Personal Finance Articles

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5291 Articles

Drew Wood | Jul 1, 2026 at 9:00 AM EDT

Medicare Keeps You Alive. This Portfolio Keeps You Looking Good.

Hearing aids restore conversations. Dental work restores smiles. Vision correction restores independence. Many of the expenses Medicare leaves uncovered sit…

Drew Wood | Jul 1, 2026 at 7:14 AM EDT

Never Pay Medicare Premiums Again. Here’s the Portfolio That Makes It Happen.

The standard Medicare Part B premium climbed to $202.90 a month in 2026, up from $185 in 2025. Add a…

Gerelyn Terzo | Jul 1, 2026 at 6:04 AM EDT

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.

The couple is both around 70, retired, drawing most of their income from Social Security with modest withdrawals from a…

Drew Wood | Jul 1, 2026 at 5:33 AM EDT

Here’s How You Can Retire to the Mountains of Asheville, North Carolina, at 65 on $975,000

Asheville has long been one of the Southeast’s favorite retirement destinations, offering Blue Ridge scenery, a vibrant downtown, and easy…

Marc Guberti | Jun 30, 2026 at 7:22 PM EDT

Why a $50,000 401(k) Loan at 50 Could Quietly Cost You $100,000 by Retirement

A 50-year-old I will call Sarah has $750,000 in her 401(k), a daughter starting an expensive nursing program, and a…

Drew Wood | Jun 30, 2026 at 3:04 PM EDT

Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

After her first single-filer tax return entered Medicare’s two-year lookback, a 72-year-old widow in Ohio opened her Social Security statement…

David Beren | Jun 30, 2026 at 2:44 PM EDT

A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks

A 66-year-old retiree opens her IRA statement, sees a balance of $1.1 million, and feels like she has won the…

Drew Wood | Jun 30, 2026 at 2:02 PM EDT

Inside the $900,000 Greek Island Retirement Drawing Americans at 62

A whitewashed house overlooking the Aegean sounds like a fantasy retirement. Yet for some Americans, a Greek island can be…

Gerelyn Terzo | Jun 30, 2026 at 2:01 PM EDT

She’s Retiring at 62 After a Pay Raise. Whether That Lifts Her Social Security Comes Down to One Overlooked Rule.

She is 62, set to retire in August, and got a raise earlier this year that bumped her hourly rate…

Drew Wood | Jun 30, 2026 at 12:43 PM EDT

At 62, Here’s How to Retire to the Beaches of Palm Coast, Florida, on $3,000 a Month

Palm Coast occupies an interesting middle ground in Florida retirement. It offers beaches, a quieter pace than many coastal destinations,…

David Beren | Jun 30, 2026 at 12:36 PM EDT

Why Pulling From Your 401(k) Before Your Taxable Account Could Cost $45,000

The conventional retirement plan goes something like this: stop working, claim Social Security, and start pulling from the 401(k) when…

Marc Guberti | Jun 30, 2026 at 12:22 PM EDT

$1.6 Million 401(k) at 62: The Roth Conversion Strategy That Saves $145,000 in Taxes

A dual-income couple earning $300,000 between them, ages 60 and 58, has roughly $1.6 million in pre-tax 401(k) accounts and…

David Beren | Jun 30, 2026 at 12:16 PM EDT

Median Retirement Savings at 55: $185,000 Covers Only 2.5 Years of Spending

The Federal Reserve’s Survey of Consumer Finances pegs the median retirement balance for households aged 55 to 64 at roughly…

Drew Wood | Jun 30, 2026 at 11:20 AM EDT

One Roth Conversion at 63 Can Spike Your Medicare Premium Two Years Later. Here’s the Cliff.

A 63-year-old couple converts $90,000 from a traditional IRA to a Roth in 2026, expecting clean tax-free growth and a…

David Beren | Jun 30, 2026 at 11:07 AM EDT

The 11-Year Tax Window Most Retirees Miss Between 62 and 73

Between ages 62 and 73, most retirees pass through an unusually low-tax stretch of life that they will never see…

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Personal Finance Articles

All Personal Finance Articles

Medicare Keeps You Alive. This Portfolio Keeps You Looking Good.

