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4680 Articles

Marc Guberti | May 6, 2026 at 8:39 AM EDT

The Roth 401(k) Switch Pre-Retirees Are Making at 60 to Lock In Tax-Free Income for Life

A 60-year-old engineer in Charlotte posted to a Bogleheads thread last month with a question her CPA had ducked twice:…

Gerelyn Terzo | May 6, 2026 at 8:33 AM EDT

The Social Security Tax Torpedo: How One IRA Withdrawal Can Cost $5,000

The Setup That Catches Retirees Off Guard Picture a 67-year-old single retiree collecting $40,000 a year from Social Security, about…

Drew Wood | May 6, 2026 at 8:30 AM EDT

5 Monthly Dividend Investments That Add Up to $2,500 Every Single Month

Most portfolios do not fail because the math is impossible. They fail because real life bills arrive every 30 days…

Carl Sullivan | May 6, 2026 at 8:17 AM EDT

The Identity Trap That Keeps People Working Years After They Can Afford to Quit

It was a peak career moment. Googler Adam Coelho stood in front of Google CEO Sundar Pichai and other execs,…

Carl Sullivan | May 6, 2026 at 8:01 AM EDT

Tips for Setting Up Your First Rental Property, From the Retire SMART Podcast

Owning rental property can be a great income stream, but getting started isn’t easy. The Retire SMART Podcast recently offered…

Drew Wood | May 6, 2026 at 7:28 AM EDT

A $750,000 Portfolio That Quietly Pays You $41,700 a Year

A $750,000 nest egg throwing off $41,700 a year in income works out to a blended yield near 5.6%. That…

Carl Sullivan | May 6, 2026 at 7:17 AM EDT

Ari Taublieb’s Retirement Warning: You’ve Hit Your Number, But Psychology May Stop You Cold

Many people say they can’t wait to retire. Yet when the time comes, many can’t take the plunge. “Most people…

Marc Guberti | May 6, 2026 at 6:30 AM EDT

Are Travel Points Credit Cards a Smart Strategy or a Deception?

Travel rewards credit cards promise free flights, hotel stays, and exclusive perks. But is the reality really that simple? While…

Carl Sullivan | May 6, 2026 at 6:17 AM EDT

Joint Bank Accounts Are Dying: Why Just 77% of Married Couples Share Money Now

Traditionally, married couples have combined finances into one shared budget. But times are changing and there can be many good…

Don Lair | May 5, 2026 at 7:42 PM EDT

The DOJ just charged 324 defendants in the largest Medicare fraud takedown ever — $14.6 billion that’s now reaching retirees’ statements

The Department of Justice’s 2025 healthcare fraud takedown charged 324 defendants with $14.6 billion in losses — more than double…

Drew Wood | May 5, 2026 at 3:32 PM EDT

A $360,000 Portfolio That Quietly Pays You More Than the Average Social Security Check

The average retired worker collects about $2,071 a month from Social Security 2026, or roughly $24,852 a year. That sets…

David Beren | May 5, 2026 at 1:45 PM EDT

27% of Americans Own ETFs but Allocate Just 6%, Here’s Why That Costs Them Retirement Income

The Charles Schwab Modern Wealth Survey 2025 found that 27% of American investors own ETFs, yet those funds account for…

David Beren | May 5, 2026 at 1:11 PM EDT

Seven Out of Every Ten Dollars of Americans $18.8 Trillion Debt Is Tied To A House

American households closed out 2025 owing $18.8 trillion, and that number did not get there by accident. Debt has climbed…

Drew Wood | May 5, 2026 at 11:57 AM EDT

A $1.25 Million Dividend Portfolio That Pays More Than the Average Teacher Earns in a Year

The average U.S. public school teacher earns roughly $74,500 a year for about 180 instructional days of work, according to…

Christy Bieber | May 5, 2026 at 10:42 AM EDT

The IRA and 401(K) Tax Trap That Catches Retirees off Guard

You’ve heard the advice over and over: You should be putting money into your 401(k) or IRA. And, on the…

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Personal Finance Articles

All Personal Finance Articles

The Roth 401(k) Switch Pre-Retirees Are Making at 60 to Lock In Tax-Free Income for Life

The Social Security Tax Torpedo: How One IRA Withdrawal Can Cost $5,000

5 Monthly Dividend Investments That Add Up to $2,500 Every Single Month

The Identity Trap That Keeps People Working Years After They Can Afford to Quit

Tips for Setting Up Your First Rental Property, From the Retire SMART Podcast

A $750,000 Portfolio That Quietly Pays You $41,700 a Year

Ari Taublieb’s Retirement Warning: You’ve Hit Your Number, But Psychology May Stop You Cold

Are Travel Points Credit Cards a Smart Strategy or a Deception?

Joint Bank Accounts Are Dying: Why Just 77% of Married Couples Share Money Now

The DOJ just charged 324 defendants in the largest Medicare fraud takedown ever — $14.6 billion that’s now reaching retirees’ statements

A $360,000 Portfolio That Quietly Pays You More Than the Average Social Security Check

27% of Americans Own ETFs but Allocate Just 6%, Here’s Why That Costs Them Retirement Income

Seven Out of Every Ten Dollars of Americans $18.8 Trillion Debt Is Tied To A House

A $1.25 Million Dividend Portfolio That Pays More Than the Average Teacher Earns in a Year

The IRA and 401(K) Tax Trap That Catches Retirees off Guard

Prediction: Pfizer Stock Will Double on This Date

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity's 2026 Study Finds

Fidelity's 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans

Prediction: Pfizer Stock Will Double on This Date

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

Personal Finance Articles

All Personal Finance Articles

The Roth 401(k) Switch Pre-Retirees Are Making at 60 to Lock In Tax-Free Income for Life

The Social Security Tax Torpedo: How One IRA Withdrawal Can Cost $5,000

5 Monthly Dividend Investments That Add Up to $2,500 Every Single Month

The Identity Trap That Keeps People Working Years After They Can Afford to Quit

Tips for Setting Up Your First Rental Property, From the Retire SMART Podcast

A $750,000 Portfolio That Quietly Pays You $41,700 a Year

Ari Taublieb’s Retirement Warning: You’ve Hit Your Number, But Psychology May Stop You Cold

Are Travel Points Credit Cards a Smart Strategy or a Deception?

Joint Bank Accounts Are Dying: Why Just 77% of Married Couples Share Money Now

The DOJ just charged 324 defendants in the largest Medicare fraud takedown ever — $14.6 billion that’s now reaching retirees’ statements

A $360,000 Portfolio That Quietly Pays You More Than the Average Social Security Check

27% of Americans Own ETFs but Allocate Just 6%, Here’s Why That Costs Them Retirement Income

Seven Out of Every Ten Dollars of Americans $18.8 Trillion Debt Is Tied To A House

A $1.25 Million Dividend Portfolio That Pays More Than the Average Teacher Earns in a Year

The IRA and 401(K) Tax Trap That Catches Retirees off Guard

Prediction: Pfizer Stock Will Double on This Date

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity’s 2026 Study Finds

Featured Reads

The Average American Has Worked for 6 Employers and 23% Still Have Multiple Old Retirement Accounts, Fidelity's 2026 Study Finds

Fidelity's 2026 Study: 76% of Boomers Are Counting on Social Security While Younger Generations Lean on Workplace Plans