Personal Finance Articles

All Personal Finance Articles

5577 Articles

Carl Sullivan | Jun 25, 2026 at 4:23 PM EDT

Retired Couple With $2.3M Faces $5,600 IRMAA Surprise After Selling Rental Property

A couple in their mid-60s sold a rental house two years ago, paid the capital gains and depreciation recapture taxes…

David Beren | Jun 25, 2026 at 4:03 PM EDT

Why the Pay Off the Mortgage Rule Can Cost High-Income Households Six Figures

The advice to pay off your mortgage as fast as possible has been a personal finance staple for decades. It…

Drew Wood | Jun 25, 2026 at 3:23 PM EDT

The Portfolio That Quietly Pays For Your Midlife Crisis Car

A $1,500 monthly car payment can buy a Porsche 911 lease, a Corvette Stingray note, or a Cadillac Escalade with…

Omor Ibne Ehsan | Jun 25, 2026 at 3:10 PM EDT

Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox…

Drew Wood | Jun 25, 2026 at 2:44 PM EDT

Can’t Afford Retirement In Napa? Try This Town Instead

Napa Valley remains one of the most desirable retirement destinations in California. The scenery is world-class, the food and wine…

Maurie Backman | Jun 25, 2026 at 2:34 PM EDT

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

“Stingy. Inadequate. Unfair.” These are just some of the words seniors most likely used to describe their 2026 Social…

Maurie Backman | Jun 25, 2026 at 2:33 PM EDT

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

There are plenty of reasons to consider a Roth conversion ahead of or in the early stages of retirement. With…

Gerelyn Terzo | Jun 25, 2026 at 2:02 PM EDT

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

A 71-year-old retiree moved cash into short-term Treasury bills this spring, locking in roughly 3.9% on the 52-week bill and…

Drew Wood | Jun 25, 2026 at 1:47 PM EDT

Retirees Downsize Their Homes. Why Not Their Portfolios?

Picture a retired couple with a paid-off home, a $2.5 million portfolio, and Social Security covering a meaningful portion of…

David Beren | Jun 25, 2026 at 12:56 PM EDT

Mortgage Payments Hit $2,134 a Month. Five Years Ago They Were $1,525

The American mortgage payment has changed more in the past five years than in any comparable stretch in modern memory.…

Drew Wood | Jun 25, 2026 at 11:53 AM EDT

The Dividend Growth Path That Turns A $50,000 Income Stream Into More Than $100,000

Turning a $50,000 income stream into a $100,000 income stream sounds like it should require another million dollars, a lucky…

David Beren | Jun 25, 2026 at 11:19 AM EDT

Why Some Retirees Pay $689.90 a Month for Medicare While Others Pay $202.90

Most people on Medicare pay the standard Part B premium each month and never give it a second thought. In…

David Beren | Jun 25, 2026 at 11:03 AM EDT

46% of Americans Have Zero Retirement Savings. Here’s What That Means for You.

The phrase “average retirement savings” hides a basic fact about American household finances: a huge share of adults have nothing…

Drew Wood | Jun 25, 2026 at 10:15 AM EDT

Delay Medicare Part B for 3 Years and a 30% Penalty Rides Every Premium for Life

A 66-year-old retires in early 2024, drops his employer plan, and signs up for COBRA to keep his old network…

Ian Cooper | Jun 25, 2026 at 10:13 AM EDT

The $94,000 Tax Mistake That Costs Retirees With $2.6 Million in Savings

The conventional retirement playbook says spend taxable money first, let tax-deferred accounts grow, and touch the Roth last. For a…

1 … 32 33 34 35 36 … 375

Personal Finance Articles

All Personal Finance Articles

Retired Couple With $2.3M Faces $5,600 IRMAA Surprise After Selling Rental Property

Why the Pay Off the Mortgage Rule Can Cost High-Income Households Six Figures

The Portfolio That Quietly Pays For Your Midlife Crisis Car

Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

Can’t Afford Retirement In Napa? Try This Town Instead

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

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

Retirees Downsize Their Homes. Why Not Their Portfolios?

Mortgage Payments Hit $2,134 a Month. Five Years Ago They Were $1,525

The Dividend Growth Path That Turns A $50,000 Income Stream Into More Than $100,000

Why Some Retirees Pay $689.90 a Month for Medicare While Others Pay $202.90

46% of Americans Have Zero Retirement Savings. Here’s What That Means for You.

Delay Medicare Part B for 3 Years and a 30% Penalty Rides Every Premium for Life

The $94,000 Tax Mistake That Costs Retirees With $2.6 Million in Savings

‘Your Spouse Has All Kinds of Benefits That Nobody Else Has’: Suze Orman to a 76-Year-Old Who Doubled Her Husband’s 401(k)

‘Horrible, Horrible, Horrible’: Dave Ramsey Shreds a Debt-Free Retiree’s Plan to Lease a New Car Every 3 Years

‘Who Sends a Bill to Their Kid for $4,000?’: Dave Ramsey on a Couple Blindsided by In-Law Wedding Debt

'Your Spouse Has All Kinds of Benefits That Nobody Else Has': Suze Orman to a 76-Year-Old Who Doubled Her Husband's 401(k)

'Horrible, Horrible, Horrible': Dave Ramsey Shreds a Debt-Free Retiree's Plan to Lease a New Car Every 3 Years

‘Your Spouse Has All Kinds of Benefits That Nobody Else Has’: Suze Orman to a 76-Year-Old Who Doubled Her Husband’s 401(k)

‘Horrible, Horrible, Horrible’: Dave Ramsey Shreds a Debt-Free Retiree’s Plan to Lease a New Car Every 3 Years

Personal Finance Articles

All Personal Finance Articles

Retired Couple With $2.3M Faces $5,600 IRMAA Surprise After Selling Rental Property

Why the Pay Off the Mortgage Rule Can Cost High-Income Households Six Figures

The Portfolio That Quietly Pays For Your Midlife Crisis Car

Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

Can’t Afford Retirement In Napa? Try This Town Instead

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

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

Retirees Downsize Their Homes. Why Not Their Portfolios?

Mortgage Payments Hit $2,134 a Month. Five Years Ago They Were $1,525

The Dividend Growth Path That Turns A $50,000 Income Stream Into More Than $100,000

Why Some Retirees Pay $689.90 a Month for Medicare While Others Pay $202.90

46% of Americans Have Zero Retirement Savings. Here’s What That Means for You.

Delay Medicare Part B for 3 Years and a 30% Penalty Rides Every Premium for Life

The $94,000 Tax Mistake That Costs Retirees With $2.6 Million in Savings

‘Your Spouse Has All Kinds of Benefits That Nobody Else Has’: Suze Orman to a 76-Year-Old Who Doubled Her Husband’s 401(k)

‘Horrible, Horrible, Horrible’: Dave Ramsey Shreds a Debt-Free Retiree’s Plan to Lease a New Car Every 3 Years

‘Who Sends a Bill to Their Kid for $4,000?’: Dave Ramsey on a Couple Blindsided by In-Law Wedding Debt

Featured Reads

'Your Spouse Has All Kinds of Benefits That Nobody Else Has': Suze Orman to a 76-Year-Old Who Doubled Her Husband's 401(k)

'Horrible, Horrible, Horrible': Dave Ramsey Shreds a Debt-Free Retiree's Plan to Lease a New Car Every 3 Years