Personal Finance Articles

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5550 Articles

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…

Austin Smith | Jun 12, 2026 at 2:00 PM EDT

Social Security Gets Taxed Once Provisional Income Crosses $34,000. Most Single Retirees Miss It

A single retiree, age 70, drawing $24,000 a year in Social Security, pulling $30,000 from a traditional IRA, and collecting…

Austin Smith | Jun 12, 2026 at 1:22 PM EDT

Why Wealthy Retirees Are Spending Their 401(k) First and Letting Social Security Compound to Age 70

A 65-year-old single retiree with $1.3 million in a traditional 401(k) and a Social Security benefit of $3,200 a month…

Michael Williams | Jun 12, 2026 at 12:01 PM EDT

‘Citibank and Amex Have Screwed an 85-Year-Old Widow’: Dave Ramsey on $45,000 in Credit Card Debt With No Assets

On a recent episode of The Ramsey Show, a caller named Michelle from New York described a situation many adult…

Austin Smith | Jun 12, 2026 at 11:30 AM EDT

Here Are the Maximum Social Security Benefits at Ages 62, 67, and 70 in 2026 and How to Get Close

Picture a 61-year-old engineer who has spent her career at or near the Social Security wage cap. Her statement shows…

Michael Williams | Jun 12, 2026 at 11:30 AM EDT

A $2.1 Million 401(k) at 75 Produces an $85,400 RMD That Pushes a Retiree Into the 24 Percent Bracket

A single retiree turns 75 this year holding $2.1 million in a traditional 401(k) and collecting $4,000 a month from…

Drew Wood | Jun 12, 2026 at 11:28 AM EDT

How to Build $12,000 a Month in Dividend Income (And Why Most Investors Underestimate the Cost)

Twelve thousand dollars a month in dividend income sounds simple enough until you start doing the math. Many investors assume…

Marc Guberti | Jun 12, 2026 at 11:24 AM EDT

Before Your 401(k) RMDs Start at 73, Execute This $1.4 Million Tax-Saving Move in Your 60s

A 65-year-old who just retired with $1.4 million in a traditional 401(k) and no plans to touch it until age…

Maurie Backman | Jun 12, 2026 at 10:50 AM EDT

Americans Taxpayers Could Face a New $3 Billion Cost Thanks to Kevin Warsh and the Fed

Many consumers are struggling to keep up with the ever-rising cost of living. And elevated interest rates aren’t helping matters.…

Ian Cooper | Jun 12, 2026 at 10:41 AM EDT

Hold Appreciated Stock Until Death: How One Family Avoids $320,000 in Capital Gains Tax

A married couple in their late seventies sitting on $1.6 million in a taxable brokerage account, with a cost basis…

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Personal Finance Articles

All Personal Finance Articles

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

Social Security Gets Taxed Once Provisional Income Crosses $34,000. Most Single Retirees Miss It

Why Wealthy Retirees Are Spending Their 401(k) First and Letting Social Security Compound to Age 70

‘Citibank and Amex Have Screwed an 85-Year-Old Widow’: Dave Ramsey on $45,000 in Credit Card Debt With No Assets

Here Are the Maximum Social Security Benefits at Ages 62, 67, and 70 in 2026 and How to Get Close

A $2.1 Million 401(k) at 75 Produces an $85,400 RMD That Pushes a Retiree Into the 24 Percent Bracket

How to Build $12,000 a Month in Dividend Income (And Why Most Investors Underestimate the Cost)

Before Your 401(k) RMDs Start at 73, Execute This $1.4 Million Tax-Saving Move in Your 60s

Americans Taxpayers Could Face a New $3 Billion Cost Thanks to Kevin Warsh and the Fed

Hold Appreciated Stock Until Death: How One Family Avoids $320,000 in Capital Gains Tax

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

Chief Economic Adviser: “There Is No Way” the Bond Market Can Fund the AI Boom Without Higher Yields

Jim Cramer Warns “I Don’t Want to Own AT&T or Verizon” as Starlink Threatens Telecom Stocks

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

A Retired Couple Can Realize Nearly $100,000 in Gains This Year and Pay $0 Federal Tax. Most Sail Right Past It

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

Chief Economic Adviser: “There Is No Way” the Bond Market Can Fund the AI Boom Without Higher Yields

Personal Finance Articles

All Personal Finance Articles

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

Social Security Gets Taxed Once Provisional Income Crosses $34,000. Most Single Retirees Miss It

Why Wealthy Retirees Are Spending Their 401(k) First and Letting Social Security Compound to Age 70

‘Citibank and Amex Have Screwed an 85-Year-Old Widow’: Dave Ramsey on $45,000 in Credit Card Debt With No Assets

Here Are the Maximum Social Security Benefits at Ages 62, 67, and 70 in 2026 and How to Get Close

A $2.1 Million 401(k) at 75 Produces an $85,400 RMD That Pushes a Retiree Into the 24 Percent Bracket

How to Build $12,000 a Month in Dividend Income (And Why Most Investors Underestimate the Cost)

Before Your 401(k) RMDs Start at 73, Execute This $1.4 Million Tax-Saving Move in Your 60s

Americans Taxpayers Could Face a New $3 Billion Cost Thanks to Kevin Warsh and the Fed

Hold Appreciated Stock Until Death: How One Family Avoids $320,000 in Capital Gains Tax

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

Chief Economic Adviser: “There Is No Way” the Bond Market Can Fund the AI Boom Without Higher Yields

Jim Cramer Warns “I Don’t Want to Own AT&T or Verizon” as Starlink Threatens Telecom Stocks

Featured Reads

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

A Retired Couple Can Realize Nearly $100,000 in Gains This Year and Pay $0 Federal Tax. Most Sail Right Past It