Personal Finance Articles

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5134 Articles

Jeremy Phillips | May 27, 2026 at 9:35 AM EDT

Suze Orman’s Pre-RMDs Playbook: Why She Tells Retirees to Roll the 401(k) to an IRA Immediately

On the June 13, 2024 episode of Women & Money, a listener named Peggy asked what plenty of pre-retirees feel…

Carl Sullivan | May 27, 2026 at 8:19 AM EDT

The Retiree Who Did Everything Right and Still Got a Huge Tax Bill

Picture a 73-year-old widow who retired at 66, lives on Social Security plus modest portfolio withdrawals, and has watched her…

Drew Wood | May 27, 2026 at 7:08 AM EDT

How To Generate $4,000 a Month in Dividend Income and Push Retirement From “Getting By” to “Borderline Luxurious”

Four thousand dollars a month in passive income can support a modest but stable retirement alongside Social Security, covering housing,…

Carl Sullivan | May 27, 2026 at 6:53 AM EDT

A $1.2M Portfolio Lost $187,000 in Three Weeks. Could a Bond Sleeve Help?

A 67-year-old retiree opens her brokerage statement after three turbulent weeks and sees the balance has fallen from $1.2 million…

Don Lair | May 27, 2026 at 5:55 AM EDT

Suze Orman’s Warning to Parents: That Dollar Deed Could Trigger $520,000 in Capital Gains Tax

A New York father sold his house to his daughter for one dollar, put her name on the deed, and…

Don Lair | May 27, 2026 at 5:33 AM EDT

You Can’t Get a Loan for Retirement: Why Late Starters Should Fund Their Own Future Before College Savings

On the Catching Up to FI podcast, host Bill Yount delivered a line that should reframe how late-start savers think…

Drew Wood | May 27, 2026 at 5:27 AM EDT

The Tax Free Muni Bond Portfolio That Replaces a $75,000 Salary at $1.6 Million Invested

A $75,000 salary sits at the top of the U.S. median household range, but for a retiree in a high…

Don Lair | May 27, 2026 at 5:20 AM EDT

We’re expecting and spent $11,000 in one month: can we pay off $7,934 in credit card debt before the baby arrives

“It’s always conveniently a bad month the month that I have the statements for,” Caleb Hammer told Jessica on a…

Don Lair | May 27, 2026 at 4:20 AM EDT

Accidental Death Insurance Is a Waste of Money, Says Clark Howard—Here’s What to Buy Instead

A Washington listener named Linda called The Clark Howard Podcast with a tidy little question that opens up a much…

Don Lair | May 26, 2026 at 11:20 PM EDT

I took out $250,000 in student loans for a social work degree and now make $45,000 a year. Am I trapped?

The Smart Money Happy Hour podcast recently surfaced a Ramsey Show caller whose situation sounds engineered to scare prospective students:…

Danielle Liverance | May 26, 2026 at 9:20 PM EDT

Doctor Built a Million-Dollar Portfolio by Age 40. Here’s Why Financial Knowledge Before Big Income Matters.

On a recent episode of the White Coat Investor podcast, the host described Adam Wrench, a small-town Nebraska doctor who…

Don Lair | May 26, 2026 at 8:25 PM EDT

Gen X Started Saving Late: Here’s Why You Shouldn’t Beat Yourself Up About It

On a recent Catching Up to FI podcast crossover with How To Money, the hosts laid out a sobering line…

Danielle Liverance | May 26, 2026 at 8:21 PM EDT

I’m 49 with minimal retirement savings and want to fund my son’s college: am I making a huge mistake?

A 49-year-old called the Rich Habits Podcast with a question millions of parents quietly carry: should I borrow to send…

Danielle Liverance | May 26, 2026 at 7:52 PM EDT

Family of Five Drowning in $85,000 Debt Gets Dave Ramsey’s Team to Chart a 3-to-4-Year Escape Plan

When RJ called The Ramsey Show with his wife, he laid out a situation that looks crushing on paper: three…

Danielle Liverance | May 26, 2026 at 7:07 PM EDT

The $1 Million Question Dave Ramsey Gets Wrong About Early Retirement

James, a 33-year-old caller on The Ramsey Show, told Dave Ramsey he had just crossed seven figures and wanted to…

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Personal Finance Articles

All Personal Finance Articles

Suze Orman’s Pre-RMDs Playbook: Why She Tells Retirees to Roll the 401(k) to an IRA Immediately

The Retiree Who Did Everything Right and Still Got a Huge Tax Bill

How To Generate $4,000 a Month in Dividend Income and Push Retirement From “Getting By” to “Borderline Luxurious”

A $1.2M Portfolio Lost $187,000 in Three Weeks. Could a Bond Sleeve Help?

