Personal Finance Articles

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5818 Articles

Gerelyn Terzo | Jun 24, 2026 at 10:02 AM EDT

The Fed Just Raised Its Inflation Forecast. For One Retired Couple, a Bigger Social Security Bump Could Mean a Bigger Tax Bill

A married couple in their early 70s, living mostly on Social Security with modest withdrawals from a traditional IRA, just…

Ian Cooper | Jun 24, 2026 at 10:00 AM EDT

The 4% Retirement Rule Could Fail Within 12 Years if Markets Repeat the 2000s Collapse

Picture this: you just turned 67, you have $1.4 million saved, and you plan to draw $56,000 a year from…

Drew Wood | Jun 24, 2026 at 9:27 AM EDT

The Portfolio That Quietly Pays For Two Cruises Every Year

Most retirees treat cruise fares like an occasional splurge funded from cash on hand or a withdrawal from the portfolio.…

Danielle Liverance | Jun 24, 2026 at 9:07 AM EDT

“I Was Really Hoping Not to Have to Work That Long.” A Late-Start Saver Confronts the Age 73 RMD Reality on The Ramsey Show

On the April 22, 2026 episode of The Ramsey Show titled “Stop Living Paycheck to Paycheck, Start Living With Options”,…

Drew Wood | Jun 24, 2026 at 8:45 AM EDT

Your Part D Drug Plan Costs $0. Medicare Still Bills You Up to $91 a Month for It

A 67-year-old retiree shops for Part D coverage during open enrollment and finds a $0-premium drug plan available in her…

Drew Wood | Jun 24, 2026 at 7:51 AM EDT

Retire Across The Gulf From Iran? Don’t Rule It Out Too Fast

Americans considering retirement abroad usually look at Portugal, Mexico, Costa Rica, or Panama: places with favorable climates, political stability, and…

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

Hospital Executives Are Quietly Stacking a Second 401(k) Plan and Saving $40,000 in Taxes

A 58-year-old hospital CFO with $1.4 million in her 403(b) reads the 2026 deferral cap, sees $24,500, adds her $8,000…

Gerelyn Terzo | Jun 24, 2026 at 6:02 AM EDT

Widowed Twice, He Can Only Claim on One Record, Worth $2,600 a Month, Not Both

Picture a 72-year-old widower who has buried two spouses over the course of his lifetime. He sits down with a…

Drew Wood | Jun 24, 2026 at 6:00 AM EDT

The Retirement Income Bet That Takes 12 Years To Pay Off

Picture two retirees with the same nest egg making opposite choices. One locks in $80,000 a year today with little…

Michael Williams | Jun 23, 2026 at 8:24 PM EDT

“I Need to Pay Off the Mafia, So I’ll Go Borrow From the Cartel”: Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

A caller to The Ramsey Show asked Dave Ramsey and George Kamel whether he should take out a home equity…

Michael Williams | Jun 23, 2026 at 8:08 PM EDT

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free

We get this question all the time. Someone in their early 60s has roughly a million dollars, a soft spot…

Michael Williams | Jun 23, 2026 at 7:07 PM EDT

Here’s How You Can Retire to The Villages, Florida, at 62 on $3,000 a Month Stress Free

We get versions of this question constantly: can I actually pull off The Villages on a modest fixed income, retiring…

David Beren | Jun 23, 2026 at 6:48 PM EDT

19% of New Car Buyers Now Pay $1,000 Monthly: A Milestone That Signals Trouble

The average monthly payment on a new car loan in America reached $767 in the fourth quarter of 2025, according…

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

Before You Retire: Update Your 401(k) Beneficiary or Watch $600,000 Go to Your Ex-Spouse

A Georgia attorney described the scene to clients more than once: adult children sitting across the desk after a parent’s…

Michael Williams | Jun 23, 2026 at 6:23 PM EDT

The $22,433 Social Security Mistake You Can’t Afford to Make

Picture a 62-year-old who just left their job, eyeing the Social Security application online. The check could start landing in…

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Personal Finance Articles

All Personal Finance Articles

The Fed Just Raised Its Inflation Forecast. For One Retired Couple, a Bigger Social Security Bump Could Mean a Bigger Tax Bill

