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5052 Articles

Drew Wood | 20 hours ago

5 Medicare Costs Went Up in 2026. The One That Stings Most Isn’t Your Premium

The 2026 Medicare cost letters landed in November, and most beneficiaries scanned for one number: the new Part B premium.…

Marc Guberti | 21 hours ago

Rule of 55: How Doctors With $1.6 Million 401(k)s Avoid the Penalty Trap

Anesthesiologists are quietly walking off the operating-room schedule at 55 with seven-figure 401(k) balances, and the specific reason they leave…

Drew Wood | 21 hours ago

This Is the Dividend Portfolio That Pays Off Your Kid’s Student Loans

The average federal student loan borrower leaves school owing roughly $38,000, though balances of $50,000 or more are common among…

Gerelyn Terzo | 21 hours ago

A Couple Bought the Cheapest Part D Plan to Save. Medicare Took a $174 Surcharge From Each of Their Social Security Checks Anyway.

The Bargain Plan That Wasn’t A married couple, both about 67 and newly on Medicare, sat down during open enrollment…

Marc Guberti | Yesterday

A $1.8 Million 401(k) and Social Security Coming Up? Drain It Before 70 to Dodge the IRMAA Cliff

A 64-year-old couple with $1.8 million sitting in traditional 401(k)s walks into a planning meeting convinced they should claim Social…

Thomas Richmond | Yesterday

The IRS Loophole That Lets You Give Your Kids Unlimited Money Tax-Free (It’s Not the $19,000 Gift Limit)

Allen Mueller, a recent guest on the Catching Up to FI podcast episode on intergenerational wealth, put it bluntly when…

Drew Wood | Yesterday

Medicare’s Hospital Fund Now Runs Short in Early 2033 — a Quarter Sooner Than Last Year’s Warning

A retiree scrolling through the news sees a familiar headline: Medicare runs out in 2033. The 2026 Medicare Trustees Report,…

Drew Wood | Yesterday

You Have $650,000. Is It Enough To Retire In The Big Easy?

A 67-year-old with a $650,000 portfolio and a Social Security check looks at New Orleans and sees a city that…

Maurie Backman | Yesterday

Congress Has 6 Years to Save Social Security. Here’s What’s at Stake

The Social Security Trustees’ latest update came out in June, and the news wasn’t fantastic. The Trustees confirmed that Social…

David Beren | Yesterday

One in Three Americans Cashes Out Their 401(k) When Switching Jobs. By 65, It Costs Them $266,000

About one in three Americans who change jobs cash out their 401(k) instead of rolling it over. They take the…

Ian Cooper | Yesterday

JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end

Stephen Parker, co-head of global investment strategy at JPMorgan Private Bank, told CNBC that “the rally that we’ve seen this…

Gerelyn Terzo | Yesterday

A $250,000 Casino Jackpot Felt Like Pure Luck. Two Years Later, It Raised Both of Their Medicare Premiums.

The slot machine flashed, the bells rang, and a couple in their late sixties walked out of the casino with…

Drew Wood | Yesterday

The Retiree Who Turned Down A $100,000 Dividend Check

A 65-year-old retiree is offered two income portfolios built from the same amount of capital. One generates $100,000 a year…

Maurie Backman | Yesterday

The $24,480 Social Security Rule That Could Cost Retirees Thousands

A lot of people make the decision that once they retire, they’re done working for good. And that’s understandable. But…

Marc Guberti | Yesterday

Your 401(k) Has Employer Stock? Make Sure You Know About This Tax Rule Before You Retire

A 61-year-old technology vice president retiring this summer has roughly $1.4 million in her 401(k). About $500,000 of that balance…

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Personal Finance Articles

All Personal Finance Articles

5 Medicare Costs Went Up in 2026. The One That Stings Most Isn’t Your Premium

Rule of 55: How Doctors With $1.6 Million 401(k)s Avoid the Penalty Trap

This Is the Dividend Portfolio That Pays Off Your Kid’s Student Loans

A Couple Bought the Cheapest Part D Plan to Save. Medicare Took a $174 Surcharge From Each of Their Social Security Checks Anyway.

A $1.8 Million 401(k) and Social Security Coming Up? Drain It Before 70 to Dodge the IRMAA Cliff

The IRS Loophole That Lets You Give Your Kids Unlimited Money Tax-Free (It’s Not the $19,000 Gift Limit)

Medicare’s Hospital Fund Now Runs Short in Early 2033 — a Quarter Sooner Than Last Year’s Warning

You Have $650,000. Is It Enough To Retire In The Big Easy?

Congress Has 6 Years to Save Social Security. Here’s What’s at Stake

One in Three Americans Cashes Out Their 401(k) When Switching Jobs. By 65, It Costs Them $266,000

JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end

A $250,000 Casino Jackpot Felt Like Pure Luck. Two Years Later, It Raised Both of Their Medicare Premiums.

The Retiree Who Turned Down A $100,000 Dividend Check

The $24,480 Social Security Rule That Could Cost Retirees Thousands

Your 401(k) Has Employer Stock? Make Sure You Know About This Tax Rule Before You Retire

“I Need to Pay Off the Mafia, So I’ll Go Borrow From the Cartel”: Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free

Here’s How You Can Retire to The Villages, Florida, at 62 on $3,000 a Month Stress Free

"I Need to Pay Off the Mafia, So I'll Go Borrow From the Cartel": Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free

“I Need to Pay Off the Mafia, So I’ll Go Borrow From the Cartel”: Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free

Personal Finance Articles

All Personal Finance Articles

5 Medicare Costs Went Up in 2026. The One That Stings Most Isn’t Your Premium

Rule of 55: How Doctors With $1.6 Million 401(k)s Avoid the Penalty Trap

This Is the Dividend Portfolio That Pays Off Your Kid’s Student Loans

A Couple Bought the Cheapest Part D Plan to Save. Medicare Took a $174 Surcharge From Each of Their Social Security Checks Anyway.

A $1.8 Million 401(k) and Social Security Coming Up? Drain It Before 70 to Dodge the IRMAA Cliff

The IRS Loophole That Lets You Give Your Kids Unlimited Money Tax-Free (It’s Not the $19,000 Gift Limit)

Medicare’s Hospital Fund Now Runs Short in Early 2033 — a Quarter Sooner Than Last Year’s Warning

You Have $650,000. Is It Enough To Retire In The Big Easy?

Congress Has 6 Years to Save Social Security. Here’s What’s at Stake

One in Three Americans Cashes Out Their 401(k) When Switching Jobs. By 65, It Costs Them $266,000

JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end

A $250,000 Casino Jackpot Felt Like Pure Luck. Two Years Later, It Raised Both of Their Medicare Premiums.

The Retiree Who Turned Down A $100,000 Dividend Check

The $24,480 Social Security Rule That Could Cost Retirees Thousands

Your 401(k) Has Employer Stock? Make Sure You Know About This Tax Rule Before You Retire

“I Need to Pay Off the Mafia, So I’ll Go Borrow From the Cartel”: Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free

Here’s How You Can Retire to The Villages, Florida, at 62 on $3,000 a Month Stress Free

Featured Reads

"I Need to Pay Off the Mafia, So I'll Go Borrow From the Cartel": Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free