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5515 Articles

Gerelyn Terzo | Jun 18, 2026 at 6:02 AM EDT

He’s Selling His Business for $900,000. Structuring It as an Installment Sale Could Spare Him a Five-Figure Medicare Surcharge.

A Big Payday With a Hidden Medicare Bill Attached Picture a 64-year-old business owner who has spent decades building something…

Michael Williams | Jun 18, 2026 at 5:36 AM EDT

The Real Cost of Retiring in Naples, Florida, Where No One Bothers You

Someone visits Naples, drives past the gated entrances off Pine Ridge or Vanderbilt Beach, and runs the numbers on a…

Michael Williams | Jun 18, 2026 at 5:35 AM EDT

The Combat Zone Tax Exclusion: how one IRS code section makes your pay completely tax-free

If you’ve spent even a single day deployed to a designated combat zone, the IRS treats your military pay for…

Maurie Backman | Jun 18, 2026 at 5:31 AM EDT

The Fed Just Held Rates Flat and May Have Set Up the Biggest Social Security Raise in Years

The Federal Reserve left interest rates unchanged on June 17 during Chairman Kevin Warsh’s first policy meeting at the…

Michael Williams | Jun 18, 2026 at 5:26 AM EDT

‘Good God’: Dave Ramsey’s Reaction When a 29-Year-Old Reveals He Bought a $50,000 Truck While $135,000 in Debt

A 29-year-old caller from New Mexico phoned The Ramsey Show with his wife to ask whether they should sell their…

Michael Williams | Jun 18, 2026 at 5:06 AM EDT

The Average 401(k) Balance at 50 Years Old Is $199,900. How Does Yours Compare?

Turning 50 is the moment retirement stops being abstract. Fidelity’s age-based guideline says you should have 6x your salary saved…

Marc Guberti | Jun 17, 2026 at 5:16 PM EDT

Tech Executives Use This $700,000 401(k) Strategy to Build Tax-Free Retirement Income

A post on r/FIREyFemmes earlier this spring captured the scenario well: a tech professional with annual RSU vests, a 401(k)…

Drew Wood | Jun 17, 2026 at 4:42 PM EDT

The Dividend Growth Path That Turns $60,000 a Year Into $125,000

Sixty thousand dollars a year is the income many retirees are actually trying to replace. It is enough to support…

Omor Ibne Ehsan | Jun 17, 2026 at 3:20 PM EDT

You’re Picking the Wrong S&P 500 ETF and It’s Costing You Money Every Year

Vivian Tu, the creator behind Your Rich BFF, spends a chunk of her Networth and Chill episode on a quiet…

Michael Williams | Jun 17, 2026 at 2:36 PM EDT

What It Takes to Retire on Spain’s Costa del Sol Stress Free on $40,000 a Year

Can you retire on Spain’s Costa del Sol with a $40,000 a year budget? Yes, but the version that works…

Maurie Backman | Jun 17, 2026 at 2:15 PM EDT

Fed Holds Rates at 3.75% as Inflation Signals a Bigger 2027 Social Security COLA

There’s been a lot of pressure on recently appointed Federal Reserve Chair Kevin Warsh to cut interest rates. But…

Gerelyn Terzo | Jun 17, 2026 at 1:48 PM EDT

A Retired Teacher and Firefighter Earn $140,000 in Combined Pensions. It Put Both of Them in an IRMAA Tier.

Picture a married couple, both about 67, both newly on Medicare. She taught middle school for three decades. He spent…

Maurie Backman | Jun 17, 2026 at 1:16 PM EDT

A Bigger 2027 Social Security COLA Could Have This Dire Consequence

Even if you plan well for retirement, there’s a sneaky factor that could drive your costs up over time —…

Joel South | Jun 17, 2026 at 1:08 PM EDT

Wealth Manager Says Baby Boomers Are ‘Asleep at the Wheel’ on 401(k)s

On a recent Thoughtful Money interview with Adam Taggart titled Wall Street Is Running Investors Off A Cliff, Oxbow Advisors…

Drew Wood | Jun 17, 2026 at 1:05 PM EDT

Could You Afford To Retire Near The Grand Canyon?

Every year millions of Americans spend thousands of dollars visiting the Grand Canyon. A much smaller number ask a different…

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Personal Finance Articles

All Personal Finance Articles

He’s Selling His Business for $900,000. Structuring It as an Installment Sale Could Spare Him a Five-Figure Medicare Surcharge.

