Personal Finance Articles

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5194 Articles

David Beren | Jun 6, 2026 at 10:36 AM EDT

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

Thirtysomethings show up in survey after survey as the age group most focused on getting their finances right. However, a…

Drew Wood | Jun 6, 2026 at 9:54 AM EDT

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

For many single retirees, $30,000 per year on top of Social Security can help cover expenses such as property taxes,…

David Beren | Jun 6, 2026 at 9:34 AM EDT

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

Let’s assume, for a moment, that a home has been in the family for thirty years, and that the wife…

Ian Cooper | Jun 6, 2026 at 9:31 AM EDT

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

Many retirees spent 2025 hoping the One Big Beautiful Bill would shrink or scrap Required Minimum Distributions. The law rewrote…

Maurie Backman | Jun 6, 2026 at 9:20 AM EDT

New Fed Chair Kevin Warsh Faces Trump Demand That Could Impact Social Security

President Trump is someone who isn’t afraid of conflict. He’s clashed with a number of major players in the political…

Drew Wood | Jun 6, 2026 at 9:20 AM EDT

Here’s How You Can Retire to the Beaches of Costa Rica at 59

Retiring to Costa Rica’s Pacific coast is a common aspiration for Americans approaching retirement, particularly those with portfolios in the…

Christy Bieber | Jun 6, 2026 at 9:07 AM EDT

Two Smart Social Security Claiming Strategies Every Married Couple Should Know

Being married and eligible for Social Security gives you many choices for claiming benefits. Both you and your spouse can…

Drew Wood | Jun 6, 2026 at 8:50 AM EDT

How $400,000 in SCHD Multiplies Into a $50,000 Annual Dividend Stream Over 15 Years

Fifty thousand dollars per year is roughly what a retiree with a paid-off home may need to cover core expenses…

Thomas Richmond | Jun 6, 2026 at 8:27 AM EDT

Surprise! Millions of Americans Receive an Unexpected Bonus. Tax Refunds Just Surged 17%

Liz Peek, a Fox News contributor, delivered a striking household-level statistic on Fox Business’ Kudlow on June 3: “The Average…

Gerelyn Terzo | Jun 6, 2026 at 8:00 AM EDT

The Social Security Switch Most Widows Never Make: How to Gain $5,856 Yearly Income

A 60-year-old widow files for Social Security survivor benefits after her husband’s death. She has her own work record from…

Drew Wood | Jun 6, 2026 at 5:41 AM EDT

This $750,000 Municipal Bond Sleeve Pays a High-Earner Couple $33,000 a Year of Federal-Tax-Free Income

A married couple filing jointly with $400,000 of taxable income occupies one of the highest tax brackets many affluent retirees and…

Gerelyn Terzo | Jun 5, 2026 at 5:00 PM EDT

The $1,847 Monthly Survivor Benefit Most Widows Leave on the Table by Filing at the Wrong Age

A 60-year-old widow sits at her kitchen table with a Social Security statement and a calendar. Her husband passed away…

David Beren | Jun 5, 2026 at 4:37 PM EDT

The West’s Home Prices Just Fell 1.4% While the Rest of America Climbed. Here’s Why.

The National Association of Realtors’ April 2026 existing home sales report carries a national headline suggesting the housing market is…

Christy Bieber | Jun 5, 2026 at 2:58 PM EDT

Here Is the Average Social Security Benefit at Every Age From 62 to 70

Social Security is an important retirement income source to a lot of people. For those who struggle to save, those…

Gerelyn Terzo | Jun 5, 2026 at 2:50 PM EDT

Eight States Still Tax Your Social Security Benefits in 2026. Here’s What That Means for Your $30,000 Annual Check

A 68-year-old drawing $30,000 a year from Social Security has good news heading into 2026: most of the country no…

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Personal Finance Articles

All Personal Finance Articles

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

New Fed Chair Kevin Warsh Faces Trump Demand That Could Impact Social Security

Here’s How You Can Retire to the Beaches of Costa Rica at 59

Two Smart Social Security Claiming Strategies Every Married Couple Should Know

How $400,000 in SCHD Multiplies Into a $50,000 Annual Dividend Stream Over 15 Years

Surprise! Millions of Americans Receive an Unexpected Bonus. Tax Refunds Just Surged 17%

The Social Security Switch Most Widows Never Make: How to Gain $5,856 Yearly Income

This $750,000 Municipal Bond Sleeve Pays a High-Earner Couple $33,000 a Year of Federal-Tax-Free Income

The $1,847 Monthly Survivor Benefit Most Widows Leave on the Table by Filing at the Wrong Age

The West’s Home Prices Just Fell 1.4% While the Rest of America Climbed. Here’s Why.

Here Is the Average Social Security Benefit at Every Age From 62 to 70

Eight States Still Tax Your Social Security Benefits in 2026. Here’s What That Means for Your $30,000 Annual Check

Make Sure You Calculate Your 401(k) RMD Before IRMAA Surcharges Hit Your Medicare

Analysts See 55% Upside in Seagate and Western Digital Despite Chip Sector Weakness

You Make $200K and Still Have No Real Portfolio. These 3 ETFs Fix That in an Afternoon

Make Sure You Calculate Your 401(k) RMD Before IRMAA Surcharges Hit Your Medicare

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

Make Sure You Calculate Your 401(k) RMD Before IRMAA Surcharges Hit Your Medicare

Analysts See 55% Upside in Seagate and Western Digital Despite Chip Sector Weakness

Personal Finance Articles

All Personal Finance Articles

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

New Fed Chair Kevin Warsh Faces Trump Demand That Could Impact Social Security

Here’s How You Can Retire to the Beaches of Costa Rica at 59

Two Smart Social Security Claiming Strategies Every Married Couple Should Know

How $400,000 in SCHD Multiplies Into a $50,000 Annual Dividend Stream Over 15 Years

Surprise! Millions of Americans Receive an Unexpected Bonus. Tax Refunds Just Surged 17%

The Social Security Switch Most Widows Never Make: How to Gain $5,856 Yearly Income

This $750,000 Municipal Bond Sleeve Pays a High-Earner Couple $33,000 a Year of Federal-Tax-Free Income

The $1,847 Monthly Survivor Benefit Most Widows Leave on the Table by Filing at the Wrong Age

The West’s Home Prices Just Fell 1.4% While the Rest of America Climbed. Here’s Why.

Here Is the Average Social Security Benefit at Every Age From 62 to 70

Eight States Still Tax Your Social Security Benefits in 2026. Here’s What That Means for Your $30,000 Annual Check

Make Sure You Calculate Your 401(k) RMD Before IRMAA Surcharges Hit Your Medicare

Analysts See 55% Upside in Seagate and Western Digital Despite Chip Sector Weakness

You Make $200K and Still Have No Real Portfolio. These 3 ETFs Fix That in an Afternoon

Featured Reads

Make Sure You Calculate Your 401(k) RMD Before IRMAA Surcharges Hit Your Medicare

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year