Personal Finance Articles

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4618 Articles

Ian Cooper | May 16, 2026 at 7:41 AM EDT

Just Because Money’s in Your Roth IRA Doesn’t Mean You’re Investing It

On the May 4 episode of How to Money, co-host Joel Larsgaard described setting up a Roth IRA for his…

Gerelyn Terzo | May 16, 2026 at 6:50 AM EDT

What the Social Security Fairness Act Adds to a Retired Police Officer’s Monthly Check

The kitchen-table math after the WEP repeal A 67-year-old retired Houston police officer has a city pension of $58,000 a…

Christy Bieber | May 16, 2026 at 6:11 AM EDT

Most Americans Are Behind on Retirement Savings. Here Is the Honest Benchmark by Age.

When it comes to retirement savings, most Americans are sadly not where they should be. In fact, many Americans have…

Gerelyn Terzo | May 16, 2026 at 6:10 AM EDT

The $432 Monthly Raise at 67 That Most Social Security Claimers Miss

A woman turns 67 and realizes something uncomfortable. She started Social Security five years ago at age 62, locking in…

Jeremy Phillips | May 16, 2026 at 4:35 AM EDT

I’m 54 with no retirement savings: a financial advisor says I can still become a millionaire by 67

A 54-year-old caller from Canada phoned into Ramsey Everyday Millionaires with a problem most people would consider terminal: no retirement…

Jeremy Phillips | May 16, 2026 at 3:12 AM EDT

The Tax Deferral Myth Trapping 96% of Retirees: Why Proactive Planning Beats the Traditional Strategy

On a recent episode of the Retire SMART Podcast, the host opens with a claim that contradicts what most 401(k)…

David Beren | May 16, 2026 at 2:43 AM EDT

Only 23% of Americans Know the Real Odds of Needing Long-Term Care in Retirement, New Study Finds

A new survey on retirement knowledge in America landed on a notable finding. When asked the likelihood that a 65-year-old…

Marc Guberti | May 15, 2026 at 8:27 PM EDT

The NUA Strategy Retiring Executives Use to Cut Taxes on $500,000 of Company Stock in Their 401(k)

A 62-year-old executive retires from Apple (NASDAQ:AAPL | AAPL Price Prediction) with $500,000 of company stock sitting inside her 401(k),…

Don Lair | May 15, 2026 at 7:44 PM EDT

I’m 25 with $500k in index funds and 11 rental units generating $3,500 monthly. Am I actually financially independent?

Cody Berman went on The Personal Finance Podcast and described hitting financial independence right before his 26th birthday. He held…

Jeremy Phillips | May 15, 2026 at 7:12 PM EDT

I’m Retiring at 65 with Maybe Only 6 to 12 Healthy Years: Should I Front-Load My Spending?

Most retirement calculators chase a single goal: making your money last as long as possible. Jim Saulnier, host of The…

Ian Cooper | May 15, 2026 at 6:14 PM EDT

Why Keeping Emergency Cash in Checking Costs You $15,000 Over a Decade

On episode 168 of the Rich Habits Podcast, co-host Robert Croak made a pitch that sounds almost too easy to…

Don Lair | May 15, 2026 at 6:12 PM EDT

I’m 60 with $800k saved and two rental properties. Should I sell one to pay off the other?

Melissa, a 60-year-old listener of the Afford Anything podcast, called in with a clean question: she has $800,000 saved and…

David Beren | May 15, 2026 at 6:00 PM EDT

The 2025 P-Fin Index Shows Gen Z Gets Just 38% of Personal Finance Questions Right

The 2025 P-Fin Index shows that Gen Z is entering the most complex economy in decades with the weakest set…

David Beren | May 15, 2026 at 3:50 PM EDT

The Social Security Timing Mistake the Northwestern Mutual 2025 Study Quietly Exposed

The 2025 Northwestern Mutual Planning & Progress Study asked adults 45 and older when they expect to claim Social Security,…

Christy Bieber | May 15, 2026 at 3:48 PM EDT

The Government Pension Offset Repeal That Returned $16,800 a Year to a Retired Public School Teacher in 2025

Social Security benefits are a critical income source for many seniors, but unfortunately, some people were not getting the full…

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Personal Finance Articles

All Personal Finance Articles

Just Because Money’s in Your Roth IRA Doesn’t Mean You’re Investing It

What the Social Security Fairness Act Adds to a Retired Police Officer’s Monthly Check

Most Americans Are Behind on Retirement Savings. Here Is the Honest Benchmark by Age.

The $432 Monthly Raise at 67 That Most Social Security Claimers Miss

I’m 54 with no retirement savings: a financial advisor says I can still become a millionaire by 67

The Tax Deferral Myth Trapping 96% of Retirees: Why Proactive Planning Beats the Traditional Strategy

Only 23% of Americans Know the Real Odds of Needing Long-Term Care in Retirement, New Study Finds

The NUA Strategy Retiring Executives Use to Cut Taxes on $500,000 of Company Stock in Their 401(k)

I’m 25 with $500k in index funds and 11 rental units generating $3,500 monthly. Am I actually financially independent?

I’m Retiring at 65 with Maybe Only 6 to 12 Healthy Years: Should I Front-Load My Spending?

Why Keeping Emergency Cash in Checking Costs You $15,000 Over a Decade

I’m 60 with $800k saved and two rental properties. Should I sell one to pay off the other?

The 2025 P-Fin Index Shows Gen Z Gets Just 38% of Personal Finance Questions Right

The Social Security Timing Mistake the Northwestern Mutual 2025 Study Quietly Exposed

The Government Pension Offset Repeal That Returned $16,800 a Year to a Retired Public School Teacher in 2025

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

The Severance Negotiation Move That Cut a 56-Year-Old VP's Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Personal Finance Articles

All Personal Finance Articles

Just Because Money’s in Your Roth IRA Doesn’t Mean You’re Investing It

What the Social Security Fairness Act Adds to a Retired Police Officer’s Monthly Check

Most Americans Are Behind on Retirement Savings. Here Is the Honest Benchmark by Age.

The $432 Monthly Raise at 67 That Most Social Security Claimers Miss

I’m 54 with no retirement savings: a financial advisor says I can still become a millionaire by 67

The Tax Deferral Myth Trapping 96% of Retirees: Why Proactive Planning Beats the Traditional Strategy

Only 23% of Americans Know the Real Odds of Needing Long-Term Care in Retirement, New Study Finds

The NUA Strategy Retiring Executives Use to Cut Taxes on $500,000 of Company Stock in Their 401(k)

I’m 25 with $500k in index funds and 11 rental units generating $3,500 monthly. Am I actually financially independent?

I’m Retiring at 65 with Maybe Only 6 to 12 Healthy Years: Should I Front-Load My Spending?

Why Keeping Emergency Cash in Checking Costs You $15,000 Over a Decade

I’m 60 with $800k saved and two rental properties. Should I sell one to pay off the other?

The 2025 P-Fin Index Shows Gen Z Gets Just 38% of Personal Finance Questions Right

The Social Security Timing Mistake the Northwestern Mutual 2025 Study Quietly Exposed

The Government Pension Offset Repeal That Returned $16,800 a Year to a Retired Public School Teacher in 2025

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

Featured Reads

The Severance Negotiation Move That Cut a 56-Year-Old VP's Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI