Personal Finance Articles

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5450 Articles

Drew Wood | 16 hours ago

Cash Out a CD Ladder at 70 and Medicare Reads It as a Raise You Never Got

A retiree can make one ordinary-looking income move in 2026 and feel the Medicare impact in 2028. A CD ladder…

Drew Wood | 20 hours ago

The Case For Buying Smaller Dividends That Grow Faster

A share of Johnson & Johnson (NYSE: JNJ) paid $0.25 per quarter in dividends in 1999. That same share pays…

Michael Williams | Yesterday

The 180-Day Window That Lets You Erase Capital Gains Tax on Real Estate Forever

If you sold a stock this year and are staring at a fat capital gains bill, here is a rule…

Michael Williams | Yesterday

Oil Well Deductions Can Shelter 80% of Your Investment in Year One andHere’s the Tax Code That Allows It

If you’re a high earner, your CPA has probably never mentioned this one out loud: buying a direct working interest…

Michael Williams | Yesterday

Suspend Your Social Security on Purpose and Watch Your Check Grow

If you’re already collecting Social Security and wish you’d waited, here’s the twist most retirees never hear: you can hit…

Michael Williams | Yesterday

Dentists Retire Rich or Stay Chained to the Chair at 68, Here’s the Cash-Balance Plan That Shelters Six Figures a Year

Dentistry pays well and starts late. Between four years of dental school, potential residency, and often $300,000-plus in student debt,…

Michael Williams | Yesterday

Every 1099 Travel Nurse Contract You Take Without a Solo 401(k) Torches Up to $72,000 in Tax-Free Retirement Room

Travel nurses working under 1099 agency contracts occupy a rare tax position: they are simultaneously the employee and the employer…

David Beren | Yesterday

The Match Most Workers Skip: Why Passing Up Your Employer’s 401(k) Match Costs $355,000 by 65

The average promised employer 401(k) match is 4.6% of pay, and the most common formula on Fidelity’s platform pays 100%…

Michael Williams | Yesterday

You Trained for a Decade While Wall Street Got Rich. Here’s Exactly How Physicians Claw It Back After 40

Medical school, residency, fellowship. By the time most physicians earn a real attending paycheck, they are pushing 32 with student…

Gerelyn Terzo | Yesterday

529 College Savings Plans vs. Trump Accounts (530A): 5 Key Differences Every Parent Needs to Know Before Saving for Their Kids

A new mother has two browser tabs open: a 529 college plan and the brand-new 530A Trump Account, which just…

Drew Wood | Yesterday

Inside the $500,000 Retirement Luring Americans to Spain’s Costa Blanca

A $500,000 nest egg can support a Costa Blanca retirement, but only in the right version of Spain. The math…

Drew Wood | Yesterday

A Fall at 75, Three Weeks of Rehab — and Medicare’s Day-21 Copay Starts the Bills

A 75-year-old trips on a rug, fractures a hip, and spends four nights in the hospital before her doctor recommends…

David Beren | Yesterday

The Average 73-Year-Old’s $431,834 401(k) Triggers a $16,296 RMD, Most Don’t See It Coming

At age 73, the IRS stops letting retirement savers defer taxes on their 401(k) balances. Required minimum distributions kick in,…

Gerelyn Terzo | Yesterday

A 70-Year-Old Held Off on His Roth, Sure It Would Raise His Medicare Premium and Tax His Social Security. Qualified Withdrawals Touch Neither.

A 70-year-old retiree sits on a healthy Roth IRA and refuses to touch it. He has heard, somewhere along the…

Drew Wood | Yesterday

What It Takes to Retire to Minnesota at 62 on $950,000 With the Best Care in America

Minnesota attracts many retirees because of its nationally recognized healthcare system. Mayo Clinic in Rochester and the Twin Cities’ major…

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Personal Finance Articles

All Personal Finance Articles

Cash Out a CD Ladder at 70 and Medicare Reads It as a Raise You Never Got

The Case For Buying Smaller Dividends That Grow Faster

The 180-Day Window That Lets You Erase Capital Gains Tax on Real Estate Forever

Oil Well Deductions Can Shelter 80% of Your Investment in Year One andHere’s the Tax Code That Allows It

