Personal Finance Articles

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5510 Articles

Gerelyn Terzo | Jul 9, 2026 at 2:02 PM EDT

A Retired Couple Faces a Six-Figure Healthcare Bill. Paying It From an HSA, Not an IRA, Keeps It From Taxing Their Social Security.

The Couple at the Kitchen Table A married couple, both about 67, recently retired and on Medicare, is staring at…

David Beren | Jul 9, 2026 at 12:39 PM EDT

Why a $1 Million Portfolio Doesn’t Guarantee a Comfortable Retirement

Reaching $1 million in retirement savings feels like crossing a finish line, and after decades of contributions, compound growth, and…

Drew Wood | Jul 9, 2026 at 12:30 PM EDT

Don’t Let Your Kids’ Braces Chew Up Your Retirement

Many parents assume braces are something they will deal with when their children reach high school. Increasingly, that is no…

Drew Wood | Jul 9, 2026 at 12:30 PM EDT

Let’s Be Real. Most Retirees Can Only Afford One Corner of California.

Retiring in California on a middle-class portfolio is still possible, but it usually means giving up the postcard version of…

David Beren | Jul 9, 2026 at 12:09 PM EDT

The Average Saver Hits $100,000 at 43, and the First $100K Is the Hardest. Here’s Why.

The average American 401(k) saver crosses the $100,000 mark somewhere in their early 40s. According to Fidelity’s most recent retirement…

Drew Wood | Jul 9, 2026 at 11:15 AM EDT

Zero State Income Tax and $800,000: Here’s How to Retire to Tennessee at 62

An $800,000 portfolio can make retirement at 62 realistic in Tennessee, but not everywhere in Tennessee and not with every…

David Beren | Jul 9, 2026 at 11:03 AM EDT

The $23,000 Limit, the $4,945 Reality: How the Average Worker Leaves $19,555 on the Table Every Year

The IRS lets a worker under 50 stash $24,500 in a 401(k) this year, up from the $23,500 ceiling in…

David Beren | Jul 9, 2026 at 10:43 AM EDT

Why More Retirees Are Keeping 2 Years of Cash Alongside Dividend Stocks

Retirement income planning used to be relatively simple in that you saved, retired, and drew down your portfolio gradually and…

Drew Wood | Jul 9, 2026 at 10:18 AM EDT

She Inherited Her Husband’s 401(k). Medicare Sent the Bill Two Years Later.

A 68-year-old widow in Ohio opens her Medicare letter and finds her Part B premium has jumped from $202.90 to…

Gerelyn Terzo | Jul 9, 2026 at 10:02 AM EDT

He’s 61 and Gen X, Retiring Without the Pension. The 401(k) He Built Is Setting Up an RMD Tax Torpedo at 75.

He is 61, part of the first Gen X wave born around 1965, and the retirement he is walking into…

David Beren | Jul 9, 2026 at 9:20 AM EDT

The 401(k) Match Trap: Why Skipping a 3% Match Costs the Average Worker $266,000 by Retirement

The High Cost of the “Quiet” Financial Decision The most popular employer 401(k) match on Fidelity’s platform is straightforward: contribute…

Drew Wood | Jul 9, 2026 at 9:05 AM EDT

Why the Best Retirement Paycheck May Start Smaller Than You Expect

The retirement income math often starts in the wrong place. A retiree who wants $60,000 a year might divide that…

Danielle Liverance | Jul 9, 2026 at 8:17 AM EDT

Dave Ramsey Surveyed 10,167 Rich Americans, These 5 Jobs Created The Most Millionaires

Dave Ramsey’s team surveyed 10,167 millionaires between November 2017 and January 2018, and the top five careers that produced them…

Drew Wood | Jul 9, 2026 at 7:48 AM EDT

The Retirement Portfolio That Pays You Without Demanding Constant Attention

A $60,000 retirement paycheck sounds like a single target, but a portfolio can produce it in very different ways. A…

Gerelyn Terzo | Jul 9, 2026 at 7:03 AM EDT

Wall Street Is Warning of a Market Snapback. For a 73-Year-Old, an RMD Locked to Last Year’s Balance Could Force a Sale at the Bottom.

