Task Is All You Need to Know What Social Security Benefit to Expect

The 401(k) Vesting Cliff That Cost One Worker $74,000 Before Age 60

This 15-Minute Task Is All You Need to Know What Social Security Benefit to Expect

The 401(k) Vesting Cliff That Cost One Worker $74,000 Before Age 60

Personal Finance Articles

All Personal Finance Articles

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.

A $750,000 Portfolio That Can Reliably Produce $4,000 a Month

More Than 6 Million Children Have Enrolled in Trump Accounts. Here’s Why They Could Become “Tax-Free Millionaires”

Are Online Banks Safe? What Happens to Your Money if One Fails

Congress Made 6,170 ‘Insider’ Trades in 16 Months. You’d Go to Jail for One.

AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

Forget Software: The COPX ETF Is the Pick-and-Shovel AI Trade Hiding in Plain Sight

AI’s Dirty Little Power Secret Is Turning This Uranium ETF Into a Mainstream Trade

This 15-Minute Task Is All You Need to Know What Social Security Benefit to Expect

The 401(k) Vesting Cliff That Cost One Worker $74,000 Before Age 60

A Caller’s Dad Turned $22,000 Into $1 Million on a Single Stock. Now the Family Faces a $150,000 Tax Decision

Featured Reads

This 15-Minute Task Is All You Need to Know What Social Security Benefit to Expect

The 401(k) Vesting Cliff That Cost One Worker $74,000 Before Age 60