Personal Finance Articles

All Personal Finance Articles

5738 Articles

Gerelyn Terzo | Jun 23, 2026 at 10:02 AM EDT

Her Pension Pays Her Part D Premium. Medicare Still Pulls a $91 Monthly Surcharge From Her Social Security.

She retired from a long career with good benefits, and her former employer’s pension picks up her Medicare Part D…

Drew Wood | Jun 23, 2026 at 9:36 AM EDT

Your Doctor Can Quit Your Medicare Advantage Network in March. You’re Locked In Until January

A retiree in Charlotte opens a letter from her Medicare Advantage plan in early April. Her primary care doctor, the…

David Beren | Jun 23, 2026 at 9:04 AM EDT

IRA Balances Just Hit $131,380. Here’s Where Your Generation Stands

The headline number from Fidelity’s Q1 2026 retirement analysis is striking. The average IRA balance now sits at $131,380, and…

Drew Wood | Jun 23, 2026 at 7:25 AM EDT

5 Medicare Costs Went Up in 2026. The One That Stings Most Isn’t Your Premium

The 2026 Medicare cost letters landed in November, and most beneficiaries scanned for one number: the new Part B premium.…

Marc Guberti | Jun 23, 2026 at 6:27 AM EDT

Rule of 55: How Doctors With $1.6 Million 401(k)s Avoid the Penalty Trap

Anesthesiologists are quietly walking off the operating-room schedule at 55 with seven-figure 401(k) balances, and the specific reason they leave…

Drew Wood | Jun 23, 2026 at 6:25 AM EDT

This Is the Dividend Portfolio That Pays Off Your Kid’s Student Loans

The average federal student loan borrower leaves school owing roughly $38,000, though balances of $50,000 or more are common among…

Gerelyn Terzo | Jun 23, 2026 at 6:02 AM EDT

A Couple Bought the Cheapest Part D Plan to Save. Medicare Took a $174 Surcharge From Each of Their Social Security Checks Anyway.

The Bargain Plan That Wasn’t A married couple, both about 67 and newly on Medicare, sat down during open enrollment…

Marc Guberti | Jun 22, 2026 at 6:27 PM EDT

A $1.8 Million 401(k) and Social Security Coming Up? Drain It Before 70 to Dodge the IRMAA Cliff

A 64-year-old couple with $1.8 million sitting in traditional 401(k)s walks into a planning meeting convinced they should claim Social…

Thomas Richmond | Jun 22, 2026 at 4:22 PM EDT

The IRS Loophole That Lets You Give Your Kids Unlimited Money Tax-Free (It’s Not the $19,000 Gift Limit)

Allen Mueller, a recent guest on the Catching Up to FI podcast episode on intergenerational wealth, put it bluntly when…

Drew Wood | Jun 22, 2026 at 3:45 PM EDT

Medicare’s Hospital Fund Now Runs Short in Early 2033 — a Quarter Sooner Than Last Year’s Warning

A retiree scrolling through the news sees a familiar headline: Medicare runs out in 2033. The 2026 Medicare Trustees Report,…

Drew Wood | Jun 22, 2026 at 2:56 PM EDT

You Have $650,000. Is It Enough To Retire In The Big Easy?

A 67-year-old with a $650,000 portfolio and a Social Security check looks at New Orleans and sees a city that…

Maurie Backman | Jun 22, 2026 at 2:30 PM EDT

Congress Has 6 Years to Save Social Security. Here’s What’s at Stake

The Social Security Trustees’ latest update came out in June, and the news wasn’t fantastic. The Trustees confirmed that Social…

David Beren | Jun 22, 2026 at 2:17 PM EDT

One in Three Americans Cashes Out Their 401(k) When Switching Jobs. By 65, It Costs Them $266,000

About one in three Americans who change jobs cash out their 401(k) instead of rolling it over. They take the…

Ian Cooper | Jun 22, 2026 at 2:05 PM EDT

JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end

Stephen Parker, co-head of global investment strategy at JPMorgan Private Bank, told CNBC that “the rally that we’ve seen this…

Gerelyn Terzo | Jun 22, 2026 at 2:02 PM EDT

A $250,000 Casino Jackpot Felt Like Pure Luck. Two Years Later, It Raised Both of Their Medicare Premiums.

The slot machine flashed, the bells rang, and a couple in their late sixties walked out of the casino with…

1 … 48 49 50 51 52 … 386

Personal Finance Articles

All Personal Finance Articles

Her Pension Pays Her Part D Premium. Medicare Still Pulls a $91 Monthly Surcharge From Her Social Security.