Picture a 73-year-old retiree who watched his IRA swell through 2025 and into this year. The S&P 500 is up…

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Personal Finance Articles

All Personal Finance Articles

A Retired Couple Faces a Six-Figure Healthcare Bill. Paying It From an HSA, Not an IRA, Keeps It From Taxing Their Social Security.

Why a $1 Million Portfolio Doesn’t Guarantee a Comfortable Retirement

Don’t Let Your Kids’ Braces Chew Up Your Retirement

Let’s Be Real. Most Retirees Can Only Afford One Corner of California.

The Average Saver Hits $100,000 at 43, and the First $100K Is the Hardest. Here’s Why.

Zero State Income Tax and $800,000: Here’s How to Retire to Tennessee at 62

The $23,000 Limit, the $4,945 Reality: How the Average Worker Leaves $19,555 on the Table Every Year

Why More Retirees Are Keeping 2 Years of Cash Alongside Dividend Stocks

She Inherited Her Husband’s 401(k). Medicare Sent the Bill Two Years Later.

He’s 61 and Gen X, Retiring Without the Pension. The 401(k) He Built Is Setting Up an RMD Tax Torpedo at 75.

The 401(k) Match Trap: Why Skipping a 3% Match Costs the Average Worker $266,000 by Retirement

Why the Best Retirement Paycheck May Start Smaller Than You Expect

Dave Ramsey Surveyed 10,167 Rich Americans, These 5 Jobs Created The Most Millionaires

The Retirement Portfolio That Pays You Without Demanding Constant Attention

Wall Street Is Warning of a Market Snapback. For a 73-Year-Old, an RMD Locked to Last Year’s Balance Could Force a Sale at the Bottom.

Google vs Apple: Which of the 2 Biggest AI Stocks Is the Better Buy Right Now?

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It

Google vs Apple: Which of the 2 Biggest AI Stocks Is the Better Buy Right Now?

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Personal Finance Articles

All Personal Finance Articles

A Retired Couple Faces a Six-Figure Healthcare Bill. Paying It From an HSA, Not an IRA, Keeps It From Taxing Their Social Security.

Why a $1 Million Portfolio Doesn’t Guarantee a Comfortable Retirement

Don’t Let Your Kids’ Braces Chew Up Your Retirement

Let’s Be Real. Most Retirees Can Only Afford One Corner of California.

The Average Saver Hits $100,000 at 43, and the First $100K Is the Hardest. Here’s Why.

Zero State Income Tax and $800,000: Here’s How to Retire to Tennessee at 62

The $23,000 Limit, the $4,945 Reality: How the Average Worker Leaves $19,555 on the Table Every Year

Why More Retirees Are Keeping 2 Years of Cash Alongside Dividend Stocks

She Inherited Her Husband’s 401(k). Medicare Sent the Bill Two Years Later.

He’s 61 and Gen X, Retiring Without the Pension. The 401(k) He Built Is Setting Up an RMD Tax Torpedo at 75.

The 401(k) Match Trap: Why Skipping a 3% Match Costs the Average Worker $266,000 by Retirement

Why the Best Retirement Paycheck May Start Smaller Than You Expect

Dave Ramsey Surveyed 10,167 Rich Americans, These 5 Jobs Created The Most Millionaires

The Retirement Portfolio That Pays You Without Demanding Constant Attention

Wall Street Is Warning of a Market Snapback. For a 73-Year-Old, an RMD Locked to Last Year’s Balance Could Force a Sale at the Bottom.

Google vs Apple: Which of the 2 Biggest AI Stocks Is the Better Buy Right Now?

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It

Featured Reads

The 20% Tax Credit Developers Use to Flip Historic Buildings and How You Can Claim It

Your RV Qualifies for the Same Mortgage Interest Deduction as a House, but Most Owners Never Claim It