Suspend Your Social Security on Purpose and Watch Your Check Grow

Dentists Retire Rich or Stay Chained to the Chair at 68, Here’s the Cash-Balance Plan That Shelters Six Figures a Year

Every 1099 Travel Nurse Contract You Take Without a Solo 401(k) Torches Up to $72,000 in Tax-Free Retirement Room

The Match Most Workers Skip: Why Passing Up Your Employer’s 401(k) Match Costs $355,000 by 65

You Trained for a Decade While Wall Street Got Rich. Here’s Exactly How Physicians Claw It Back After 40

529 College Savings Plans vs. Trump Accounts (530A): 5 Key Differences Every Parent Needs to Know Before Saving for Their Kids

Inside the $500,000 Retirement Luring Americans to Spain’s Costa Blanca

A Fall at 75, Three Weeks of Rehab — and Medicare’s Day-21 Copay Starts the Bills

The Average 73-Year-Old’s $431,834 401(k) Triggers a $16,296 RMD, Most Don’t See It Coming

A 70-Year-Old Held Off on His Roth, Sure It Would Raise His Medicare Premium and Tax His Social Security. Qualified Withdrawals Touch Neither.

What It Takes to Retire to Minnesota at 62 on $950,000 With the Best Care in America

Silver and Copper Are Outpacing Gold in 2026 and After Following Industrial Metals These 3 ETFs Show How Smart Money Is Playing the Trend

At 65, Your HSA Stops Being a Medical Account and Starts Beating Your 401(k)

Lower Your Mortgage Payment Without Refinancing, Without Closing Costs, and Without a Credit Check

At 65, Your HSA Stops Being a Medical Account and Starts Beating Your 401(k)

Lower Your Mortgage Payment Without Refinancing, Without Closing Costs, and Without a Credit Check

Silver and Copper Are Outpacing Gold in 2026 and After Following Industrial Metals These 3 ETFs Show How Smart Money Is Playing the Trend

At 65, Your HSA Stops Being a Medical Account and Starts Beating Your 401(k)

Personal Finance Articles

All Personal Finance Articles

Cash Out a CD Ladder at 70 and Medicare Reads It as a Raise You Never Got

The Case For Buying Smaller Dividends That Grow Faster

The 180-Day Window That Lets You Erase Capital Gains Tax on Real Estate Forever

Oil Well Deductions Can Shelter 80% of Your Investment in Year One andHere’s the Tax Code That Allows It

Suspend Your Social Security on Purpose and Watch Your Check Grow

Dentists Retire Rich or Stay Chained to the Chair at 68, Here’s the Cash-Balance Plan That Shelters Six Figures a Year

Every 1099 Travel Nurse Contract You Take Without a Solo 401(k) Torches Up to $72,000 in Tax-Free Retirement Room

The Match Most Workers Skip: Why Passing Up Your Employer’s 401(k) Match Costs $355,000 by 65

You Trained for a Decade While Wall Street Got Rich. Here’s Exactly How Physicians Claw It Back After 40

529 College Savings Plans vs. Trump Accounts (530A): 5 Key Differences Every Parent Needs to Know Before Saving for Their Kids

Inside the $500,000 Retirement Luring Americans to Spain’s Costa Blanca

A Fall at 75, Three Weeks of Rehab — and Medicare’s Day-21 Copay Starts the Bills

The Average 73-Year-Old’s $431,834 401(k) Triggers a $16,296 RMD, Most Don’t See It Coming

A 70-Year-Old Held Off on His Roth, Sure It Would Raise His Medicare Premium and Tax His Social Security. Qualified Withdrawals Touch Neither.

What It Takes to Retire to Minnesota at 62 on $950,000 With the Best Care in America

Silver and Copper Are Outpacing Gold in 2026 and After Following Industrial Metals These 3 ETFs Show How Smart Money Is Playing the Trend

At 65, Your HSA Stops Being a Medical Account and Starts Beating Your 401(k)

Lower Your Mortgage Payment Without Refinancing, Without Closing Costs, and Without a Credit Check

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At 65, Your HSA Stops Being a Medical Account and Starts Beating Your 401(k)

Lower Your Mortgage Payment Without Refinancing, Without Closing Costs, and Without a Credit Check