Personal Finance Articles

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5302 Articles

Michael Williams | Yesterday

The Retirement Accounts Bartenders Forget They’re Allowed to Open

Ask a bartender about their 401(k) and you’ll usually get a laugh. Most bars, especially independents, don’t offer one. That’s…

Michael Williams | Yesterday

‘$13,426 of Stupid’: Dave Ramsey’s Blunt Advice to a Caller Who Maxed Out Credit Cards Flipping Pokemon Cards

On a recent Ramsey Show segment, a caller named Todd admitted he had run up credit card debt buying Pokemon…

Marc Guberti | Yesterday

How Corporate Executives Stash $100,000+ Into a 401(k) Using the 415(c) Rule Most People Miss

The corporate VP three years from retirement has been maxing the 401(k) for two decades. The elective deferral cap at…

Michael Williams | Yesterday

My Mom Blew $1.1 Million on Cruise Ship Art After My Dad Died. Can We Get Any Money Back?

On a recent episode of The Ramsey Show, a caller named Jack laid out a story that stopped Dave Ramsey…

Michael Williams | Yesterday

Firefighters and the Pension Rule That Changed Your Social Security

If you’re a firefighter, one federal rule quietly shrank your Social Security check for decades. In January 2025, Congress repealed…

Michael Williams | Yesterday

Dave Ramsey: This 62-Year-Old Millionaire Is ‘Scared to Live’ Because of the 4% Rule

A 62-year-old divorcee called into The Ramsey Show with a portfolio most Americans will never see. She has zero debt,…

Michael Williams | Yesterday

4 Retirement Mistakes That Cost Electricians Their Pension

Electricians who work under an IBEW collective bargaining agreement earn one of the last real pensions left in the American…

Omor Ibne Ehsan | Yesterday

You’ll Spend Way Less in Retirement Than You Think | Bill Perkins Says the Data Is ‘Overwhelming’

Bill Perkins runs a hedge fund, wrote Die With Zero, and lives on a Caribbean island where he watches retired…

David Beren | Yesterday

He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It

A widower inherits his late wife’s Roth IRA. The balance shows $250,000, and he assumes the entire account is his…

David Beren | Yesterday

A $65,000 Pension Plus Social Security Can Quietly Push You Into a Medicare Surcharge

The Income-Related Monthly Adjustment Amount, known as IRMAA, is the Medicare surcharge that raises Part B and Part D premiums…

Austin Smith | Yesterday

Are HYSA Rates About to Drop? What the Fed’s Next Move Means for Savers

The likely path is a slow drift, with no move expected this week. The Federal Reserve has held its policy…

Gerelyn Terzo | Yesterday

She’s 63 and Ready for Social Security. Her Ex’s Age Just Changed Everything

She is 63, divorced after a long marriage, currently unmarried, and finally feels ready to turn on a Social Security…

Omor Ibne Ehsan | Yesterday

Kevin Warsh Just Made Options Premiums More Valuable. This 8%-Yield ETF Could Be First in Line

Options-income ETFs live and die by implied volatility, which is why the market’s early read on new Fed Chair Kevin…

Omor Ibne Ehsan | Yesterday

This Bond ETF Yields Almost 12%. Can It Surge When the Recession Hits?

The pitch for iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (BATS:TLTW) is seductive in a jittery economy. You collect…

Omor Ibne Ehsan | Yesterday

ISPY vs. GPIX vs. JEPI: The Covered-Call Cage Match Every Income Investor Should Read Before Buying

The pitch for covered-call ETFs is the same everywhere. Trade some upside for a fat monthly check. The reality, as…

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Personal Finance Articles

All Personal Finance Articles

The Retirement Accounts Bartenders Forget They’re Allowed to Open

‘$13,426 of Stupid’: Dave Ramsey’s Blunt Advice to a Caller Who Maxed Out Credit Cards Flipping Pokemon Cards

How Corporate Executives Stash $100,000+ Into a 401(k) Using the 415(c) Rule Most People Miss

My Mom Blew $1.1 Million on Cruise Ship Art After My Dad Died. Can We Get Any Money Back?

