Personal Finance Articles

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5515 Articles

Drew Wood | Jun 13, 2026 at 8:02 AM EDT

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years

Paying $2,000 a month in rent is often described as throwing money away. Homeownership, by contrast, is treated as the…

Drew Wood | Jun 13, 2026 at 7:48 AM EDT

Would You Retire in a Kingdom? Why More Americans Are Considering Morocco

Years ago, Marcie spent a semester in Morocco as a college student. It made a lifelong impression, not just on…

Michael Williams | Jun 13, 2026 at 7:15 AM EDT

The After-Tax 401(k) Move That Lets High Earners Shelter $36,250 More in a Roth Every Year in 2026

A 45-year-old software engineer earning $250,000 walks into open enrollment having already done the obvious things. The full $24,500 pre-tax…

Michael Williams | Jun 13, 2026 at 6:57 AM EDT

‘Chances Are He Will’: Suze Orman Warns a Worried Mom That Her Will Won’t Protect Her Daughters

On the June 11 episode of her Women & Money podcast, Suze Orman heard from a listener named Katie who…

Gerelyn Terzo | Jun 13, 2026 at 6:30 AM EDT

Her Husband Died at 48. His Survivor Benefit Pays $2,300 a Month, More Than the Check She Earned Herself.

She assumed her husband’s Social Security record was worth next to nothing. He died young, at 48, before filing for…

Michael Williams | Jun 13, 2026 at 6:15 AM EDT

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

married couple, both 66, sitting on $1.5 million in a traditional 401(k), Social Security deferred, and roughly $10,800 of other…

Michael Williams | Jun 13, 2026 at 5:55 AM EDT

Dave Ramsey Tells a Military Mom to ‘Underfund’ Her Kids’ 529: Here’s His Reasoning

On a recent episode of The Ramsey Show titled “Debt Is Always the Symptom of a Bigger Problem,” a 32-year-old…

Drew Wood | Jun 13, 2026 at 5:53 AM EDT

Why the Best Inheritance May Be the One You Give While You’re Still Alive

Is a $100,000 gift at age 35 worth more than a $300,000 inheritance received at 70? In 2026, the IRS…

Carl Sullivan | Jun 12, 2026 at 5:21 PM EDT

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

The scenario is common enough that estate attorneys have a name for it: the gray remarriage. She is 68, widowed,…

Drew Wood | Jun 12, 2026 at 5:08 PM EDT

He Wants to Spend Retirement Restoring Classic Cars. How Large a Portfolio Does He Need?

A couple in their mid-60s has retirement largely solved. The mortgage is gone, Social Security is a few years away,…

Carl Sullivan | Jun 12, 2026 at 4:06 PM EDT

Retired Couple’s Three Pets Are Costing Them $14K a Year. What That Means for Retirement

Most pet owners will do almost anything for their fur babies. But what happens when expensive veterinary bills start to…

Marc Guberti | Jun 12, 2026 at 3:24 PM EDT

A 65-Year-Old With $1.3M in a 401(k) Avoids the IRMAA Trap With This $50,000 Withdrawal Strategy

A 65-year-old with $1.3 million in a traditional 401(k) just enrolled in Medicare, isn’t yet drawing Social Security, and wants…

Carl Sullivan | Jun 12, 2026 at 2:18 PM EDT

Big Traveler? What Retirement Really Looks Like at 65 With $1.9 Million

For many retirees, travel to far-flung locales is the dream. But what’s the reality if you’re planning to spend half…

Drew Wood | Jun 12, 2026 at 2:03 PM EDT

People Actually Retire In Roswell. And Not Because Of The Aliens

Roswell has a branding problem. Mention the city at a dinner party and someone will roll their eyes and make…

Gerelyn Terzo | Jun 12, 2026 at 2:02 PM EDT

A 67-Year-Old Cashed Out Her 401(k) to Wipe Out the Mortgage, Then Medicare Added $487 a Month Two Years Later

The moment she signed the check that cleared her mortgage, a 67-year-old retiree felt the relief only a debt-free homeowner…

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Personal Finance Articles

All Personal Finance Articles

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years

Would You Retire in a Kingdom? Why More Americans Are Considering Morocco

The After-Tax 401(k) Move That Lets High Earners Shelter $36,250 More in a Roth Every Year in 2026

‘Chances Are He Will’: Suze Orman Warns a Worried Mom That Her Will Won’t Protect Her Daughters

Her Husband Died at 48. His Survivor Benefit Pays $2,300 a Month, More Than the Check She Earned Herself.

