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5779 Articles

Omor Ibne Ehsan | Jul 2, 2026 at 3:49 PM EDT

You’ll Spend Way Less in Retirement Than You Think | Bill Perkins Says the Data Is ‘Overwhelming’

Bill Perkins runs a hedge fund, wrote Die With Zero, and lives on a Caribbean island where he watches retired…

David Beren | Jul 2, 2026 at 3:43 PM EDT

He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It

A widower inherits his late wife’s Roth IRA. The balance shows $250,000, and he assumes the entire account is his…

David Beren | Jul 2, 2026 at 3:25 PM EDT

A $65,000 Pension Plus Social Security Can Quietly Push You Into a Medicare Surcharge

The Income-Related Monthly Adjustment Amount, known as IRMAA, is the Medicare surcharge that raises Part B and Part D premiums…

Austin Smith | Jul 2, 2026 at 3:20 PM EDT

Are HYSA Rates About to Drop? What the Fed’s Next Move Means for Savers

The likely path is a slow drift, with no move expected this week. The Federal Reserve has held its policy…

Gerelyn Terzo | Jul 2, 2026 at 2:02 PM EDT

She’s 63 and Ready for Social Security. Her Ex’s Age Just Changed Everything

She is 63, divorced after a long marriage, currently unmarried, and finally feels ready to turn on a Social Security…

Omor Ibne Ehsan | Jul 2, 2026 at 1:51 PM EDT

Kevin Warsh Just Made Options Premiums More Valuable. This 8%-Yield ETF Could Be First in Line

Options-income ETFs live and die by implied volatility, which is why the market’s early read on new Fed Chair Kevin…

Omor Ibne Ehsan | Jul 2, 2026 at 1:43 PM EDT

This Bond ETF Yields Almost 12%. Can It Surge When the Recession Hits?

The pitch for iShares 20+ Year Treasury Bond BuyWrite Strategy ETF (BATS:TLTW) is seductive in a jittery economy. You collect…

Omor Ibne Ehsan | Jul 2, 2026 at 1:40 PM EDT

ISPY vs. GPIX vs. JEPI: The Covered-Call Cage Match Every Income Investor Should Read Before Buying

The pitch for covered-call ETFs is the same everywhere. Trade some upside for a fat monthly check. The reality, as…

Omor Ibne Ehsan | Jul 2, 2026 at 1:30 PM EDT

This ‘Dividend’ ETF Pays Just 1.2% | So Why Do Serious Investors Keep Buying It?

The WisdomTree U.S. Quality Dividend Growth Fund (NASDAQ:DGRW) pays a trailing yield of roughly 1.28%, which sounds thin for something…

Drew Wood | Jul 2, 2026 at 1:13 PM EDT

The Portfolio That Could Put You in a New Car Every Year for Life

The average new vehicle in the United States now costs roughly $49,000, with full-size pickups and many luxury models pushing…

Omor Ibne Ehsan | Jul 2, 2026 at 12:49 PM EDT

The Fed Just Quietly Killed Your Biggest Fear About AI and Your Paycheck

Josh Schaefer, an analyst at Barron’s, went on Fox Business’s The Bottom Line this week with a blunt message for…

Omor Ibne Ehsan | Jul 2, 2026 at 12:26 PM EDT

Dividend Aristocrats Are Quietly Outrunning Software in 2026. Investors Are Piling Into This ETF

Six months into 2026, the boring stuff is winning. The SPDR S&P Dividend ETF (NYSEARCA:SDY) is up 12.57% year to…

Marc Guberti | Jul 2, 2026 at 12:22 PM EDT

$900,000 Inherited 401(k): The 10-Year Tax Bomb Most Beneficiaries Miss Until Year 10

A 58-year-old daughter, still working and earning a six-figure salary, gets the call. Her 75-year-old mother has died, leaving behind…

Drew Wood | Jul 2, 2026 at 12:15 PM EDT

What Would It Take to Give Away 10% of Your Income Every Year?

