Personal Finance Articles

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5857 Articles

Drew Wood | Jul 9, 2026 at 10:18 AM EDT

She Inherited Her Husband’s 401(k). Medicare Sent the Bill Two Years Later.

A 68-year-old widow in Ohio opens her Medicare letter and finds her Part B premium has jumped from $202.90 to…

Gerelyn Terzo | Jul 9, 2026 at 10:02 AM EDT

He’s 61 and Gen X, Retiring Without the Pension. The 401(k) He Built Is Setting Up an RMD Tax Torpedo at 75.

He is 61, part of the first Gen X wave born around 1965, and the retirement he is walking into…

David Beren | Jul 9, 2026 at 9:20 AM EDT

The 401(k) Match Trap: Why Skipping a 3% Match Costs the Average Worker $266,000 by Retirement

The High Cost of the “Quiet” Financial Decision The most popular employer 401(k) match on Fidelity’s platform is straightforward: contribute…

Drew Wood | Jul 9, 2026 at 9:05 AM EDT

Why the Best Retirement Paycheck May Start Smaller Than You Expect

The retirement income math often starts in the wrong place. A retiree who wants $60,000 a year might divide that…

Danielle Liverance | Jul 9, 2026 at 8:17 AM EDT

Dave Ramsey Surveyed 10,167 Rich Americans, These 5 Jobs Created The Most Millionaires

Dave Ramsey’s team surveyed 10,167 millionaires between November 2017 and January 2018, and the top five careers that produced them…

Drew Wood | Jul 9, 2026 at 7:48 AM EDT

The Retirement Portfolio That Pays You Without Demanding Constant Attention

A $60,000 retirement paycheck sounds like a single target, but a portfolio can produce it in very different ways. A…

Gerelyn Terzo | Jul 9, 2026 at 7:03 AM EDT

Wall Street Is Warning of a Market Snapback. For a 73-Year-Old, an RMD Locked to Last Year’s Balance Could Force a Sale at the Bottom.

Picture a 73-year-old retiree who watched his IRA swell through 2025 and into this year. The S&P 500 is up…

Drew Wood | Jul 9, 2026 at 6:31 AM EDT

A Widow’s First Tax Year Filing Alone Can Cost Her an Extra $1,500 in Medicare Premiums

A 68-year-old widow can lose her spouse and keep roughly the same income, only to discover that Medicare now sees…

Gerelyn Terzo | Jul 9, 2026 at 6:02 AM EDT

He Spent 30 Years Building the Business He’d Sell to Fund Retirement. Now Social Security Is His Floor.

He is 66, and for 30 years his answer to the retirement question was the same: he would sell the…

Drew Wood | Jul 9, 2026 at 5:29 AM EDT

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 | Jul 9, 2026 at 1:33 AM EDT

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 | Jul 8, 2026 at 8:45 PM EDT

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 | Jul 8, 2026 at 7:41 PM EDT

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 | Jul 8, 2026 at 6:38 PM EDT

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 | Jul 8, 2026 at 6:23 PM EDT

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,…

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Personal Finance Articles

All Personal Finance Articles

She Inherited Her Husband’s 401(k). Medicare Sent the Bill Two Years Later.

He’s 61 and Gen X, Retiring Without the Pension. The 401(k) He Built Is Setting Up an RMD Tax Torpedo at 75.

The 401(k) Match Trap: Why Skipping a 3% Match Costs the Average Worker $266,000 by Retirement

Why the Best Retirement Paycheck May Start Smaller Than You Expect

Dave Ramsey Surveyed 10,167 Rich Americans, These 5 Jobs Created The Most Millionaires

The Retirement Portfolio That Pays You Without Demanding Constant Attention

Wall Street Is Warning of a Market Snapback. For a 73-Year-Old, an RMD Locked to Last Year’s Balance Could Force a Sale at the Bottom.

A Widow’s First Tax Year Filing Alone Can Cost Her an Extra $1,500 in Medicare Premiums

He Spent 30 Years Building the Business He’d Sell to Fund Retirement. Now Social Security Is His Floor.

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

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal

How $400,000 in BDC ETFs Can Pay $36,000 a Year and What the Default Risk Really Looks Like

A Crash in Your First Year of Retirement Can Wreck All 30. These 3 ETFs Soften the Blow

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal

How $400,000 in BDC ETFs Can Pay $36,000 a Year and What the Default Risk Really Looks Like

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal

How $400,000 in BDC ETFs Can Pay $36,000 a Year and What the Default Risk Really Looks Like

Personal Finance Articles

All Personal Finance Articles

She Inherited Her Husband’s 401(k). Medicare Sent the Bill Two Years Later.

He’s 61 and Gen X, Retiring Without the Pension. The 401(k) He Built Is Setting Up an RMD Tax Torpedo at 75.

The 401(k) Match Trap: Why Skipping a 3% Match Costs the Average Worker $266,000 by Retirement

Why the Best Retirement Paycheck May Start Smaller Than You Expect

Dave Ramsey Surveyed 10,167 Rich Americans, These 5 Jobs Created The Most Millionaires

The Retirement Portfolio That Pays You Without Demanding Constant Attention

Wall Street Is Warning of a Market Snapback. For a 73-Year-Old, an RMD Locked to Last Year’s Balance Could Force a Sale at the Bottom.

A Widow’s First Tax Year Filing Alone Can Cost Her an Extra $1,500 in Medicare Premiums

He Spent 30 Years Building the Business He’d Sell to Fund Retirement. Now Social Security Is His Floor.

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

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal

How $400,000 in BDC ETFs Can Pay $36,000 a Year and What the Default Risk Really Looks Like

A Crash in Your First Year of Retirement Can Wreck All 30. These 3 ETFs Soften the Blow

Featured Reads

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal

How $400,000 in BDC ETFs Can Pay $36,000 a Year and What the Default Risk Really Looks Like