Personal Finance Articles

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5525 Articles

Danielle Liverance | Jun 10, 2026 at 9:05 AM EDT

Suze Orman Says a $400,000 Rental Gain Can Trigger a $10,600 Medicare Bill and the Closing Date Is the Only Thing You Control

Pat called into Suze Orman’s Women & Money podcast last fall with a problem most landlords never see coming. She…

Danielle Liverance | Jun 10, 2026 at 9:05 AM EDT

Two Retirees With the Same $330,000 Income Year Get Opposite Medicare Bills and One Form Decides Which One You Are

On her January 2022 podcast episode 10 Changes That Are New in 2022, Suze Orman walked listeners through a Medicare…

Carl Sullivan | Jun 10, 2026 at 8:30 AM EDT

Retiring at the Coast Comes With a $9,800 Annual Insurance Shock

A couple closes on their dream coastal North Carolina cottage at age 66 and moves in. A short time later,…

Austin Smith | Jun 10, 2026 at 8:30 AM EDT

How a 401(k) Balance Over $1 Million Quietly Pushes 85 Percent of a Couple’s Social Security Into the Taxable Zone

A married couple, both 72, sit on a $1.05 million traditional 401(k) and collect $52,000 a year in combined Social…

Drew Wood | Jun 10, 2026 at 7:04 AM EDT

The Dividend Growth Path That Hauls in a Bigger Paycheck Than Your HR Rep

A $35,000 annual income is roughly comparable to the Social Security benefits many retired couples receive each year. It is…

Michael Williams | Jun 10, 2026 at 6:15 AM EDT

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

A married couple, both 66, sitting on $1.5 million in a traditional 401(k), Social Security deferred, and roughly $10,800 of…

Gerelyn Terzo | Jun 10, 2026 at 6:10 AM EDT

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

Ask 10 retirees whether Social Security gets taxed and you get 10 different answers. Some swear it is never taxed.…

Drew Wood | Jun 10, 2026 at 5:50 AM EDT

Could This Texas Town Be America’s Most Underrated Golf Retirement Destination?

Georgetown, Texas has quietly become one of the fastest-growing retirement destinations in the country. Located about 30 miles north of…

Drew Wood | Jun 10, 2026 at 5:05 AM EDT

A $620,000 Portfolio That Pays More Than the Average Social Worker’s Salary

Healthcare social workers earn roughly $68,000 per year on average in the United States, making them one of the higher-paid…

David Beren | Jun 9, 2026 at 8:08 PM EDT

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

The typical American worker now passes through six employers over a career, and each job change leaves behind a retirement…

David Beren | Jun 9, 2026 at 4:03 PM EDT

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

Fidelity’s 2026 retirement study draws a clear line between generations based on where they expect their retirement income to come…

Carl Sullivan | Jun 9, 2026 at 3:04 PM EDT

74-Year-Old With $2.6M Discovers Late Husband’s IRA RMD Doubled Her Tax Bill

Margaret thought the hard part was over. Her husband’s IRA had rolled into her name and the brokerage statements consolidated.…

Gerelyn Terzo | Jun 9, 2026 at 2:00 PM EDT

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

Four decades of marriage, both retired, and the monthly Social Security deposits look wildly mismatched. His check lands at about…

David Beren | Jun 9, 2026 at 1:42 PM EDT

Fidelity’s 2026 Study: Americans With a Retirement Plan Are More Than 2 Times as Likely to Feel Confident About Their Future

Fidelity’s 2026 Retirement Planning Study lands at a moment when Americans have plenty to be anxious about. The University of…

Gerelyn Terzo | Jun 9, 2026 at 1:29 PM EDT

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

A woman in her sixties has not spoken to her ex-husband in 20 or 30 years. He remarried, moved away,…

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Personal Finance Articles

All Personal Finance Articles

Suze Orman Says a $400,000 Rental Gain Can Trigger a $10,600 Medicare Bill and the Closing Date Is the Only Thing You Control

Two Retirees With the Same $330,000 Income Year Get Opposite Medicare Bills and One Form Decides Which One You Are

Retiring at the Coast Comes With a $9,800 Annual Insurance Shock

How a 401(k) Balance Over $1 Million Quietly Pushes 85 Percent of a Couple’s Social Security Into the Taxable Zone

The Dividend Growth Path That Hauls in a Bigger Paycheck Than Your HR Rep

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

Could This Texas Town Be America’s Most Underrated Golf Retirement Destination?

A $620,000 Portfolio That Pays More Than the Average Social Worker’s Salary

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

74-Year-Old With $2.6M Discovers Late Husband’s IRA RMD Doubled Her Tax Bill

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

Fidelity’s 2026 Study: Americans With a Retirement Plan Are More Than 2 Times as Likely to Feel Confident About Their Future

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

Laid Off at 64, He Thought He Had Filed for Early Retirement. He Hadn’t, and the Distinction Is Worth Thousands.

Delay Part D Two Years and a Surcharge Rides Every Prescription Bill Forever

Procter & Gamble vs PepsiCo: The Better Stock For Passive Income Investors

Laid Off at 64, He Thought He Had Filed for Early Retirement. He Hadn't, and the Distinction Is Worth Thousands.

Delay Part D Two Years and a Surcharge Rides Every Prescription Bill Forever

Laid Off at 64, He Thought He Had Filed for Early Retirement. He Hadn’t, and the Distinction Is Worth Thousands.

Delay Part D Two Years and a Surcharge Rides Every Prescription Bill Forever

Personal Finance Articles

All Personal Finance Articles

Suze Orman Says a $400,000 Rental Gain Can Trigger a $10,600 Medicare Bill and the Closing Date Is the Only Thing You Control

Two Retirees With the Same $330,000 Income Year Get Opposite Medicare Bills and One Form Decides Which One You Are

Retiring at the Coast Comes With a $9,800 Annual Insurance Shock

How a 401(k) Balance Over $1 Million Quietly Pushes 85 Percent of a Couple’s Social Security Into the Taxable Zone

The Dividend Growth Path That Hauls in a Bigger Paycheck Than Your HR Rep

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

Could This Texas Town Be America’s Most Underrated Golf Retirement Destination?

A $620,000 Portfolio That Pays More Than the Average Social Worker’s Salary

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

74-Year-Old With $2.6M Discovers Late Husband’s IRA RMD Doubled Her Tax Bill

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

Fidelity’s 2026 Study: Americans With a Retirement Plan Are More Than 2 Times as Likely to Feel Confident About Their Future

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

Laid Off at 64, He Thought He Had Filed for Early Retirement. He Hadn’t, and the Distinction Is Worth Thousands.

Delay Part D Two Years and a Surcharge Rides Every Prescription Bill Forever

Procter & Gamble vs PepsiCo: The Better Stock For Passive Income Investors

Featured Reads

Laid Off at 64, He Thought He Had Filed for Early Retirement. He Hadn't, and the Distinction Is Worth Thousands.

Delay Part D Two Years and a Surcharge Rides Every Prescription Bill Forever