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Drew Wood | Jun 7, 2026 at 8:53 AM EDT

The Trumps Bought a Vineyard Near This Virginia Town. Can You Afford to Retire There?

In 2011, the Trump family acquired a vineyard spanning nearly 1,300 acres south of Charlottesville. Today, Trump Winery is widely…

Danielle Liverance | Jun 7, 2026 at 8:46 AM EDT

Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It

Wes Moss told Clark Howard listeners something most retirees never hear from their insurance broker or their financial advisor: “IRMAA…

Drew Wood | Jun 7, 2026 at 8:20 AM EDT

How $350,000 in International Dividend Stocks Can Produce $19,000 a Year and Reduce U.S. Concentration Risk

Replacing $19,000 in annual passive income from a $350,000 portfolio requires a blended yield of roughly 5.4%. That can be…

Gerelyn Terzo | Jun 7, 2026 at 7:30 AM EDT

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Picture a 65-year-old who just retired with a spouse, no pension, and roughly $2 million in a 60/40 portfolio. The…

Gerelyn Terzo | Jun 7, 2026 at 7:11 AM EDT

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

A single retiree in her late 60s draws roughly $30,000 a year from Social Security, has $720,000 sitting in a…

Drew Wood | Jun 7, 2026 at 6:06 AM EDT

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

Fifty thousand dollars a year is what a careful retiree might want to cover housing, groceries, and Medicare premiums on…

Drew Wood | Jun 7, 2026 at 5:15 AM EDT

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

Here’s a family with a sense of calling, a modest home equity check, a number they want to give away…

David Beren | Jun 6, 2026 at 4:53 PM EDT

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

The Allianz Center for the Future of Retirement 2026 Annual Retirement Study arrived with a finding that is easy to…

Gerelyn Terzo | Jun 6, 2026 at 4:36 PM EDT

How a 73-Year-Old’s First RMD Suddenly Pushed Her Effective Tax Rate to 40 Percent

The Situation Most Retirees Don’t See Coming A single 73-year-old retiree collects $30,000 a year from Social Security, holds $980,000…

Gerelyn Terzo | Jun 6, 2026 at 4:00 PM EDT

The $400,000 Survivor Benefit Decision Every Widow Has Just 12 Months to Make

A 68-year-old woman buries her husband on a Tuesday. By Friday, the funeral home has filed paperwork with Social Security…

Carl Sullivan | Jun 6, 2026 at 3:47 PM EDT

What a $4 Million Nest Egg at 67 Actually Provides in Real Annual Spending

The headline number looks reassuring. A couple has saved $4 million dollars by age 67. If they start pulling 3.8%…

David Beren | Jun 6, 2026 at 12:44 PM EDT

57% Say They Haven’t Saved Enough, and the Data Confirms It

Retirement planning usually assumes a target date that the worker controls. The data say otherwise: 42% of retirees left the…

Ian Cooper | Jun 6, 2026 at 12:05 PM EDT

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

A 72-year-old couple with roughly $11 million in net worth spent late 2025 racing to shrink their taxable estate before…

Maurie Backman | Jun 6, 2026 at 11:58 AM EDT

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

When executives negotiate severance packages, most focus on the number. They want to know how much they’ll be paid after…

Drew Wood | Jun 6, 2026 at 11:47 AM EDT

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Most 73-year-olds don’t want to babysit twelve positions in retirement. The reader behind this headline has roughly $750,000 in a…

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Personal Finance Articles

All Personal Finance Articles

The Trumps Bought a Vineyard Near This Virginia Town. Can You Afford to Retire There?

Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It

How $350,000 in International Dividend Stocks Can Produce $19,000 a Year and Reduce U.S. Concentration Risk

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

How a 73-Year-Old’s First RMD Suddenly Pushed Her Effective Tax Rate to 40 Percent

The $400,000 Survivor Benefit Decision Every Widow Has Just 12 Months to Make

What a $4 Million Nest Egg at 67 Actually Provides in Real Annual Spending

57% Say They Haven’t Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Live Nasdaq Composite: Micron Lifts Market Boat Alongside Mixed Economic Signals

Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside

2027’s Social Security COLA Could Be the Biggest in Years. Here’s Why Retirees Shouldn’t Celebrate

The Roth Conversion Strategy That Could Save You $21,000

2027's Social Security COLA Could Be the Biggest in Years. Here's Why Retirees Shouldn't Celebrate

The Roth Conversion Strategy That Could Save You $21,000

1 Rare Dividend Stock Built to Survive Any Recession

Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside

Personal Finance Articles

All Personal Finance Articles

The Trumps Bought a Vineyard Near This Virginia Town. Can You Afford to Retire There?

Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It

How $350,000 in International Dividend Stocks Can Produce $19,000 a Year and Reduce U.S. Concentration Risk

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

How a 73-Year-Old’s First RMD Suddenly Pushed Her Effective Tax Rate to 40 Percent

The $400,000 Survivor Benefit Decision Every Widow Has Just 12 Months to Make

What a $4 Million Nest Egg at 67 Actually Provides in Real Annual Spending

57% Say They Haven’t Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Live Nasdaq Composite: Micron Lifts Market Boat Alongside Mixed Economic Signals

Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside

2027’s Social Security COLA Could Be the Biggest in Years. Here’s Why Retirees Shouldn’t Celebrate

The Roth Conversion Strategy That Could Save You $21,000

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2027's Social Security COLA Could Be the Biggest in Years. Here's Why Retirees Shouldn't Celebrate

The Roth Conversion Strategy That Could Save You $21,000