Personal Finance Articles

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4618 Articles

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:…

Austin Smith | May 19, 2026 at 9:45 AM EDT

A 54-Year-Old Cardiologist With $2.4 Million in Her 401(k) Discovers a $1.7 Million Tax-Free Loophole

A 54-year-old interventional cardiologist earning $580,000 at a hospital system already has $2.4 million in a traditional 401(k) and a…

David Beren | May 19, 2026 at 9:06 AM EDT

The Kiplinger Tax Letter Reveals the Top 0.001% of Earners Pay an Effective Rate of Just 23.61%

The May 2026 Kiplinger Tax Letter, citing the latest IRS Statistics of Income data, highlights a number that complicates the…

Carl Sullivan | May 19, 2026 at 7:58 AM EDT

Stop Asking For a Financial Advisor’s Credentials. Here Are Two Questions That Actually Matter.

Most people walk into a financial advisor’s office with the wrong checklist. They ask about the CFP after the name,…

Drew Wood | May 19, 2026 at 7:53 AM EDT

What I Would Tell a Couple With $4.2 Million Whose 32-Year-Old Daughter Just Asked for $200,000 Toward a House

A married couple in their mid-60s, filing jointly and sitting on roughly $4.2 million in retirement assets, receives the kind…

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Personal Finance Articles

All Personal Finance Articles

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

A 54-Year-Old Cardiologist With $2.4 Million in Her 401(k) Discovers a $1.7 Million Tax-Free Loophole

The Kiplinger Tax Letter Reveals the Top 0.001% of Earners Pay an Effective Rate of Just 23.61%

Stop Asking For a Financial Advisor’s Credentials. Here Are Two Questions That Actually Matter.

What I Would Tell a Couple With $4.2 Million Whose 32-Year-Old Daughter Just Asked for $200,000 Toward a House

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

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

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

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

Personal Finance Articles

All Personal Finance Articles

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

A 54-Year-Old Cardiologist With $2.4 Million in Her 401(k) Discovers a $1.7 Million Tax-Free Loophole

The Kiplinger Tax Letter Reveals the Top 0.001% of Earners Pay an Effective Rate of Just 23.61%

Stop Asking For a Financial Advisor’s Credentials. Here Are Two Questions That Actually Matter.

What I Would Tell a Couple With $4.2 Million Whose 32-Year-Old Daughter Just Asked for $200,000 Toward a House

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

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

Featured Reads

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