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5777 Articles

Drew Wood | Jul 4, 2026 at 3:11 PM EDT

The Portfolio That Lets You Go Part-Time Five Years Early

A worker earning $80,000 full time who wants to drop to a 20-hour-a-week role paying roughly $40,000 faces one math…

Gerelyn Terzo | Jul 4, 2026 at 2:03 PM EDT

A Couple Wants to Sell a Rental Without Setting Off a Medicare Surcharge. A 1031 Exchange or Installment Sale Can Spread the Gain.

The Sale That Raises Next Year’s Medicare Bill A married couple, both around 66 and on Medicare, owns a paid-off…

Austin Smith | Jul 4, 2026 at 1:35 PM EDT

How Much Cash Should You Actually Keep in a HYSA

There is no single dollar figure that fits every household, but there is a clean framework. Keep enough in a…

Drew Wood | Jul 4, 2026 at 1:09 PM EDT

What A $750,000 Dividend Portfolio Actually Pays After Taxes, Medicare Premiums, And Reality

A $750,000 portfolio at a 5% yield produces $37,500 a year. That is the number most dividend investors repeat. It…

Drew Wood | Jul 4, 2026 at 11:50 AM EDT

What Happens When Medicare Premiums Are No Longer Your Problem?

Medicare is not free, and the bill arrives every month for the rest of your life. The standard Part B…

David Beren | Jul 4, 2026 at 11:15 AM EDT

The $246,500 Question: Is Your 401(k) at 60 Enough for Retirement

The five years around age 60 hold an unusual amount of tax leverage. Contribution limits change, Roth conversion windows open,…

Drew Wood | Jul 4, 2026 at 10:32 AM EDT

Here’s How You Can Retire to Spring, Texas, at 62 on $950,000 With No Income Tax

A $950,000 nest egg looks strong on paper, especially in a Houston suburb with no Texas income tax and home…

Gerelyn Terzo | Jul 4, 2026 at 10:04 AM EDT

A Market Slump Has a Hidden Upside for a 74-Year-Old: Next Year’s RMD Shrinks, and So Does Tax on Social Security.

A 74-year-old retiree pulled up his brokerage statement this spring and felt his stomach drop. His traditional IRA, drawn from…

David Beren | Jul 4, 2026 at 8:37 AM EDT

$700,000 at 75: Here’s What It Actually Buys You Over 20 Years

A 75-year-old with $700,000 set aside and a goal of reaching 95 is running a 20-year test. The portfolio has…

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

Stress Free on $35,000 a Year: Retire to Spain’s Costa del Sol at 62

A $35,000 retirement budget can go much farther in southern Spain than it does in much of the United States,…

Drew Wood | Jul 4, 2026 at 7:32 AM EDT

The Year You Sell the Business Is the Year Medicare Decides You’re Rich — Twice Over

A 65-year-old who sold her landscaping company in 2024 opened her January 2026 Medicare notice and saw a Part B…

Drew Wood | Jul 4, 2026 at 6:46 AM EDT

$900,000 and a Boat Slip: Here’s How to Retire to Cape Coral, Florida, at 62

A single-story house on a Cape Coral canal, a sport boat on the lift out back, sunset cruises to a…

Gerelyn Terzo | Jul 4, 2026 at 6:01 AM EDT

A Retired Couple Loaded Up on Tax-Free Municipal Bonds. In Their 70s, the Interest Still Taxes Their Social Security.

A married couple in their early 70s shifted their fixed-income money into municipal bonds for the simple pitch: tax-free interest,…

Drew Wood | Jul 4, 2026 at 5:36 AM EDT

The Dividend Portfolio That Can Cover a Silicon Valley House Payment

A median Silicon Valley home can easily run near $1.6 million to $2 million, and today’s mortgage rates can turn…

Michael Williams | Jul 3, 2026 at 8:58 PM EDT

Police Officers Are Missing a Social Security Change Worth Thousands a Year

If you spent your career as a police officer in one of the roughly 15 states where public employees pay…

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Personal Finance Articles

All Personal Finance Articles

The Portfolio That Lets You Go Part-Time Five Years Early

A Couple Wants to Sell a Rental Without Setting Off a Medicare Surcharge. A 1031 Exchange or Installment Sale Can Spread the Gain.

