Personal Finance Articles

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5510 Articles

Marc Guberti | Jun 17, 2026 at 9:16 AM EDT

A $1.6 Million 401(k) and Survivor Benefits Can Cost You Thousands More as a Single Filer

The scenario shows up in Bogleheads threads every month: a 73-year-old widow, husband gone six months, looking at a $1.6…

Drew Wood | Jun 17, 2026 at 8:59 AM EDT

How to Build $5,000 a Month in Dividend Income and Never Touch Your Principal

Five thousand dollars a month is the income many retirees are trying to generate from their investments. It is enough to…

Michael Williams | Jun 17, 2026 at 8:43 AM EDT

‘You Can Have Your Cake and Eat It Too’: Suze Orman to 55-Year-Old Torn Between 457(b) and Roth 401(k)

A 55-year-old caller called into Suze Orman’s Women & Money podcast episode “Caution, Caution, Caution!” published June 11, 2026, with…

Michael Williams | Jun 17, 2026 at 8:05 AM EDT

Here’s How Much the Average American Loses by Claiming Social Security at 62 Instead of 70

The clearest financial decision most Americans will ever face has a number attached to it, and almost nobody runs the…

Michael Williams | Jun 17, 2026 at 7:51 AM EDT

Why Leaving a $2 Million 401(k) to Your Children Could Hand the IRS $600,000 More Than a Roth Would

The scenario reads like a Boglehead success story: a 62-year-old with a $2 million traditional 401(k) plans to retire at…

Drew Wood | Jun 17, 2026 at 7:17 AM EDT

Medicare Advantage Denied Millions of Prior Authorizations Last Year

A 72-year-old breaks her hip, spends four days in the hospital, and her doctor orders a transfer to a skilled…

Michael Williams | Jun 17, 2026 at 6:41 AM EDT

Suze Orman vs Dave Ramsey on Social Security: Who Gets It Right?

Dave Ramsey recently told his audience to claim Social Security at 62 and pour the checks into the stock market.…

Drew Wood | Jun 17, 2026 at 6:30 AM EDT

Three Days in the Hospital, and Medicare Still Won’t Pay for the Nursing Home

Picture a 72-year-old admitted to the hospital Friday morning with chest pain, monitored for three nights, and discharged Monday to…

Drew Wood | Jun 17, 2026 at 6:17 AM EDT

She Planned to Work Until 67 as a Technical Writer. Then AI Arrived. Should She Retire Now?

A 61-year-old technical writer has spent decades building a career around creating clear, accurate documentation. Then artificial intelligence arrived. Tasks…

Michael Williams | Jun 17, 2026 at 5:04 AM EDT

This Is How Much the Average American Collects in Social Security Each Month. How Does Yours Compare?

If you guessed the average retired worker’s Social Security check is somewhere around $1,500, you are in good company. A…

Maurie Backman | Jun 16, 2026 at 3:24 PM EDT

The 1 Number That Might Make You Change Your Mind About When to Claim Social Security

One of the toughest financial decisions you might have to make in your lifetime is figuring out when to sign…

Drew Wood | Jun 16, 2026 at 2:49 PM EDT

How to Build $3,000 a Month in Dividend Income to Cover the Average Social Security Check

The average retired worker receives roughly $2,000 a month from Social Security. For many retirees, that covers only part of the…

Gerelyn Terzo | Jun 16, 2026 at 2:02 PM EDT

Diagnosed With a Serious Illness at 62, Why He Claims His $2,300 Social Security Check Now Instead of Waiting for 70

When a Diagnosis Rewrites the Retirement Plan He spent years planning to wait until 70 for the biggest possible monthly…

Michael Williams | Jun 16, 2026 at 1:23 PM EDT

Playing It Safe at 63 With $850,000 in Cash and Bonds Is Quietly Costing This Retiree About $34,000 a Year

The scenario looks like this: a 63-year-old has built up $850,000 over a working lifetime, watched 2022 and a few…

Danielle Liverance | Jun 16, 2026 at 12:50 PM EDT

How to Retire at 52 Without Maxing Out Your 401(k)

On a recent “Road to Retirement” segment with host Ari Taublieb, a cybersecurity expert named Robert explained how he walked…

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Personal Finance Articles

All Personal Finance Articles

A $1.6 Million 401(k) and Survivor Benefits Can Cost You Thousands More as a Single Filer

How to Build $5,000 a Month in Dividend Income and Never Touch Your Principal

‘You Can Have Your Cake and Eat It Too’: Suze Orman to 55-Year-Old Torn Between 457(b) and Roth 401(k)

Here’s How Much the Average American Loses by Claiming Social Security at 62 Instead of 70

Why Leaving a $2 Million 401(k) to Your Children Could Hand the IRS $600,000 More Than a Roth Would

Medicare Advantage Denied Millions of Prior Authorizations Last Year

Suze Orman vs Dave Ramsey on Social Security: Who Gets It Right?

Three Days in the Hospital, and Medicare Still Won’t Pay for the Nursing Home

She Planned to Work Until 67 as a Technical Writer. Then AI Arrived. Should She Retire Now?

This Is How Much the Average American Collects in Social Security Each Month. How Does Yours Compare?

The 1 Number That Might Make You Change Your Mind About When to Claim Social Security

How to Build $3,000 a Month in Dividend Income to Cover the Average Social Security Check

Diagnosed With a Serious Illness at 62, Why He Claims His $2,300 Social Security Check Now Instead of Waiting for 70

Playing It Safe at 63 With $850,000 in Cash and Bonds Is Quietly Costing This Retiree About $34,000 a Year

How to Retire at 52 Without Maxing Out Your 401(k)

Google vs Apple: Which of the 2 Biggest AI Stocks Is the Better Buy Right Now?

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It

Google vs Apple: Which of the 2 Biggest AI Stocks Is the Better Buy Right Now?

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Personal Finance Articles

All Personal Finance Articles

A $1.6 Million 401(k) and Survivor Benefits Can Cost You Thousands More as a Single Filer

How to Build $5,000 a Month in Dividend Income and Never Touch Your Principal

‘You Can Have Your Cake and Eat It Too’: Suze Orman to 55-Year-Old Torn Between 457(b) and Roth 401(k)

Here’s How Much the Average American Loses by Claiming Social Security at 62 Instead of 70

Why Leaving a $2 Million 401(k) to Your Children Could Hand the IRS $600,000 More Than a Roth Would

Medicare Advantage Denied Millions of Prior Authorizations Last Year

Suze Orman vs Dave Ramsey on Social Security: Who Gets It Right?

Three Days in the Hospital, and Medicare Still Won’t Pay for the Nursing Home

She Planned to Work Until 67 as a Technical Writer. Then AI Arrived. Should She Retire Now?

This Is How Much the Average American Collects in Social Security Each Month. How Does Yours Compare?

The 1 Number That Might Make You Change Your Mind About When to Claim Social Security

How to Build $3,000 a Month in Dividend Income to Cover the Average Social Security Check

Diagnosed With a Serious Illness at 62, Why He Claims His $2,300 Social Security Check Now Instead of Waiting for 70

Playing It Safe at 63 With $850,000 in Cash and Bonds Is Quietly Costing This Retiree About $34,000 a Year

How to Retire at 52 Without Maxing Out Your 401(k)

Google vs Apple: Which of the 2 Biggest AI Stocks Is the Better Buy Right Now?

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It

Featured Reads

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It