Personal Finance Articles

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5528 Articles

David Beren | Jun 15, 2026 at 10:41 AM EDT

The 529 Superfunding Strategy a Grandparent Is Using to Drop $95,000 Into a Grandchild’s Account in One Year Without Triggering Gift Tax

Most grandparents who want to contribute to a grandchild’s education move money into a 529 account in small annual increments,…

Maurie Backman | Jun 15, 2026 at 10:32 AM EDT

2027’s Social Security COLA Could Be Much Bigger, Unless One Thing Gets In The Way

When retirees learned they’d be getting a 2.8% Social Security COLA in 2026, many weren’t happy and were quick to…

Christy Bieber | Jun 15, 2026 at 9:16 AM EDT

We Already Knew Trump’s Tax Cuts Hurt Social Security. But Now There’s Even Worse News

President Donald Trump came into office pledging to protect Social Security and Medicare. And the President has not made any…

Drew Wood | Jun 15, 2026 at 9:15 AM EDT

He’s a 55-Year-Old Software Developer. AI Is Changing His Industry. Can He Afford to Retire Early?

A 55-year-old software developer has spent decades building a career in an industry that suddenly feels less predictable than it…

Michael Williams | Jun 15, 2026 at 8:35 AM EDT

The New $6,000 Senior Deduction Quietly Shields More Social Security From Taxes in 2026

Picture a couple, both 66, living in a paid-off house with Social Security, a modest pension, and an IRA they…

Maurie Backman | Jun 15, 2026 at 8:32 AM EDT

Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

If you work as a salaried employee, you may find yourself getting antsy toward the end of the year as…

Carl Sullivan | Jun 15, 2026 at 8:27 AM EDT

A 67-Year-Old Solo Retiree With $1.4 Million Faces Three Difficult Decisions

Margaret is 67, never married, has no children, and watched her last close cousin move across the country two years…

Marc Guberti | Jun 15, 2026 at 8:24 AM EDT

High Earners With $1 Million+ 401(k)s Can Still Build Roth Assets in 2026

A 58-year-old anesthesiologist on r/HENRYfinance posted last month with a problem familiar to anyone earning above the Roth IRA phase-out:…

Drew Wood | Jun 15, 2026 at 8:00 AM EDT

Can Their Retirement Portfolio Bankroll Restoring a Historic Home In Vermont?

A couple in their mid-60s stumbles across the kind of house that ruins sensible retirement planning. It is an early…

David Beren | Jun 15, 2026 at 7:26 AM EDT

Medicare’s IRMAA Brackets Changed for 2026, Here’s the New Income Cliff

Medicare’s Income-Related Monthly Adjustment Amount (IRMAA) for 2026 keys off the income you reported on your 2024 tax return, under…

Drew Wood | Jun 15, 2026 at 6:53 AM EDT

What a $2 Million Dividend Portfolio Actually Pays a California Retiree After Taxes

A $2 million dividend portfolio can provide a substantial income stream for a retired couple in California, but the amount…

David Beren | Jun 15, 2026 at 6:49 AM EDT

Medicare Brokers Are Steering Retirees Into Worse Plans for Bigger Commissions

Medicare broker compensation varies sharply across plan types, and that gap shapes which plans retirees most often hear about during…

Carl Sullivan | Jun 15, 2026 at 6:24 AM EDT

70-Year-Old Retiree Gifts $190,000 for Grandchild’s Down Payment. A Medicare Trap Follows.

A retired grandmother sitting on roughly $2.8 million writes a $190,000 check so her granddaughter can close on a first…

Gerelyn Terzo | Jun 15, 2026 at 6:02 AM EDT

How a $1,600 Pension Pushed a 68-Year-Old Into the 85% Social Security Taxable Zone

She thought she had built a secure retirement. Social Security covered the basics, a small pension from her old employer…

Jeremy Phillips | Jun 14, 2026 at 9:43 PM EDT

Oil’s 5.7% Weekly Drop Opens the Door for Jets, Materials, and Infrastructure ETFs

Crude oil settling near $95 a barrel after touching almost $115 in early April has handed the market a cleaner…

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Personal Finance Articles

All Personal Finance Articles

The 529 Superfunding Strategy a Grandparent Is Using to Drop $95,000 Into a Grandchild’s Account in One Year Without Triggering Gift Tax

2027’s Social Security COLA Could Be Much Bigger, Unless One Thing Gets In The Way

We Already Knew Trump’s Tax Cuts Hurt Social Security. But Now There’s Even Worse News

He’s a 55-Year-Old Software Developer. AI Is Changing His Industry. Can He Afford to Retire Early?

