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4614 Articles

Don Lair | May 13, 2026 at 10:31 AM EDT

10 Elon Musk Quotes Every 40-Year-Old Should Live By

From his early role at PayPal to DOGE, Tesla, SpaceX, Starlink, and more, Elon Musk is certainly everywhere, all at…

David Beren | May 13, 2026 at 10:01 AM EDT

The Northwestern Mutual 2025 Legacy Study Says 39% of Gen Z Plans to Leave an Inheritance, More Than Any Other Generation

The headline finding from Northwestern Mutual’s 2025 Planning & Progress Study on Leaving a Legacy is the kind of result…

Gerelyn Terzo | May 13, 2026 at 9:40 AM EDT

Social Security’s COLA Adds $50 a Month, But Medicare Premium Hikes Cut It Down

Picture a retired teacher in Ohio, living mostly on Social Security, who opens her benefit verification letter in late October…

David Beren | May 13, 2026 at 9:35 AM EDT

Nearly 50% of Americans Have No Written Financial Plan, and the Allianz Study Just Put a Number on How Much That Costs Them

Nearly half of Americans are saving without a roadmap, and a recent Allianz study has put a sharp number on…

Christy Bieber | May 13, 2026 at 9:19 AM EDT

There Is One Situation Where Claiming Social Security Benefits After FRA Almost Never Makes Sense

When it comes to claiming Social Security retirement benefits, the common advice is to start your payments as late as…

Maurie Backman | May 13, 2026 at 9:10 AM EDT

Dave Ramsey’s Stealth Social Security Strategy May Not Work For You

When it comes to claiming Social Security, you have many options. You could sign up for benefits as early as…

Austin Smith | May 13, 2026 at 9:10 AM EDT

The Widow’s Penalty: How a $1.6 Million 401(k) Can Trigger Medicare Surcharges and Double Your Tax Rate

A married couple, both 70, sitting on $1.8 million in combined traditional 401(k)s and $32,000 a year in combined Social…

Maurie Backman | May 13, 2026 at 8:13 AM EDT

How Social Security Benefit Cuts Should Change Your Retirement Planning

Social Security serves as a critical income stream for millions of retirees right now. But in the coming years, the…

Gerelyn Terzo | May 13, 2026 at 7:55 AM EDT

The Social Security Earnings Test Retirees Get Wrong. And It Could Cost Them Thousands.

Picture a woman who turns 67 in October 2026. That is her full retirement age (FRA), the point at which…

Austin Smith | May 13, 2026 at 7:55 AM EDT

A 67-Year-Old With $2 Million in a 401(k) Discovers RMDs Will Trigger a $400,000 Tax Bill

The retiree who built a $2 million traditional 401(k) by age 67 did everything right. Maxed contributions for decades. Captured…

Christy Bieber | May 13, 2026 at 7:54 AM EDT

What Will Actually Happen to Your Social Security If the Trust Fund Runs Dry?

Social Security’s trust fund is at risk of running dry. There’s no question about whether this will occur on the…

Marc Guberti | May 13, 2026 at 6:56 AM EDT

Why Hospital Executives Are Quietly Stacking a Second Plan and Saving $40,000 More in Taxes

A 52-year-old hospital vice president earning $310,000 at a university medical center maxed her 403(b) during open enrollment and assumed…

Gerelyn Terzo | May 13, 2026 at 6:20 AM EDT

Why Workers Who Claim Early and Keep Working Recover Withheld Benefits at 67

A retired plumber, 65, claimed Social Security two years ago at age 63 and locked in a reduced benefit of…

Gerelyn Terzo | May 13, 2026 at 5:45 AM EDT

How Part-Time Work at 64 Can Defer $13K in Social Security Benefits This Year

Picture a 64-year-old who claimed Social Security at age 62 because the bills were closer than the cushion. Two years…

Austin Smith | May 13, 2026 at 5:20 AM EDT

How a 65-Year-Old Extracts $50,000 Annually From a $1.3 Million 401(k) and Avoids the IRMAA Medicare Trap

A single 65-year-old just retired with $1.3 million in a traditional 401(k), $80,000 in a Roth IRA (the 5-year clock…

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Personal Finance Articles

All Personal Finance Articles

10 Elon Musk Quotes Every 40-Year-Old Should Live By

The Northwestern Mutual 2025 Legacy Study Says 39% of Gen Z Plans to Leave an Inheritance, More Than Any Other Generation

Social Security’s COLA Adds $50 a Month, But Medicare Premium Hikes Cut It Down

Nearly 50% of Americans Have No Written Financial Plan, and the Allianz Study Just Put a Number on How Much That Costs Them

There Is One Situation Where Claiming Social Security Benefits After FRA Almost Never Makes Sense

Dave Ramsey’s Stealth Social Security Strategy May Not Work For You

The Widow’s Penalty: How a $1.6 Million 401(k) Can Trigger Medicare Surcharges and Double Your Tax Rate

How Social Security Benefit Cuts Should Change Your Retirement Planning

The Social Security Earnings Test Retirees Get Wrong. And It Could Cost Them Thousands.

A 67-Year-Old With $2 Million in a 401(k) Discovers RMDs Will Trigger a $400,000 Tax Bill

What Will Actually Happen to Your Social Security If the Trust Fund Runs Dry?

Why Hospital Executives Are Quietly Stacking a Second Plan and Saving $40,000 More in Taxes

Why Workers Who Claim Early and Keep Working Recover Withheld Benefits at 67

How Part-Time Work at 64 Can Defer $13K in Social Security Benefits This Year

How a 65-Year-Old Extracts $50,000 Annually From a $1.3 Million 401(k) and Avoids the IRMAA Medicare Trap

SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.

Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years

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

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

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

SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.

Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years

Personal Finance Articles

All Personal Finance Articles

10 Elon Musk Quotes Every 40-Year-Old Should Live By

The Northwestern Mutual 2025 Legacy Study Says 39% of Gen Z Plans to Leave an Inheritance, More Than Any Other Generation

Social Security’s COLA Adds $50 a Month, But Medicare Premium Hikes Cut It Down

Nearly 50% of Americans Have No Written Financial Plan, and the Allianz Study Just Put a Number on How Much That Costs Them

There Is One Situation Where Claiming Social Security Benefits After FRA Almost Never Makes Sense

Dave Ramsey’s Stealth Social Security Strategy May Not Work For You

The Widow’s Penalty: How a $1.6 Million 401(k) Can Trigger Medicare Surcharges and Double Your Tax Rate

How Social Security Benefit Cuts Should Change Your Retirement Planning

The Social Security Earnings Test Retirees Get Wrong. And It Could Cost Them Thousands.

A 67-Year-Old With $2 Million in a 401(k) Discovers RMDs Will Trigger a $400,000 Tax Bill

What Will Actually Happen to Your Social Security If the Trust Fund Runs Dry?

Why Hospital Executives Are Quietly Stacking a Second Plan and Saving $40,000 More in Taxes

Why Workers Who Claim Early and Keep Working Recover Withheld Benefits at 67

How Part-Time Work at 64 Can Defer $13K in Social Security Benefits This Year

How a 65-Year-Old Extracts $50,000 Annually From a $1.3 Million 401(k) and Avoids the IRMAA Medicare Trap

SpaceX IPO Could Create ‘The Biggest Short Squeeze’ of All Time on Index Funds. Here’s How That Happens.

Google Data Center Deal Will Save Xcel Energy Customers Up To $1.5 Billion Over 15 Years

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

Featured Reads

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

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