The 4% Retirement Rule Could Fail Within 12 Years if Markets Repeat the 2000s Collapse

The Portfolio That Quietly Pays For Two Cruises Every Year

“I Was Really Hoping Not to Have to Work That Long.” A Late-Start Saver Confronts the Age 73 RMD Reality on The Ramsey Show

Your Part D Drug Plan Costs $0. Medicare Still Bills You Up to $91 a Month for It

Retire Across The Gulf From Iran? Don’t Rule It Out Too Fast

Hospital Executives Are Quietly Stacking a Second 401(k) Plan and Saving $40,000 in Taxes

Widowed Twice, He Can Only Claim on One Record, Worth $2,600 a Month, Not Both

The Retirement Income Bet That Takes 12 Years To Pay Off

“I Need to Pay Off the Mafia, So I’ll Go Borrow From the Cartel”: Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free

Here’s How You Can Retire to The Villages, Florida, at 62 on $3,000 a Month Stress Free

19% of New Car Buyers Now Pay $1,000 Monthly: A Milestone That Signals Trouble

Before You Retire: Update Your 401(k) Beneficiary or Watch $600,000 Go to Your Ex-Spouse

The $22,433 Social Security Mistake You Can’t Afford to Make

The Average Social Security Check Is $2,082. Your Bills Didn’t Get the Memo. These 4 ETFs Step In

What It Takes to Retire to Delaware’s Beaches at 62 on $800,000 and Skip Florida Entirely

You’re 62 With $400K Earning 0.6% at the Bank. These 3 ETFs Put It to Work Before You Retire

What It Takes to Retire to Delaware's Beaches at 62 on $800,000 and Skip Florida Entirely

Retiring on a Cruise Ship Costs Less Than You Think. Until It Doesn't.

The Average Social Security Check Is $2,082. Your Bills Didn’t Get the Memo. These 4 ETFs Step In

What It Takes to Retire to Delaware’s Beaches at 62 on $800,000 and Skip Florida Entirely

Personal Finance Articles

All Personal Finance Articles

The Fed Just Raised Its Inflation Forecast. For One Retired Couple, a Bigger Social Security Bump Could Mean a Bigger Tax Bill

The 4% Retirement Rule Could Fail Within 12 Years if Markets Repeat the 2000s Collapse

The Portfolio That Quietly Pays For Two Cruises Every Year

“I Was Really Hoping Not to Have to Work That Long.” A Late-Start Saver Confronts the Age 73 RMD Reality on The Ramsey Show

Your Part D Drug Plan Costs $0. Medicare Still Bills You Up to $91 a Month for It

Retire Across The Gulf From Iran? Don’t Rule It Out Too Fast

Hospital Executives Are Quietly Stacking a Second 401(k) Plan and Saving $40,000 in Taxes

Widowed Twice, He Can Only Claim on One Record, Worth $2,600 a Month, Not Both

The Retirement Income Bet That Takes 12 Years To Pay Off

“I Need to Pay Off the Mafia, So I’ll Go Borrow From the Cartel”: Dave Ramsey to a Caller Wanting a HELOC for Amex Debt and a New Car

The Real Cost of Retiring on Amelia Island, Florida, at 65 on $970,000 Stress Free

Here’s How You Can Retire to The Villages, Florida, at 62 on $3,000 a Month Stress Free

19% of New Car Buyers Now Pay $1,000 Monthly: A Milestone That Signals Trouble

Before You Retire: Update Your 401(k) Beneficiary or Watch $600,000 Go to Your Ex-Spouse

The $22,433 Social Security Mistake You Can’t Afford to Make

The Average Social Security Check Is $2,082. Your Bills Didn’t Get the Memo. These 4 ETFs Step In

What It Takes to Retire to Delaware’s Beaches at 62 on $800,000 and Skip Florida Entirely

You’re 62 With $400K Earning 0.6% at the Bank. These 3 ETFs Put It to Work Before You Retire

Featured Reads

What It Takes to Retire to Delaware's Beaches at 62 on $800,000 and Skip Florida Entirely

Retiring on a Cruise Ship Costs Less Than You Think. Until It Doesn't.