Personal Finance Articles

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5193 Articles

Drew Wood | Jun 15, 2026 at 9:15 AM EDT

He’s a 55-Year-Old Software Developer. AI Is Changing His Industry. Can He Afford to Retire Early?

A 55-year-old software developer has spent decades building a career in an industry that suddenly feels less predictable than it…

Michael Williams | Jun 15, 2026 at 8:35 AM EDT

The New $6,000 Senior Deduction Quietly Shields More Social Security From Taxes in 2026

Picture a couple, both 66, living in a paid-off house with Social Security, a modest pension, and an IRA they…

Maurie Backman | Jun 15, 2026 at 8:32 AM EDT

Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

If you work as a salaried employee, you may find yourself getting antsy toward the end of the year as…

Carl Sullivan | Jun 15, 2026 at 8:27 AM EDT

A 67-Year-Old Solo Retiree With $1.4 Million Faces Three Difficult Decisions

Margaret is 67, never married, has no children, and watched her last close cousin move across the country two years…

Marc Guberti | Jun 15, 2026 at 8:24 AM EDT

High Earners With $1 Million+ 401(k)s Can Still Build Roth Assets in 2026

A 58-year-old anesthesiologist on r/HENRYfinance posted last month with a problem familiar to anyone earning above the Roth IRA phase-out:…

Drew Wood | Jun 15, 2026 at 8:00 AM EDT

Can Their Retirement Portfolio Bankroll Restoring a Historic Home In Vermont?

A couple in their mid-60s stumbles across the kind of house that ruins sensible retirement planning. It is an early…

David Beren | Jun 15, 2026 at 7:26 AM EDT

Medicare’s IRMAA Brackets Changed for 2026, Here’s the New Income Cliff

Medicare’s Income-Related Monthly Adjustment Amount (IRMAA) for 2026 keys off the income you reported on your 2024 tax return, under…

Drew Wood | Jun 15, 2026 at 6:53 AM EDT

What a $2 Million Dividend Portfolio Actually Pays a California Retiree After Taxes

A $2 million dividend portfolio can provide a substantial income stream for a retired couple in California, but the amount…

David Beren | Jun 15, 2026 at 6:49 AM EDT

Medicare Brokers Are Steering Retirees Into Worse Plans for Bigger Commissions

Medicare broker compensation varies sharply across plan types, and that gap shapes which plans retirees most often hear about during…

Carl Sullivan | Jun 15, 2026 at 6:24 AM EDT

70-Year-Old Retiree Gifts $190,000 for Grandchild’s Down Payment. A Medicare Trap Follows.

A retired grandmother sitting on roughly $2.8 million writes a $190,000 check so her granddaughter can close on a first…

Gerelyn Terzo | Jun 15, 2026 at 6:02 AM EDT

How a $1,600 Pension Pushed a 68-Year-Old Into the 85% Social Security Taxable Zone

She thought she had built a secure retirement. Social Security covered the basics, a small pension from her old employer…

Jeremy Phillips | Jun 14, 2026 at 9:43 PM EDT

Oil’s 5.7% Weekly Drop Opens the Door for Jets, Materials, and Infrastructure ETFs

Crude oil settling near $95 a barrel after touching almost $115 in early April has handed the market a cleaner…

Marc Guberti | Jun 14, 2026 at 5:24 PM EDT

The 401(k) Move For 60-Year-Olds That Saves Six Figures in Lifetime Taxes: SECURE 2.0’s Hidden Roth Advantage

The conversation in the 401(k) plan office sounds the same across the country this year. A 60-year-old earning $180,000, holding…

Drew Wood | Jun 14, 2026 at 2:46 PM EDT

How to Build $3,000 a Month in Dividend Income Before You Turn 50

Building $3,000 a month in dividend income before age 50 can transform the way you think about work. While it…

Drew Wood | Jun 14, 2026 at 2:25 PM EDT

You Have $1 Million. Should You Retire In Sarasota Or Naples?

A couple in their mid-60s has done everything right. The mortgage is paid off, retirement accounts are healthy, and Social…

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Personal Finance Articles

All Personal Finance Articles

He’s a 55-Year-Old Software Developer. AI Is Changing His Industry. Can He Afford to Retire Early?

The New $6,000 Senior Deduction Quietly Shields More Social Security From Taxes in 2026

Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

A 67-Year-Old Solo Retiree With $1.4 Million Faces Three Difficult Decisions

High Earners With $1 Million+ 401(k)s Can Still Build Roth Assets in 2026

Can Their Retirement Portfolio Bankroll Restoring a Historic Home In Vermont?

Medicare’s IRMAA Brackets Changed for 2026, Here’s the New Income Cliff

What a $2 Million Dividend Portfolio Actually Pays a California Retiree After Taxes

Medicare Brokers Are Steering Retirees Into Worse Plans for Bigger Commissions

70-Year-Old Retiree Gifts $190,000 for Grandchild’s Down Payment. A Medicare Trap Follows.

How a $1,600 Pension Pushed a 68-Year-Old Into the 85% Social Security Taxable Zone

Oil’s 5.7% Weekly Drop Opens the Door for Jets, Materials, and Infrastructure ETFs

The 401(k) Move For 60-Year-Olds That Saves Six Figures in Lifetime Taxes: SECURE 2.0’s Hidden Roth Advantage

How to Build $3,000 a Month in Dividend Income Before You Turn 50

You Have $1 Million. Should You Retire In Sarasota Or Naples?

Applied Digital CEO: AI Industry Will See “Pretty Significant Delays Through 2026 and 2027”

Here Are Tuesday’s Best Wall Street Analyst Research Calls:

You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

How Do High-Yield Savings Account Sign-Up Bonuses Work, and Are They Worth It?

Applied Digital CEO: AI Industry Will See “Pretty Significant Delays Through 2026 and 2027”

Here Are Tuesday’s Best Wall Street Analyst Research Calls:

Personal Finance Articles

All Personal Finance Articles

He’s a 55-Year-Old Software Developer. AI Is Changing His Industry. Can He Afford to Retire Early?

The New $6,000 Senior Deduction Quietly Shields More Social Security From Taxes in 2026

Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

A 67-Year-Old Solo Retiree With $1.4 Million Faces Three Difficult Decisions

High Earners With $1 Million+ 401(k)s Can Still Build Roth Assets in 2026

Can Their Retirement Portfolio Bankroll Restoring a Historic Home In Vermont?

Medicare’s IRMAA Brackets Changed for 2026, Here’s the New Income Cliff

What a $2 Million Dividend Portfolio Actually Pays a California Retiree After Taxes

Medicare Brokers Are Steering Retirees Into Worse Plans for Bigger Commissions

70-Year-Old Retiree Gifts $190,000 for Grandchild’s Down Payment. A Medicare Trap Follows.

How a $1,600 Pension Pushed a 68-Year-Old Into the 85% Social Security Taxable Zone

Oil’s 5.7% Weekly Drop Opens the Door for Jets, Materials, and Infrastructure ETFs

The 401(k) Move For 60-Year-Olds That Saves Six Figures in Lifetime Taxes: SECURE 2.0’s Hidden Roth Advantage

How to Build $3,000 a Month in Dividend Income Before You Turn 50

You Have $1 Million. Should You Retire In Sarasota Or Naples?

Applied Digital CEO: AI Industry Will See “Pretty Significant Delays Through 2026 and 2027”

Here Are Tuesday’s Best Wall Street Analyst Research Calls:

You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work

Featured Reads

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

How Do High-Yield Savings Account Sign-Up Bonuses Work, and Are They Worth It?