Personal Finance Articles

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5144 Articles

Drew Wood | Jun 25, 2026 at 7:52 AM EDT

Build A Dividend Portfolio That Pays a $2,500 Monthly Mortgage

Most homeowners think of the mortgage as a bill that arrives every month and must be paid. Investors can frame…

Carl Sullivan | Jun 25, 2026 at 7:11 AM EDT

69-Year-Old Widow Discovers Husband’s IRA Will Cost $112,000 in Avoidable Tax

The scenario is one tax professionals see often. A 69-year-old woman lost her husband this year. Between them they held…

Drew Wood | Jun 25, 2026 at 6:08 AM EDT

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

A 64-year-old retires in March. Her employer’s group health coverage ends with her last paycheck, so she elects COBRA for…

Gerelyn Terzo | Jun 25, 2026 at 6:02 AM EDT

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

Picture a 68-year-old who retired last year with roughly $1 million in a traditional, pre-tax 401(k). He listens to Dave…

Michael Williams | Jun 24, 2026 at 8:11 PM EDT

Here’s How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

Someone in their late fifties with a $1.6 million portfolio looks at February temperatures and starts pricing one-way tickets to…

Michael Williams | Jun 24, 2026 at 7:26 PM EDT

91% of Retirees Fail to Make the “Strongest Move” for Social Security Benefits

Social Security Administration data shows only about 8% to 9% of retirees wait until age 70 or later to start…

Michael Williams | Jun 24, 2026 at 7:22 PM EDT

“This Is Money Going to the Past”: Dave Ramsey to a 43-Year-Old With a $950K Net Worth Who Wants to Pay Off His Ex-Wife’s House

A 43-year-old caller with a roughly $950K net worth told Dave Ramsey he wanted to write a check to pay…

Michael Williams | Jun 24, 2026 at 7:10 PM EDT

What It Takes to Retire on the Emerald Coast in Destin, Florida, at 63 on $950,000

Someone with just under a million dollars wants to know if it stretches far enough to retire in Destin at…

Marc Guberti | Jun 24, 2026 at 6:27 PM EDT

The $1 Million 401(k) Withdrawal Strategy That Doubles Your Annual Payout Before Age 59.5

A 52-year-old with a $1.2 million 401(k) and a buyout offer on the table keeps running into the same wall…

Michael Williams | Jun 24, 2026 at 6:21 PM EDT

“Your Grandfather’s Sweet, But He’s Not Smart”: Dave Ramsey on a $62,000 Dodge Challenger Cosigned for a 19-Year-Old at 21% Interest

On a recent episode of The Ramsey Show, a 38-year-old caller described a deal his father quietly arranged behind his…

Michael Williams | Jun 24, 2026 at 6:09 PM EDT

Here’s How You Can Retire to Vero Beach, Florida, at 62 on $900,000 and Never Worry Again

We get this question almost every week. Someone in their early 60s has built a respectable nest egg, loves the…

Michael Williams | Jun 24, 2026 at 5:46 PM EDT

RFK Jr. Recommends Immediately Hiking Taxes as Much as $7,841 to Close Social Security’s “Unfunded Obligation” Gap

Picture a solo consultant, a freelance contractor, or the owner of a small S-corp who clears $184,500 or more in…

David Beren | Jun 24, 2026 at 4:44 PM EDT

Only 30% of Americans Ever Receive an Inheritance. Those Who Do Get It at 58, Not 30.

Inheritance is one of the most romanticized lines in American personal finance. People plan around it, count on it, and…

Drew Wood | Jun 24, 2026 at 2:30 PM EDT

Enroll in Medicare at 65 While Still Working and Your HSA Deposits Turn Into a 6% Penalty

A 66-year-old engineer who is still on his employer’s high-deductible plan files for Social Security to start the monthly checks.…

Gerelyn Terzo | Jun 24, 2026 at 2:03 PM EDT

A Couple Carried Debt Into Retirement. The IRS Could Reach Their Social Security Check, but Their Credit Card Company Couldn’t.

