Personal Finance Articles

All Personal Finance Articles

5307 Articles

Danielle Liverance | Jul 2, 2026 at 10:05 AM EDT

Wes Moss Says Why Pay 30% Today When You Can Pay 15% Next Year and Most Pre Retirees Convert Anyway

Andrea in Connecticut called into Ask An Advisor With Wes Moss with a question worth real money: her employer offers…

Gerelyn Terzo | Jul 2, 2026 at 10:02 AM EDT

Multiple Ex-Wives Can Each Claim Social Security on the Same Man’s Record, and It Doesn’t Shrink Anyone’s Check

She is 67, was married for 27 years to a high earner, and watched him remarry. He still hasn’t filed…

Omor Ibne Ehsan | Jul 2, 2026 at 9:45 AM EDT

Analysts Warn: These Popular Income ETFs Were ‘Built to Be Sold, Not to Work for You’

On a recent Motley Fool Money episode, analyst Lou didn’t dress it up. “A lot of products on Wall Street…

Marc Guberti | Jul 2, 2026 at 9:22 AM EDT

A $1.5 Million 401(k) at 73 Can Defer $200,000 in RMDs Past Age 85. Here’s How.

A 73-year-old couple sitting on a $1.5 million traditional 401(k) is about to take their first required minimum distribution. They…

David Beren | Jul 2, 2026 at 9:14 AM EDT

Medicare Advantage Looks Cheaper Until You Can’t Switch Back: The $1,736 Hospital Deductible Problem

Every fall, roughly 65 million Medicare beneficiaries enter an enrollment window that presents a simple coverage menu. Original Medicare with…

Drew Wood | Jul 2, 2026 at 8:29 AM EDT

Here’s What It Costs to Buy Back Your Fridays

Most retirement calculators ask the wrong question. They assume the only goal is to stop working completely. Many workers would…

Drew Wood | Jul 2, 2026 at 6:22 AM EDT

Retiring to Costa Rican Beaches with $950,000 Is Within Reach

Costa Rica’s Pacific coast has become one of the world’s most popular retirement destinations. Warm weather, beautiful beaches, established expat…

Gerelyn Terzo | Jul 2, 2026 at 6:05 AM EDT

A 66-Year-Old Got 50/50 From One Advisor and 70/30 From Another. Counting Social Security as His “Bond” Reframes the Answer.

Two Advisors, Two Answers, One Missing Piece A 66-year-old sits down with two advisors in the same month and walks…

Drew Wood | Jul 2, 2026 at 5:00 AM EDT

Zero State Income Tax and $900,000: Here’s How to Retire to Wyoming at 62

Wyoming consistently ranks among America’s most tax-friendly states. No state income tax, wide-open spaces, light traffic, and relatively affordable housing…

Michael Williams | Jul 1, 2026 at 7:57 PM EDT

A Financial Advisor Says You’re Probably Wrong About How Much You Need to Retire

Ari Taublieb, host of the Early Retirement podcast, recently pushed back on the math that drives most retirement planning. “Most…

Michael Williams | Jul 1, 2026 at 7:41 PM EDT

Owner-Operators vs. Company Drivers: The Truck Driver’s Guide to Retiring Early

Truck drivers occupy two very different tax universes. Company drivers get a W-2, a payroll-split FICA tax, and access to…

Marc Guberti | Jul 1, 2026 at 7:22 PM EDT

Have a Large 401(k) Balance and Approaching 62? Make Sure You Start Roth Conversions Before RMDs Force Your Hand

A married couple in their late 50s with $1.8 million in a traditional 401(k) and a paid-off house faces a…

Omor Ibne Ehsan | Jul 1, 2026 at 7:06 PM EDT

Why Buy Stocks When T-Bills Pay 5%? Jim Cramer’s Blunt Answer

A caller on the June 29 episode of Mad Money laid out the trade that has been eating at retail…

Michael Williams | Jul 1, 2026 at 6:54 PM EDT

Dave Ramsey Is Baffled by a Debt-Free Couple Making $100,000 Who Can’t Save a Dollar: ‘I Just Can’t Fill Up All the $1,000 Holes’

When a debt-free household earning six figures cannot save a dollar, the math should still add up somewhere. On a…

Michael Williams | Jul 1, 2026 at 6:37 PM EDT

Union Electricians Risk Leaving Pension Money on the Table, Here’s the Fix

Union electricians sit on one of the richest retirement stacks in the American workforce: a multiemployer defined-benefit pension, a separate…

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Personal Finance Articles

All Personal Finance Articles

Wes Moss Says Why Pay 30% Today When You Can Pay 15% Next Year and Most Pre Retirees Convert Anyway

Multiple Ex-Wives Can Each Claim Social Security on the Same Man’s Record, and It Doesn’t Shrink Anyone’s Check

Analysts Warn: These Popular Income ETFs Were ‘Built to Be Sold, Not to Work for You’

A $1.5 Million 401(k) at 73 Can Defer $200,000 in RMDs Past Age 85. Here’s How.

