Live: Will Aehr Test Systems Crush Tonight’s Q4 Earnings After the Market Closes?

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Marc Guberti | Jun 23, 2026 at 6:27 AM EDT

Rule of 55: How Doctors With $1.6 Million 401(k)s Avoid the Penalty Trap

Anesthesiologists are quietly walking off the operating-room schedule at 55 with seven-figure 401(k) balances, and the specific reason they leave…

Drew Wood | Jun 23, 2026 at 6:25 AM EDT

This Is the Dividend Portfolio That Pays Off Your Kid’s Student Loans

The average federal student loan borrower leaves school owing roughly $38,000, though balances of $50,000 or more are common among…

Gerelyn Terzo | Jun 23, 2026 at 6:02 AM EDT

A Couple Bought the Cheapest Part D Plan to Save. Medicare Took a $174 Surcharge From Each of Their Social Security Checks Anyway.

The Bargain Plan That Wasn’t A married couple, both about 67 and newly on Medicare, sat down during open enrollment…

Marc Guberti | Jun 22, 2026 at 6:27 PM EDT

A $1.8 Million 401(k) and Social Security Coming Up? Drain It Before 70 to Dodge the IRMAA Cliff

A 64-year-old couple with $1.8 million sitting in traditional 401(k)s walks into a planning meeting convinced they should claim Social…

Thomas Richmond | Jun 22, 2026 at 4:22 PM EDT

The IRS Loophole That Lets You Give Your Kids Unlimited Money Tax-Free (It’s Not the $19,000 Gift Limit)

Allen Mueller, a recent guest on the Catching Up to FI podcast episode on intergenerational wealth, put it bluntly when…

Drew Wood | Jun 22, 2026 at 3:45 PM EDT

Medicare’s Hospital Fund Now Runs Short in Early 2033 — a Quarter Sooner Than Last Year’s Warning

A retiree scrolling through the news sees a familiar headline: Medicare runs out in 2033. The 2026 Medicare Trustees Report,…

Drew Wood | Jun 22, 2026 at 2:56 PM EDT

You Have $650,000. Is It Enough To Retire In The Big Easy?

A 67-year-old with a $650,000 portfolio and a Social Security check looks at New Orleans and sees a city that…

Maurie Backman | Jun 22, 2026 at 2:30 PM EDT

Congress Has 6 Years to Save Social Security. Here’s What’s at Stake

The Social Security Trustees’ latest update came out in June, and the news wasn’t fantastic. The Trustees confirmed that Social…

David Beren | Jun 22, 2026 at 2:17 PM EDT

One in Three Americans Cashes Out Their 401(k) When Switching Jobs. By 65, It Costs Them $266,000

About one in three Americans who change jobs cash out their 401(k) instead of rolling it over. They take the…

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…

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Personal Finance Articles

All Personal Finance Articles

Rule of 55: How Doctors With $1.6 Million 401(k)s Avoid the Penalty Trap

This Is the Dividend Portfolio That Pays Off Your Kid’s Student Loans

A Couple Bought the Cheapest Part D Plan to Save. Medicare Took a $174 Surcharge From Each of Their Social Security Checks Anyway.

A $1.8 Million 401(k) and Social Security Coming Up? Drain It Before 70 to Dodge the IRMAA Cliff

The IRS Loophole That Lets You Give Your Kids Unlimited Money Tax-Free (It’s Not the $19,000 Gift Limit)

Medicare’s Hospital Fund Now Runs Short in Early 2033 — a Quarter Sooner Than Last Year’s Warning

You Have $650,000. Is It Enough To Retire In The Big Easy?

Congress Has 6 Years to Save Social Security. Here’s What’s at Stake

One in Three Americans Cashes Out Their 401(k) When Switching Jobs. By 65, It Costs Them $266,000

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

Live: Will Aehr Test Systems Crush Tonight’s Q4 Earnings After the Market Closes?

You Saved for 40 Years. 48% of Retirees Have No Plan for Spending It. Here’s What a Plan Looks Like.

The Fidelity Bond ETF Quietly Outperforming Vanguard’s BND Over The Last Decade

Citigroup Is Up 14% This Year: Is It Outperforming Other Bank Stocks Like Wells Fargo and Bank of America?

You Saved for 40 Years. 48% of Retirees Have No Plan for Spending It. Here's What a Plan Looks Like.

Retirees Learn an $800,000 Nest Egg at 63 Means Only $23,000 in Real Annual Spending

You Saved for 40 Years. 48% of Retirees Have No Plan for Spending It. Here’s What a Plan Looks Like.

The Fidelity Bond ETF Quietly Outperforming Vanguard’s BND Over The Last Decade

Personal Finance Articles

All Personal Finance Articles

Rule of 55: How Doctors With $1.6 Million 401(k)s Avoid the Penalty Trap

This Is the Dividend Portfolio That Pays Off Your Kid’s Student Loans

A Couple Bought the Cheapest Part D Plan to Save. Medicare Took a $174 Surcharge From Each of Their Social Security Checks Anyway.

A $1.8 Million 401(k) and Social Security Coming Up? Drain It Before 70 to Dodge the IRMAA Cliff

The IRS Loophole That Lets You Give Your Kids Unlimited Money Tax-Free (It’s Not the $19,000 Gift Limit)

Medicare’s Hospital Fund Now Runs Short in Early 2033 — a Quarter Sooner Than Last Year’s Warning

You Have $650,000. Is It Enough To Retire In The Big Easy?

Congress Has 6 Years to Save Social Security. Here’s What’s at Stake

One in Three Americans Cashes Out Their 401(k) When Switching Jobs. By 65, It Costs Them $266,000

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

Live: Will Aehr Test Systems Crush Tonight’s Q4 Earnings After the Market Closes?

You Saved for 40 Years. 48% of Retirees Have No Plan for Spending It. Here’s What a Plan Looks Like.

The Fidelity Bond ETF Quietly Outperforming Vanguard’s BND Over The Last Decade

Citigroup Is Up 14% This Year: Is It Outperforming Other Bank Stocks Like Wells Fargo and Bank of America?

Featured Reads

You Saved for 40 Years. 48% of Retirees Have No Plan for Spending It. Here's What a Plan Looks Like.

Retirees Learn an $800,000 Nest Egg at 63 Means Only $23,000 in Real Annual Spending