Personal Finance Articles

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4770 Articles

Marc Guberti | Yesterday

Why a $1.4 Million 401(k) Makes That Side Hustle Far More Expensive Than You Think

A reader on the Bogleheads forum laid out a familiar setup last month: 67 years old, spouse the same age,…

Drew Wood | Yesterday

What a $1.5 Million Dividend Portfolio Actually Pays a Retired Couple After Federal Tax, State Tax, and IRMAA

Consider a retired married couple, both age 67, receiving $58,000 per year in combined Social Security benefits and holding a…

Drew Wood | Yesterday

Their Horse Rescue Eats $90,000 a Year. Can Their Retirement Savings Survive the Strain?

Retirement was supposed to be slower. Instead, Jim and Linda spend their days feeding horses, coordinating veterinary visits, repairing fences,…

Christy Bieber | Yesterday

How a 48-Year Old Electrician Could Replace a $102,000 Salary With Covered Call Dividends

After nearly three decades of crawling through attics, pulling wire through cramped crawlspaces, and responding to emergency calls at all…

Maurie Backman | Yesterday

3 Ways You Could Slash Your Social Security Benefits Without Even Realizing It

Once you retire, you’ll probably depend heavily on Social Security to cover your costs. Even if you have savings, your…

David Beren | Yesterday

Medicare Advantage’s $0 Premium Comes With a $9,250 Catch

Medicare’s Initial Enrollment Period offers two options that look nothing alike on the enrollment screen. Plan A is a Medicare…

Gerelyn Terzo | Yesterday

Earning $0 or $100,000 in Your Final Year Barely Moves a 66-Year-Old’s Social Security, But It Can Raise Medicare Two Years Later

The Worry That Shows Up on the SSA Screen A 66-year-old logs into the Social Security website to file. The…

David Beren | Yesterday

COLA Went Up in 2026, but Medicare Quietly Took $215 of It

The 2026 Social Security cost-of-living adjustment landed at 2.8%, which added roughly $56 a month, or about $672 a year,…

Danielle Liverance | Jun 11, 2026 at 9:07 AM EDT

Suze Orman Has Been Pounding the Table on This Roth Rule for Years and Most Retirees Still Do Not Understand Why Medicare Cares

Suze Orman has been pounding the table on Roth accounts for years, and her case is sharper than the tax…

Michael Williams | Jun 11, 2026 at 8:39 AM EDT

‘Don’t Blame Your Stupidity on Christianity’: Dave Ramsey’s Blunt Advice to a Bride Whose Fiancé Refuses to Save

A Philadelphia bride named Nicole called The Ramsey Show with a problem most couples never address before the wedding. “I’m…

David Beren | Jun 11, 2026 at 8:29 AM EDT

The $109,000 Income Threshold That Triggers a $1,148 Medicare Surcharge Most Retirees Miss

Fewer than one in ten Medicare beneficiaries pays an Income-Related Monthly Adjustment Amount, so a reader whose household income sits…

Marc Guberti | Jun 11, 2026 at 8:24 AM EDT

A 56-Year-Old Couple With $3.6M in 401(k)s Discovers $24,000 Annual Tax Leak They Can Plug

A dual-income couple in their mid-50s walked into a fee-only planner’s office last spring with a printout that looked enviable:…

Carl Sullivan | Jun 11, 2026 at 8:06 AM EDT

Retiree With $48,000 Military Pension and $1.3 Million Slammed By Three Layers of Tax

Picture a recently retired Navy officer who hung up the uniform at 42 and took a senior program manager role…

David Beren | Jun 11, 2026 at 7:50 AM EDT

Medicare Doesn’t Cover This $129,000-a-Year Retirement Expense, and Most Find Out Too Late

A 72-year-old widow is reviewing her mother’s nursing home bill for the third month in a row. Medicare covered the…

Drew Wood | Jun 11, 2026 at 7:47 AM EDT

Her Mother Has Alzheimer’s. Can They Afford a Memory Care Facility at $95,000 a Year?

