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Jeremy Phillips | Jun 5, 2026 at 10:04 AM EDT

‘Your $200K Would Be $400K’: Dave Ramsey to 71-Year-Old Who Panic-Sold Retirement Account Twice

A 71-year-old named Donna called into The Ramsey Show recently with a confession most retirees would rather bury. “During COVID…

Gerelyn Terzo | Jun 5, 2026 at 9:25 AM EDT

The 12-Month Social Security Do-Over Rule That Could Add $768 to Your Monthly Check

Picture a woman who turned 67 last fall, hit what Social Security calls her full retirement age (FRA), and filed…

Drew Wood | Jun 5, 2026 at 9:18 AM EDT

Five Boring Dividend Aristocrats That Quietly Pay $36,000 a Year on $850,000 Without a Single Yield Trap

Replacing $36,000 a year in income is roughly equivalent to generating the cash flow from a maximum Social Security benefit…

Christy Bieber | Jun 5, 2026 at 9:00 AM EDT

3.9% Social Security COLA Prediction Sounds the Alarm for Seniors

For Social Security retirees, a new prediction of a big raise in 2027 may seem like good news at first…

Drew Wood | Jun 5, 2026 at 9:00 AM EDT

How Rich Do You Need to Be to Retire in Naples, Florida?

Naples sits near the top of many retirement wish lists for a reason. Retirees are drawn by the Gulf beaches,…

Danielle Liverance | Jun 5, 2026 at 8:42 AM EDT

Clark Howard Says Delaying Social Security Locks In an 8% Raise Every Year. One Listener Did the Math and Found a $2,000 Medicare Catch.

I’ve been watching the Clark Howard claiming-age debate for years, and as someone who writes about retirement income planning weekly,…

Drew Wood | Jun 5, 2026 at 8:17 AM EDT

A $1.1 Million Portfolio That Pays $5,800 a Month and Lets a 70-Year-Old Skip the 4 Percent Rule Entirely

A 70-year-old retiree with a $1.1 million portfolio who wants to generate $5,800 per month, or $69,600 annually, quickly encounters…

Drew Wood | Jun 5, 2026 at 7:54 AM EDT

At 56 With $940,000 Saved and a Stable Federal Job, the Math Tilts Toward Working Six More Years Than Most Calculators Suggest

A 56-year-old GS-13 federal employee covered by FERS, with 28 years of service and $940,000 in the Thrift Savings Plan,…

Marc Guberti | Jun 5, 2026 at 7:33 AM EDT

The 5-Year Roth Conversion Ladder That Lets a 52-Year-Old Tap a $1.5 Million 401(k) Before 59½ Without Penalty

A 52-year-old senior engineer walks out of the office for the last time with $1.5 million in a former employer’s…

Drew Wood | Jun 5, 2026 at 6:56 AM EDT

Replacing a $65,000 Salary With Business Development Company Income? Here’s What You’ll Need Invested

A 62-year-old single retiree seeking to replace a $65,000 pre-retirement salary faces a straightforward but important challenge: generating enough portfolio…

Drew Wood | Jun 5, 2026 at 6:15 AM EDT

The Real Cost of Retiring in America’s Most Famous Retirement Community

The Villages comes up frequently when readers ask us to stress test a retirement plan. It is the country’s best…

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

What $5,800 a Month Really Looks Like in Retirement at 66 When Half Your Income Is Pension and Half Is RMD

A retired teacher and her husband, both older than 65, review their retirement income and wonder whether they are making…

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

Medicare’s Hidden Two-Year Lookback Rule Catches Retirees Who Inherit IRAs Before 65

A single retiree turns 64, loses her father, and inherits roughly $720,000 in a traditional IRA. She still has a…

Marc Guberti | Jun 4, 2026 at 8:33 PM EDT

Why Affluent Couples Are Draining the Higher-Earning Spouse’s 401(k) First to Avoid the Widow’s Tax Penalty

The scenario looks routine on paper. Husband, 68, sitting on a $1.6 million traditional 401(k). Wife, 66, with another $700,000…

David Beren | Jun 4, 2026 at 3:56 PM EDT

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

All too often, middle-class Americans in their forties have a number in their head, and a number in their bank…

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Personal Finance Articles

All Personal Finance Articles

‘Your $200K Would Be $400K’: Dave Ramsey to 71-Year-Old Who Panic-Sold Retirement Account Twice

The 12-Month Social Security Do-Over Rule That Could Add $768 to Your Monthly Check

Five Boring Dividend Aristocrats That Quietly Pay $36,000 a Year on $850,000 Without a Single Yield Trap

3.9% Social Security COLA Prediction Sounds the Alarm for Seniors

How Rich Do You Need to Be to Retire in Naples, Florida?

