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5653 Articles

Drew Wood | Jun 16, 2026 at 11:55 AM EDT

Her $0 Medicare Plan Was Perfect Until the Cancer Diagnosis

A 68-year-old retiree picked the $0-premium Medicare Advantage plan three years ago because she was healthy, her doctors were in-network,…

Maurie Backman | Jun 16, 2026 at 11:08 AM EDT

Trump’s Tax Law Is Quietly Costing Social Security $169 Billion

As part of his presidential campaign, Donald Trump pledged to do away with taxes on Social Security benefits. He didn’t…

Drew Wood | Jun 16, 2026 at 10:48 AM EDT

A $50,000 Roth Conversion, a 40% Hidden Tax: How Medicare Punishes Retirement Withdrawals

A 72-year-old couple in Ohio asked their advisor whether to convert $50,000 from a traditional IRA to a Roth before…

Drew Wood | Jun 16, 2026 at 10:31 AM EDT

Can an Ordinary Retired Couple Afford to Live in Boca Raton?

A couple in their sixties looking to swap snow shovels for flip-flops and wondering whether retiring to Boca Raton is…

Michael Williams | Jun 16, 2026 at 10:18 AM EDT

Dave Ramsey’s Social Security Advice Is Unpopular Among Experts – But It’s Probably Right for a Very Specific Reason

Dave Ramsey has spent years telling listeners that the conventional wisdom on Social Security is wrong. His position: claim at…

Michael Williams | Jun 16, 2026 at 10:05 AM EDT

Retiring at 62 With $1.4 Million Means Confronting a $14,200 Annual Gap Before Social Security Kicks In

Retiring at 62 with $1.4 million sounds like a finish line. For a single retiree planning to wait until full…

Gerelyn Terzo | Jun 16, 2026 at 10:02 AM EDT

Claiming Social Security at 62 Can Protect Your $600,000 Portfolio From Selling Low

Picture a couple, both 62, who retired this spring after decades of work. Their 401(k) shows roughly $600,000, the number…

Drew Wood | Jun 16, 2026 at 9:30 AM EDT

When One Spouse Dies, Medicare Quietly Doubles the Survivor’s Premium

A 72-year-old widow in Ohio opened her 2026 Medicare letter and read that her Part B premium had jumped from…

Drew Wood | Jun 16, 2026 at 9:08 AM EDT

Here’s Where Your Dog Wants To Retire. But Can You Afford It?

A woman in her late 60s has spent most of her life training dogs. Not professionally anymore, but enough that…

Michael Williams | Jun 16, 2026 at 8:16 AM EDT

Why Dave Ramsey Chooses $5,000 Index Funds Over SpaceX: The Math Explained

On the June 12 episode of The Ramsey Show, a debt-free single woman with a roughly $250,000 net worth called…

Michael Williams | Jun 16, 2026 at 7:11 AM EDT

Dave Ramsey Tells Couple Whose Kids Have Lead in Their Blood to Pause Their Debt Payoff: ‘What Are We Doing It All For?’

A mom called The Ramsey Show with a question most personal finance shows would not know how to answer. Two…

Maurie Backman | Jun 16, 2026 at 6:33 AM EDT

Trump’s New Fed Chair Kevin Warsh Is Walking Into an Impossible First Meeting

On May 22, Kevin Warsh officially took over from Jerome Powell as head of the Federal Reserve. And his…

Drew Wood | Jun 16, 2026 at 6:11 AM EDT

They Inherited a 1920s Farmhouse in North Georgia. Should They Sell the Land to Fund a Bed-and-Breakfast Dream?

