Personal Finance Articles

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5509 Articles

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…

Drew Wood | Jul 9, 2026 at 6:31 AM EDT

A Widow’s First Tax Year Filing Alone Can Cost Her an Extra $1,500 in Medicare Premiums

A 68-year-old widow can lose her spouse and keep roughly the same income, only to discover that Medicare now sees…

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Personal Finance Articles

All Personal Finance Articles

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.

A Widow’s First Tax Year Filing Alone Can Cost Her an Extra $1,500 in Medicare Premiums

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

Your Solar Tax Credit Expires December 31, 2025, but Here’s How to Claim 30% Back

Ethereum Rallied 8% This Month While XRP Fell. Which Is the Better Buy?

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

Your Solar Tax Credit Expires December 31, 2025, but Here's How to Claim 30% Back

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

Your Solar Tax Credit Expires December 31, 2025, but Here’s How to Claim 30% Back

Personal Finance Articles

All Personal Finance Articles

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.

A Widow’s First Tax Year Filing Alone Can Cost Her an Extra $1,500 in Medicare Premiums

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

Your Solar Tax Credit Expires December 31, 2025, but Here’s How to Claim 30% Back

Ethereum Rallied 8% This Month While XRP Fell. Which Is the Better Buy?

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

Your Solar Tax Credit Expires December 31, 2025, but Here's How to Claim 30% Back