Personal Finance Articles

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5854 Articles

Gerelyn Terzo | Yesterday

Florida Keeps Landing Among America’s Lowest Tax Burdens. Here’s What That Means for a Retiree Living on Social Security.

Florida's no-income-tax reputation pulls thousands of retirees south every year, but a closer look at what a Social Security check…

David Beren | Yesterday

The Average Retiree Household Spends $5,119 a Month. Social Security Covers $2,081. Here’s What Closes the Gap.

Social Security covers far less of a typical retiree's monthly bills than most people assume, and the shortfall is growing…

Carl Sullivan | Yesterday

The Retirement Number That Matters More Than How Much You’ve Saved

Two retirees retire with identical savings and completely different futures. The number separating them has nothing to do with their…

Gerelyn Terzo | Yesterday

Medicare Pays for the Nurse, Not the Aide Who Gets Mom Dressed. That Job Runs $30 an Hour.

Medicare covered the nurse and the physical therapist, but the family came home to a gap nobody warned them about,…

Marc Guberti | Yesterday

Retiring Early at 55 With $1.4 Million in a 401(k): Make Sure You Do This Now

The five years after you quit your job are the cheapest tax years you will ever see again, but a…

Gerelyn Terzo | Yesterday

At 62, His Woods Became a Maple Syrup Business. What the Income Does to His Social Security.

Tapping sugar maples on your own land sounds like a retirement dream, but the moment that syrup money starts flowing,…

Gerelyn Terzo | Yesterday

She’s Land-Rich but Cash-Poor at 64. A Deal for the Farm’s Development Rights Could Let Her Delay Social Security to 70.

Sitting on 100 acres of inherited farmland with almost no monthly income, she faces a retirement trap that thousands of…

Michael Williams | Yesterday

What It Takes to Retire to Delaware’s Beaches at 62 on $800,000 and Skip Florida Entirely

Florida's no-income-tax promise looks irresistible until you run the actual numbers for a coastal retiree living on $800,000, and a…

Michael Williams | Yesterday

Retiring on a Cruise Ship Costs Less Than You Think. Until It Doesn’t.

The spreadsheet that makes permanent cruise living look cheaper than assisted living is seductive, and it stays seductive right up…

Michael Williams | Yesterday

$3,000 a Month in Margaritaville: Here’s How to Retire There at 62 Without Touching Your Savings

Retiring at 62 in a Florida 55-plus community on $3,000 a month sounds like the cleanest early retirement in America,…

Michael Williams | Yesterday

How Much Do You Need Invested to Match the Maximum Social Security Benefit With Dividends?

Replacing a Social Security check with dividend income sounds straightforward until you realize the yield you chase changes the capital…

Michael Williams | Jul 24, 2026 at 5:10 PM EDT

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

A $144,000 annual dividend paycheck sounds like financial freedom, but the tax character of every security you own quietly decides…

Gerelyn Terzo | Jul 24, 2026 at 3:02 PM EDT

You Can Go Decades on Original Medicare and Never Get a Covered Pair of Glasses. Here’s the One Loophole.

Most people on Original Medicare assume vision coverage is simply off the table, but there is exactly one situation where…

Gerelyn Terzo | Jul 24, 2026 at 2:02 PM EDT

She Chose Retirement Over the Next Tech Overhaul. It Unlocked a Hidden Social Security Window.

She pulled in six figures before walking away from her job at 63, which should have wiped out her Social…

Marc Guberti | Jul 24, 2026 at 12:10 PM EDT

The RMD Trap That Quietly Costs Retirees Thousands in Medicare Premiums and How to Avoid It

Your required minimum distribution looks routine on paper, but layered on top of Social Security and pension income, it can…

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Personal Finance Articles

All Personal Finance Articles

Florida Keeps Landing Among America’s Lowest Tax Burdens. Here’s What That Means for a Retiree Living on Social Security.

The Average Retiree Household Spends $5,119 a Month. Social Security Covers $2,081. Here’s What Closes the Gap.

The Retirement Number That Matters More Than How Much You’ve Saved

Medicare Pays for the Nurse, Not the Aide Who Gets Mom Dressed. That Job Runs $30 an Hour.

Retiring Early at 55 With $1.4 Million in a 401(k): Make Sure You Do This Now

At 62, His Woods Became a Maple Syrup Business. What the Income Does to His Social Security.

She’s Land-Rich but Cash-Poor at 64. A Deal for the Farm’s Development Rights Could Let Her Delay Social Security to 70.

What It Takes to Retire to Delaware’s Beaches at 62 on $800,000 and Skip Florida Entirely

Retiring on a Cruise Ship Costs Less Than You Think. Until It Doesn’t.

$3,000 a Month in Margaritaville: Here’s How to Retire There at 62 Without Touching Your Savings

How Much Do You Need Invested to Match the Maximum Social Security Benefit With Dividends?

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

You Can Go Decades on Original Medicare and Never Get a Covered Pair of Glasses. Here’s the One Loophole.

She Chose Retirement Over the Next Tech Overhaul. It Unlocked a Hidden Social Security Window.

The RMD Trap That Quietly Costs Retirees Thousands in Medicare Premiums and How to Avoid It

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.

The Covered Call Tax Trap: These 3 ETFs Pay Around 12 Percent and Legally Shield Most of It From the IRS

Is Equal-Weighting the S&P 500 Worth It? Here’s What the Data Says

The $2,200 a Month European Retirement Americans Keep Overlooking

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.

The $2,200 a Month European Retirement Americans Keep Overlooking

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.

Personal Finance Articles

All Personal Finance Articles

Florida Keeps Landing Among America’s Lowest Tax Burdens. Here’s What That Means for a Retiree Living on Social Security.

The Average Retiree Household Spends $5,119 a Month. Social Security Covers $2,081. Here’s What Closes the Gap.

The Retirement Number That Matters More Than How Much You’ve Saved

Medicare Pays for the Nurse, Not the Aide Who Gets Mom Dressed. That Job Runs $30 an Hour.

Retiring Early at 55 With $1.4 Million in a 401(k): Make Sure You Do This Now

At 62, His Woods Became a Maple Syrup Business. What the Income Does to His Social Security.

She’s Land-Rich but Cash-Poor at 64. A Deal for the Farm’s Development Rights Could Let Her Delay Social Security to 70.

What It Takes to Retire to Delaware’s Beaches at 62 on $800,000 and Skip Florida Entirely

Retiring on a Cruise Ship Costs Less Than You Think. Until It Doesn’t.

$3,000 a Month in Margaritaville: Here’s How to Retire There at 62 Without Touching Your Savings

How Much Do You Need Invested to Match the Maximum Social Security Benefit With Dividends?

How Much of a $12,000 Monthly Dividend Paycheck Do You Actually Keep After Taxes?

You Can Go Decades on Original Medicare and Never Get a Covered Pair of Glasses. Here’s the One Loophole.

She Chose Retirement Over the Next Tech Overhaul. It Unlocked a Hidden Social Security Window.

The RMD Trap That Quietly Costs Retirees Thousands in Medicare Premiums and How to Avoid It

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.

The Covered Call Tax Trap: These 3 ETFs Pay Around 12 Percent and Legally Shield Most of It From the IRS

Is Equal-Weighting the S&P 500 Worth It? Here’s What the Data Says

Featured Reads

The $2,200 a Month European Retirement Americans Keep Overlooking

Medicare Advantage Has a 12-Month Trial Period With a Full Escape Hatch. Almost Nobody Uses It in Time.