Most spending benefits the person doing the spending. Charitable giving is different. People give because they believe in a cause,…

Christy Bieber | Jul 2, 2026 at 11:53 AM EDT

How Social Security Retirees Could Accidentally Cost Themselves $487 A Month

When you are retired, you have to be careful about the money choices you make. Unfortunately, some of your financial…

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Personal Finance Articles

All Personal Finance Articles

You’ll Spend Way Less in Retirement Than You Think | Bill Perkins Says the Data Is ‘Overwhelming’

He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It

A $65,000 Pension Plus Social Security Can Quietly Push You Into a Medicare Surcharge

Are HYSA Rates About to Drop? What the Fed’s Next Move Means for Savers

She’s 63 and Ready for Social Security. Her Ex’s Age Just Changed Everything

Kevin Warsh Just Made Options Premiums More Valuable. This 8%-Yield ETF Could Be First in Line

This Bond ETF Yields Almost 12%. Can It Surge When the Recession Hits?

ISPY vs. GPIX vs. JEPI: The Covered-Call Cage Match Every Income Investor Should Read Before Buying

This ‘Dividend’ ETF Pays Just 1.2% | So Why Do Serious Investors Keep Buying It?

The Portfolio That Could Put You in a New Car Every Year for Life

The Fed Just Quietly Killed Your Biggest Fear About AI and Your Paycheck

Dividend Aristocrats Are Quietly Outrunning Software in 2026. Investors Are Piling Into This ETF

$900,000 Inherited 401(k): The 10-Year Tax Bomb Most Beneficiaries Miss Until Year 10

What Would It Take to Give Away 10% of Your Income Every Year?

How Social Security Retirees Could Accidentally Cost Themselves $487 A Month

Verizon Was Booted From the Dow – 5 Dividend Giants Got the Same Treatment and Eventually Soared

Four Nights in a Hospital Bed Don’t Count If You Were Never ‘Admitted.’ The Nursing Home Bill Proves It.

3 Uranium Stocks to Buy as Nuclear Heats Before the End of July

Four Nights in a Hospital Bed Don't Count If You Were Never 'Admitted.' The Nursing Home Bill Proves It.

Retired Electrician With $760,000 Discovers Pension Triggers Unwelcome IRMAA Surprise

Will American Express or Verizon Come Out as an Earnings Winner?

Verizon Was Booted From the Dow – 5 Dividend Giants Got the Same Treatment and Eventually Soared

Personal Finance Articles

All Personal Finance Articles

You’ll Spend Way Less in Retirement Than You Think | Bill Perkins Says the Data Is ‘Overwhelming’

He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It

A $65,000 Pension Plus Social Security Can Quietly Push You Into a Medicare Surcharge

Are HYSA Rates About to Drop? What the Fed’s Next Move Means for Savers

She’s 63 and Ready for Social Security. Her Ex’s Age Just Changed Everything

Kevin Warsh Just Made Options Premiums More Valuable. This 8%-Yield ETF Could Be First in Line

This Bond ETF Yields Almost 12%. Can It Surge When the Recession Hits?

ISPY vs. GPIX vs. JEPI: The Covered-Call Cage Match Every Income Investor Should Read Before Buying

This ‘Dividend’ ETF Pays Just 1.2% | So Why Do Serious Investors Keep Buying It?

The Portfolio That Could Put You in a New Car Every Year for Life

The Fed Just Quietly Killed Your Biggest Fear About AI and Your Paycheck

Dividend Aristocrats Are Quietly Outrunning Software in 2026. Investors Are Piling Into This ETF

$900,000 Inherited 401(k): The 10-Year Tax Bomb Most Beneficiaries Miss Until Year 10

What Would It Take to Give Away 10% of Your Income Every Year?

How Social Security Retirees Could Accidentally Cost Themselves $487 A Month

Verizon Was Booted From the Dow – 5 Dividend Giants Got the Same Treatment and Eventually Soared

Four Nights in a Hospital Bed Don’t Count If You Were Never ‘Admitted.’ The Nursing Home Bill Proves It.

3 Uranium Stocks to Buy as Nuclear Heats Before the End of July

Featured Reads

Four Nights in a Hospital Bed Don't Count If You Were Never 'Admitted.' The Nursing Home Bill Proves It.

Retired Electrician With $760,000 Discovers Pension Triggers Unwelcome IRMAA Surprise