Personal Finance Articles

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4770 Articles

David Beren | Yesterday

5 Medicare Surprises That Catch Retirees Off Guard After 65

Medicare enrollment paperwork makes the program look simple: turn 65, sign up, get coverage. The first premium bill, hospital stay,…

Austin Smith | Yesterday

A 73 Year Old With $1.6 Million in a Traditional 401(k) Faces a $60,400 First RMD That Quietly Triggers an IRMAA Surcharge

A single retiree turns 73 this year sitting on $1.6 million in a traditional 401(k) and a $3,000 monthly Social…

David Beren | Yesterday

A 2024 Asset Sale Could Spike Your 2026 Medicare Premium by Hundreds a Month

A retiree posted on Reddit’s r/medicare in recent weeks, asking why her mother’s Part B premium notice for 2026 jumped…

Marc Guberti | Yesterday

The Roth Conversion Window That Closes at 63: How to Save on IRMAA Surcharges Before Medicare

A 60-year-old sitting on $1.7 million in a traditional 401(k) just walked into the most valuable tax window of their…

Drew Wood | Yesterday

The Dividend Growth Strategy That Turns $50,000 a Year Into $125,000 Without Investing Another Dollar

A $50,000 dividend income stream looks unimpressive next to a $100,000 high-yield payout. Twenty years later, the comparison may look…

Michael Williams | Yesterday

Dave Ramsey to 57-Year-Old With $950K Saved: “You’re One of America’s Success Stories”

When Donald from Boston called The Ramsey Show recently, he expected a scolding. At 57, with a wife who is…

David Beren | Yesterday

Medicare Part B Just Crossed $200 a Month, Here’s What It Means for Retirees

The standard Medicare Part B premium crossed a new line in January: beneficiaries with income below the first surcharge tier…

Michael Williams | Yesterday

‘You’re Under the Illusion That You’re Good at This, and You’re Not’: Dave Ramsey to 24-Year-Old With $30,000 in Gambling Debt

On the June 10, 2026 episode of The Ramsey Show, “Start Telling Your Money What To Do,” a caller named…

Gerelyn Terzo | Yesterday

She Never Sold a Single Share. A Year-End Mutual Fund Payout Still Added $1,052 to Her 2026 Medicare Bill.

The Surprise Inside the 1099-DIV She is 67, retired, on Medicare, and proud of how carefully she has managed money…

Drew Wood | Yesterday

Is Retiring on a Cruise Ship a Dream Lifestyle or a Titanic Financial Mistake?

A 58-year-old reads about Mario Salcedo, the retiree who has spent more than 1,000 voyages on Royal Caribbean (NYSE:RCL |…

Drew Wood | Yesterday

A $310,000 Portfolio That Pays More Than the Rent on a Big-City East Coast Studio Apartment

Rent for a studio apartment in many major coastal cities, including Seattle, Boston, New York, Miami, Los Angeles, and San…

Marc Guberti | Yesterday

Why Delaying Social Security While Emptying Your 401(k) Can Slash Your Lifetime Taxes

A 65-year-old couple with $1.5 million in a traditional 401(k) and a combined Social Security benefit waiting at full retirement…

Carl Sullivan | Yesterday

Retiring With $1.8M in New Jersey Means an $11,400 Annual Tax Bill the Calculators Skip

Location always matters. Consider a married couple, both aged 65, retiring with $1.8 million in combined IRAs and brokerage assets.…

Gerelyn Terzo | Yesterday

A 62-Year-Old Locks In a $2,400 Monthly Check to Beat the 2032 Cut, but the 22% Reduction Finds Her Anyway

She is 62, eligible to file for Social Security this month, and the headlines have her rattled. The 2026 Trustees…

Maurie Backman | Yesterday

Social Security Benefit Cuts Could Be 6 Years Away. Here’s How Likely Cuts Are, and How to Prepare

If you’re among the millions of retirees who collect Social Security today, there’s a dire milestone looming: 2032. That’s the…