The New $6,000 Senior Deduction Quietly Shields More Social Security From Taxes in 2026

Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

A 67-Year-Old Solo Retiree With $1.4 Million Faces Three Difficult Decisions

High Earners With $1 Million+ 401(k)s Can Still Build Roth Assets in 2026

Can Their Retirement Portfolio Bankroll Restoring a Historic Home In Vermont?

Medicare’s IRMAA Brackets Changed for 2026, Here’s the New Income Cliff

What a $2 Million Dividend Portfolio Actually Pays a California Retiree After Taxes

Medicare Brokers Are Steering Retirees Into Worse Plans for Bigger Commissions

70-Year-Old Retiree Gifts $190,000 for Grandchild’s Down Payment. A Medicare Trap Follows.

How a $1,600 Pension Pushed a 68-Year-Old Into the 85% Social Security Taxable Zone

Oil’s 5.7% Weekly Drop Opens the Door for Jets, Materials, and Infrastructure ETFs

5 Stock Setups Where Wall Street Sees the Most Upside Right Now

BDC Dividends Face a Reckoning As Fed Rate Cuts Squeeze Earnings

AIPI Pays $13.50 Annually But Lags the AI Trade By 9 Percentage Points

The Spousal IRA Loophole: Fund Two Retirement Accounts on One Paycheck

Sunset on the Douro: Here's How to Retire to Portugal's Wine Country at 62 on $2,600 a Month

5 Stock Setups Where Wall Street Sees the Most Upside Right Now

BDC Dividends Face a Reckoning As Fed Rate Cuts Squeeze Earnings

Personal Finance Articles

All Personal Finance Articles

The 529 Superfunding Strategy a Grandparent Is Using to Drop $95,000 Into a Grandchild’s Account in One Year Without Triggering Gift Tax

2027’s Social Security COLA Could Be Much Bigger, Unless One Thing Gets In The Way

We Already Knew Trump’s Tax Cuts Hurt Social Security. But Now There’s Even Worse News

He’s a 55-Year-Old Software Developer. AI Is Changing His Industry. Can He Afford to Retire Early?

The New $6,000 Senior Deduction Quietly Shields More Social Security From Taxes in 2026

Early 2027 Social Security COLA Estimates Are In. Here’s Why the News Isn’t Great

A 67-Year-Old Solo Retiree With $1.4 Million Faces Three Difficult Decisions

High Earners With $1 Million+ 401(k)s Can Still Build Roth Assets in 2026

Can Their Retirement Portfolio Bankroll Restoring a Historic Home In Vermont?

Medicare’s IRMAA Brackets Changed for 2026, Here’s the New Income Cliff

What a $2 Million Dividend Portfolio Actually Pays a California Retiree After Taxes

Medicare Brokers Are Steering Retirees Into Worse Plans for Bigger Commissions

70-Year-Old Retiree Gifts $190,000 for Grandchild’s Down Payment. A Medicare Trap Follows.

How a $1,600 Pension Pushed a 68-Year-Old Into the 85% Social Security Taxable Zone

Oil’s 5.7% Weekly Drop Opens the Door for Jets, Materials, and Infrastructure ETFs

5 Stock Setups Where Wall Street Sees the Most Upside Right Now

BDC Dividends Face a Reckoning As Fed Rate Cuts Squeeze Earnings

AIPI Pays $13.50 Annually But Lags the AI Trade By 9 Percentage Points

Featured Reads

The Spousal IRA Loophole: Fund Two Retirement Accounts on One Paycheck

Sunset on the Douro: Here's How to Retire to Portugal's Wine Country at 62 on $2,600 a Month