Personal Finance Articles

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5550 Articles

Gerelyn Terzo | Jun 19, 2026 at 6:02 AM EDT

He Inherited His Late Wife’s $250K Roth. But the 3-Year-Old Account Came With a Tax Catch.

A 66-year-old widower opens the brokerage statement and sees roughly $250,000 in the Roth IRA his wife opened about three…

Drew Wood | Jun 19, 2026 at 5:57 AM EDT

Mom Wants Her Farm Animals Cared for After She’s Gone. Her Son Doesn’t Want the Farm. What Happens Next?

An 86-year-old widow is an animal lover who owns a paid-off farm worth roughly $289,000 near Bluefield, West Virginia. She…

Michael Williams | Jun 19, 2026 at 5:50 AM EDT

Why Retirees With $1.4 Million in a 401(k) Are Moving to Costa Rica Before Their First RMD at 73

A 72-year-old couple sitting on a $1.4 million traditional 401(k) has roughly eighteen months before the IRS forces money out…

Michael Williams | Jun 19, 2026 at 5:49 AM EDT

The HSA Receipt Trick: Pay Medical Bills Now, Reimburse Yourself in 30 Years, Grow the Money Tax-Free in Between

If you have a Health Savings Account, you already own one of the strangest tax loopholes in the IRS code,…

Michael Williams | Jun 19, 2026 at 5:39 AM EDT

Here’s How You Can Retire to Palm Springs at 62 With a Pool and Warm Winters

Someone in their late fifties falls for Palm Springs on a long weekend, spots a mid-century pool home on Zillow,…

Michael Williams | Jun 19, 2026 at 5:29 AM EDT

‘You Do Not Get to Own a $17,000 Truck When You’re Taking Welfare to Pay for Your Kids’: Dave Ramsey’s Blunt Advice to a Mom Drowning in $34,000 of Debt

On the May 29, 2026 episode of The Ramsey Show titled “Fix The Money Mess That’s Stressing You Out,” a…

Michael Williams | Jun 19, 2026 at 5:11 AM EDT

You Won’t Believe How Many Americans Over 55 Have Less Than $50,000 Saved

If you read the retirement headlines and feel comforted, you have probably been looking at Fidelity’s numbers. The average 401(k)…

Michael Williams | Jun 19, 2026 at 5:10 AM EDT

This Is How Much the Average American in Their 40s Has Saved for Retirement. Most Experts Say It’s Half of What They Need.

If you are in your 40s, the retirement math has quietly turned against you. Fidelity says you should have roughly…

Michael Williams | Jun 18, 2026 at 10:10 PM EDT

RFK Jr. Recommends Social Security Immediately “Reduce Scheduled Benefits by 25.2%” as Insolvency Looms

The 2026 Social Security Trustees Report, signed by Secretary Robert F. Kennedy Jr., contains a line that would shake any…

Michael Williams | Jun 18, 2026 at 8:34 PM EDT

New Retirees Can Save up to $6,936 in Medicare Premiums by Filing a Single Form – But You Only Get 60 Days

A 66-year-old retires in December 2025 after a final year of $230,000 in salary and a deferred-compensation payout. Her first…

Danielle Liverance | Jun 18, 2026 at 5:30 PM EDT

ChatGPT Almost Cost This Guy $50 Million With Incredibly Dumb Advice

Celebrity real estate agent Ryan Serhant has a story that should stop every homebuyer and seller from treating ChatGPT like…

Marc Guberti | Jun 18, 2026 at 5:16 PM EDT

The IRMAA Surprise That Costs 401(k) Holders $1,783 a Year in Hidden Medicare Premiums

A 63-year-old with $1.4 million in a traditional 401(k) starts running Roth conversion projections at the kitchen table. The plan…

Michael Williams | Jun 18, 2026 at 3:48 PM EDT

How Much Do You Really Need Invested to Replace a $60,000 Salary With Monthly Dividend ETFs?

Replacing a $60,000 salary with monthly dividend ETFs is a popular target because it mirrors what a middle-class household actually…

Drew Wood | Jun 18, 2026 at 3:47 PM EDT

Could You Retire On Florida’s Space Coast And Watch Rocket Launches From Your Backyard?

Can a million-dollar nest egg buy you a front-row seat to America’s new space race? Along Florida’s Space Coast, retirees…

Danielle Liverance | Jun 18, 2026 at 3:06 PM EDT

You Might Already Own SpaceX Shares, Without Even Realizing It

SpaceX shares have surged roughly 50% in their first days of trading (although shares are seeing pressure today), and the…

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Personal Finance Articles

All Personal Finance Articles

He Inherited His Late Wife’s $250K Roth. But the 3-Year-Old Account Came With a Tax Catch.

