Personal Finance Articles

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4684 Articles

Gerelyn Terzo | May 7, 2026 at 8:34 AM EDT

How Two RMDs at 73 Pushed a Retiree Into the 85% Social Security Tax Trap

A married couple in their early 70s built a $1.4 million traditional IRA. The husband still has a $400,000 traditional…

Drew Wood | May 7, 2026 at 8:30 AM EDT

What a $1 Million Dividend Portfolio Actually Pays After Taxes

A million dollars sounds like a fortune, but in retirement income terms, its real value depends on how you put…

Joel South | May 7, 2026 at 7:30 AM EDT

Airbnb CEO Brian Chesky: Hitting a $100 Billion Valuation ‘Became the Saddest Day of My Life’

Here is the retirement insight most planners miss: the dollar target you are chasing will feel like nothing the morning…

Christy Bieber | May 7, 2026 at 6:30 AM EDT

Hard Financial Truths Boomers Must Face

If you’re a Baby Boomer, retirement is either already here or getting very close. But for many Boomers, the reality…

Marc Guberti | May 6, 2026 at 6:39 PM EDT

Here Is What I Would Tell a Tech Founder Heading Into a Tax-Free Decade of Early Retirement

A 56-year-old former tech founder walks away from her company with $4.2 million spread across four buckets: a $1.8 million…

Drew Wood | May 6, 2026 at 4:39 PM EDT

How Much Do You Really Need Invested to Replace an $80,000 Salary With Dividends?

An $80,000 annual income sits at a meaningful threshold. It roughly matches the combined Social Security benefit. It is higher…

Drew Wood | May 6, 2026 at 2:53 PM EDT

A $500,000 REIT Portfolio That Pays You Rent Without Owning a Single Property

A $500,000 rental property can generate meaningful monthly cash flow, but the net amount depends heavily on rent, financing, taxes,…

Ian Cooper | May 6, 2026 at 2:36 PM EDT

26-Year-Old Trader Investing 20% While Carrying $20K Debt: Here’s Why the Math Doesn’t Work

On a recent Street interview, George Kamel sat down with two financial professionals in Charlotte who discussed investing aggressively while…

Drew Wood | May 6, 2026 at 12:30 PM EDT

How to Build $2,000 a Month in Dividend Income

Two thousand dollars a month in dividend income is the threshold where passive cash flow stops being a hobby and…

Maurie Backman | May 6, 2026 at 12:27 PM EDT

Working Past 70 Does Not Grow Your Social Security Check — Or Does It?

In the context of Social Security, 70 is an important age. It’s generally considered the latest age to claim benefits,…

Christy Bieber | May 6, 2026 at 11:46 AM EDT

I’m Retiring With $300,000. Will It Last 25 Years?

According to the Federal Reserve Survey of Consumer Finances (SCF), the median retirement savings amount for households ages 65 to…

Omor Ibne Ehsan | May 6, 2026 at 11:00 AM EDT

How PayPal Survived When They Knew the Exact Hour Their $200 Million Would Hit Zero

On John Hope Bryant’s Money And Wealth podcast, in an episode titled “AI Is the Tsunami: Reid Hoffman on Jobs,…

Gerelyn Terzo | May 6, 2026 at 10:34 AM EDT

How a Roth Conversion at 64 Added $1,116 to a Retiree’s Medicare Premiums Two Years Later

A Smart Tax Move That Backfired A 64-year-old single retiree pulls in about $60,000 a year from a pension and…

Gerelyn Terzo | May 6, 2026 at 10:34 AM EDT

The IRMAA Tier That Catches Retirees Off Guard Two Years After Selling an Asset

Consider this: a 65-year-old single retiree with an $80,000 base income from a pension and partial 401(k) withdrawals sells a…

Drew Wood | May 6, 2026 at 10:08 AM EDT

A 62-Year-Old Weighs a $500,000 Roth Conversion and the Tax Gamble That Could Backfire

A seven-figure traditional IRA can look like the promised land at 62, but the tax bill is already quietly winding…

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Personal Finance Articles

All Personal Finance Articles

How Two RMDs at 73 Pushed a Retiree Into the 85% Social Security Tax Trap

What a $1 Million Dividend Portfolio Actually Pays After Taxes

Airbnb CEO Brian Chesky: Hitting a $100 Billion Valuation ‘Became the Saddest Day of My Life’

Hard Financial Truths Boomers Must Face

Here Is What I Would Tell a Tech Founder Heading Into a Tax-Free Decade of Early Retirement

How Much Do You Really Need Invested to Replace an $80,000 Salary With Dividends?

A $500,000 REIT Portfolio That Pays You Rent Without Owning a Single Property

26-Year-Old Trader Investing 20% While Carrying $20K Debt: Here’s Why the Math Doesn’t Work

How to Build $2,000 a Month in Dividend Income

Working Past 70 Does Not Grow Your Social Security Check — Or Does It?

I’m Retiring With $300,000. Will It Last 25 Years?

How PayPal Survived When They Knew the Exact Hour Their $200 Million Would Hit Zero

How a Roth Conversion at 64 Added $1,116 to a Retiree’s Medicare Premiums Two Years Later

The IRMAA Tier That Catches Retirees Off Guard Two Years After Selling an Asset

A 62-Year-Old Weighs a $500,000 Roth Conversion and the Tax Gamble That Could Backfire

Financial Decisions People Regret Most After Age 50

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

After Comparing Every Weekly Pay ETF on the Market, Roundhill’s Lineup Is the Only One Somewhat Delivering

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

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming

Financial Decisions People Regret Most After Age 50

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

Personal Finance Articles

All Personal Finance Articles

How Two RMDs at 73 Pushed a Retiree Into the 85% Social Security Tax Trap

What a $1 Million Dividend Portfolio Actually Pays After Taxes

Airbnb CEO Brian Chesky: Hitting a $100 Billion Valuation ‘Became the Saddest Day of My Life’

Hard Financial Truths Boomers Must Face

Here Is What I Would Tell a Tech Founder Heading Into a Tax-Free Decade of Early Retirement

How Much Do You Really Need Invested to Replace an $80,000 Salary With Dividends?

A $500,000 REIT Portfolio That Pays You Rent Without Owning a Single Property

26-Year-Old Trader Investing 20% While Carrying $20K Debt: Here’s Why the Math Doesn’t Work

How to Build $2,000 a Month in Dividend Income

Working Past 70 Does Not Grow Your Social Security Check — Or Does It?

I’m Retiring With $300,000. Will It Last 25 Years?

How PayPal Survived When They Knew the Exact Hour Their $200 Million Would Hit Zero

How a Roth Conversion at 64 Added $1,116 to a Retiree’s Medicare Premiums Two Years Later

The IRMAA Tier That Catches Retirees Off Guard Two Years After Selling an Asset

A 62-Year-Old Weighs a $500,000 Roth Conversion and the Tax Gamble That Could Backfire

Financial Decisions People Regret Most After Age 50

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

After Comparing Every Weekly Pay ETF on the Market, Roundhill’s Lineup Is the Only One Somewhat Delivering

Featured Reads

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

Why $34,000 Is the Social Security Tax Threshold Most Retirees Never See Coming