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Drew Wood | May 19, 2026 at 2:05 PM EDT

Retiring at 59 With $3.4 Million Means Burning Through $640,000 Before Touching a Single Tax-Advantaged Dollar

A 59-year-old couple with $3.4 million looks fully prepared for retirement until the account structure comes into focus. About $2.2…

Maurie Backman | May 19, 2026 at 1:33 PM EDT

Social Security Cuts Edge Closer to Reality. How Much of a Drop Should You Plan For?

There’s perhaps no more critical source of income for retired Americans than Social Security. The average retirement benefit today amounts…

Ian Cooper | May 19, 2026 at 1:15 PM EDT

Medicare at 65: One Six-Month Decision That Costs $32,000 if You Get It Wrong

The Medicare card arrives in the mail. You feel healthy. The Plan G quotes look pricey compared to a $0…

David Beren | May 19, 2026 at 12:34 PM EDT

Kiplinger’s 2026 Tax Letter: The Dependent Care Credit Is Rising to $1,500 for 1 Child and $3,000 for 2 or More

Working parents are getting a major tax upgrade as the federal Child and Dependent Care Credit climbs for 2026. The…

Maurie Backman | May 19, 2026 at 12:13 PM EDT

Inflation Report Resets 2027 Social Security COLA Estimate

For retirees on Social Security, October tends to be an important month. That’s when the Social Security Administration typically announces…

Drew Wood | May 19, 2026 at 11:44 AM EDT

A 71-Year-Old Widower Discovers a Single Decision About His Late Wife’s $890,000 IRA Could Cost Him $54,000 in 2026 Taxes Alone

A widower in his early 70s inherits his late wife’s traditional IRA worth nearly $900,000. He already has steady pension…

Ian Cooper | May 19, 2026 at 11:16 AM EDT

Clark Howard Says Skip the Backdoor Roth IRA: Here’s the Math for High Earners

Clark Howard, the consumer advocate behind The Clark Howard Show, has told high-earning listeners to think twice before chasing the…

Drew Wood | May 19, 2026 at 10:59 AM EDT

At 68 With a Paid-Off $1.4 Million Home and $580,000 in Savings, the Reverse Mortgage Math Works in 2026

A 68-year-old single homeowner with a fully paid-off $1.4 million home and $580,000 in liquid savings appears wealthy at first…

Drew Wood | May 19, 2026 at 10:43 AM EDT

A 58-Year-Old Couple With $3.1 Million Can Walk Away in 14 Months If They Solve the Healthcare Bridge

The couple is 59, both turning 60 within months, and they want out of the workforce by May 2027. They…

Maurie Backman | May 19, 2026 at 10:39 AM EDT

Retirees on Social Security Just Got a Big Clue About 2027’s COLA

If there’s one thing seniors on Social Security tend to be curious about each year, it’s news of a cost-of-living…

Gerelyn Terzo | May 19, 2026 at 10:30 AM EDT

Why a 60-Year-Old Widow Should Claim Survivor Benefits Now and Switch to Her Own at 70

Losing a spouse in your early 60s upends nearly everything, including a retirement plan built around two paychecks. For a…

Marc Guberti | May 19, 2026 at 10:28 AM EDT

The Rule of 55 Move Public Safety Workers Use to Retire at 50 Without the 10% Penalty

A 50-year-old fire captain in Ohio walks out of the station for the last time with a pension election form,…

Ian Cooper | May 19, 2026 at 10:25 AM EDT

Why Suze Orman Is Wrong About Long-Term Care Insurance for Retirees With Over $2 Million

Suze Orman has spent decades urging Americans to buy long-term care insurance. In her AARP column on the subject, she…

Maurie Backman | May 19, 2026 at 10:09 AM EDT

Social Security Cuts May Be Coming. Here’s the Claiming Strategy to Ease the Blow

For years, Americans have heard warnings that Social Security is facing major funding problems. Now, as projections continue to show…

Drew Wood | May 19, 2026 at 9:57 AM EDT

The Single Premium Immediate Annuity That Pays a 73-Year-Old $4,800 a Month for Life and Takes Sequence Risk Off the Table

A 73-year-old single retiree with $1.4 million in savings faces a question that the 4% rule does not fully solve:…

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Personal Finance Articles

All Personal Finance Articles

Retiring at 59 With $3.4 Million Means Burning Through $640,000 Before Touching a Single Tax-Advantaged Dollar

Social Security Cuts Edge Closer to Reality. How Much of a Drop Should You Plan For?

