Personal Finance Articles

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5134 Articles

Drew Wood | Yesterday

Delay Medicare Part B for 3 Years and a 30% Penalty Rides Every Premium for Life

A 66-year-old retires in early 2024, drops his employer plan, and signs up for COBRA to keep his old network…

Ian Cooper | Yesterday

The $94,000 Tax Mistake That Costs Retirees With $2.6 Million in Savings

The conventional retirement playbook says spend taxable money first, let tax-deferred accounts grow, and touch the Roth last. For a…

Gerelyn Terzo | Yesterday

He Owes the IRS Back Taxes. It Can Take 15% of His Social Security, and Most Retirees Don’t Know It

A 70-year-old retiree opens a letter from the IRS and learns his monthly Social Security check is about to shrink.…

Drew Wood | Yesterday

A Texas Couple Wants to Visit All 50 States in Retirement. Will Their Portfolio Run Out of Gas?

A married couple in their mid-sixties living in Austin has a retirement dream that has nothing to do with downsizing,…

Drew Wood | Yesterday

Build A Dividend Portfolio That Pays a $2,500 Monthly Mortgage

Most homeowners think of the mortgage as a bill that arrives every month and must be paid. Investors can frame…

Carl Sullivan | Yesterday

69-Year-Old Widow Discovers Husband’s IRA Will Cost $112,000 in Avoidable Tax

The scenario is one tax professionals see often. A 69-year-old woman lost her husband this year. Between them they held…

Drew Wood | Yesterday

When Your Paychecks Stop, an 8-Month Medicare Clock Starts — and Most People Read It Wrong

A 64-year-old retires in March. Her employer’s group health coverage ends with her last paycheck, so she elects COBRA for…

Gerelyn Terzo | Yesterday

Why His $80,000 Retirement Withdrawal Is Subtly Pulling His Social Security Into the Tax Torpedo

Picture a 68-year-old who retired last year with roughly $1 million in a traditional, pre-tax 401(k). He listens to Dave…

Michael Williams | Jun 24, 2026 at 8:11 PM EDT

Here’s How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

Someone in their late fifties with a $1.6 million portfolio looks at February temperatures and starts pricing one-way tickets to…

Michael Williams | Jun 24, 2026 at 7:26 PM EDT

91% of Retirees Fail to Make the “Strongest Move” for Social Security Benefits

Social Security Administration data shows only about 8% to 9% of retirees wait until age 70 or later to start…

Michael Williams | Jun 24, 2026 at 7:22 PM EDT

“This Is Money Going to the Past”: Dave Ramsey to a 43-Year-Old With a $950K Net Worth Who Wants to Pay Off His Ex-Wife’s House

A 43-year-old caller with a roughly $950K net worth told Dave Ramsey he wanted to write a check to pay…

Michael Williams | Jun 24, 2026 at 7:10 PM EDT

What It Takes to Retire on the Emerald Coast in Destin, Florida, at 63 on $950,000

Someone with just under a million dollars wants to know if it stretches far enough to retire in Destin at…

Marc Guberti | Jun 24, 2026 at 6:27 PM EDT

The $1 Million 401(k) Withdrawal Strategy That Doubles Your Annual Payout Before Age 59.5

A 52-year-old with a $1.2 million 401(k) and a buyout offer on the table keeps running into the same wall…

Michael Williams | Jun 24, 2026 at 6:21 PM EDT

“Your Grandfather’s Sweet, But He’s Not Smart”: Dave Ramsey on a $62,000 Dodge Challenger Cosigned for a 19-Year-Old at 21% Interest

On a recent episode of The Ramsey Show, a 38-year-old caller described a deal his father quietly arranged behind his…

Michael Williams | Jun 24, 2026 at 6:09 PM EDT

Here’s How You Can Retire to Vero Beach, Florida, at 62 on $900,000 and Never Worry Again

We get this question almost every week. Someone in their early 60s has built a respectable nest egg, loves the…

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Personal Finance Articles

All Personal Finance Articles

Delay Medicare Part B for 3 Years and a 30% Penalty Rides Every Premium for Life

The $94,000 Tax Mistake That Costs Retirees With $2.6 Million in Savings

He Owes the IRS Back Taxes. It Can Take 15% of His Social Security, and Most Retirees Don’t Know It

A Texas Couple Wants to Visit All 50 States in Retirement. Will Their Portfolio Run Out of Gas?

Build A Dividend Portfolio That Pays a $2,500 Monthly Mortgage

69-Year-Old Widow Discovers Husband’s IRA Will Cost $112,000 in Avoidable Tax

When Your Paychecks Stop, an 8-Month Medicare Clock Starts — and Most People Read It Wrong

Why His $80,000 Retirement Withdrawal Is Subtly Pulling His Social Security Into the Tax Torpedo

Here’s How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

91% of Retirees Fail to Make the “Strongest Move” for Social Security Benefits

“This Is Money Going to the Past”: Dave Ramsey to a 43-Year-Old With a $950K Net Worth Who Wants to Pay Off His Ex-Wife’s House

What It Takes to Retire on the Emerald Coast in Destin, Florida, at 63 on $950,000

The $1 Million 401(k) Withdrawal Strategy That Doubles Your Annual Payout Before Age 59.5

“Your Grandfather’s Sweet, But He’s Not Smart”: Dave Ramsey on a $62,000 Dodge Challenger Cosigned for a 19-Year-Old at 21% Interest

Here’s How You Can Retire to Vero Beach, Florida, at 62 on $900,000 and Never Worry Again

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security’s “Solvency Gap”

Congresswoman Warns that Retirees Will “Pay the Price” as Social Security Insolvency Looms

What It Takes to Retire in Boca Raton, Florida, at 62 on $1.3 Million and Live the Coastal Life

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security's "Solvency Gap"

Congresswoman Warns that Retirees Will "Pay the Price" as Social Security Insolvency Looms

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security’s “Solvency Gap”

Congresswoman Warns that Retirees Will “Pay the Price” as Social Security Insolvency Looms

Personal Finance Articles

All Personal Finance Articles

Delay Medicare Part B for 3 Years and a 30% Penalty Rides Every Premium for Life

The $94,000 Tax Mistake That Costs Retirees With $2.6 Million in Savings

He Owes the IRS Back Taxes. It Can Take 15% of His Social Security, and Most Retirees Don’t Know It

A Texas Couple Wants to Visit All 50 States in Retirement. Will Their Portfolio Run Out of Gas?

Build A Dividend Portfolio That Pays a $2,500 Monthly Mortgage

69-Year-Old Widow Discovers Husband’s IRA Will Cost $112,000 in Avoidable Tax

When Your Paychecks Stop, an 8-Month Medicare Clock Starts — and Most People Read It Wrong

Why His $80,000 Retirement Withdrawal Is Subtly Pulling His Social Security Into the Tax Torpedo

Here’s How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

91% of Retirees Fail to Make the “Strongest Move” for Social Security Benefits

“This Is Money Going to the Past”: Dave Ramsey to a 43-Year-Old With a $950K Net Worth Who Wants to Pay Off His Ex-Wife’s House

What It Takes to Retire on the Emerald Coast in Destin, Florida, at 63 on $950,000

The $1 Million 401(k) Withdrawal Strategy That Doubles Your Annual Payout Before Age 59.5

“Your Grandfather’s Sweet, But He’s Not Smart”: Dave Ramsey on a $62,000 Dodge Challenger Cosigned for a 19-Year-Old at 21% Interest

Here’s How You Can Retire to Vero Beach, Florida, at 62 on $900,000 and Never Worry Again

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security’s “Solvency Gap”

Congresswoman Warns that Retirees Will “Pay the Price” as Social Security Insolvency Looms

What It Takes to Retire in Boca Raton, Florida, at 62 on $1.3 Million and Live the Coastal Life

Featured Reads

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security's "Solvency Gap"

Congresswoman Warns that Retirees Will "Pay the Price" as Social Security Insolvency Looms