Personal Finance Articles

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4607 Articles

Omor Ibne Ehsan | May 20, 2026 at 2:47 PM EDT

Social Security’s Judgment Day Is Rapidly Approaching, and President Donald Trump May Force the Fed’s Hand

It doesn’t matter if you’re 66 or 6 (you’re going places if you’re reading this at 6!), Social Security will…

Ian Cooper | May 20, 2026 at 2:42 PM EDT

Ted Turner Built CNN on Debt and Near-Bankruptcy. Here Is Why You Should Not Try to Copy Him

Ted Turner died at 87, and obituaries celebrate how he built his empire. He took an indebted billboard company into…

Carl Sullivan | May 20, 2026 at 12:59 PM EDT

What Retirement Really Looks Like at 65 With $1.6M and a $260,000 Mortgage Still on the Books

Many retirees have portfolios that look healthy on paper. But don’t forget about outstanding mortgages. Consider a couple turning 65…

Drew Wood | May 20, 2026 at 11:32 AM EDT

How Much Do You Really Need Invested to Replace a $40,000 Salary at 62 and Bridge the Five Years Until Social Security at 67?

A $40,000 annual income is often enough for a 62-year-old retiree living modestly while bridging the five years until full…

Drew Wood | May 20, 2026 at 10:22 AM EDT

Here Is the $850,000 Three-Bucket Income Portfolio I Would Build to Pay a 66-Year-Old Couple $4,612 a Month

A 66-year-old couple with $850,000 spread across three accounts wants to generate $4,612 per month in portfolio income. That equals…

Marc Guberti | May 20, 2026 at 9:46 AM EDT

How Engineering Executives Structure Their 401(k) to Pay Under 10 Percent Effective Tax in Retirement

A 62-year-old former engineering VP at a large public tech company logs into the brokerage one last time before handing…

Drew Wood | May 20, 2026 at 9:16 AM EDT

At 56 With $2.1 Million Saved and a Stressful CFO Job, the Math Tilts Hard Toward Quitting Now

A 56-year-old CFO making $385,000 in base salary plus a $200,000 annual bonus looks, from the outside, like someone in…

Drew Wood | May 20, 2026 at 8:42 AM EDT

A $475,000 Portfolio That Quietly Pays $2,800 a Month From Just Two Sectors Most Investors Ignore

A 64-year-old retiree with $475,000 who wants to generate $2,800 per month, or $33,600 annually, from dividends alone needs a…

Carl Sullivan | May 20, 2026 at 7:45 AM EDT

Retiring at 65 With $1.3 Million Means Navigating an $8,400 Annual Healthcare Gap Most Plans Miss

Healthcare is the line item that quietly breaks otherwise reasonable retirement plans. Pull $52,000 a year from a $1.3 million…

Drew Wood | May 20, 2026 at 7:15 AM EDT

How Much Do You Really Need Invested to Replace a $135,000 Tech Salary Without Touching Principal at 52?

Leaving behind a $135,000 senior software engineer salary at age 52 may sound straightforward until the income-replacement math becomes real.…

Drew Wood | May 20, 2026 at 6:57 AM EDT

How Much Do You Really Need Invested to Replace a $50,000 Salary If Half Your Income Comes From REITs?

A $50,000 annual income is close to what many U.S. workers earn, making it a common target for people pursuing…

Drew Wood | May 20, 2026 at 5:53 AM EDT

How Much Do You Really Need Invested to Replace a $75,000 Salary With Monthly Dividend ETFs?

Replacing a $75,000 salary with dividend income means generating $6,250 per month without selling shares. The math is straightforward: divide…

Don Lair | May 20, 2026 at 2:20 AM EDT

Why Travel Experts Say Never Transfer Points Without Confirming Hotel Availability First

You moved 177,000 Amex points to Marriott for a specific hotel night in Chicago, hit confirm, and watched the availability…

Don Lair | May 20, 2026 at 1:56 AM EDT

Why a Fee-Only Advisor Beats Insurance for Self-Insured Retirees: $900 Savings Year One

The dilemma in the headline came from a guest on the How to Money podcast, episode #1139, where late starter…

Don Lair | May 19, 2026 at 10:55 PM EDT

‘You’re Trapped’: Rachel Cruze to Woman Whose In-Laws Control House She Paid Half For

On a recent episode of The Ramsey Show, a 55-year-old caller named Patty laid out a financial situation that host…

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Personal Finance Articles

All Personal Finance Articles

Social Security’s Judgment Day Is Rapidly Approaching, and President Donald Trump May Force the Fed’s Hand

Ted Turner Built CNN on Debt and Near-Bankruptcy. Here Is Why You Should Not Try to Copy Him

What Retirement Really Looks Like at 65 With $1.6M and a $260,000 Mortgage Still on the Books

How Much Do You Really Need Invested to Replace a $40,000 Salary at 62 and Bridge the Five Years Until Social Security at 67?