A couple in their early 60s never expected their retirement plan to include running a bed-and-breakfast. Then they inherited a…

Gerelyn Terzo | Jun 16, 2026 at 6:02 AM EDT

He’s 63, Single, and $1,750 a Month in Social Security Beats Waiting Until 70

A 63-year-old single man has read the same advice everyone else has: wait until 70 for a bigger check. An…

Gerelyn Terzo | Jun 15, 2026 at 6:47 PM EDT

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old’s Social Security Into the Taxable Zone

A 72-year-old retiree moves a chunk of cash into certificates of deposit, locks in a safe yield, and sleeps better…

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Personal Finance Articles

All Personal Finance Articles

Her $0 Medicare Plan Was Perfect Until the Cancer Diagnosis

Trump’s Tax Law Is Quietly Costing Social Security $169 Billion

A $50,000 Roth Conversion, a 40% Hidden Tax: How Medicare Punishes Retirement Withdrawals

Can an Ordinary Retired Couple Afford to Live in Boca Raton?

Dave Ramsey’s Social Security Advice Is Unpopular Among Experts – But It’s Probably Right for a Very Specific Reason

Retiring at 62 With $1.4 Million Means Confronting a $14,200 Annual Gap Before Social Security Kicks In

Claiming Social Security at 62 Can Protect Your $600,000 Portfolio From Selling Low

When One Spouse Dies, Medicare Quietly Doubles the Survivor’s Premium

Here’s Where Your Dog Wants To Retire. But Can You Afford It?

Why Dave Ramsey Chooses $5,000 Index Funds Over SpaceX: The Math Explained

Dave Ramsey Tells Couple Whose Kids Have Lead in Their Blood to Pause Their Debt Payoff: ‘What Are We Doing It All For?’

Trump’s New Fed Chair Kevin Warsh Is Walking Into an Impossible First Meeting

They Inherited a 1920s Farmhouse in North Georgia. Should They Sell the Land to Fund a Bed-and-Breakfast Dream?

He’s 63, Single, and $1,750 a Month in Social Security Beats Waiting Until 70

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old’s Social Security Into the Taxable Zone

Forget JAAA. Its Bolder Sibling Pays 31% More From the Same Floating-Rate Playbook

I’m 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Jim Cramer Says Semiconductor Stocks Are “Going Down.” Buy These 2 Dividend Stocks Instead

I'm 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Nobody Warned This 72-Year-Old His First RMD Would Cost an Extra $19,000 in Tax

Forget JAAA. Its Bolder Sibling Pays 31% More From the Same Floating-Rate Playbook

I’m 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Personal Finance Articles

All Personal Finance Articles

Her $0 Medicare Plan Was Perfect Until the Cancer Diagnosis

Trump’s Tax Law Is Quietly Costing Social Security $169 Billion

A $50,000 Roth Conversion, a 40% Hidden Tax: How Medicare Punishes Retirement Withdrawals

Can an Ordinary Retired Couple Afford to Live in Boca Raton?

Dave Ramsey’s Social Security Advice Is Unpopular Among Experts – But It’s Probably Right for a Very Specific Reason

Retiring at 62 With $1.4 Million Means Confronting a $14,200 Annual Gap Before Social Security Kicks In

Claiming Social Security at 62 Can Protect Your $600,000 Portfolio From Selling Low

When One Spouse Dies, Medicare Quietly Doubles the Survivor’s Premium

Here’s Where Your Dog Wants To Retire. But Can You Afford It?

Why Dave Ramsey Chooses $5,000 Index Funds Over SpaceX: The Math Explained

Dave Ramsey Tells Couple Whose Kids Have Lead in Their Blood to Pause Their Debt Payoff: ‘What Are We Doing It All For?’

Trump’s New Fed Chair Kevin Warsh Is Walking Into an Impossible First Meeting

They Inherited a 1920s Farmhouse in North Georgia. Should They Sell the Land to Fund a Bed-and-Breakfast Dream?

He’s 63, Single, and $1,750 a Month in Social Security Beats Waiting Until 70

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old’s Social Security Into the Taxable Zone

Forget JAAA. Its Bolder Sibling Pays 31% More From the Same Floating-Rate Playbook

I’m 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Jim Cramer Says Semiconductor Stocks Are “Going Down.” Buy These 2 Dividend Stocks Instead

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I'm 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Nobody Warned This 72-Year-Old His First RMD Would Cost an Extra $19,000 in Tax