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5842 Articles

David Beren | Jul 8, 2026 at 5:58 PM EDT

The Match Most Workers Skip: Why Passing Up Your Employer’s 401(k) Match Costs $355,000 by 65

The average promised employer 401(k) match is 4.6% of pay, and the most common formula on Fidelity’s platform pays 100%…

Michael Williams | Jul 8, 2026 at 5:19 PM EDT

You Trained for a Decade While Wall Street Got Rich. Here’s Exactly How Physicians Claw It Back After 40

Medical school, residency, fellowship. By the time most physicians earn a real attending paycheck, they are pushing 32 with student…

Gerelyn Terzo | Jul 8, 2026 at 5:12 PM EDT

529 College Savings Plans vs. Trump Accounts (530A): 5 Key Differences Every Parent Needs to Know Before Saving for Their Kids

A new mother has two browser tabs open: a 529 college plan and the brand-new 530A Trump Account, which just…

Drew Wood | Jul 8, 2026 at 4:12 PM EDT

Inside the $500,000 Retirement Luring Americans to Spain’s Costa Blanca

A $500,000 nest egg can support a Costa Blanca retirement, but only in the right version of Spain. The math…

Drew Wood | Jul 8, 2026 at 2:33 PM EDT

A Fall at 75, Three Weeks of Rehab — and Medicare’s Day-21 Copay Starts the Bills

A 75-year-old trips on a rug, fractures a hip, and spends four nights in the hospital before her doctor recommends…

David Beren | Jul 8, 2026 at 2:05 PM EDT

The Average 73-Year-Old’s $431,834 401(k) Triggers a $16,296 RMD, Most Don’t See It Coming

At age 73, the IRS stops letting retirement savers defer taxes on their 401(k) balances. Required minimum distributions kick in,…

Gerelyn Terzo | Jul 8, 2026 at 2:02 PM EDT

A 70-Year-Old Held Off on His Roth, Sure It Would Raise His Medicare Premium and Tax His Social Security. Qualified Withdrawals Touch Neither.

A 70-year-old retiree sits on a healthy Roth IRA and refuses to touch it. He has heard, somewhere along the…

Drew Wood | Jul 8, 2026 at 1:39 PM EDT

What It Takes to Retire to Minnesota at 62 on $950,000 With the Best Care in America

Minnesota attracts many retirees because of its nationally recognized healthcare system. Mayo Clinic in Rochester and the Twin Cities’ major…

Austin Smith | Jul 8, 2026 at 1:20 PM EDT

Marcus by Goldman Sachs Savings, Reviewed

Marcus by Goldman Sachs (NYSE:GS | GS Price Prediction) is the consumer banking arm of a Wall Street investment bank.…

David Beren | Jul 8, 2026 at 12:57 PM EDT

The $7,500 IRA Limit Almost Nobody Hits: The Average American Contributes Just $3,482

The IRS lets almost anyone with earned income tuck money into an IRA, and for tax year 2025, the annual…

David Beren | Jul 8, 2026 at 12:40 PM EDT

Claiming Social Security at 62 Can Reduce Your Benefit by Up to 30%. When It Still Makes Sense

Claiming Social Security at 62 is widely framed as a financial mistake, and in many cases, the numbers support that…

Drew Wood | Jul 8, 2026 at 12:14 PM EDT

Could You Afford to Retire in America’s Quietest Beach Town on $700,000?

A $700,000 portfolio can buy a quieter coastal retirement, but only if the house is already paid for and the…

Carl Sullivan | Jul 8, 2026 at 11:37 AM EDT

Why a $1.8 Million Nest Egg at 65 Only Buys $54,000 of Real Annual Spending

A married couple turning 65 this year with $1.8 million saved and $44,000 in combined annual Social Security has done…

Drew Wood | Jul 8, 2026 at 11:14 AM EDT

Lisbon or the Algarve: Where Does a $600,000 Portuguese Retirement Go Further?

