Personal Finance Articles

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4662 Articles

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…

Ian Cooper | May 17, 2026 at 10:14 PM EDT

Before You Take That Part-Time Job in Retirement: How a $1.4 Million 401(k) Can Cost You $2,297 in Medicare Premiums

A 66-year-old who retired at 64 with a $1.4 million 401(k) and a paid-off house took a part-time consulting role…

Don Lair | May 17, 2026 at 8:43 PM EDT

Baby Boomers: The New Long-Term Care Products You Can Get Without Medical Underwriting: Here’s What Changed

On a recent episode of the Retire SMART Podcast, the host put a number on the long-term care problem that…

Carl Sullivan | May 17, 2026 at 8:22 PM EDT

Why Clark Howard Isn’t a Fan of Car Leases

With the average price of a new car nearing $50,000, does it still make sense to write a check, or…

Drew Wood | May 17, 2026 at 8:21 PM EDT

A 67-Year-Old School Principal With $1.4 Million Discovers Her Pension Quietly Pushed Her Into IRMAA Tier Three Before She Filed for Medicare

A career educator retires at 65 with a defined-benefit pension paying $9,200 a month, plus $1.4 million in a 403(b).…

Ian Cooper | May 17, 2026 at 8:13 PM EDT

Filing Single After Your Spouse Dies? Make Sure You Do These 401(k) Moves Before Year Three

The day after her husband’s funeral in spring 2024, Carol kept filing taxes the way she and her husband always…

Jeremy Phillips | May 17, 2026 at 6:43 PM EDT

We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement

On a recent episode of the Money Guy Show titled Van Life Millionaires Are Leaving Millions on the Table, co-host…

Don Lair | May 17, 2026 at 4:43 PM EDT

‘Monopoly Money’: Don McDonald to Colorado Man Pitched $1 Million Annuity With 54% Bonus at Free Steak Dinner

A free steak dinner. A chart with a green line climbing past a red line. A pitch about a $1…

David Beren | May 17, 2026 at 4:16 PM EDT

Kiplinger’s May 2026 Tax Letter: The 401(k) Is Getting Access to Alternative Assets for the First Time

Kiplinger’s May 2026 Tax Letter highlights a shift in retirement plan policy that has been building since last summer. After…

Carl Sullivan | May 17, 2026 at 3:44 PM EDT

The ‘Wait Until You Retire’ Tax Myth Only Works for 4% of People, According to This Retirement Advisor

Many retirees are advised to defer paying taxes on their investments until retirement. “So many advisors have helped clients defer,…

Don Lair | May 17, 2026 at 2:43 PM EDT

I earn thousands yearly from credit card rewards: should I count them as income in my budget?

A listener named Suzanne from Austin wrote into the How to Money podcast with a question I think a lot…

David Beren | May 17, 2026 at 2:40 PM EDT

Kiplinger Says 2026 Spousal IRA Contributions Just Got Better: Here’s How to Use the $7,500 Limit

A spousal IRA is a powerhouse move that lets a working partner fund a retirement account for a spouse with…

Austin Smith | May 17, 2026 at 2:30 PM EDT

The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

A 58-year-old engineer in Palo Alto, married filing jointly, earns $750,000 a year, has already stuffed $4 million into 401(k)s…

Christy Bieber | May 17, 2026 at 1:49 PM EDT

Here’s the Average Social Security Benefit at Ages 62, 67, and 70, and Which One Actually Beats the Rising Cost of Living.

The amount of your monthly Social Security benefit is determined based on a few key factors. Your income over your…

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Personal Finance Articles

All Personal Finance Articles

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

Before You Take That Part-Time Job in Retirement: How a $1.4 Million 401(k) Can Cost You $2,297 in Medicare Premiums

Baby Boomers: The New Long-Term Care Products You Can Get Without Medical Underwriting: Here’s What Changed

Why Clark Howard Isn’t a Fan of Car Leases

A 67-Year-Old School Principal With $1.4 Million Discovers Her Pension Quietly Pushed Her Into IRMAA Tier Three Before She Filed for Medicare

Filing Single After Your Spouse Dies? Make Sure You Do These 401(k) Moves Before Year Three

We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement

‘Monopoly Money’: Don McDonald to Colorado Man Pitched $1 Million Annuity With 54% Bonus at Free Steak Dinner

Kiplinger’s May 2026 Tax Letter: The 401(k) Is Getting Access to Alternative Assets for the First Time

The ‘Wait Until You Retire’ Tax Myth Only Works for 4% of People, According to This Retirement Advisor

I earn thousands yearly from credit card rewards: should I count them as income in my budget?

Kiplinger Says 2026 Spousal IRA Contributions Just Got Better: Here’s How to Use the $7,500 Limit

The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

Here’s the Average Social Security Benefit at Ages 62, 67, and 70, and Which One Actually Beats the Rising Cost of Living.

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

3 Utility Stocks That’ll Pay Your Bills For Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old's Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree's Medicare Bill...Two Years Later

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

Personal Finance Articles

All Personal Finance Articles

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

Before You Take That Part-Time Job in Retirement: How a $1.4 Million 401(k) Can Cost You $2,297 in Medicare Premiums

Baby Boomers: The New Long-Term Care Products You Can Get Without Medical Underwriting: Here’s What Changed

Why Clark Howard Isn’t a Fan of Car Leases

A 67-Year-Old School Principal With $1.4 Million Discovers Her Pension Quietly Pushed Her Into IRMAA Tier Three Before She Filed for Medicare

Filing Single After Your Spouse Dies? Make Sure You Do These 401(k) Moves Before Year Three

We’re in our 40s with a healthy portfolio: how a $1.3 million tax bomb forced us to act before retirement

‘Monopoly Money’: Don McDonald to Colorado Man Pitched $1 Million Annuity With 54% Bonus at Free Steak Dinner

Kiplinger’s May 2026 Tax Letter: The 401(k) Is Getting Access to Alternative Assets for the First Time

The ‘Wait Until You Retire’ Tax Myth Only Works for 4% of People, According to This Retirement Advisor

I earn thousands yearly from credit card rewards: should I count them as income in my budget?

Kiplinger Says 2026 Spousal IRA Contributions Just Got Better: Here’s How to Use the $7,500 Limit

The $40,000 Tax Move That Comes After Your 401(k) Hits Its Limit

Here’s the Average Social Security Benefit at Ages 62, 67, and 70, and Which One Actually Beats the Rising Cost of Living.

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

3 Utility Stocks That’ll Pay Your Bills For Years

Featured Reads

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old's Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree's Medicare Bill...Two Years Later