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Jeremy Phillips | May 29, 2026 at 9:07 AM EDT

Retirees Living on Social Security: Move Your Dividend Stocks to Tax-Advantaged Accounts Today

On a recent episode of the Early Retirement – Financial Freedom podcast titled “Why I Chose To Retire At 70…

Michael Williams | May 29, 2026 at 9:00 AM EDT

Early Retirees Face a Dangerous Choice, Says Wes Moss: Bonds in IRAs or Access to Cash

On the May 19 episode of The Clark Howard Podcast, financial planner Wes Moss answered a question from a listener…

Carl Sullivan | May 29, 2026 at 8:46 AM EDT

What $10K a Month Really Looks Like in Retirement at Age 67 With a $2.4M Portfolio

The $10,000 a month retirement sounds great. A 67-year-old couple with $2.4 million and Social Security already claimed assumes the…

Michael Williams | May 29, 2026 at 8:45 AM EDT

Jeff Bezos Wants to Eliminate Income Taxes for Half of America: Here’s His Plan

Jeff Bezos walked the factory floor at Blue Origin on May 20, 2026 and used a CNBC interview to propose…

Drew Wood | May 29, 2026 at 8:29 AM EDT

Retiring at 60 With $1.3 Million and a Vacation Home Means Paying $94,000 in Capital Gains Tax When You Sell

Retiring at 60 with $1.3 million in retirement accounts and a paid-off vacation home in Lake Tahoe sounds like a…

Michael Williams | May 29, 2026 at 7:30 AM EDT

Social Security’s Hidden Formula Quietly Rewards Some Retirees Four Times Over Others

Two retirees sit next to each other at a community center, both having worked their whole lives, and one collects…

Carl Sullivan | May 29, 2026 at 7:23 AM EDT

68-Year-Old Software Architect With $2.6M Discovers His Severance Triggered Huge Medicare Premium

The Medicare welcome packet arrived in the mail, and the premium quote inside did not match anything a 68-year-old retiree…

Drew Wood | May 29, 2026 at 7:18 AM EDT

Here’s How Much You’d Need in Dividends to Quit a $70,000 Job You Hate

A $70,000 salary sits near the center of the American middle class, which is why so many workers quietly use…

Drew Wood | May 29, 2026 at 7:02 AM EDT

Arizona’s Retirement Advantage Comes With a Sales Tax Trap

Arizona has become the default Sun Belt retirement answer for people who looked at Florida’s insurance bills and California’s tax…

Austin Smith | May 29, 2026 at 6:30 AM EDT

Widows Are Losing $702,000 to One Social Security Rule They’ve Never Heard Of

She is 58. Her husband died at 60 in 2024, before he ever filed for Social Security. In two years,…

Drew Wood | May 29, 2026 at 6:18 AM EDT

Retiring at 65 With $2.4 Million Means Funding a $58,000 Caregiver Bridge for an Aging Parent

A 65-year-old empty-nester walks out of her last day of work with $2.4 million in retirement accounts, a paid-off house,…

Michael Williams | May 29, 2026 at 6:15 AM EDT

Fewer Than 1% of Retirees Hit the Social Security Maximum. Here’s Why and What You Can Do

Somewhere between age 60 and 65, almost every worker pulls up the Social Security website and stares at the same…

Michael Williams | May 29, 2026 at 6:15 AM EDT

Social Security Retirees Face a Hidden Tax on Their 2026 COLA. Here’s the Math

A 70-year-old retiree circled January waiting for the cost-of-living adjustment. The Social Security Administration announced a 2.8% COLA for 2026,…

Drew Wood | May 29, 2026 at 5:37 AM EDT

It’s Possible to Retire on Social Security Alone in Knoxville. Here’s How.