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Personal Finance Articles

All Personal Finance Articles

5 Medicare Surprises That Catch Retirees Off Guard After 65

A 73 Year Old With $1.6 Million in a Traditional 401(k) Faces a $60,400 First RMD That Quietly Triggers an IRMAA Surcharge

A 2024 Asset Sale Could Spike Your 2026 Medicare Premium by Hundreds a Month

The Roth Conversion Window That Closes at 63: How to Save on IRMAA Surcharges Before Medicare

The Dividend Growth Strategy That Turns $50,000 a Year Into $125,000 Without Investing Another Dollar

Dave Ramsey to 57-Year-Old With $950K Saved: “You’re One of America’s Success Stories”

Medicare Part B Just Crossed $200 a Month, Here’s What It Means for Retirees

‘You’re Under the Illusion That You’re Good at This, and You’re Not’: Dave Ramsey to 24-Year-Old With $30,000 in Gambling Debt

She Never Sold a Single Share. A Year-End Mutual Fund Payout Still Added $1,052 to Her 2026 Medicare Bill.

Is Retiring on a Cruise Ship a Dream Lifestyle or a Titanic Financial Mistake?

A $310,000 Portfolio That Pays More Than the Rent on a Big-City East Coast Studio Apartment

Why Delaying Social Security While Emptying Your 401(k) Can Slash Your Lifetime Taxes

Retiring With $1.8M in New Jersey Means an $11,400 Annual Tax Bill the Calculators Skip

A 62-Year-Old Locks In a $2,400 Monthly Check to Beat the 2032 Cut, but the 22% Reduction Finds Her Anyway

Social Security Benefit Cuts Could Be 6 Years Away. Here’s How Likely Cuts Are, and How to Prepare

3 Ridiculously Cheap Healthcare Stocks to Buy in June

The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks

SpaceX President Has Warning for Investors: Maybe You Shouldn’t Buy the Stock

Before You Take Your 401(k) RMD This Year, Make Sure You Know This Medicare Cost

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years

3 Ridiculously Cheap Healthcare Stocks to Buy in June

The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks

Personal Finance Articles

All Personal Finance Articles

5 Medicare Surprises That Catch Retirees Off Guard After 65

A 73 Year Old With $1.6 Million in a Traditional 401(k) Faces a $60,400 First RMD That Quietly Triggers an IRMAA Surcharge

A 2024 Asset Sale Could Spike Your 2026 Medicare Premium by Hundreds a Month

The Roth Conversion Window That Closes at 63: How to Save on IRMAA Surcharges Before Medicare

The Dividend Growth Strategy That Turns $50,000 a Year Into $125,000 Without Investing Another Dollar

Dave Ramsey to 57-Year-Old With $950K Saved: “You’re One of America’s Success Stories”

Medicare Part B Just Crossed $200 a Month, Here’s What It Means for Retirees

‘You’re Under the Illusion That You’re Good at This, and You’re Not’: Dave Ramsey to 24-Year-Old With $30,000 in Gambling Debt

She Never Sold a Single Share. A Year-End Mutual Fund Payout Still Added $1,052 to Her 2026 Medicare Bill.

Is Retiring on a Cruise Ship a Dream Lifestyle or a Titanic Financial Mistake?

A $310,000 Portfolio That Pays More Than the Rent on a Big-City East Coast Studio Apartment

Why Delaying Social Security While Emptying Your 401(k) Can Slash Your Lifetime Taxes

Retiring With $1.8M in New Jersey Means an $11,400 Annual Tax Bill the Calculators Skip

A 62-Year-Old Locks In a $2,400 Monthly Check to Beat the 2032 Cut, but the 22% Reduction Finds Her Anyway

Social Security Benefit Cuts Could Be 6 Years Away. Here’s How Likely Cuts Are, and How to Prepare

3 Ridiculously Cheap Healthcare Stocks to Buy in June

The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks

SpaceX President Has Warning for Investors: Maybe You Shouldn’t Buy the Stock

Featured Reads

Before You Take Your 401(k) RMD This Year, Make Sure You Know This Medicare Cost

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years