Mom Wants Her Farm Animals Cared for After She’s Gone. Her Son Doesn’t Want the Farm. What Happens Next?

Why Retirees With $1.4 Million in a 401(k) Are Moving to Costa Rica Before Their First RMD at 73

The HSA Receipt Trick: Pay Medical Bills Now, Reimburse Yourself in 30 Years, Grow the Money Tax-Free in Between

Here’s How You Can Retire to Palm Springs at 62 With a Pool and Warm Winters

‘You Do Not Get to Own a $17,000 Truck When You’re Taking Welfare to Pay for Your Kids’: Dave Ramsey’s Blunt Advice to a Mom Drowning in $34,000 of Debt

You Won’t Believe How Many Americans Over 55 Have Less Than $50,000 Saved

This Is How Much the Average American in Their 40s Has Saved for Retirement. Most Experts Say It’s Half of What They Need.

RFK Jr. Recommends Social Security Immediately “Reduce Scheduled Benefits by 25.2%” as Insolvency Looms

New Retirees Can Save up to $6,936 in Medicare Premiums by Filing a Single Form – But You Only Get 60 Days

ChatGPT Almost Cost This Guy $50 Million With Incredibly Dumb Advice

The IRMAA Surprise That Costs 401(k) Holders $1,783 a Year in Hidden Medicare Premiums

How Much Do You Really Need Invested to Replace a $60,000 Salary With Monthly Dividend ETFs?

Could You Retire On Florida’s Space Coast And Watch Rocket Launches From Your Backyard?

You Might Already Own SpaceX Shares, Without Even Realizing It

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

Chief Economic Adviser: “There Is No Way” the Bond Market Can Fund the AI Boom Without Higher Yields

Jim Cramer Warns “I Don’t Want to Own AT&T or Verizon” as Starlink Threatens Telecom Stocks

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

A Retired Couple Can Realize Nearly $100,000 in Gains This Year and Pay $0 Federal Tax. Most Sail Right Past It

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

Chief Economic Adviser: “There Is No Way” the Bond Market Can Fund the AI Boom Without Higher Yields

Personal Finance Articles

All Personal Finance Articles

He Inherited His Late Wife’s $250K Roth. But the 3-Year-Old Account Came With a Tax Catch.

Mom Wants Her Farm Animals Cared for After She’s Gone. Her Son Doesn’t Want the Farm. What Happens Next?

Why Retirees With $1.4 Million in a 401(k) Are Moving to Costa Rica Before Their First RMD at 73

The HSA Receipt Trick: Pay Medical Bills Now, Reimburse Yourself in 30 Years, Grow the Money Tax-Free in Between

Here’s How You Can Retire to Palm Springs at 62 With a Pool and Warm Winters

‘You Do Not Get to Own a $17,000 Truck When You’re Taking Welfare to Pay for Your Kids’: Dave Ramsey’s Blunt Advice to a Mom Drowning in $34,000 of Debt

You Won’t Believe How Many Americans Over 55 Have Less Than $50,000 Saved

This Is How Much the Average American in Their 40s Has Saved for Retirement. Most Experts Say It’s Half of What They Need.

RFK Jr. Recommends Social Security Immediately “Reduce Scheduled Benefits by 25.2%” as Insolvency Looms

New Retirees Can Save up to $6,936 in Medicare Premiums by Filing a Single Form – But You Only Get 60 Days

ChatGPT Almost Cost This Guy $50 Million With Incredibly Dumb Advice

The IRMAA Surprise That Costs 401(k) Holders $1,783 a Year in Hidden Medicare Premiums

How Much Do You Really Need Invested to Replace a $60,000 Salary With Monthly Dividend ETFs?

Could You Retire On Florida’s Space Coast And Watch Rocket Launches From Your Backyard?

You Might Already Own SpaceX Shares, Without Even Realizing It

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

Chief Economic Adviser: “There Is No Way” the Bond Market Can Fund the AI Boom Without Higher Yields

Jim Cramer Warns “I Don’t Want to Own AT&T or Verizon” as Starlink Threatens Telecom Stocks

Featured Reads

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

A Retired Couple Can Realize Nearly $100,000 in Gains This Year and Pay $0 Federal Tax. Most Sail Right Past It