Medicare Advantage Looks Cheaper Until You Can’t Switch Back: The $1,736 Hospital Deductible Problem

Here’s What It Costs to Buy Back Your Fridays

Retiring to Costa Rican Beaches with $950,000 Is Within Reach

A 66-Year-Old Got 50/50 From One Advisor and 70/30 From Another. Counting Social Security as His “Bond” Reframes the Answer.

Zero State Income Tax and $900,000: Here’s How to Retire to Wyoming at 62

A Financial Advisor Says You’re Probably Wrong About How Much You Need to Retire

Owner-Operators vs. Company Drivers: The Truck Driver’s Guide to Retiring Early

Have a Large 401(k) Balance and Approaching 62? Make Sure You Start Roth Conversions Before RMDs Force Your Hand

Why Buy Stocks When T-Bills Pay 5%? Jim Cramer’s Blunt Answer

Dave Ramsey Is Baffled by a Debt-Free Couple Making $100,000 Who Can’t Save a Dollar: ‘I Just Can’t Fill Up All the $1,000 Holes’

Union Electricians Risk Leaving Pension Money on the Table, Here’s the Fix

The Portfolio That Lets You Go Part-Time Five Years Early

FEPI’s 25% Yield Masks a Painful Truth About Call-Writing Income

Why GPIQ Lags QQQ in Rallies, Yet Retirees Keep Buying the Monthly Dividend

The Portfolio That Lets You Go Part-Time Five Years Early

A Couple Wants to Sell a Rental Without Setting Off a Medicare Surcharge. A 1031 Exchange or Installment Sale Can Spread the Gain.

The Portfolio That Lets You Go Part-Time Five Years Early

FEPI’s 25% Yield Masks a Painful Truth About Call-Writing Income

Personal Finance Articles

All Personal Finance Articles

Wes Moss Says Why Pay 30% Today When You Can Pay 15% Next Year and Most Pre Retirees Convert Anyway

Multiple Ex-Wives Can Each Claim Social Security on the Same Man’s Record, and It Doesn’t Shrink Anyone’s Check

Analysts Warn: These Popular Income ETFs Were ‘Built to Be Sold, Not to Work for You’

A $1.5 Million 401(k) at 73 Can Defer $200,000 in RMDs Past Age 85. Here’s How.

Medicare Advantage Looks Cheaper Until You Can’t Switch Back: The $1,736 Hospital Deductible Problem

Here’s What It Costs to Buy Back Your Fridays

Retiring to Costa Rican Beaches with $950,000 Is Within Reach

A 66-Year-Old Got 50/50 From One Advisor and 70/30 From Another. Counting Social Security as His “Bond” Reframes the Answer.

Zero State Income Tax and $900,000: Here’s How to Retire to Wyoming at 62

A Financial Advisor Says You’re Probably Wrong About How Much You Need to Retire

Owner-Operators vs. Company Drivers: The Truck Driver’s Guide to Retiring Early

Have a Large 401(k) Balance and Approaching 62? Make Sure You Start Roth Conversions Before RMDs Force Your Hand

Why Buy Stocks When T-Bills Pay 5%? Jim Cramer’s Blunt Answer

Dave Ramsey Is Baffled by a Debt-Free Couple Making $100,000 Who Can’t Save a Dollar: ‘I Just Can’t Fill Up All the $1,000 Holes’

Union Electricians Risk Leaving Pension Money on the Table, Here’s the Fix

The Portfolio That Lets You Go Part-Time Five Years Early

FEPI’s 25% Yield Masks a Painful Truth About Call-Writing Income

Why GPIQ Lags QQQ in Rallies, Yet Retirees Keep Buying the Monthly Dividend

Featured Reads

The Portfolio That Lets You Go Part-Time Five Years Early

A Couple Wants to Sell a Rental Without Setting Off a Medicare Surcharge. A 1031 Exchange or Installment Sale Can Spread the Gain.