Personal Finance Articles

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4614 Articles

Carl Sullivan | May 17, 2026 at 11:53 AM EDT

Why So Many Investors Are Paralyzed Right Now, and How to Break the Freeze

Even though the stock market continues to hit new highs, investors are filled with anxiety. Uncertainty about world events and…

Drew Wood | May 17, 2026 at 11:18 AM EDT

What $6,200 a Month Really Looks Like in Retirement at 68 in a Suburb With $4,800 a Year in Property Taxes

A retirement income of $6,200 a month sounds comfortable in the abstract, at least until the numbers begin attaching themselves…

Gerelyn Terzo | May 17, 2026 at 11:07 AM EDT

How Bracket-Filling Roth Conversions Cut This Couple’s Tax Bill by $14,000 a Year

Picture a couple at 62 with $1.4 million in traditional IRAs, no pension, and a plan to delay Social Security…

Ian Cooper | May 17, 2026 at 10:49 AM EDT

A 71-Year-Old Couple With $4.2 Million in Estate Assets Faces a $380,000 State Estate Tax Surprise in Massachusetts

A couple in their early seventies in suburban Boston sits down with their accountant expecting a routine year-end check-in. They…

Ian Cooper | May 17, 2026 at 10:28 AM EDT

Todd Graves’ Billion-Dollar Chicken Chain Started With the Worst Grade in Business School

Todd Graves told Masters of Scale host Jeff Berman that his Raising Cane’s business plan earned the worst grade in…

David Beren | May 17, 2026 at 10:11 AM EDT

Bonds Now Make Up Just 8% of the Average Portfolio. What Replaced Them

The traditional 60/40 portfolio, 60% stocks and 40% bonds, has been the default retirement allocation for decades. Charles Schwab’s Modern…

David Beren | May 17, 2026 at 9:38 AM EDT

Kiplinger’s May 2026 Letter Says Yields From 3% to 13% Are Available Right Now Despite Iran War Uncertainty

Kiplinger’s Personal Finance May 2026 letter makes it clear that if you are looking for yield, the door is wide…

Christy Bieber | May 17, 2026 at 8:46 AM EDT

Working Past 65? The New $6,000 Senior Tax Deduction Has a Phase-Out You’re About to Walk Into.

The One Big Beautiful Bill Act contained some good news for seniors when it was signed into law by the…

Maurie Backman | May 17, 2026 at 7:54 AM EDT

Forget the Senior Deduction. The Other OBBBA Tax Breaks Most Workers Are Missing.

When the One Big Beautiful Bill Act (OBBBA) was signed into law in 2025, there was one provision that got…

Gerelyn Terzo | May 17, 2026 at 7:20 AM EDT

The One Social Security Document You Need Before Age 55 to Recover $96,000 in Lifetime Benefits

A 67-year-old who spent three decades running her own contracting business logs into her Social Security account and is in…

Don Lair | May 17, 2026 at 6:31 AM EDT

Why 19 Income Streams Backfired: The One Side Hustle Strategy That Actually Works

Cody Berman, who appeared on The Personal Finance Podcast in an episode titled “How to RETIRE BY 30! (With Cody…

Don Lair | May 17, 2026 at 5:31 AM EDT

I Make $130,000 a Year Breaking Bones in Motocross. Should I Quit Now?

44 broken bones for $130,000 a year A professional freestyle motocross rider called The Ramsey Show with a simple problem…

Gerelyn Terzo | May 17, 2026 at 5:15 AM EDT

CalSTRS Retirees Could Collect Thousands in Retroactive Social Security After Fairness Act

She taught for 30 years, retired with a CalSTRS pension of $4,800 a month, and then lost her husband at…

Jeremy Phillips | May 17, 2026 at 4:55 AM EDT

I’m a Renter with a Roommate: Can I Use That Income to Qualify for a Mortgage?

