Personal Finance Articles

All Personal Finance Articles

5507 Articles

Rich Duprey | Yesterday

Consumer Credit Plunges By Most in Almost 6 Years. There Could Be a Terrifying Reason Why

Americans paid down credit card debt at the fastest pace in years, and that should be good news. But the…

Drew Wood | Yesterday

You Claimed Social Security Back Pay This Year. It Just Nudged You Over the IRMAA Line.

A 68-year-old who delayed Social Security past full retirement age and claimed six months of retroactive benefits in one check…

David Beren | Yesterday

How the Average Retiree’s $330,186 Quietly Pushes Their Social Security Into Taxable Territory

The average worker between ages 65 and 69 holds roughly $330,186 in a 401(k), and Baby Boomers as a group…

David Beren | Yesterday

The Retirement Income Strategy That Helps Investors Avoid Selling During 20% Market Drops

Selling stocks at the worst possible moment is the retirement risk nobody talks about enough, and it has nothing to…

Gerelyn Terzo | Yesterday

At 69, She Found a Way to Delay RMDs and Keep More Benefits Untaxed

She is 69, has been at the same company for decades, and has zero interest in retiring. Her paycheck still…

Drew Wood | Yesterday

What Would It Take to Permanently Cover Long-Term Care Insurance Premiums?

A long-term care policy does not just protect against a future care bill. It also creates a premium bill that…

Drew Wood | Yesterday

Everyone’s Chasing Florida. Smart Retirees Are Quietly Buying Here Instead.

Florida is still the default retirement answer for many Americans, but the math has gotten harder. Insurance premiums, HOA fees,…

Carl Sullivan | Yesterday

Uncomfortable Math: A $2 Million Nest Egg at 66 Buys About $44,000 a Year

Two million dollars sounds like a retirement finish line, but taxes, healthcare, and inflation quietly carve away at that balance…

Drew Wood | Yesterday

A One-Time Roth Conversion at 64 Can Raise Your First Two Years of Medicare Premiums

A couple in their early 60s sits down in December to move $100,000 from a traditional IRA into a Roth.…

Gerelyn Terzo | Yesterday

Walmart Is Slashing Prices, but the Cost-of-Living Squeeze Still Has Retirees Claiming Social Security Too Soon.

In early July 2026, Walmart (NYSE:WMT | WMT Price Prediction) made headlines by revealing it would be trimming prices on…

Drew Wood | Yesterday

The 20-Year Dividend Strategy Built For Investors Who Don’t Need Income Yet

An investor who bought Microsoft (NASDAQ:MSFT | MSFT Price Prediction) ten years ago paid closer to $50 per share than…

Gerelyn Terzo | Yesterday

The Hardest Retirement Money Decisions Pile Up Just as the Mind Slows. A 68-Year-Old Is Locking In Her Social Security and Tax Moves While She’s Sharp.

She is 68, single, manages her own brokerage and IRA accounts, and reads the fine print on her Medicare statements.…

Drew Wood | Yesterday

Sell a Rental Property Once, and Medicare Treats You as Wealthy for 24 Months

A retired couple in their late 60s closes on the sale of a longtime rental property in 2024. After taxable…

Michael Williams | Yesterday

At 65, Your HSA Stops Being a Medical Account and Starts Beating Your 401(k)

If you have a Health Savings Account, you already own the only account in the U.S. tax code that gets…

Michael Williams | Yesterday

Lower Your Mortgage Payment Without Refinancing, Without Closing Costs, and Without a Credit Check

If you have a conventional mortgage, your lender is probably sitting on a button that can shrink your monthly payment…

1 2 3 4 5 6 … 370

Personal Finance Articles

All Personal Finance Articles

Consumer Credit Plunges By Most in Almost 6 Years. There Could Be a Terrifying Reason Why

You Claimed Social Security Back Pay This Year. It Just Nudged You Over the IRMAA Line.