Your Doctor Can Quit Your Medicare Advantage Network in March. You’re Locked In Until January

IRA Balances Just Hit $131,380. Here’s Where Your Generation Stands

5 Medicare Costs Went Up in 2026. The One That Stings Most Isn’t Your Premium

Rule of 55: How Doctors With $1.6 Million 401(k)s Avoid the Penalty Trap

This Is the Dividend Portfolio That Pays Off Your Kid’s Student Loans

A Couple Bought the Cheapest Part D Plan to Save. Medicare Took a $174 Surcharge From Each of Their Social Security Checks Anyway.

A $1.8 Million 401(k) and Social Security Coming Up? Drain It Before 70 to Dodge the IRMAA Cliff

The IRS Loophole That Lets You Give Your Kids Unlimited Money Tax-Free (It’s Not the $19,000 Gift Limit)

Medicare’s Hospital Fund Now Runs Short in Early 2033 — a Quarter Sooner Than Last Year’s Warning

You Have $650,000. Is It Enough To Retire In The Big Easy?

Congress Has 6 Years to Save Social Security. Here’s What’s at Stake

One in Three Americans Cashes Out Their 401(k) When Switching Jobs. By 65, It Costs Them $266,000

JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end

A $250,000 Casino Jackpot Felt Like Pure Luck. Two Years Later, It Raised Both of Their Medicare Premiums.

Morgan Stanley Warns Europe Is Falling Behind: U.S. Will Spend 20 Times More on AI Than All of Europe

Beyond GLD: The 0.40% Fee Drag That Is Slowly Bleeding Your Gold Returns

“We Must Act Now”: 16 Nobel Laureates Issue Stark Warning About AI Job Threats

1 in 5 Americans Over 50 Has Nothing Saved for Retirement. Here's the Catch-Up Math That Still Works at 55.

Her Last Paycheck Included 30 Weeks of Severance. Her First Medicare Premium Included a Surcharge.

Jim Cramer Says Forget Tech: Buy FedEx, Honeywell Aerospace, and GE Aerospace Instead

Morgan Stanley Warns Europe Is Falling Behind: U.S. Will Spend 20 Times More on AI Than All of Europe

Personal Finance Articles

All Personal Finance Articles

Her Pension Pays Her Part D Premium. Medicare Still Pulls a $91 Monthly Surcharge From Her Social Security.

Your Doctor Can Quit Your Medicare Advantage Network in March. You’re Locked In Until January

IRA Balances Just Hit $131,380. Here’s Where Your Generation Stands

5 Medicare Costs Went Up in 2026. The One That Stings Most Isn’t Your Premium

Rule of 55: How Doctors With $1.6 Million 401(k)s Avoid the Penalty Trap

This Is the Dividend Portfolio That Pays Off Your Kid’s Student Loans

A Couple Bought the Cheapest Part D Plan to Save. Medicare Took a $174 Surcharge From Each of Their Social Security Checks Anyway.

A $1.8 Million 401(k) and Social Security Coming Up? Drain It Before 70 to Dodge the IRMAA Cliff

The IRS Loophole That Lets You Give Your Kids Unlimited Money Tax-Free (It’s Not the $19,000 Gift Limit)

Medicare’s Hospital Fund Now Runs Short in Early 2033 — a Quarter Sooner Than Last Year’s Warning

You Have $650,000. Is It Enough To Retire In The Big Easy?

Congress Has 6 Years to Save Social Security. Here’s What’s at Stake

One in Three Americans Cashes Out Their 401(k) When Switching Jobs. By 65, It Costs Them $266,000

JPMorgan: 2026 rally entirely earnings-driven, bull case targets 8900 by year-end

A $250,000 Casino Jackpot Felt Like Pure Luck. Two Years Later, It Raised Both of Their Medicare Premiums.

Morgan Stanley Warns Europe Is Falling Behind: U.S. Will Spend 20 Times More on AI Than All of Europe

Beyond GLD: The 0.40% Fee Drag That Is Slowly Bleeding Your Gold Returns

“We Must Act Now”: 16 Nobel Laureates Issue Stark Warning About AI Job Threats

Featured Reads

1 in 5 Americans Over 50 Has Nothing Saved for Retirement. Here's the Catch-Up Math That Still Works at 55.

Her Last Paycheck Included 30 Weeks of Severance. Her First Medicare Premium Included a Surcharge.