Medicare at 65: One Six-Month Decision That Costs $32,000 if You Get It Wrong

Kiplinger’s 2026 Tax Letter: The Dependent Care Credit Is Rising to $1,500 for 1 Child and $3,000 for 2 or More

Inflation Report Resets 2027 Social Security COLA Estimate

A 71-Year-Old Widower Discovers a Single Decision About His Late Wife’s $890,000 IRA Could Cost Him $54,000 in 2026 Taxes Alone

Clark Howard Says Skip the Backdoor Roth IRA: Here’s the Math for High Earners

At 68 With a Paid-Off $1.4 Million Home and $580,000 in Savings, the Reverse Mortgage Math Works in 2026

A 58-Year-Old Couple With $3.1 Million Can Walk Away in 14 Months If They Solve the Healthcare Bridge

Retirees on Social Security Just Got a Big Clue About 2027’s COLA

Why a 60-Year-Old Widow Should Claim Survivor Benefits Now and Switch to Her Own at 70

The Rule of 55 Move Public Safety Workers Use to Retire at 50 Without the 10% Penalty

Why Suze Orman Is Wrong About Long-Term Care Insurance for Retirees With Over $2 Million

Social Security Cuts May Be Coming. Here’s the Claiming Strategy to Ease the Blow

The Single Premium Immediate Annuity That Pays a 73-Year-Old $4,800 a Month for Life and Takes Sequence Risk Off the Table

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

Avoid Zillow: This Infrastructure Redirect Is a “No-Brainer” Buy as the Housing Market Stalls

History Says This Unstoppable Dow Juggernaut Is a No-Brainer Buy Right Now

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

The $1,847 Monthly Survivor Benefit Most Widows Leave on the Table by Filing at the Wrong Age

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

Avoid Zillow: This Infrastructure Redirect Is a “No-Brainer” Buy as the Housing Market Stalls

Personal Finance Articles

All Personal Finance Articles

Retiring at 59 With $3.4 Million Means Burning Through $640,000 Before Touching a Single Tax-Advantaged Dollar

Social Security Cuts Edge Closer to Reality. How Much of a Drop Should You Plan For?

Medicare at 65: One Six-Month Decision That Costs $32,000 if You Get It Wrong

Kiplinger’s 2026 Tax Letter: The Dependent Care Credit Is Rising to $1,500 for 1 Child and $3,000 for 2 or More

Inflation Report Resets 2027 Social Security COLA Estimate

A 71-Year-Old Widower Discovers a Single Decision About His Late Wife’s $890,000 IRA Could Cost Him $54,000 in 2026 Taxes Alone

Clark Howard Says Skip the Backdoor Roth IRA: Here’s the Math for High Earners

At 68 With a Paid-Off $1.4 Million Home and $580,000 in Savings, the Reverse Mortgage Math Works in 2026

A 58-Year-Old Couple With $3.1 Million Can Walk Away in 14 Months If They Solve the Healthcare Bridge

Retirees on Social Security Just Got a Big Clue About 2027’s COLA

Why a 60-Year-Old Widow Should Claim Survivor Benefits Now and Switch to Her Own at 70

The Rule of 55 Move Public Safety Workers Use to Retire at 50 Without the 10% Penalty

Why Suze Orman Is Wrong About Long-Term Care Insurance for Retirees With Over $2 Million

Social Security Cuts May Be Coming. Here’s the Claiming Strategy to Ease the Blow

The Single Premium Immediate Annuity That Pays a 73-Year-Old $4,800 a Month for Life and Takes Sequence Risk Off the Table

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

Avoid Zillow: This Infrastructure Redirect Is a “No-Brainer” Buy as the Housing Market Stalls

History Says This Unstoppable Dow Juggernaut Is a No-Brainer Buy Right Now

Featured Reads

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

The $1,847 Monthly Survivor Benefit Most Widows Leave on the Table by Filing at the Wrong Age