Karen’s mother has Alzheimer’s disease, and the family has reached the point where living independently is no longer an option.…

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Personal Finance Articles

All Personal Finance Articles

Why a $1.4 Million 401(k) Makes That Side Hustle Far More Expensive Than You Think

What a $1.5 Million Dividend Portfolio Actually Pays a Retired Couple After Federal Tax, State Tax, and IRMAA

Their Horse Rescue Eats $90,000 a Year. Can Their Retirement Savings Survive the Strain?

How a 48-Year Old Electrician Could Replace a $102,000 Salary With Covered Call Dividends

3 Ways You Could Slash Your Social Security Benefits Without Even Realizing It

Medicare Advantage’s $0 Premium Comes With a $9,250 Catch

Earning $0 or $100,000 in Your Final Year Barely Moves a 66-Year-Old’s Social Security, But It Can Raise Medicare Two Years Later

COLA Went Up in 2026, but Medicare Quietly Took $215 of It

Suze Orman Has Been Pounding the Table on This Roth Rule for Years and Most Retirees Still Do Not Understand Why Medicare Cares

‘Don’t Blame Your Stupidity on Christianity’: Dave Ramsey’s Blunt Advice to a Bride Whose Fiancé Refuses to Save

The $109,000 Income Threshold That Triggers a $1,148 Medicare Surcharge Most Retirees Miss

A 56-Year-Old Couple With $3.6M in 401(k)s Discovers $24,000 Annual Tax Leak They Can Plug

Retiree With $48,000 Military Pension and $1.3 Million Slammed By Three Layers of Tax

Medicare Doesn’t Cover This $129,000-a-Year Retirement Expense, and Most Find Out Too Late

Her Mother Has Alzheimer’s. Can They Afford a Memory Care Facility at $95,000 a Year?

3 Ridiculously Cheap Healthcare Stocks to Buy in June

The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks

SpaceX President Has Warning for Investors: Maybe You Shouldn’t Buy the Stock

Before You Take Your 401(k) RMD This Year, Make Sure You Know This Medicare Cost

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years

3 Ridiculously Cheap Healthcare Stocks to Buy in June

The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks

Personal Finance Articles

All Personal Finance Articles

Why a $1.4 Million 401(k) Makes That Side Hustle Far More Expensive Than You Think

What a $1.5 Million Dividend Portfolio Actually Pays a Retired Couple After Federal Tax, State Tax, and IRMAA

Their Horse Rescue Eats $90,000 a Year. Can Their Retirement Savings Survive the Strain?

How a 48-Year Old Electrician Could Replace a $102,000 Salary With Covered Call Dividends

3 Ways You Could Slash Your Social Security Benefits Without Even Realizing It

Medicare Advantage’s $0 Premium Comes With a $9,250 Catch

Earning $0 or $100,000 in Your Final Year Barely Moves a 66-Year-Old’s Social Security, But It Can Raise Medicare Two Years Later

COLA Went Up in 2026, but Medicare Quietly Took $215 of It

Suze Orman Has Been Pounding the Table on This Roth Rule for Years and Most Retirees Still Do Not Understand Why Medicare Cares

‘Don’t Blame Your Stupidity on Christianity’: Dave Ramsey’s Blunt Advice to a Bride Whose Fiancé Refuses to Save

The $109,000 Income Threshold That Triggers a $1,148 Medicare Surcharge Most Retirees Miss

A 56-Year-Old Couple With $3.6M in 401(k)s Discovers $24,000 Annual Tax Leak They Can Plug

Retiree With $48,000 Military Pension and $1.3 Million Slammed By Three Layers of Tax

Medicare Doesn’t Cover This $129,000-a-Year Retirement Expense, and Most Find Out Too Late

Her Mother Has Alzheimer’s. Can They Afford a Memory Care Facility at $95,000 a Year?

3 Ridiculously Cheap Healthcare Stocks to Buy in June

The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks

SpaceX President Has Warning for Investors: Maybe You Shouldn’t Buy the Stock

Featured Reads

Before You Take Your 401(k) RMD This Year, Make Sure You Know This Medicare Cost

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years