Most renters splitting rent with a roommate or partner treat that monthly Venmo as a wash. Money in, money out.…

Don Lair | May 17, 2026 at 4:31 AM EDT

Why Your Overtime Pay Should Follow the Same 25% Rule, Even When Working Extra Shifts

The paycheck hits fatter after overtime, and the mental accounting starts immediately. That extra $37.41 an hour, plus the time-and-a-half…

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Personal Finance Articles

All Personal Finance Articles

Why So Many Investors Are Paralyzed Right Now, and How to Break the Freeze

What $6,200 a Month Really Looks Like in Retirement at 68 in a Suburb With $4,800 a Year in Property Taxes

How Bracket-Filling Roth Conversions Cut This Couple’s Tax Bill by $14,000 a Year

A 71-Year-Old Couple With $4.2 Million in Estate Assets Faces a $380,000 State Estate Tax Surprise in Massachusetts

Todd Graves’ Billion-Dollar Chicken Chain Started With the Worst Grade in Business School

Bonds Now Make Up Just 8% of the Average Portfolio. What Replaced Them

Kiplinger’s May 2026 Letter Says Yields From 3% to 13% Are Available Right Now Despite Iran War Uncertainty

Working Past 65? The New $6,000 Senior Tax Deduction Has a Phase-Out You’re About to Walk Into.

Forget the Senior Deduction. The Other OBBBA Tax Breaks Most Workers Are Missing.

The One Social Security Document You Need Before Age 55 to Recover $96,000 in Lifetime Benefits

Why 19 Income Streams Backfired: The One Side Hustle Strategy That Actually Works

I Make $130,000 a Year Breaking Bones in Motocross. Should I Quit Now?

CalSTRS Retirees Could Collect Thousands in Retroactive Social Security After Fairness Act

I’m a Renter with a Roommate: Can I Use That Income to Qualify for a Mortgage?

Why Your Overtime Pay Should Follow the Same 25% Rule, Even When Working Extra Shifts

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

These Investors Earned 20% to 33% Returns Using The Same Philosophy on Completely Different Stocks

The Augusta Rule: How a Small Business Owner Pays Herself $20,000 of Tax-Free Income for Renting Her Own Home to Her Company

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

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

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

These Investors Earned 20% to 33% Returns Using The Same Philosophy on Completely Different Stocks

Personal Finance Articles

All Personal Finance Articles

Why So Many Investors Are Paralyzed Right Now, and How to Break the Freeze

What $6,200 a Month Really Looks Like in Retirement at 68 in a Suburb With $4,800 a Year in Property Taxes

How Bracket-Filling Roth Conversions Cut This Couple’s Tax Bill by $14,000 a Year

A 71-Year-Old Couple With $4.2 Million in Estate Assets Faces a $380,000 State Estate Tax Surprise in Massachusetts

Todd Graves’ Billion-Dollar Chicken Chain Started With the Worst Grade in Business School

Bonds Now Make Up Just 8% of the Average Portfolio. What Replaced Them

Kiplinger’s May 2026 Letter Says Yields From 3% to 13% Are Available Right Now Despite Iran War Uncertainty

Working Past 65? The New $6,000 Senior Tax Deduction Has a Phase-Out You’re About to Walk Into.

Forget the Senior Deduction. The Other OBBBA Tax Breaks Most Workers Are Missing.

The One Social Security Document You Need Before Age 55 to Recover $96,000 in Lifetime Benefits

Why 19 Income Streams Backfired: The One Side Hustle Strategy That Actually Works

I Make $130,000 a Year Breaking Bones in Motocross. Should I Quit Now?

CalSTRS Retirees Could Collect Thousands in Retroactive Social Security After Fairness Act

I’m a Renter with a Roommate: Can I Use That Income to Qualify for a Mortgage?

Why Your Overtime Pay Should Follow the Same 25% Rule, Even When Working Extra Shifts

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

These Investors Earned 20% to 33% Returns Using The Same Philosophy on Completely Different Stocks

The Augusta Rule: How a Small Business Owner Pays Herself $20,000 of Tax-Free Income for Renting Her Own Home to Her Company

Featured Reads

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

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It