A $600,000 retirement portfolio can still support a move to Portugal, but not the brochure version of Portugal. Lisbon now…

Drew Wood | Jul 8, 2026 at 10:15 AM EDT

What A $300,000 Portfolio Can Realistically Pay You Each Month

Three hundred thousand dollars sits in an awkward zone for income investors. It is too large to ignore and too…

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Personal Finance Articles

All Personal Finance Articles

The Match Most Workers Skip: Why Passing Up Your Employer’s 401(k) Match Costs $355,000 by 65

You Trained for a Decade While Wall Street Got Rich. Here’s Exactly How Physicians Claw It Back After 40

529 College Savings Plans vs. Trump Accounts (530A): 5 Key Differences Every Parent Needs to Know Before Saving for Their Kids

Inside the $500,000 Retirement Luring Americans to Spain’s Costa Blanca

A Fall at 75, Three Weeks of Rehab — and Medicare’s Day-21 Copay Starts the Bills

The Average 73-Year-Old’s $431,834 401(k) Triggers a $16,296 RMD, Most Don’t See It Coming

A 70-Year-Old Held Off on His Roth, Sure It Would Raise His Medicare Premium and Tax His Social Security. Qualified Withdrawals Touch Neither.

What It Takes to Retire to Minnesota at 62 on $950,000 With the Best Care in America

Marcus by Goldman Sachs Savings, Reviewed

The $7,500 IRA Limit Almost Nobody Hits: The Average American Contributes Just $3,482

Claiming Social Security at 62 Can Reduce Your Benefit by Up to 30%. When It Still Makes Sense

Could You Afford to Retire in America’s Quietest Beach Town on $700,000?

Why a $1.8 Million Nest Egg at 65 Only Buys $54,000 of Real Annual Spending

Lisbon or the Algarve: Where Does a $600,000 Portuguese Retirement Go Further?

What A $300,000 Portfolio Can Realistically Pay You Each Month

A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone’s Chasing Arizona but Smart Retirees Are Buying Here Instead

The $2 Million Retirement Mistake: Confusing Yield With Income You Can Actually Spend

A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone's Chasing Arizona but Smart Retirees Are Buying Here Instead

A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone’s Chasing Arizona but Smart Retirees Are Buying Here Instead

Personal Finance Articles

All Personal Finance Articles

The Match Most Workers Skip: Why Passing Up Your Employer’s 401(k) Match Costs $355,000 by 65

You Trained for a Decade While Wall Street Got Rich. Here’s Exactly How Physicians Claw It Back After 40

529 College Savings Plans vs. Trump Accounts (530A): 5 Key Differences Every Parent Needs to Know Before Saving for Their Kids

Inside the $500,000 Retirement Luring Americans to Spain’s Costa Blanca

A Fall at 75, Three Weeks of Rehab — and Medicare’s Day-21 Copay Starts the Bills

The Average 73-Year-Old’s $431,834 401(k) Triggers a $16,296 RMD, Most Don’t See It Coming

A 70-Year-Old Held Off on His Roth, Sure It Would Raise His Medicare Premium and Tax His Social Security. Qualified Withdrawals Touch Neither.

What It Takes to Retire to Minnesota at 62 on $950,000 With the Best Care in America

Marcus by Goldman Sachs Savings, Reviewed

The $7,500 IRA Limit Almost Nobody Hits: The Average American Contributes Just $3,482

Claiming Social Security at 62 Can Reduce Your Benefit by Up to 30%. When It Still Makes Sense

Could You Afford to Retire in America’s Quietest Beach Town on $700,000?

Why a $1.8 Million Nest Egg at 65 Only Buys $54,000 of Real Annual Spending

Lisbon or the Algarve: Where Does a $600,000 Portuguese Retirement Go Further?

What A $300,000 Portfolio Can Realistically Pay You Each Month

A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone’s Chasing Arizona but Smart Retirees Are Buying Here Instead

The $2 Million Retirement Mistake: Confusing Yield With Income You Can Actually Spend

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A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone's Chasing Arizona but Smart Retirees Are Buying Here Instead