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Social Security

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5736 Articles

Gerelyn Terzo | Jul 18, 2026 at 1:03 PM EDT

Baby Boomers Are Upsizing Homes in 2026. Here’s the Silent Social Security Tax Trap That Follows.

Pulling a large IRA withdrawal to fund a retirement upsizing move feels like a straightforward financial decision, but two separate…

Gerelyn Terzo | Jul 18, 2026 at 1:03 PM EDT

At 63, He Wants to Take a Big Career Leap. The FedEx CEO’s ‘Just Say Yes’ Story Shows Why the Smarter Bet May Be Social Security.

The FedEx CEO built a legendary career by saying yes to every opportunity that crossed his path. At 63, that…

Maurie Backman | Jul 18, 2026 at 12:33 PM EDT

Struggling With Your Social Security Check? One Little-Known Rule Could Put Much Larger Benefits in Your Pocket

Filing for Social Security early can lock you into smaller checks for life, but a little-known rule lets some retirees…

David Beren | Jul 18, 2026 at 11:33 AM EDT

Medigap Has a One-Time, 6-Month Window at 65. Miss It and Insurers Can Say No Forever.

Most people turning 65 assume they can buy Medigap coverage whenever they want it, but federal law gives them exactly…

Maurie Backman | Jul 18, 2026 at 11:29 AM EDT

3 Times It Actually Makes Sense to Claim Social Security at 62

Filing for Social Security at 62 carries a permanent penalty, yet for some retirees, waiting actually costs more. The right…

Drew Wood | Jul 18, 2026 at 11:08 AM EDT

The Portfolio That Gives You a $2,000 Raise Every Year

Most investors chase the biggest yield they can find, but the portfolio that actually grows your income year after year…

David Beren | Jul 18, 2026 at 10:24 AM EDT

She Claimed Social Security at 62 and Kept Working. The Earnings Limit Took Back $1 of Every $2.

Claiming Social Security at 62 while holding down a job feels like a practical solution until a withholding notice arrives…

Gerelyn Terzo | Jul 18, 2026 at 10:05 AM EDT

They’ve Wanted to Downsize for Years, but a 3% Mortgage Trapped Them. As the Market Thaws, This Couple Faces a Fixed-Income Dilemma.

A 3% mortgage sounds like an asset until you price out what surrounds it. Retired couples across the country are…

Gerelyn Terzo | Jul 18, 2026 at 10:04 AM EDT

The Real Labor Shortage Isn’t AI. It’s Retiring Boomers. Here’s What That Means for Your Social Security.

Bosses are begging tired boomers to stay, and that awkward leverage changes every calculation about when to file for Social…

Drew Wood | Jul 18, 2026 at 9:00 AM EDT

The Portfolio That Lets You Cruise Through the News, Unbothered

Every new tariff headline, rate decision, and earnings miss seems to demand a financial response, and that constant pressure is…

Carl Sullivan | Jul 18, 2026 at 8:30 AM EDT

Retirees Are Realizing a $1 Million Nest Egg Only Means $28,000 in Real Annual Spending

Crossing the million-dollar savings milestone felt like financial freedom, but a single tax return in retirement can quietly erase a…

Drew Wood | Jul 18, 2026 at 7:11 AM EDT

Here’s the Funding It Takes to Keep Learning Forever

Lifelong learning sounds like a noble habit until you price it out across decades and realize it behaves more like…

Gerelyn Terzo | Jul 18, 2026 at 7:02 AM EDT

They Downsized and Freed $300,000 in Home Equity. It Let Them Delay Social Security to 70, and It Paid Off.

Selling the family home handed one couple a financial lever most retirees overlook, and the way they used it reshaped…

Gerelyn Terzo | Jul 18, 2026 at 6:04 AM EDT

The Social Security Move That Better Ensures His Wife Never Has to Worry About the House

Most couples build retirement around two incomes, two checks, two safety nets, but one event quietly erases half that picture…

Drew Wood | Jul 18, 2026 at 5:01 AM EDT

Create Your Own “Bad Luck Fund” For Life’s Inevitable Setbacks

Bad luck rarely arrives alone, and the standard emergency fund is sized for single blows, not the clusters that actually…

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Personal Finance Articles

All Personal Finance Articles

Baby Boomers Are Upsizing Homes in 2026. Here’s the Silent Social Security Tax Trap That Follows.

At 63, He Wants to Take a Big Career Leap. The FedEx CEO’s ‘Just Say Yes’ Story Shows Why the Smarter Bet May Be Social Security.