Clark Howard Says Delaying Social Security Locks In an 8% Raise Every Year. One Listener Did the Math and Found a $2,000 Medicare Catch.

A $1.1 Million Portfolio That Pays $5,800 a Month and Lets a 70-Year-Old Skip the 4 Percent Rule Entirely

At 56 With $940,000 Saved and a Stable Federal Job, the Math Tilts Toward Working Six More Years Than Most Calculators Suggest

The 5-Year Roth Conversion Ladder That Lets a 52-Year-Old Tap a $1.5 Million 401(k) Before 59½ Without Penalty

Replacing a $65,000 Salary With Business Development Company Income? Here’s What You’ll Need Invested

The Real Cost of Retiring in America’s Most Famous Retirement Community

What $5,800 a Month Really Looks Like in Retirement at 66 When Half Your Income Is Pension and Half Is RMD

Medicare’s Hidden Two-Year Lookback Rule Catches Retirees Who Inherit IRAs Before 65

Why Affluent Couples Are Draining the Higher-Earning Spouse’s 401(k) First to Avoid the Widow’s Tax Penalty

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

Live: Will Constellation Brands Smash Q1 Earnings After the Bell Tonight?

Live: Will Nike Crush Q4 Earnings and Continue Their Turnaround Tonight?

The 1.09% Fee Dilemma: Is NVDY Income Worth the Opportunity Cost?

Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?

Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks

The 1.09% Fee Dilemma: Is NVDY Income Worth the Opportunity Cost?

Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?

Personal Finance Articles

All Personal Finance Articles

‘Your $200K Would Be $400K’: Dave Ramsey to 71-Year-Old Who Panic-Sold Retirement Account Twice

The 12-Month Social Security Do-Over Rule That Could Add $768 to Your Monthly Check

Five Boring Dividend Aristocrats That Quietly Pay $36,000 a Year on $850,000 Without a Single Yield Trap

3.9% Social Security COLA Prediction Sounds the Alarm for Seniors

How Rich Do You Need to Be to Retire in Naples, Florida?

Clark Howard Says Delaying Social Security Locks In an 8% Raise Every Year. One Listener Did the Math and Found a $2,000 Medicare Catch.

A $1.1 Million Portfolio That Pays $5,800 a Month and Lets a 70-Year-Old Skip the 4 Percent Rule Entirely

At 56 With $940,000 Saved and a Stable Federal Job, the Math Tilts Toward Working Six More Years Than Most Calculators Suggest

The 5-Year Roth Conversion Ladder That Lets a 52-Year-Old Tap a $1.5 Million 401(k) Before 59½ Without Penalty

Replacing a $65,000 Salary With Business Development Company Income? Here’s What You’ll Need Invested

The Real Cost of Retiring in America’s Most Famous Retirement Community

What $5,800 a Month Really Looks Like in Retirement at 66 When Half Your Income Is Pension and Half Is RMD

Medicare’s Hidden Two-Year Lookback Rule Catches Retirees Who Inherit IRAs Before 65

Why Affluent Couples Are Draining the Higher-Earning Spouse’s 401(k) First to Avoid the Widow’s Tax Penalty

Middle-Class Fortysomethings Have a $427,000 Problem and a Shrinking Window to Fix It

Live: Will Constellation Brands Smash Q1 Earnings After the Bell Tonight?

Live: Will Nike Crush Q4 Earnings and Continue Their Turnaround Tonight?

The 1.09% Fee Dilemma: Is NVDY Income Worth the Opportunity Cost?

Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?

Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

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Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks