Personal Finance Articles

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5193 Articles

Gerelyn Terzo | Jun 14, 2026 at 1:49 PM EDT

The $2,400 Widow’s Benefit Myth: Why Claiming Early Doesn’t Cap What a Widow Receives

She turned on her own Social Security retirement benefit at 62, accepted the permanent reduction, and used the monthly check…

Maurie Backman | Jun 14, 2026 at 12:29 PM EDT

Claimed Social Security at 62? Here’s Why Your Monthly Benefits Could Still Increase

It’s not surprising that 62 is a popular age to claim Social Security. It happens to be the earliest age…

Gerelyn Terzo | Jun 14, 2026 at 11:59 AM EDT

Social Security’s $255 Death Benefit Hasn’t Changed Since the 1950s. Here’s What Surviving Spouses Actually Need.

Picture a surviving spouse, days after burying her husband, sitting at the kitchen table with a stack of bills. The…

Austin Smith | Jun 14, 2026 at 11:50 AM EDT

Why Claiming Social Security at 62 Locks In a 30 Percent Benefit Cut for the Rest of Your Life

You are 62, born in 1964, and the temptation is real. Maybe work feels heavier than it used to, the…

Marc Guberti | Jun 14, 2026 at 11:24 AM EDT

The $1.5 Million 401(k) Tax Trap: How Bracket Smoothing Saves Retirees From 40% Effective Rates

A couple retires at 62 with $1.5 million split across two traditional 401(k) plans, no pension, and Social Security on…

Drew Wood | Jun 14, 2026 at 10:48 AM EDT

Their Daughter Went Back for a Master’s in Social Work. Can These Pennsylvania Retirees Afford to Help?

Tom and Linda are proud of their daughter. At 29, she left a stable administrative job and returned to school…

Gerelyn Terzo | Jun 14, 2026 at 9:43 AM EDT

Married Only 3 Years Before He Died, She Still Collects a $2,100 Survivor Benefit. Here’s Why.

Picture a woman in her mid-60s who married later in life, enjoyed about three good years with her husband, and…

Drew Wood | Jun 14, 2026 at 9:34 AM EDT

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

A $2 million dividend portfolio for retirement sounds like you’ve arrived. For a retired couple living in New York, however,…

Marc Guberti | Jun 14, 2026 at 8:24 AM EDT

The Three-Bucket 401(k) Withdrawal Strategy That Can Save Retirees Six Figures in Taxes

A 66-year-old couple needing $120,000 a year to live faces a costly choice: pulling all $120,000 from the 401(k) feels…

Drew Wood | Jun 14, 2026 at 6:29 AM EDT

A $750,000 Portfolio That Quietly Pays You More Than the Average Social Security Check

The average retired worker receives roughly $23,700 per year from Social Security. A $750,000 portfolio dedicated to income generation can…

Michael Williams | Jun 14, 2026 at 6:25 AM EDT

How Far Does $10,000 a Month in Retirement at Age 65 Really Go in 2026?

A 65-year-old couple walks into retirement aiming for $10,000 a month gross. On paper, that is $120,000 a year, well…

Drew Wood | Jun 14, 2026 at 5:35 AM EDT

Can This Texas Couple Survive on One Income While She Chases a Writing Dream?

Rachel has wanted to write novels for as long as she can remember. For decades she squeezed writing into evenings,…

Carl Sullivan | Jun 13, 2026 at 5:05 PM EDT

70-Year-Old Couple With $1.8M Just Got a Stage 2 Cancer Diagnosis. Financial Decisions They Have 60 Days to Make

A stage 2 cancer diagnosis can turn your world upside down. While the first focus must be on health and…

Carl Sullivan | Jun 13, 2026 at 3:44 PM EDT

64-Year-Old Tech Exec Holds $1.6 Million in One Stock. The Wrong Move Could Cost $400,000.

A 64-year-old software executive walks out of the office on her last day with $1.6 million sitting in a single…

Austin Smith | Jun 13, 2026 at 3:40 PM EDT

If You Have $1.1 Million Saved at 60, Here Is the Monthly Income You Can Actually Count On

You are 60, you have built up roughly $1.1 million across retirement accounts, and you want to stop working before…

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Personal Finance Articles

All Personal Finance Articles

The $2,400 Widow’s Benefit Myth: Why Claiming Early Doesn’t Cap What a Widow Receives

Claimed Social Security at 62? Here’s Why Your Monthly Benefits Could Still Increase

Social Security’s $255 Death Benefit Hasn’t Changed Since the 1950s. Here’s What Surviving Spouses Actually Need.

Why Claiming Social Security at 62 Locks In a 30 Percent Benefit Cut for the Rest of Your Life

The $1.5 Million 401(k) Tax Trap: How Bracket Smoothing Saves Retirees From 40% Effective Rates

Their Daughter Went Back for a Master’s in Social Work. Can These Pennsylvania Retirees Afford to Help?

Married Only 3 Years Before He Died, She Still Collects a $2,100 Survivor Benefit. Here’s Why.

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

The Three-Bucket 401(k) Withdrawal Strategy That Can Save Retirees Six Figures in Taxes

A $750,000 Portfolio That Quietly Pays You More Than the Average Social Security Check

How Far Does $10,000 a Month in Retirement at Age 65 Really Go in 2026?

Can This Texas Couple Survive on One Income While She Chases a Writing Dream?

70-Year-Old Couple With $1.8M Just Got a Stage 2 Cancer Diagnosis. Financial Decisions They Have 60 Days to Make

64-Year-Old Tech Exec Holds $1.6 Million in One Stock. The Wrong Move Could Cost $400,000.

If You Have $1.1 Million Saved at 60, Here Is the Monthly Income You Can Actually Count On

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

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

Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe

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?

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

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

Personal Finance Articles

All Personal Finance Articles

The $2,400 Widow’s Benefit Myth: Why Claiming Early Doesn’t Cap What a Widow Receives

Claimed Social Security at 62? Here’s Why Your Monthly Benefits Could Still Increase

Social Security’s $255 Death Benefit Hasn’t Changed Since the 1950s. Here’s What Surviving Spouses Actually Need.

Why Claiming Social Security at 62 Locks In a 30 Percent Benefit Cut for the Rest of Your Life

The $1.5 Million 401(k) Tax Trap: How Bracket Smoothing Saves Retirees From 40% Effective Rates

Their Daughter Went Back for a Master’s in Social Work. Can These Pennsylvania Retirees Afford to Help?

Married Only 3 Years Before He Died, She Still Collects a $2,100 Survivor Benefit. Here’s Why.

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

The Three-Bucket 401(k) Withdrawal Strategy That Can Save Retirees Six Figures in Taxes

A $750,000 Portfolio That Quietly Pays You More Than the Average Social Security Check

How Far Does $10,000 a Month in Retirement at Age 65 Really Go in 2026?

Can This Texas Couple Survive on One Income While She Chases a Writing Dream?

70-Year-Old Couple With $1.8M Just Got a Stage 2 Cancer Diagnosis. Financial Decisions They Have 60 Days to Make

64-Year-Old Tech Exec Holds $1.6 Million in One Stock. The Wrong Move Could Cost $400,000.

If You Have $1.1 Million Saved at 60, Here Is the Monthly Income You Can Actually Count On

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

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

Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe

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?