Firefighters and the Pension Rule That Changed Your Social Security

Dave Ramsey: This 62-Year-Old Millionaire Is ‘Scared to Live’ Because of the 4% Rule

4 Retirement Mistakes That Cost Electricians Their Pension

You’ll Spend Way Less in Retirement Than You Think | Bill Perkins Says the Data Is ‘Overwhelming’

He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It

A $65,000 Pension Plus Social Security Can Quietly Push You Into a Medicare Surcharge

Are HYSA Rates About to Drop? What the Fed’s Next Move Means for Savers

She’s 63 and Ready for Social Security. Her Ex’s Age Just Changed Everything

Kevin Warsh Just Made Options Premiums More Valuable. This 8%-Yield ETF Could Be First in Line

This Bond ETF Yields Almost 12%. Can It Surge When the Recession Hits?

ISPY vs. GPIX vs. JEPI: The Covered-Call Cage Match Every Income Investor Should Read Before Buying

Ford Vs. Toyota: Buy Toyota to Secure Dominant Global Cash Flow and Hybrid Supremacy

Here’s How You Can Retire to Spring, Texas, at 62 on $950,000 With No Income Tax

QQQ vs. VOO: Should the Nasdaq-100 or the S&P 500 Be Your Core Holding?

Here's How You Can Retire to Spring, Texas, at 62 on $950,000 With No Income Tax

A Market Slump Has a Hidden Upside for a 74-Year-Old: Next Year's RMD Shrinks, and So Does Tax on Social Security.

Ford Vs. Toyota: Buy Toyota to Secure Dominant Global Cash Flow and Hybrid Supremacy

Here’s How You Can Retire to Spring, Texas, at 62 on $950,000 With No Income Tax

Personal Finance Articles

All Personal Finance Articles

The Retirement Accounts Bartenders Forget They’re Allowed to Open

‘$13,426 of Stupid’: Dave Ramsey’s Blunt Advice to a Caller Who Maxed Out Credit Cards Flipping Pokemon Cards

How Corporate Executives Stash $100,000+ Into a 401(k) Using the 415(c) Rule Most People Miss

My Mom Blew $1.1 Million on Cruise Ship Art After My Dad Died. Can We Get Any Money Back?

Firefighters and the Pension Rule That Changed Your Social Security

Dave Ramsey: This 62-Year-Old Millionaire Is ‘Scared to Live’ Because of the 4% Rule

4 Retirement Mistakes That Cost Electricians Their Pension

You’ll Spend Way Less in Retirement Than You Think | Bill Perkins Says the Data Is ‘Overwhelming’

He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It

A $65,000 Pension Plus Social Security Can Quietly Push You Into a Medicare Surcharge

Are HYSA Rates About to Drop? What the Fed’s Next Move Means for Savers

She’s 63 and Ready for Social Security. Her Ex’s Age Just Changed Everything

Kevin Warsh Just Made Options Premiums More Valuable. This 8%-Yield ETF Could Be First in Line

This Bond ETF Yields Almost 12%. Can It Surge When the Recession Hits?

ISPY vs. GPIX vs. JEPI: The Covered-Call Cage Match Every Income Investor Should Read Before Buying

Ford Vs. Toyota: Buy Toyota to Secure Dominant Global Cash Flow and Hybrid Supremacy

Here’s How You Can Retire to Spring, Texas, at 62 on $950,000 With No Income Tax

QQQ vs. VOO: Should the Nasdaq-100 or the S&P 500 Be Your Core Holding?

Featured Reads

Here's How You Can Retire to Spring, Texas, at 62 on $950,000 With No Income Tax

A Market Slump Has a Hidden Upside for a 74-Year-Old: Next Year's RMD Shrinks, and So Does Tax on Social Security.