A married couple, both about 68, sat at the kitchen table with bills and a question: if things got tight,…

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Personal Finance Articles

All Personal Finance Articles

Build A Dividend Portfolio That Pays a $2,500 Monthly Mortgage

69-Year-Old Widow Discovers Husband’s IRA Will Cost $112,000 in Avoidable Tax

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

Here’s How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

91% of Retirees Fail to Make the “Strongest Move” for Social Security Benefits

“This Is Money Going to the Past”: Dave Ramsey to a 43-Year-Old With a $950K Net Worth Who Wants to Pay Off His Ex-Wife’s House

What It Takes to Retire on the Emerald Coast in Destin, Florida, at 63 on $950,000

The $1 Million 401(k) Withdrawal Strategy That Doubles Your Annual Payout Before Age 59.5

“Your Grandfather’s Sweet, But He’s Not Smart”: Dave Ramsey on a $62,000 Dodge Challenger Cosigned for a 19-Year-Old at 21% Interest

Here’s How You Can Retire to Vero Beach, Florida, at 62 on $900,000 and Never Worry Again

RFK Jr. Recommends Immediately Hiking Taxes as Much as $7,841 to Close Social Security’s “Unfunded Obligation” Gap

Only 30% of Americans Ever Receive an Inheritance. Those Who Do Get It at 58, Not 30.

Enroll in Medicare at 65 While Still Working and Your HSA Deposits Turn Into a 6% Penalty

A Couple Carried Debt Into Retirement. The IRS Could Reach Their Social Security Check, but Their Credit Card Company Couldn’t.

Standard Chartered Says XRP Hits $28 by 2030 but Ripple’s Own Stablecoin May Have Other Plans

Americans Need $1.6 Million to Retire. The Median 55-Year-Old Has $205,341.

Apple Just Did Something It Wouldn’t Even Do During COVID, and Wall Street Is Freaking Out

Americans Need $1.6 Million to Retire. The Median 55-Year-Old Has $205,341.

He Retired at 66 With a Pension. It Quietly Pushed Him Into the Top IRMAA Bracket for Life.

Standard Chartered Says XRP Hits $28 by 2030 but Ripple’s Own Stablecoin May Have Other Plans

Americans Need $1.6 Million to Retire. The Median 55-Year-Old Has $205,341.

Personal Finance Articles

All Personal Finance Articles

Build A Dividend Portfolio That Pays a $2,500 Monthly Mortgage

69-Year-Old Widow Discovers Husband’s IRA Will Cost $112,000 in Avoidable Tax

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

Here’s How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

91% of Retirees Fail to Make the “Strongest Move” for Social Security Benefits

“This Is Money Going to the Past”: Dave Ramsey to a 43-Year-Old With a $950K Net Worth Who Wants to Pay Off His Ex-Wife’s House

What It Takes to Retire on the Emerald Coast in Destin, Florida, at 63 on $950,000

The $1 Million 401(k) Withdrawal Strategy That Doubles Your Annual Payout Before Age 59.5

“Your Grandfather’s Sweet, But He’s Not Smart”: Dave Ramsey on a $62,000 Dodge Challenger Cosigned for a 19-Year-Old at 21% Interest

Here’s How You Can Retire to Vero Beach, Florida, at 62 on $900,000 and Never Worry Again

RFK Jr. Recommends Immediately Hiking Taxes as Much as $7,841 to Close Social Security’s “Unfunded Obligation” Gap

Only 30% of Americans Ever Receive an Inheritance. Those Who Do Get It at 58, Not 30.

Enroll in Medicare at 65 While Still Working and Your HSA Deposits Turn Into a 6% Penalty

A Couple Carried Debt Into Retirement. The IRS Could Reach Their Social Security Check, but Their Credit Card Company Couldn’t.

Standard Chartered Says XRP Hits $28 by 2030 but Ripple’s Own Stablecoin May Have Other Plans

Americans Need $1.6 Million to Retire. The Median 55-Year-Old Has $205,341.

Apple Just Did Something It Wouldn’t Even Do During COVID, and Wall Street Is Freaking Out

Featured Reads

Americans Need $1.6 Million to Retire. The Median 55-Year-Old Has $205,341.

He Retired at 66 With a Pension. It Quietly Pushed Him Into the Top IRMAA Bracket for Life.