How Much Cash Should You Actually Keep in a HYSA

What A $750,000 Dividend Portfolio Actually Pays After Taxes, Medicare Premiums, And Reality

What Happens When Medicare Premiums Are No Longer Your Problem?

The $246,500 Question: Is Your 401(k) at 60 Enough for Retirement

Here’s How You Can Retire to Spring, Texas, at 62 on $950,000 With No Income Tax

A Market Slump Has a Hidden Upside for a 74-Year-Old: Next Year’s RMD Shrinks, and So Does Tax on Social Security.

$700,000 at 75: Here’s What It Actually Buys You Over 20 Years

Stress Free on $35,000 a Year: Retire to Spain’s Costa del Sol at 62

The Year You Sell the Business Is the Year Medicare Decides You’re Rich — Twice Over

$900,000 and a Boat Slip: Here’s How to Retire to Cape Coral, Florida, at 62

A Retired Couple Loaded Up on Tax-Free Municipal Bonds. In Their 70s, the Interest Still Taxes Their Social Security.

The Dividend Portfolio That Can Cover a Silicon Valley House Payment

Police Officers Are Missing a Social Security Change Worth Thousands a Year

Is Ondas in Play? Potential Acquirers Eye This Autonomous-Defense Specialist.

She Owned Her Retirement Home but Not the Ground Beneath It. Then a Data Center Came Calling.

Man Who Called 2008 Crash Says Now Is the Time to “Invest in Early-Stage Gold Stocks”

She Owned Her Retirement Home but Not the Ground Beneath It. Then a Data Center Came Calling.

He Mined Coal for 30 Years. Now His Social Security Check Does What the Mine Used To.

Is Ondas in Play? Potential Acquirers Eye This Autonomous-Defense Specialist.

She Owned Her Retirement Home but Not the Ground Beneath It. Then a Data Center Came Calling.

Personal Finance Articles

All Personal Finance Articles

The Portfolio That Lets You Go Part-Time Five Years Early

A Couple Wants to Sell a Rental Without Setting Off a Medicare Surcharge. A 1031 Exchange or Installment Sale Can Spread the Gain.

How Much Cash Should You Actually Keep in a HYSA

What A $750,000 Dividend Portfolio Actually Pays After Taxes, Medicare Premiums, And Reality

What Happens When Medicare Premiums Are No Longer Your Problem?

The $246,500 Question: Is Your 401(k) at 60 Enough for Retirement

Here’s How You Can Retire to Spring, Texas, at 62 on $950,000 With No Income Tax

A Market Slump Has a Hidden Upside for a 74-Year-Old: Next Year’s RMD Shrinks, and So Does Tax on Social Security.

$700,000 at 75: Here’s What It Actually Buys You Over 20 Years

Stress Free on $35,000 a Year: Retire to Spain’s Costa del Sol at 62

The Year You Sell the Business Is the Year Medicare Decides You’re Rich — Twice Over

$900,000 and a Boat Slip: Here’s How to Retire to Cape Coral, Florida, at 62

A Retired Couple Loaded Up on Tax-Free Municipal Bonds. In Their 70s, the Interest Still Taxes Their Social Security.

The Dividend Portfolio That Can Cover a Silicon Valley House Payment

Police Officers Are Missing a Social Security Change Worth Thousands a Year

Is Ondas in Play? Potential Acquirers Eye This Autonomous-Defense Specialist.

She Owned Her Retirement Home but Not the Ground Beneath It. Then a Data Center Came Calling.

Man Who Called 2008 Crash Says Now Is the Time to “Invest in Early-Stage Gold Stocks”

Featured Reads

She Owned Her Retirement Home but Not the Ground Beneath It. Then a Data Center Came Calling.

He Mined Coal for 30 Years. Now His Social Security Check Does What the Mine Used To.