Personal Finance Articles

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4615 Articles

David Beren | May 18, 2026 at 12:30 PM EDT

According to Kiplinger, Medicare Advantage Overpayments Are Quietly Costing Every Enrollee $212 More Per Year

Every Medicare beneficiary in the country took a hit to their Social Security check in 2025 to the tune of…

Drew Wood | May 18, 2026 at 11:35 AM EDT

What Retirement Really Looks Like at 71 With $1.1 Million After Three Years of Sequence-of-Returns Damage

The retiree in this scenario left work at 67 with a $1.5 million portfolio and a straightforward plan: withdraw $60,000…

Don Lair | May 18, 2026 at 11:24 AM EDT

High School Student’s Plan to Become a Stay-at-Home Wife Reveals Why Financial Dependence Requires a Dangerous Gamble

A high school senior recently told personal finance personality George Kamel her post-graduation plan: become a stay-at-home wife who spends…

Drew Wood | May 18, 2026 at 10:14 AM EDT

If You Have $640,000 Saved at 61 and a Daughter Starting Med School, Here Is the Monthly Income You Can Actually Count On

You are 61, single, and sitting on $640,000 split between a 401(k) and a Roth IRA. Your daughter has just…

Ian Cooper | May 18, 2026 at 9:59 AM EDT

Why Solo 401(k) Owners Should Max Out Employee Contributions First

The Quote That Reframes Solo 401(k) Strategy On NerdWallet’s Smart Money Podcast episode Is College Worth It in 2026? Plus,…

Christy Bieber | May 18, 2026 at 9:58 AM EDT

You Could Lose Your Social Security Benefits to the Trump Administration’s Mistake

Social Security provides at least half of monthly income for 39% of men and 44% of women age 65 and…

Jeremy Phillips | May 18, 2026 at 9:35 AM EDT

Joint Bank Accounts With Your Parents Could Expose You to Their Debts: Here’s the Safer Way to Help

Helping an aging parent manage money is common in the sandwich generation. Adding your name to Mom or Dad’s checking…

Carl Sullivan | May 18, 2026 at 9:12 AM EDT

Mrs. Dow Jones: Why Old Wealth Rules Fail Millennials When Cost of Living Is So High

If millennials follow the rulebook their parents used, they may be in trouble, says financial influencer Haley Sacks, known as…

Don Lair | May 18, 2026 at 9:02 AM EDT

Beware The IRS Tax Trap Awaiting Anyone Who Raids Their Roth IRA Early

"When you owe the government money, they’re not very happy. And you probably owe the government money with pulling out…

Don Lair | May 18, 2026 at 8:44 AM EDT

High Interest Rates Are Actually Good for Your Savings Account. Here’s How to Earn an Extra $800 Per Year

On The Investing for Beginners Podcast, host Evan Ray offered a take that runs counter to most rate-hike headlines: when…

Austin Smith | May 18, 2026 at 8:10 AM EDT

The 529-to-Roth Rollover Strategy That Turns Unused College Savings Into $524,000 of Tax-Free Retirement Income

The scenario surfaces often in affluent-parent forums: a 56-year-old couple earning $390,000 jointly looks at a $190,000 529 plan they…

Drew Wood | May 18, 2026 at 7:23 AM EDT

A $1.7 Million Portfolio Lost $312,000 in 18 Trading Days, Proving the Case Most Retirees Hate to Hear

A 65-year-old couple retired last spring with $1.7 million in a 70/30 portfolio and planned to withdraw $68,000 annually under…

Maurie Backman | May 18, 2026 at 6:30 AM EDT

Reasons to Use a Credit Card Over a Debit Card

Credit cards often get a bad reputation because they can easily generate debt due to overspending and high interest rates.…

Gerelyn Terzo | May 18, 2026 at 6:15 AM EDT

The Health Diagnosis That Tilted a 65-Year-Old’s Social Security Claim From 70 to Now

A 65-year-old single retiree with a well-funded portfolio had planned to stop working, live off savings for five years, then…