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Dave Ramsey Tells a Military Mom to ‘Underfund’ Her Kids’ 529: Here’s His Reasoning

Why the Best Inheritance May Be the One You Give While You’re Still Alive

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

He Wants to Spend Retirement Restoring Classic Cars. How Large a Portfolio Does He Need?

Retired Couple’s Three Pets Are Costing Them $14K a Year. What That Means for Retirement

A 65-Year-Old With $1.3M in a 401(k) Avoids the IRMAA Trap With This $50,000 Withdrawal Strategy

Big Traveler? What Retirement Really Looks Like at 65 With $1.9 Million

People Actually Retire In Roswell. And Not Because Of The Aliens

A 67-Year-Old Cashed Out Her 401(k) to Wipe Out the Mortgage, Then Medicare Added $487 a Month Two Years Later

He’s 65 With a 3.6% Mortgage and $62,000 Left. Paying It Off Before He Retires Could Feed the Social Security Tax Torpedo.

He Put Gold in His IRA to Hedge Inflation. At 73, the RMD Forces Him to Sell the Precious Metal, and Taxes His Social Security.

How Much of a $100,000 Retirement Income Do You Actually Get to Spend?

He's 65 With a 3.6% Mortgage and $62,000 Left. Paying It Off Before He Retires Could Feed the Social Security Tax Torpedo.

He Put Gold in His IRA to Hedge Inflation. At 73, the RMD Forces Him to Sell the Precious Metal, and Taxes His Social Security.

He’s 65 With a 3.6% Mortgage and $62,000 Left. Paying It Off Before He Retires Could Feed the Social Security Tax Torpedo.

He Put Gold in His IRA to Hedge Inflation. At 73, the RMD Forces Him to Sell the Precious Metal, and Taxes His Social Security.

Personal Finance Articles

All Personal Finance Articles

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years

Would You Retire in a Kingdom? Why More Americans Are Considering Morocco

The After-Tax 401(k) Move That Lets High Earners Shelter $36,250 More in a Roth Every Year in 2026

‘Chances Are He Will’: Suze Orman Warns a Worried Mom That Her Will Won’t Protect Her Daughters

Her Husband Died at 48. His Survivor Benefit Pays $2,300 a Month, More Than the Check She Earned Herself.

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Dave Ramsey Tells a Military Mom to ‘Underfund’ Her Kids’ 529: Here’s His Reasoning

Why the Best Inheritance May Be the One You Give While You’re Still Alive

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

He Wants to Spend Retirement Restoring Classic Cars. How Large a Portfolio Does He Need?

Retired Couple’s Three Pets Are Costing Them $14K a Year. What That Means for Retirement

A 65-Year-Old With $1.3M in a 401(k) Avoids the IRMAA Trap With This $50,000 Withdrawal Strategy

Big Traveler? What Retirement Really Looks Like at 65 With $1.9 Million

People Actually Retire In Roswell. And Not Because Of The Aliens

A 67-Year-Old Cashed Out Her 401(k) to Wipe Out the Mortgage, Then Medicare Added $487 a Month Two Years Later

He’s 65 With a 3.6% Mortgage and $62,000 Left. Paying It Off Before He Retires Could Feed the Social Security Tax Torpedo.

He Put Gold in His IRA to Hedge Inflation. At 73, the RMD Forces Him to Sell the Precious Metal, and Taxes His Social Security.

How Much of a $100,000 Retirement Income Do You Actually Get to Spend?

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He's 65 With a 3.6% Mortgage and $62,000 Left. Paying It Off Before He Retires Could Feed the Social Security Tax Torpedo.

He Put Gold in His IRA to Hedge Inflation. At 73, the RMD Forces Him to Sell the Precious Metal, and Taxes His Social Security.