Here Is the $850,000 Three-Bucket Income Portfolio I Would Build to Pay a 66-Year-Old Couple $4,612 a Month

How Engineering Executives Structure Their 401(k) to Pay Under 10 Percent Effective Tax in Retirement

At 56 With $2.1 Million Saved and a Stressful CFO Job, the Math Tilts Hard Toward Quitting Now

A $475,000 Portfolio That Quietly Pays $2,800 a Month From Just Two Sectors Most Investors Ignore

Retiring at 65 With $1.3 Million Means Navigating an $8,400 Annual Healthcare Gap Most Plans Miss

How Much Do You Really Need Invested to Replace a $135,000 Tech Salary Without Touching Principal at 52?

How Much Do You Really Need Invested to Replace a $50,000 Salary If Half Your Income Comes From REITs?

How Much Do You Really Need Invested to Replace a $75,000 Salary With Monthly Dividend ETFs?

Why Travel Experts Say Never Transfer Points Without Confirming Hotel Availability First

Why a Fee-Only Advisor Beats Insurance for Self-Insured Retirees: $900 Savings Year One

‘You’re Trapped’: Rachel Cruze to Woman Whose In-Laws Control House She Paid Half For

Top Wall Street Strategist: AI ‘Reality Check’ Is Coming as Bond Market Flashes Warning Signs

Four REITs Fund 45% of This Income ETF’s Distributions Right Now

Nvidia CEO Jensen Huang Says AI Job Losses Are Complete Nonsense. He’s Betting on a Hiring Surge Instead.

The Social Security Switch Most Widows Never Make: How to Gain $5,856 Yearly Income

This $750,000 Municipal Bond Sleeve Pays a High-Earner Couple $33,000 a Year of Federal-Tax-Free Income

The Social Security Switch Most Widows Never Make: How to Gain $5,856 Yearly Income

Top Wall Street Strategist: AI ‘Reality Check’ Is Coming as Bond Market Flashes Warning Signs

Personal Finance Articles

All Personal Finance Articles

Social Security’s Judgment Day Is Rapidly Approaching, and President Donald Trump May Force the Fed’s Hand

Ted Turner Built CNN on Debt and Near-Bankruptcy. Here Is Why You Should Not Try to Copy Him

What Retirement Really Looks Like at 65 With $1.6M and a $260,000 Mortgage Still on the Books

How Much Do You Really Need Invested to Replace a $40,000 Salary at 62 and Bridge the Five Years Until Social Security at 67?

Here Is the $850,000 Three-Bucket Income Portfolio I Would Build to Pay a 66-Year-Old Couple $4,612 a Month

How Engineering Executives Structure Their 401(k) to Pay Under 10 Percent Effective Tax in Retirement

At 56 With $2.1 Million Saved and a Stressful CFO Job, the Math Tilts Hard Toward Quitting Now

A $475,000 Portfolio That Quietly Pays $2,800 a Month From Just Two Sectors Most Investors Ignore

Retiring at 65 With $1.3 Million Means Navigating an $8,400 Annual Healthcare Gap Most Plans Miss

How Much Do You Really Need Invested to Replace a $135,000 Tech Salary Without Touching Principal at 52?

How Much Do You Really Need Invested to Replace a $50,000 Salary If Half Your Income Comes From REITs?

How Much Do You Really Need Invested to Replace a $75,000 Salary With Monthly Dividend ETFs?

Why Travel Experts Say Never Transfer Points Without Confirming Hotel Availability First

Why a Fee-Only Advisor Beats Insurance for Self-Insured Retirees: $900 Savings Year One

‘You’re Trapped’: Rachel Cruze to Woman Whose In-Laws Control House She Paid Half For

Top Wall Street Strategist: AI ‘Reality Check’ Is Coming as Bond Market Flashes Warning Signs

Four REITs Fund 45% of This Income ETF’s Distributions Right Now

Nvidia CEO Jensen Huang Says AI Job Losses Are Complete Nonsense. He’s Betting on a Hiring Surge Instead.

Featured Reads

The Social Security Switch Most Widows Never Make: How to Gain $5,856 Yearly Income

This $750,000 Municipal Bond Sleeve Pays a High-Earner Couple $33,000 a Year of Federal-Tax-Free Income