Struggling With Your Social Security Check? One Little-Known Rule Could Put Much Larger Benefits in Your Pocket

Medigap Has a One-Time, 6-Month Window at 65. Miss It and Insurers Can Say No Forever.

3 Times It Actually Makes Sense to Claim Social Security at 62

The Portfolio That Gives You a $2,000 Raise Every Year

She Claimed Social Security at 62 and Kept Working. The Earnings Limit Took Back $1 of Every $2.

They’ve Wanted to Downsize for Years, but a 3% Mortgage Trapped Them. As the Market Thaws, This Couple Faces a Fixed-Income Dilemma.

The Real Labor Shortage Isn’t AI. It’s Retiring Boomers. Here’s What That Means for Your Social Security.

The Portfolio That Lets You Cruise Through the News, Unbothered

Retirees Are Realizing a $1 Million Nest Egg Only Means $28,000 in Real Annual Spending

Here’s the Funding It Takes to Keep Learning Forever

They Downsized and Freed $300,000 in Home Equity. It Let Them Delay Social Security to 70, and It Paid Off.

The Social Security Move That Better Ensures His Wife Never Has to Worry About the House

Create Your Own “Bad Luck Fund” For Life’s Inevitable Setbacks

Live Nasdaq Composite: Markets Pivot From Headlines to Q2 Earnings, Chip Stock Momentum

If You Have Only $10,000, Invest in These 3 Dividend ETFs by August

She Converted $25,000 to a Roth to Cut Future Taxes. It Cost Her the Senior Property-Tax Freeze, and Her Medicare Premium Could Be Next.

Forget ETHA. iShares’ Other Ether Fund Is Nearly Identical, Except It Pays You

She Converted $25,000 to a Roth to Cut Future Taxes. It Cost Her the Senior Property-Tax Freeze, and Her Medicare Premium Could Be Next.

He Cashed Out His Bitcoin at 68 to Play It Safe. Medicare Read It as a Six-Figure Raise.

SK Hynix Rockets 14% Ahead of July 29 Earnings as Chip Stocks Rebound

If You Have Only $10,000, Invest in These 3 Dividend ETFs by August

Personal Finance Articles

All Personal Finance Articles

Baby Boomers Are Upsizing Homes in 2026. Here’s the Silent Social Security Tax Trap That Follows.

At 63, He Wants to Take a Big Career Leap. The FedEx CEO’s ‘Just Say Yes’ Story Shows Why the Smarter Bet May Be Social Security.

Struggling With Your Social Security Check? One Little-Known Rule Could Put Much Larger Benefits in Your Pocket

Medigap Has a One-Time, 6-Month Window at 65. Miss It and Insurers Can Say No Forever.

3 Times It Actually Makes Sense to Claim Social Security at 62

The Portfolio That Gives You a $2,000 Raise Every Year

She Claimed Social Security at 62 and Kept Working. The Earnings Limit Took Back $1 of Every $2.

They’ve Wanted to Downsize for Years, but a 3% Mortgage Trapped Them. As the Market Thaws, This Couple Faces a Fixed-Income Dilemma.

The Real Labor Shortage Isn’t AI. It’s Retiring Boomers. Here’s What That Means for Your Social Security.

The Portfolio That Lets You Cruise Through the News, Unbothered

Retirees Are Realizing a $1 Million Nest Egg Only Means $28,000 in Real Annual Spending

Here’s the Funding It Takes to Keep Learning Forever

They Downsized and Freed $300,000 in Home Equity. It Let Them Delay Social Security to 70, and It Paid Off.

The Social Security Move That Better Ensures His Wife Never Has to Worry About the House

Create Your Own “Bad Luck Fund” For Life’s Inevitable Setbacks

Live Nasdaq Composite: Markets Pivot From Headlines to Q2 Earnings, Chip Stock Momentum

If You Have Only $10,000, Invest in These 3 Dividend ETFs by August

She Converted $25,000 to a Roth to Cut Future Taxes. It Cost Her the Senior Property-Tax Freeze, and Her Medicare Premium Could Be Next.

Forget ETHA. iShares’ Other Ether Fund Is Nearly Identical, Except It Pays You

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She Converted $25,000 to a Roth to Cut Future Taxes. It Cost Her the Senior Property-Tax Freeze, and Her Medicare Premium Could Be Next.

He Cashed Out His Bitcoin at 68 to Play It Safe. Medicare Read It as a Six-Figure Raise.