How the Average Retiree’s $330,186 Quietly Pushes Their Social Security Into Taxable Territory

The Retirement Income Strategy That Helps Investors Avoid Selling During 20% Market Drops

At 69, She Found a Way to Delay RMDs and Keep More Benefits Untaxed

What Would It Take to Permanently Cover Long-Term Care Insurance Premiums?

Everyone’s Chasing Florida. Smart Retirees Are Quietly Buying Here Instead.

Uncomfortable Math: A $2 Million Nest Egg at 66 Buys About $44,000 a Year

A One-Time Roth Conversion at 64 Can Raise Your First Two Years of Medicare Premiums

Walmart Is Slashing Prices, but the Cost-of-Living Squeeze Still Has Retirees Claiming Social Security Too Soon.

The 20-Year Dividend Strategy Built For Investors Who Don’t Need Income Yet

The Hardest Retirement Money Decisions Pile Up Just as the Mind Slows. A 68-Year-Old Is Locking In Her Social Security and Tax Moves While She’s Sharp.

Sell a Rental Property Once, and Medicare Treats You as Wealthy for 24 Months

At 65, Your HSA Stops Being a Medical Account and Starts Beating Your 401(k)

Lower Your Mortgage Payment Without Refinancing, Without Closing Costs, and Without a Credit Check

Social Security Replaces About 40% of Your Paycheck. Here’s How Much You Need Invested to Cover the Rest.

Could You Retire Like Royalty in Vietnam With $400,000?

COPX vs. CPER: Do Copper Miners or Copper Futures Best Play the Electrification Squeeze?

Social Security Replaces About 40% of Your Paycheck. Here's How Much You Need Invested to Cover the Rest.

Could You Retire Like Royalty in Vietnam With $400,000?

Social Security Replaces About 40% of Your Paycheck. Here’s How Much You Need Invested to Cover the Rest.

Could You Retire Like Royalty in Vietnam With $400,000?

Personal Finance Articles

All Personal Finance Articles

Consumer Credit Plunges By Most in Almost 6 Years. There Could Be a Terrifying Reason Why

You Claimed Social Security Back Pay This Year. It Just Nudged You Over the IRMAA Line.

How the Average Retiree’s $330,186 Quietly Pushes Their Social Security Into Taxable Territory

The Retirement Income Strategy That Helps Investors Avoid Selling During 20% Market Drops

At 69, She Found a Way to Delay RMDs and Keep More Benefits Untaxed

What Would It Take to Permanently Cover Long-Term Care Insurance Premiums?

Everyone’s Chasing Florida. Smart Retirees Are Quietly Buying Here Instead.

Uncomfortable Math: A $2 Million Nest Egg at 66 Buys About $44,000 a Year

A One-Time Roth Conversion at 64 Can Raise Your First Two Years of Medicare Premiums

Walmart Is Slashing Prices, but the Cost-of-Living Squeeze Still Has Retirees Claiming Social Security Too Soon.

The 20-Year Dividend Strategy Built For Investors Who Don’t Need Income Yet

The Hardest Retirement Money Decisions Pile Up Just as the Mind Slows. A 68-Year-Old Is Locking In Her Social Security and Tax Moves While She’s Sharp.

Sell a Rental Property Once, and Medicare Treats You as Wealthy for 24 Months

At 65, Your HSA Stops Being a Medical Account and Starts Beating Your 401(k)

Lower Your Mortgage Payment Without Refinancing, Without Closing Costs, and Without a Credit Check

Social Security Replaces About 40% of Your Paycheck. Here’s How Much You Need Invested to Cover the Rest.

Could You Retire Like Royalty in Vietnam With $400,000?

COPX vs. CPER: Do Copper Miners or Copper Futures Best Play the Electrification Squeeze?

Featured Reads

Social Security Replaces About 40% of Your Paycheck. Here's How Much You Need Invested to Cover the Rest.

Could You Retire Like Royalty in Vietnam With $400,000?