A 58-year-old wants to retire to Knoxville to be near his daughter and son-in-law, who settled in Tennessee after college.…

Drew Wood | May 29, 2026 at 5:12 AM EDT

Can Dividends Replace a $110,000 Salary? Sure, But Here’s What You Need Invested

Replacing a $110,000 salary entirely through portfolio income is a math problem before it becomes an investment problem. On a…

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Personal Finance Articles

All Personal Finance Articles

Retirees Living on Social Security: Move Your Dividend Stocks to Tax-Advantaged Accounts Today

Early Retirees Face a Dangerous Choice, Says Wes Moss: Bonds in IRAs or Access to Cash

What $10K a Month Really Looks Like in Retirement at Age 67 With a $2.4M Portfolio

Jeff Bezos Wants to Eliminate Income Taxes for Half of America: Here’s His Plan

Retiring at 60 With $1.3 Million and a Vacation Home Means Paying $94,000 in Capital Gains Tax When You Sell

Social Security’s Hidden Formula Quietly Rewards Some Retirees Four Times Over Others

68-Year-Old Software Architect With $2.6M Discovers His Severance Triggered Huge Medicare Premium

Here’s How Much You’d Need in Dividends to Quit a $70,000 Job You Hate

Arizona’s Retirement Advantage Comes With a Sales Tax Trap

Widows Are Losing $702,000 to One Social Security Rule They’ve Never Heard Of

Retiring at 65 With $2.4 Million Means Funding a $58,000 Caregiver Bridge for an Aging Parent

Fewer Than 1% of Retirees Hit the Social Security Maximum. Here’s Why and What You Can Do

Social Security Retirees Face a Hidden Tax on Their 2026 COLA. Here’s the Math

It’s Possible to Retire on Social Security Alone in Knoxville. Here’s How.

Can Dividends Replace a $110,000 Salary? Sure, But Here’s What You Need Invested

Three Index ETFs Where You Can Sell Your Own 0DTE Covered Calls for Daily Premium Income

Summer Is Secretly the Best Time to Buy These Things

When Your Paychecks Stop, an 8-Month Medicare Clock Starts — and Most People Read It Wrong

When Your Paychecks Stop, an 8-Month Medicare Clock Starts — and Most People Read It Wrong

Why His $80,000 Retirement Withdrawal Is Subtly Pulling His Social Security Into the Tax Torpedo

Three Index ETFs Where You Can Sell Your Own 0DTE Covered Calls for Daily Premium Income

Summer Is Secretly the Best Time to Buy These Things

Personal Finance Articles

All Personal Finance Articles

Retirees Living on Social Security: Move Your Dividend Stocks to Tax-Advantaged Accounts Today

Early Retirees Face a Dangerous Choice, Says Wes Moss: Bonds in IRAs or Access to Cash

What $10K a Month Really Looks Like in Retirement at Age 67 With a $2.4M Portfolio

Jeff Bezos Wants to Eliminate Income Taxes for Half of America: Here’s His Plan

Retiring at 60 With $1.3 Million and a Vacation Home Means Paying $94,000 in Capital Gains Tax When You Sell

Social Security’s Hidden Formula Quietly Rewards Some Retirees Four Times Over Others

68-Year-Old Software Architect With $2.6M Discovers His Severance Triggered Huge Medicare Premium

Here’s How Much You’d Need in Dividends to Quit a $70,000 Job You Hate

Arizona’s Retirement Advantage Comes With a Sales Tax Trap

Widows Are Losing $702,000 to One Social Security Rule They’ve Never Heard Of

Retiring at 65 With $2.4 Million Means Funding a $58,000 Caregiver Bridge for an Aging Parent

Fewer Than 1% of Retirees Hit the Social Security Maximum. Here’s Why and What You Can Do

Social Security Retirees Face a Hidden Tax on Their 2026 COLA. Here’s the Math

It’s Possible to Retire on Social Security Alone in Knoxville. Here’s How.

Can Dividends Replace a $110,000 Salary? Sure, But Here’s What You Need Invested

Three Index ETFs Where You Can Sell Your Own 0DTE Covered Calls for Daily Premium Income

Summer Is Secretly the Best Time to Buy These Things

When Your Paychecks Stop, an 8-Month Medicare Clock Starts — and Most People Read It Wrong

Featured Reads

When Your Paychecks Stop, an 8-Month Medicare Clock Starts — and Most People Read It Wrong

Why His $80,000 Retirement Withdrawal Is Subtly Pulling His Social Security Into the Tax Torpedo