Suze Orman’s Warning to Parents: That Dollar Deed Could Trigger $520,000 in Capital Gains Tax

You Can’t Get a Loan for Retirement: Why Late Starters Should Fund Their Own Future Before College Savings

The Tax Free Muni Bond Portfolio That Replaces a $75,000 Salary at $1.6 Million Invested

We’re expecting and spent $11,000 in one month: can we pay off $7,934 in credit card debt before the baby arrives

Accidental Death Insurance Is a Waste of Money, Says Clark Howard—Here’s What to Buy Instead

I took out $250,000 in student loans for a social work degree and now make $45,000 a year. Am I trapped?

Doctor Built a Million-Dollar Portfolio by Age 40. Here’s Why Financial Knowledge Before Big Income Matters.

Gen X Started Saving Late: Here’s Why You Shouldn’t Beat Yourself Up About It

I’m 49 with minimal retirement savings and want to fund my son’s college: am I making a huge mistake?

Family of Five Drowning in $85,000 Debt Gets Dave Ramsey’s Team to Chart a 3-to-4-Year Escape Plan

The $1 Million Question Dave Ramsey Gets Wrong About Early Retirement

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security’s “Solvency Gap”

Congresswoman Warns that Retirees Will “Pay the Price” as Social Security Insolvency Looms

What It Takes to Retire in Boca Raton, Florida, at 62 on $1.3 Million and Live the Coastal Life

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security's "Solvency Gap"

Congresswoman Warns that Retirees Will "Pay the Price" as Social Security Insolvency Looms

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security’s “Solvency Gap”

Congresswoman Warns that Retirees Will “Pay the Price” as Social Security Insolvency Looms

Personal Finance Articles

All Personal Finance Articles

Suze Orman’s Pre-RMDs Playbook: Why She Tells Retirees to Roll the 401(k) to an IRA Immediately

The Retiree Who Did Everything Right and Still Got a Huge Tax Bill

How To Generate $4,000 a Month in Dividend Income and Push Retirement From “Getting By” to “Borderline Luxurious”

A $1.2M Portfolio Lost $187,000 in Three Weeks. Could a Bond Sleeve Help?

Suze Orman’s Warning to Parents: That Dollar Deed Could Trigger $520,000 in Capital Gains Tax

You Can’t Get a Loan for Retirement: Why Late Starters Should Fund Their Own Future Before College Savings

The Tax Free Muni Bond Portfolio That Replaces a $75,000 Salary at $1.6 Million Invested

We’re expecting and spent $11,000 in one month: can we pay off $7,934 in credit card debt before the baby arrives

Accidental Death Insurance Is a Waste of Money, Says Clark Howard—Here’s What to Buy Instead

I took out $250,000 in student loans for a social work degree and now make $45,000 a year. Am I trapped?

Doctor Built a Million-Dollar Portfolio by Age 40. Here’s Why Financial Knowledge Before Big Income Matters.

Gen X Started Saving Late: Here’s Why You Shouldn’t Beat Yourself Up About It

I’m 49 with minimal retirement savings and want to fund my son’s college: am I making a huge mistake?

Family of Five Drowning in $85,000 Debt Gets Dave Ramsey’s Team to Chart a 3-to-4-Year Escape Plan

The $1 Million Question Dave Ramsey Gets Wrong About Early Retirement

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security’s “Solvency Gap”

Congresswoman Warns that Retirees Will “Pay the Price” as Social Security Insolvency Looms

What It Takes to Retire in Boca Raton, Florida, at 62 on $1.3 Million and Live the Coastal Life

Featured Reads

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security's "Solvency Gap"

Congresswoman Warns that Retirees Will "Pay the Price" as Social Security Insolvency Looms