The Real Cost of Retiring in Naples, Florida, Where No One Bothers You

The Combat Zone Tax Exclusion: how one IRS code section makes your pay completely tax-free

The Fed Just Held Rates Flat and May Have Set Up the Biggest Social Security Raise in Years

‘Good God’: Dave Ramsey’s Reaction When a 29-Year-Old Reveals He Bought a $50,000 Truck While $135,000 in Debt

The Average 401(k) Balance at 50 Years Old Is $199,900. How Does Yours Compare?

Tech Executives Use This $700,000 401(k) Strategy to Build Tax-Free Retirement Income

The Dividend Growth Path That Turns $60,000 a Year Into $125,000

You’re Picking the Wrong S&P 500 ETF and It’s Costing You Money Every Year

What It Takes to Retire on Spain’s Costa del Sol Stress Free on $40,000 a Year

Fed Holds Rates at 3.75% as Inflation Signals a Bigger 2027 Social Security COLA

A Retired Teacher and Firefighter Earn $140,000 in Combined Pensions. It Put Both of Them in an IRMAA Tier.

A Bigger 2027 Social Security COLA Could Have This Dire Consequence

Wealth Manager Says Baby Boomers Are ‘Asleep at the Wheel’ on 401(k)s

Could You Afford To Retire Near The Grand Canyon?

5 Analog Chip Stocks Set to Rebound as the Cycle Changes

He’s 65 With a 3.6% Mortgage and $62,000 Left. Paying It Off Before He Retires Could Feed the Social Security Tax Torpedo.

He Put Gold in His IRA to Hedge Inflation. At 73, the RMD Forces Him to Sell the Precious Metal, and Taxes His Social Security.

He's 65 With a 3.6% Mortgage and $62,000 Left. Paying It Off Before He Retires Could Feed the Social Security Tax Torpedo.

He Put Gold in His IRA to Hedge Inflation. At 73, the RMD Forces Him to Sell the Precious Metal, and Taxes His Social Security.

Nvidia vs. SanDisk: 1 Valuation Gap Jim Cramer Says Is the Most Insulting Trade in Semiconductors Right Now

5 Analog Chip Stocks Set to Rebound as the Cycle Changes

Personal Finance Articles

All Personal Finance Articles

He’s Selling His Business for $900,000. Structuring It as an Installment Sale Could Spare Him a Five-Figure Medicare Surcharge.

The Real Cost of Retiring in Naples, Florida, Where No One Bothers You

The Combat Zone Tax Exclusion: how one IRS code section makes your pay completely tax-free

The Fed Just Held Rates Flat and May Have Set Up the Biggest Social Security Raise in Years

‘Good God’: Dave Ramsey’s Reaction When a 29-Year-Old Reveals He Bought a $50,000 Truck While $135,000 in Debt

The Average 401(k) Balance at 50 Years Old Is $199,900. How Does Yours Compare?

Tech Executives Use This $700,000 401(k) Strategy to Build Tax-Free Retirement Income

The Dividend Growth Path That Turns $60,000 a Year Into $125,000

You’re Picking the Wrong S&P 500 ETF and It’s Costing You Money Every Year

What It Takes to Retire on Spain’s Costa del Sol Stress Free on $40,000 a Year

Fed Holds Rates at 3.75% as Inflation Signals a Bigger 2027 Social Security COLA

A Retired Teacher and Firefighter Earn $140,000 in Combined Pensions. It Put Both of Them in an IRMAA Tier.

A Bigger 2027 Social Security COLA Could Have This Dire Consequence

Wealth Manager Says Baby Boomers Are ‘Asleep at the Wheel’ on 401(k)s

Could You Afford To Retire Near The Grand Canyon?

5 Analog Chip Stocks Set to Rebound as the Cycle Changes

He’s 65 With a 3.6% Mortgage and $62,000 Left. Paying It Off Before He Retires Could Feed the Social Security Tax Torpedo.

He Put Gold in His IRA to Hedge Inflation. At 73, the RMD Forces Him to Sell the Precious Metal, and Taxes His Social Security.

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He's 65 With a 3.6% Mortgage and $62,000 Left. Paying It Off Before He Retires Could Feed the Social Security Tax Torpedo.

He Put Gold in His IRA to Hedge Inflation. At 73, the RMD Forces Him to Sell the Precious Metal, and Taxes His Social Security.