Personal Finance Articles

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5143 Articles

Omor Ibne Ehsan | Yesterday

Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox…

Drew Wood | Yesterday

Can’t Afford Retirement In Napa? Try This Town Instead

Napa Valley remains one of the most desirable retirement destinations in California. The scenery is world-class, the food and wine…

Maurie Backman | Yesterday

2027’s Social Security COLA Could Be the Biggest in Years. Here’s Why Retirees Shouldn’t Celebrate

“Stingy. Inadequate. Unfair.” These are just some of the words seniors most likely used to describe their 2026 Social…

Maurie Backman | Yesterday

The Roth Conversion Strategy That Could Save You $21,000

There are plenty of reasons to consider a Roth conversion ahead of or in the early stages of retirement. With…

Gerelyn Terzo | Yesterday

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

A 71-year-old retiree moved cash into short-term Treasury bills this spring, locking in roughly 3.9% on the 52-week bill and…

Drew Wood | Yesterday

Retirees Downsize Their Homes. Why Not Their Portfolios?

Picture a retired couple with a paid-off home, a $2.5 million portfolio, and Social Security covering a meaningful portion of…

David Beren | Yesterday

Mortgage Payments Hit $2,134 a Month. Five Years Ago They Were $1,525

The American mortgage payment has changed more in the past five years than in any comparable stretch in modern memory.…

Drew Wood | Yesterday

The Dividend Growth Path That Turns A $50,000 Income Stream Into More Than $100,000

Turning a $50,000 income stream into a $100,000 income stream sounds like it should require another million dollars, a lucky…

David Beren | Yesterday

Why Some Retirees Pay $689.90 a Month for Medicare While Others Pay $202.90

Most people on Medicare pay the standard Part B premium each month and never give it a second thought. In…

David Beren | Yesterday

46% of Americans Have Zero Retirement Savings. Here’s What That Means for You.

The phrase “average retirement savings” hides a basic fact about American household finances: a huge share of adults have nothing…

Drew Wood | Jun 25, 2026 at 10:15 AM EDT

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 | Jun 25, 2026 at 10:13 AM EDT

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 | Jun 25, 2026 at 10:02 AM EDT

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 | Jun 25, 2026 at 9:25 AM EDT

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 | Jun 25, 2026 at 7:52 AM EDT

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…

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Personal Finance Articles

All Personal Finance Articles

Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

Can’t Afford Retirement In Napa? Try This Town Instead

2027’s Social Security COLA Could Be the Biggest in Years. Here’s Why Retirees Shouldn’t Celebrate

The Roth Conversion Strategy That Could Save You $21,000

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

Retirees Downsize Their Homes. Why Not Their Portfolios?

Mortgage Payments Hit $2,134 a Month. Five Years Ago They Were $1,525

The Dividend Growth Path That Turns A $50,000 Income Stream Into More Than $100,000

Why Some Retirees Pay $689.90 a Month for Medicare While Others Pay $202.90

46% of Americans Have Zero Retirement Savings. Here’s What That Means for You.

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

Qualcomm Wants to Bring AI Data Center Power to Your Smartphone

The Antonio Filosa Report Card: Grading Stellantis’ CEO After 1 Year

Forget Pepsi: As Volatility Tests Consumer Staples, This Global Household Name Wins Every Time

Same Portfolio. Same Retirement. A 10-Mile Move Costs One Couple $10,000 A Year

She Remarried at 62 and Assumed She Lost Her Late Husband's Survivor Benefit. The Age-60 Rule Says Otherwise.

Qualcomm Wants to Bring AI Data Center Power to Your Smartphone

The Antonio Filosa Report Card: Grading Stellantis’ CEO After 1 Year

Personal Finance Articles

All Personal Finance Articles

Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

Can’t Afford Retirement In Napa? Try This Town Instead

2027’s Social Security COLA Could Be the Biggest in Years. Here’s Why Retirees Shouldn’t Celebrate

The Roth Conversion Strategy That Could Save You $21,000

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

Retirees Downsize Their Homes. Why Not Their Portfolios?

Mortgage Payments Hit $2,134 a Month. Five Years Ago They Were $1,525

The Dividend Growth Path That Turns A $50,000 Income Stream Into More Than $100,000

Why Some Retirees Pay $689.90 a Month for Medicare While Others Pay $202.90

46% of Americans Have Zero Retirement Savings. Here’s What That Means for You.

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

Qualcomm Wants to Bring AI Data Center Power to Your Smartphone

The Antonio Filosa Report Card: Grading Stellantis’ CEO After 1 Year

Forget Pepsi: As Volatility Tests Consumer Staples, This Global Household Name Wins Every Time

Featured Reads

Same Portfolio. Same Retirement. A 10-Mile Move Costs One Couple $10,000 A Year

She Remarried at 62 and Assumed She Lost Her Late Husband's Survivor Benefit. The Age-60 Rule Says Otherwise.