Michael Williams | May 18, 2026 at 5:45 AM EDT

Bunching Charitable Giving Into a Single 401(k) Tax Year: The $37,120 Move Most High Earners Miss

A 52-year-old couple in their peak earning years rarely thinks of charitable giving as a 401(k) decision. It is. The…

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Personal Finance Articles

All Personal Finance Articles

According to Kiplinger, Medicare Advantage Overpayments Are Quietly Costing Every Enrollee $212 More Per Year

What Retirement Really Looks Like at 71 With $1.1 Million After Three Years of Sequence-of-Returns Damage

High School Student’s Plan to Become a Stay-at-Home Wife Reveals Why Financial Dependence Requires a Dangerous Gamble

If You Have $640,000 Saved at 61 and a Daughter Starting Med School, Here Is the Monthly Income You Can Actually Count On

Why Solo 401(k) Owners Should Max Out Employee Contributions First

You Could Lose Your Social Security Benefits to the Trump Administration’s Mistake

Joint Bank Accounts With Your Parents Could Expose You to Their Debts: Here’s the Safer Way to Help

Mrs. Dow Jones: Why Old Wealth Rules Fail Millennials When Cost of Living Is So High

Beware The IRS Tax Trap Awaiting Anyone Who Raids Their Roth IRA Early

High Interest Rates Are Actually Good for Your Savings Account. Here’s How to Earn an Extra $800 Per Year

The 529-to-Roth Rollover Strategy That Turns Unused College Savings Into $524,000 of Tax-Free Retirement Income

A $1.7 Million Portfolio Lost $312,000 in 18 Trading Days, Proving the Case Most Retirees Hate to Hear

Reasons to Use a Credit Card Over a Debit Card

The Health Diagnosis That Tilted a 65-Year-Old’s Social Security Claim From 70 to Now

Bunching Charitable Giving Into a Single 401(k) Tax Year: The $37,120 Move Most High Earners Miss

The No. 1 Reason to Buy and Hold Walmart Forever Has Virtually Nothing to Do With Its Brick-and-Mortar Stores

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

Redwire is a Contract Success Story You’ll Regret Not Buying on the Next Dip

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

The No. 1 Reason to Buy and Hold Walmart Forever Has Virtually Nothing to Do With Its Brick-and-Mortar Stores

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

Personal Finance Articles

All Personal Finance Articles

According to Kiplinger, Medicare Advantage Overpayments Are Quietly Costing Every Enrollee $212 More Per Year

What Retirement Really Looks Like at 71 With $1.1 Million After Three Years of Sequence-of-Returns Damage

High School Student’s Plan to Become a Stay-at-Home Wife Reveals Why Financial Dependence Requires a Dangerous Gamble

If You Have $640,000 Saved at 61 and a Daughter Starting Med School, Here Is the Monthly Income You Can Actually Count On

Why Solo 401(k) Owners Should Max Out Employee Contributions First

You Could Lose Your Social Security Benefits to the Trump Administration’s Mistake

Joint Bank Accounts With Your Parents Could Expose You to Their Debts: Here’s the Safer Way to Help

Mrs. Dow Jones: Why Old Wealth Rules Fail Millennials When Cost of Living Is So High

Beware The IRS Tax Trap Awaiting Anyone Who Raids Their Roth IRA Early

High Interest Rates Are Actually Good for Your Savings Account. Here’s How to Earn an Extra $800 Per Year

The 529-to-Roth Rollover Strategy That Turns Unused College Savings Into $524,000 of Tax-Free Retirement Income

A $1.7 Million Portfolio Lost $312,000 in 18 Trading Days, Proving the Case Most Retirees Hate to Hear

Reasons to Use a Credit Card Over a Debit Card

The Health Diagnosis That Tilted a 65-Year-Old’s Social Security Claim From 70 to Now

Bunching Charitable Giving Into a Single 401(k) Tax Year: The $37,120 Move Most High Earners Miss

The No. 1 Reason to Buy and Hold Walmart Forever Has Virtually Nothing to Do With Its Brick-and-Mortar Stores

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

Redwire is a Contract Success Story You’ll Regret Not Buying on the Next Dip

Featured Reads

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year