Personal Finance Articles

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5518 Articles

Ian Cooper | Jun 22, 2026 at 2:05 PM EDT

JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end

Stephen Parker, co-head of global investment strategy at JPMorgan Private Bank, told CNBC that “the rally that we’ve seen this…

Gerelyn Terzo | Jun 22, 2026 at 2:02 PM EDT

A $250,000 Casino Jackpot Felt Like Pure Luck. Two Years Later, It Raised Both of Their Medicare Premiums.

The slot machine flashed, the bells rang, and a couple in their late sixties walked out of the casino with…

Drew Wood | Jun 22, 2026 at 12:53 PM EDT

The Retiree Who Turned Down A $100,000 Dividend Check

A 65-year-old retiree is offered two income portfolios built from the same amount of capital. One generates $100,000 a year…

Maurie Backman | Jun 22, 2026 at 12:41 PM EDT

The $24,480 Social Security Rule That Could Cost Retirees Thousands

A lot of people make the decision that once they retire, they’re done working for good. And that’s understandable. But…

Marc Guberti | Jun 22, 2026 at 12:26 PM EDT

Your 401(k) Has Employer Stock? Make Sure You Know About This Tax Rule Before You Retire

A 61-year-old technology vice president retiring this summer has roughly $1.4 million in her 401(k). About $500,000 of that balance…

Maurie Backman | Jun 22, 2026 at 11:31 AM EDT

Trump Cost Social Security $169 Billion. Retirees Will Feel the Fallout

When Donald Trump was running for office, he pledged that he would not cut any money from Social Security. In…

Drew Wood | Jun 22, 2026 at 11:29 AM EDT

They’ve Visited Israel for 30 Years. Is It Time to Retire There?

For more than 30 years, this Jewish-American couple has traveled to Israel to visit family, celebrate milestones, and maintain ties…

David Beren | Jun 22, 2026 at 11:14 AM EDT

Only 46% of Americans Have a Three-Month Emergency Fund. The Trend Is Getting Worse.

The headline number that gets thrown around in personal finance, that most Americans cannot cover a $1,000 emergency, sounds like…

Drew Wood | Jun 22, 2026 at 10:17 AM EDT

Don’t Wait For Your Rich Uncle To Die. Build Your Own Inheritance With This Portfolio

Uncle Ralph owns a few rental properties, drives an old truck, and is rumored to be worth a fortune. At…

Gerelyn Terzo | Jun 22, 2026 at 10:12 AM EDT

A Couple Holds $120K in Bitcoin. In a Roth It’s Tax-Free. In a Brokerage Account, Selling Could Torpedo Their Social Security.

Picture a married couple, both around 65, just starting Social Security. They bought Bitcoin years ago and now sit on…

Drew Wood | Jun 22, 2026 at 9:09 AM EDT

The Portfolio That Quietly Pays For Your Gasoline Forever

The average American household spent about $200 per month on gasoline according to the latest federal expenditure data. With gasoline…

Danielle Liverance | Jun 22, 2026 at 9:04 AM EDT

Dave Ramsey Has a One Word Strategy for Big Roth Conversions and It Quietly Saves Retirees Six Figures in Lifetime Tax

Dave Ramsey spent time on his show walking a caller through one of the most overlooked moves in retirement tax…

Danielle Liverance | Jun 22, 2026 at 9:04 AM EDT

What Happens to a 75 Year Old With a $500,000 IRA Who Takes the RMD in January vs December vs Monthly

On the April 21, 2026 episode of Ask An Advisor With Wes Moss, a listener named Scott asked whether RMD…

Drew Wood | Jun 22, 2026 at 8:56 AM EDT

A Rule Caps Medicare’s Drug-Plan Base at a 6% Rise. Your Own Plan’s Premium Isn’t Protected

A 68-year-old opens her Annual Notice of Change in late September and sees the monthly premium on her standalone Part…

Drew Wood | Jun 22, 2026 at 7:18 AM EDT

Lexington, KY Or Myrtle Beach, SC? Where Does A $1 Million Retirement Go Further?

