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5242 Articles

Carl Sullivan | Jun 9, 2026 at 8:08 AM EDT

Snowbird Retirees With $3.2 Million Must Choose Residency Carefully

Splitting the year between a paid-off colonial north of Boston and a condo near Siesta Key, Fla., sounds idyllic. The…

Drew Wood | Jun 9, 2026 at 7:36 AM EDT

A Portfolio That Doubles Your Social Security Check—and Your Spouse’s

A $1.2 million portfolio generating $7,200 per month produces $86,400 in annual income, equivalent to a blended yield of 7.2%.…

Maurie Backman | Jun 9, 2026 at 6:18 AM EDT

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

If Social Security is a big source of retirement income for you, you may be hoping for a larger…

Drew Wood | Jun 9, 2026 at 5:08 AM EDT

Get Paid Like an Indiana Police Officer With $5,000 a Month in Dividend Income After Taxes

Five thousand dollars a month in spendable dividend income works out to $60,000 per year after federal tax, roughly equivalent…

Gerelyn Terzo | Jun 8, 2026 at 4:19 PM EDT

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

Why a Routine Withdrawal Casts a Long Shadow Tom is 73, single, on Medicare, and lives in the kind of…

Gerelyn Terzo | Jun 8, 2026 at 3:45 PM EDT

The Roth Conversion That Added $999.60 to a Retiree’s Medicare Bill…Two Years Later

Mary did everything the retirement books told her to do. At 68, already on Medicare and watching her traditional IRA…

Drew Wood | Jun 8, 2026 at 1:34 PM EDT

The Dividend Growth Portfolio That Starts at $40,000 a Year and Ends at $150,000

A retiree’s $40,000 dividend income stream sounds modest next to a neighbor’s $90,000. But the growth rate often matters more…

Maurie Backman | Jun 8, 2026 at 12:48 PM EDT

The Cost Segregation Study a 58-Year-Old Landlord Just Used to Deduct $186,000 of Rental Depreciation in the First Year

For many real estate investors, one of the biggest tax advantages of owning a rental property is depreciation. Depreciation…

Ian Cooper | Jun 8, 2026 at 12:47 PM EDT

Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth

Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding…

Drew Wood | Jun 8, 2026 at 11:50 AM EDT

Why Retirees Are Trading Florida for This Missouri Lake Town

For decades, Florida has been the default retirement destination. Lately, however, rising insurance costs, higher housing prices, and mounting everyday…

Gerelyn Terzo | Jun 8, 2026 at 11:26 AM EDT

The Medicare Lookback Clause That Turned a $552,000 Real Estate Gain Into a $5,880 Bill

A 67-year-old retiree closes on the house she bought in 1998, deposits a life-changing check, and feels like she finally…

Drew Wood | Jun 8, 2026 at 11:13 AM EDT

How to Replace a Registered Nurse’s Salary with $7,500 a Month in Dividend Income

Generating $7,500 per month in dividend income requires producing $90,000 annually from an investment portfolio. That income level is roughly…

Carl Sullivan | Jun 8, 2026 at 10:11 AM EDT

You Inherited $1.8 Million IRA From Your Father. The Wrong Plan Could Cost $480,000

Maria, a 56-year-old hospital operations director earning $260,000 a year, just inherited her father’s IRA. The balance: $1.8 million. Her…

Jeremy Phillips | Jun 8, 2026 at 9:36 AM EDT

Financial Advisors Debunk the Roth vs. Traditional 401(k) Myth. Here’s the Real Rule for Your Age

A viral money expert recently told his audience that traditional 401(k)s beat Roth accounts every time, claiming the Roth IRA…

Danielle Liverance | Jun 8, 2026 at 9:05 AM EDT

Retirees Doing Big Roth Conversions Are Being Warned About This IRMAA Surcharge That Cannot Be Reversed Even With Form SSA 44

On her September 15, 2022 Women & Money episode, Suze Orman dropped a line every retiree planning a Roth conversion…

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Personal Finance Articles

All Personal Finance Articles

Snowbird Retirees With $3.2 Million Must Choose Residency Carefully

A Portfolio That Doubles Your Social Security Check—and Your Spouse’s

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

Get Paid Like an Indiana Police Officer With $5,000 a Month in Dividend Income After Taxes

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree’s Medicare Bill…Two Years Later

The Dividend Growth Portfolio That Starts at $40,000 a Year and Ends at $150,000

The Cost Segregation Study a 58-Year-Old Landlord Just Used to Deduct $186,000 of Rental Depreciation in the First Year

Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth

Why Retirees Are Trading Florida for This Missouri Lake Town

The Medicare Lookback Clause That Turned a $552,000 Real Estate Gain Into a $5,880 Bill

How to Replace a Registered Nurse’s Salary with $7,500 a Month in Dividend Income

You Inherited $1.8 Million IRA From Your Father. The Wrong Plan Could Cost $480,000

Financial Advisors Debunk the Roth vs. Traditional 401(k) Myth. Here’s the Real Rule for Your Age

Retirees Doing Big Roth Conversions Are Being Warned About This IRMAA Surcharge That Cannot Be Reversed Even With Form SSA 44

AVDE’s 23.6% Annual Gain Shows International Dividends are Outpacing U.S. Markets

VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands

XLP’s 2.6% Yield Holds Firm as Retail Sales Hit 12-Month High

A Financial Advisor Says You're Probably Wrong About How Much You Need to Retire

Owner-Operators vs. Company Drivers: The Truck Driver's Guide to Retiring Early

Eurozone’s Biggest Payers Face Geopolitical Pressure On Dividend Safety This Year

AVDE’s 23.6% Annual Gain Shows International Dividends are Outpacing U.S. Markets

Personal Finance Articles

All Personal Finance Articles

Snowbird Retirees With $3.2 Million Must Choose Residency Carefully

A Portfolio That Doubles Your Social Security Check—and Your Spouse’s

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

Get Paid Like an Indiana Police Officer With $5,000 a Month in Dividend Income After Taxes

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree’s Medicare Bill…Two Years Later

The Dividend Growth Portfolio That Starts at $40,000 a Year and Ends at $150,000

The Cost Segregation Study a 58-Year-Old Landlord Just Used to Deduct $186,000 of Rental Depreciation in the First Year

Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth

Why Retirees Are Trading Florida for This Missouri Lake Town

The Medicare Lookback Clause That Turned a $552,000 Real Estate Gain Into a $5,880 Bill

How to Replace a Registered Nurse’s Salary with $7,500 a Month in Dividend Income

You Inherited $1.8 Million IRA From Your Father. The Wrong Plan Could Cost $480,000

Financial Advisors Debunk the Roth vs. Traditional 401(k) Myth. Here’s the Real Rule for Your Age

Retirees Doing Big Roth Conversions Are Being Warned About This IRMAA Surcharge That Cannot Be Reversed Even With Form SSA 44

AVDE’s 23.6% Annual Gain Shows International Dividends are Outpacing U.S. Markets

VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands

XLP’s 2.6% Yield Holds Firm as Retail Sales Hit 12-Month High

Featured Reads

A Financial Advisor Says You're Probably Wrong About How Much You Need to Retire

Owner-Operators vs. Company Drivers: The Truck Driver's Guide to Retiring Early