Personal Finance Articles

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4685 Articles

Christy Bieber | Jun 7, 2026 at 11:40 AM EDT

Three Unexpected Reasons Your Social Security Check Could Quietly Get Smaller

It’s important to try to get an estimate of your monthly Social Security benefits before you retire. That way,…

Drew Wood | Jun 7, 2026 at 11:29 AM EDT

Can One Realty Income Position Generate $33,000 a Year in Retirement?

A 70-year-old retiree seeking approximately $33,000 in annual portfolio income could generate that cash flow from a single position in…

Maurie Backman | Jun 7, 2026 at 11:15 AM EDT

The Social Security Trap That Quietly Pulls New Retirees Into Claiming Too Early

If there’s one financial decision that’s likely to carry a lot of weight throughout your retirement, it’s your Social…

Drew Wood | Jun 7, 2026 at 11:06 AM EDT

Make Your Retirement Budget Go Almost 50% Further in This Underrated State

Mississippi routinely appears near the top of rankings for affordability, and that has many retirees asking the same question: can…

Drew Wood | Jun 7, 2026 at 10:25 AM EDT

How a $500,000 Position in Senior Loan ETFs Can Generate $35,000 a Year With Floating-Rate Protection

A $500,000 position generating a 7% blended yield produces $35,000 in annual income, or about $2,917 per month. That is…

David Beren | Jun 7, 2026 at 10:07 AM EDT

49% of Divorced Americans Say It Derailed Retirement, Here’s Why the Timing Matters Most

Divorce after 50, often called gray divorce, has moved from a cultural curiosity to a measurable retirement risk. In these…

David Beren | Jun 7, 2026 at 9:52 AM EDT

The Savings Habit That Won’t Shut Off: Why 39% of Retirees Hoard Their Wealth

The Allianz Center for the Future of Retirement 2026 Annual Retirement Study surfaced a finding that rarely gets attention in…

Drew Wood | Jun 7, 2026 at 8:53 AM EDT

The Trumps Bought a Vineyard Near This Virginia Town. Can You Afford to Retire There?

In 2011, the Trump family acquired a vineyard spanning nearly 1,300 acres south of Charlottesville. Today, Trump Winery is widely…

Danielle Liverance | Jun 7, 2026 at 8:46 AM EDT

Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It

Wes Moss told Clark Howard listeners something most retirees never hear from their insurance broker or their financial advisor: “IRMAA…

Drew Wood | Jun 7, 2026 at 8:20 AM EDT

How $350,000 in International Dividend Stocks Can Produce $19,000 a Year and Reduce U.S. Concentration Risk

Replacing $19,000 in annual passive income from a $350,000 portfolio requires a blended yield of roughly 5.4%. That can be…

Gerelyn Terzo | Jun 7, 2026 at 7:30 AM EDT

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Picture a 65-year-old who just retired with a spouse, no pension, and roughly $2 million in a 60/40 portfolio. The…

Gerelyn Terzo | Jun 7, 2026 at 7:11 AM EDT

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

A single retiree in her late 60s draws roughly $30,000 a year from Social Security, has $720,000 sitting in a…

Drew Wood | Jun 7, 2026 at 6:06 AM EDT

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

Fifty thousand dollars a year is what a careful retiree might want to cover housing, groceries, and Medicare premiums on…

Drew Wood | Jun 7, 2026 at 5:15 AM EDT

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

Here’s a family with a sense of calling, a modest home equity check, a number they want to give away…

David Beren | Jun 6, 2026 at 4:53 PM EDT

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

The Allianz Center for the Future of Retirement 2026 Annual Retirement Study arrived with a finding that is easy to…

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Personal Finance Articles

All Personal Finance Articles

Three Unexpected Reasons Your Social Security Check Could Quietly Get Smaller

Can One Realty Income Position Generate $33,000 a Year in Retirement?

The Social Security Trap That Quietly Pulls New Retirees Into Claiming Too Early

Make Your Retirement Budget Go Almost 50% Further in This Underrated State

How a $500,000 Position in Senior Loan ETFs Can Generate $35,000 a Year With Floating-Rate Protection

49% of Divorced Americans Say It Derailed Retirement, Here’s Why the Timing Matters Most

The Savings Habit That Won’t Shut Off: Why 39% of Retirees Hoard Their Wealth

The Trumps Bought a Vineyard Near This Virginia Town. Can You Afford to Retire There?

Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It

How $350,000 in International Dividend Stocks Can Produce $19,000 a Year and Reduce U.S. Concentration Risk

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

Wall Street is Braced for Massive Inflation Numbers Wednesday Morning. Here’s What Numbers Could Cause Stocks to Sink or Soar.

3 Robotics Stocks in the M&A Spotlight in 2026

Forget VOO: Fidelity’s Tech ETF Is Up 29% While the Broad Market Lags

The Dividend Growth Path That Hauls in a Bigger Paycheck Than Your HR Rep

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Wall Street is Braced for Massive Inflation Numbers Wednesday Morning. Here’s What Numbers Could Cause Stocks to Sink or Soar.

3 Robotics Stocks in the M&A Spotlight in 2026

Personal Finance Articles

All Personal Finance Articles

Three Unexpected Reasons Your Social Security Check Could Quietly Get Smaller

Can One Realty Income Position Generate $33,000 a Year in Retirement?

The Social Security Trap That Quietly Pulls New Retirees Into Claiming Too Early

Make Your Retirement Budget Go Almost 50% Further in This Underrated State

How a $500,000 Position in Senior Loan ETFs Can Generate $35,000 a Year With Floating-Rate Protection

49% of Divorced Americans Say It Derailed Retirement, Here’s Why the Timing Matters Most

The Savings Habit That Won’t Shut Off: Why 39% of Retirees Hoard Their Wealth

The Trumps Bought a Vineyard Near This Virginia Town. Can You Afford to Retire There?

Wes Moss Says One Dollar Over the Wrong IRMAA Threshold Can Cost a Retiree Up to $4,000 a Year and Most Advisors Never Mention It

How $350,000 in International Dividend Stocks Can Produce $19,000 a Year and Reduce U.S. Concentration Risk

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

Wall Street is Braced for Massive Inflation Numbers Wednesday Morning. Here’s What Numbers Could Cause Stocks to Sink or Soar.

3 Robotics Stocks in the M&A Spotlight in 2026

Forget VOO: Fidelity’s Tech ETF Is Up 29% While the Broad Market Lags

Featured Reads

The Dividend Growth Path That Hauls in a Bigger Paycheck Than Your HR Rep

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year