Never Pay Medicare Premiums Again. Here’s the Portfolio That Makes It Happen.

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.

Here’s How You Can Retire to the Mountains of Asheville, North Carolina, at 65 on $975,000

Why a $50,000 401(k) Loan at 50 Could Quietly Cost You $100,000 by Retirement

Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks

Inside the $900,000 Greek Island Retirement Drawing Americans at 62

She’s Retiring at 62 After a Pay Raise. Whether That Lifts Her Social Security Comes Down to One Overlooked Rule.

At 62, Here’s How to Retire to the Beaches of Palm Coast, Florida, on $3,000 a Month

Why Pulling From Your 401(k) Before Your Taxable Account Could Cost $45,000

$1.6 Million 401(k) at 62: The Roth Conversion Strategy That Saves $145,000 in Taxes

Median Retirement Savings at 55: $185,000 Covers Only 2.5 Years of Spending

One Roth Conversion at 63 Can Spike Your Medicare Premium Two Years Later. Here’s the Cliff.

The 11-Year Tax Window Most Retirees Miss Between 62 and 73

Why Money Is Leaving Bitcoin for Hyperliquid

Former National Security Advisor Calls Iran’s $40 Billion Hormuz Toll Threat a “Blackmail Scheme” Against the Free Flow of Energy

You Aren’t Defined by Your Financial Mistakes: Dave Ramsey Tells a Caller to Cancel His Mother’s $18,000 Credit Card Immediately

You Aren't Defined by Your Financial Mistakes: Dave Ramsey Tells a Caller to Cancel His Mother's $18,000 Credit Card Immediately

Plumbers Retire Richer Than Their Bosses And Here's How the Pension Works

Why Money Is Leaving Bitcoin for Hyperliquid

Former National Security Advisor Calls Iran’s $40 Billion Hormuz Toll Threat a “Blackmail Scheme” Against the Free Flow of Energy

Personal Finance Articles

All Personal Finance Articles

Medicare Keeps You Alive. This Portfolio Keeps You Looking Good.

Never Pay Medicare Premiums Again. Here’s the Portfolio That Makes It Happen.

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.

Here’s How You Can Retire to the Mountains of Asheville, North Carolina, at 65 on $975,000

Why a $50,000 401(k) Loan at 50 Could Quietly Cost You $100,000 by Retirement

Her Husband Handled the Medicare Paperwork. After He Died, Her Premium Doubled Overnight.

A 66-Year-Old With $1.1 Million in Her IRA Owes the IRS More Than She Thinks

Inside the $900,000 Greek Island Retirement Drawing Americans at 62

She’s Retiring at 62 After a Pay Raise. Whether That Lifts Her Social Security Comes Down to One Overlooked Rule.

At 62, Here’s How to Retire to the Beaches of Palm Coast, Florida, on $3,000 a Month

Why Pulling From Your 401(k) Before Your Taxable Account Could Cost $45,000

$1.6 Million 401(k) at 62: The Roth Conversion Strategy That Saves $145,000 in Taxes

Median Retirement Savings at 55: $185,000 Covers Only 2.5 Years of Spending

One Roth Conversion at 63 Can Spike Your Medicare Premium Two Years Later. Here’s the Cliff.

The 11-Year Tax Window Most Retirees Miss Between 62 and 73

Why Money Is Leaving Bitcoin for Hyperliquid

Former National Security Advisor Calls Iran’s $40 Billion Hormuz Toll Threat a “Blackmail Scheme” Against the Free Flow of Energy

You Aren’t Defined by Your Financial Mistakes: Dave Ramsey Tells a Caller to Cancel His Mother’s $18,000 Credit Card Immediately

Featured Reads

You Aren't Defined by Your Financial Mistakes: Dave Ramsey Tells a Caller to Cancel His Mother's $18,000 Credit Card Immediately

Plumbers Retire Richer Than Their Bosses And Here's How the Pension Works