A couple at 67 with $1 million and combined Social Security drawing $5,000 a month faces a common retirement question:…

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Personal Finance Articles

All Personal Finance Articles

JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end

A $250,000 Casino Jackpot Felt Like Pure Luck. Two Years Later, It Raised Both of Their Medicare Premiums.

The Retiree Who Turned Down A $100,000 Dividend Check

The $24,480 Social Security Rule That Could Cost Retirees Thousands

Your 401(k) Has Employer Stock? Make Sure You Know About This Tax Rule Before You Retire

Trump Cost Social Security $169 Billion. Retirees Will Feel the Fallout

They’ve Visited Israel for 30 Years. Is It Time to Retire There?

Only 46% of Americans Have a Three-Month Emergency Fund. The Trend Is Getting Worse.

Don’t Wait For Your Rich Uncle To Die. Build Your Own Inheritance With This Portfolio

A Couple Holds $120K in Bitcoin. In a Roth It’s Tax-Free. In a Brokerage Account, Selling Could Torpedo Their Social Security.

The Portfolio That Quietly Pays For Your Gasoline Forever

Dave Ramsey Has a One Word Strategy for Big Roth Conversions and It Quietly Saves Retirees Six Figures in Lifetime Tax

What Happens to a 75 Year Old With a $500,000 IRA Who Takes the RMD in January vs December vs Monthly

A Rule Caps Medicare’s Drug-Plan Base at a 6% Rise. Your Own Plan’s Premium Isn’t Protected

Lexington, KY Or Myrtle Beach, SC? Where Does A $1 Million Retirement Go Further?

How High Will XRP Go in the Next Bull Cycle?

Nvidia Vs. AMD: Perplexity Choosing Nvidia Over AMD Tells a Deeper Story About Chip Dominance

The U.S. Economy Is Addicted to AI Spending. What Happens If It Slows?

Laid Off Before the Cutoff, He Feared the Zero Years Would Gut His Social Security. The Real Damage Surprised Him.

The Maximum Social Security Check Is $5,108 a Month. Here's How Much Invested It Takes to Match It.

Your International Fund Yields 2%. This One Returned 26% and Yields 3.1%

Laid Off Before the Cutoff, He Feared the Zero Years Would Gut His Social Security. The Real Damage Surprised Him.

Personal Finance Articles

All Personal Finance Articles

JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end

A $250,000 Casino Jackpot Felt Like Pure Luck. Two Years Later, It Raised Both of Their Medicare Premiums.

The Retiree Who Turned Down A $100,000 Dividend Check

The $24,480 Social Security Rule That Could Cost Retirees Thousands

Your 401(k) Has Employer Stock? Make Sure You Know About This Tax Rule Before You Retire

Trump Cost Social Security $169 Billion. Retirees Will Feel the Fallout

They’ve Visited Israel for 30 Years. Is It Time to Retire There?

Only 46% of Americans Have a Three-Month Emergency Fund. The Trend Is Getting Worse.

Don’t Wait For Your Rich Uncle To Die. Build Your Own Inheritance With This Portfolio

A Couple Holds $120K in Bitcoin. In a Roth It’s Tax-Free. In a Brokerage Account, Selling Could Torpedo Their Social Security.

The Portfolio That Quietly Pays For Your Gasoline Forever

Dave Ramsey Has a One Word Strategy for Big Roth Conversions and It Quietly Saves Retirees Six Figures in Lifetime Tax

What Happens to a 75 Year Old With a $500,000 IRA Who Takes the RMD in January vs December vs Monthly

A Rule Caps Medicare’s Drug-Plan Base at a 6% Rise. Your Own Plan’s Premium Isn’t Protected

Lexington, KY Or Myrtle Beach, SC? Where Does A $1 Million Retirement Go Further?

How High Will XRP Go in the Next Bull Cycle?

Nvidia Vs. AMD: Perplexity Choosing Nvidia Over AMD Tells a Deeper Story About Chip Dominance

The U.S. Economy Is Addicted to AI Spending. What Happens If It Slows?

Featured Reads

Laid Off Before the Cutoff, He Feared the Zero Years Would Gut His Social Security. The Real Damage Surprised Him.

The Maximum Social Security Check Is $5,108 a Month. Here's How Much Invested It Takes to Match It.