Personal Finance Articles

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4959 Articles

Danielle Liverance | Yesterday

ChatGPT Almost Cost This Guy $50 Million With Incredibly Dumb Advice

Celebrity real estate agent Ryan Serhant has a story that should stop every homebuyer and seller from treating ChatGPT like…

Marc Guberti | Yesterday

The IRMAA Surprise That Costs 401(k) Holders $1,783 a Year in Hidden Medicare Premiums

A 63-year-old with $1.4 million in a traditional 401(k) starts running Roth conversion projections at the kitchen table. The plan…

Michael Williams | Yesterday

How Much Do You Really Need Invested to Replace a $60,000 Salary With Monthly Dividend ETFs?

Replacing a $60,000 salary with monthly dividend ETFs is a popular target because it mirrors what a middle-class household actually…

Drew Wood | Yesterday

Could You Retire On Florida’s Space Coast And Watch Rocket Launches From Your Backyard?

Can a million-dollar nest egg buy you a front-row seat to America’s new space race? Along Florida’s Space Coast, retirees…

Danielle Liverance | Yesterday

You Might Already Own SpaceX Shares, Without Even Realizing It

SpaceX shares have surged roughly 50% in their first days of trading (although shares are seeing pressure today), and the…

Gerelyn Terzo | Yesterday

The $250,000 Nursing Home Bill Was Just the Start. Here’s What Happened to His Social Security Next.

A man in his early 70s watches his wife move into a nursing home after a stroke. The care runs…

Marc Guberti | Yesterday

A 62-Year-Old With $35,000 in Leftover 529 Funds Can Build $524,000 by Age 62. Here’s How.

A 62-year-old with a $1.6 million 401(k) balance and a graduated child often discovers a stranded asset: a 529 account…

Jeremy Phillips | Yesterday

Social Security Gets Taxed at 85% When a Pension Crosses This $34,000 Threshold

Picture a retired schoolteacher in her late 60s. She gets a pension of roughly $32,000 a year, collects Social Security,…

Austin Smith | Yesterday

How to Build $5,000 a Month in Dividend Income From a $1 Million Portfolio

Five thousand dollars a month from a $1,000,000 portfolio works out to a 6.0% blended yield. That number is the…

Drew Wood | Yesterday

This $2 Million Portfolio Pays a Six-Figure Income Without Owning a Single Rental Property

A $2 million investment portfolio can generate a six-figure income stream without tenants, maintenance calls, property tax surprises, or vacancy…

Drew Wood | Yesterday

They Want to Visit Family in Japan and Volunteer Overseas Every Year. Can They Afford It?

Most retirement travel questions involve cruises, beach condos, or bucket-list vacations. This one is different. A retired couple wants to…

Gerelyn Terzo | Jun 18, 2026 at 10:02 AM EDT

She Earns $40,000 in “Tax-Free” Muni Bond Interest. Medicare Counts Every Dollar Toward Her IRMAA.

A 68-year-old retiree built her income around municipal bonds for a simple reason: the interest is free of federal income…

Drew Wood | Jun 18, 2026 at 9:26 AM EDT

Why Paying Off Your House Before Retirement May Leave You Poorer

A paid-off house delivers something every retiree values: certainty. No monthly mortgage payment, no lender, and one less bill to…

Marc Guberti | Jun 18, 2026 at 9:16 AM EDT

Back-Loading Your Inherited 401(k) After 56 Could Save You Nearly $140,000 in Lifetime Taxes

A 58-year-old reader on a Bogleheads thread last month described the moment her mother’s $1.5 million traditional 401(k) landed in…

Omor Ibne Ehsan | Jun 18, 2026 at 9:10 AM EDT

Stop Investing Until You Do This First: Your S&P 500 Returns Are Losing to Your Credit Card

Vivian Tu, the former Wall Street trader who built Your Rich BFF into one of the largest personal finance brands…

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Personal Finance Articles

All Personal Finance Articles

ChatGPT Almost Cost This Guy $50 Million With Incredibly Dumb Advice

The IRMAA Surprise That Costs 401(k) Holders $1,783 a Year in Hidden Medicare Premiums

How Much Do You Really Need Invested to Replace a $60,000 Salary With Monthly Dividend ETFs?

Could You Retire On Florida’s Space Coast And Watch Rocket Launches From Your Backyard?

You Might Already Own SpaceX Shares, Without Even Realizing It

The $250,000 Nursing Home Bill Was Just the Start. Here’s What Happened to His Social Security Next.

A 62-Year-Old With $35,000 in Leftover 529 Funds Can Build $524,000 by Age 62. Here’s How.

Social Security Gets Taxed at 85% When a Pension Crosses This $34,000 Threshold

How to Build $5,000 a Month in Dividend Income From a $1 Million Portfolio

This $2 Million Portfolio Pays a Six-Figure Income Without Owning a Single Rental Property

They Want to Visit Family in Japan and Volunteer Overseas Every Year. Can They Afford It?

She Earns $40,000 in “Tax-Free” Muni Bond Interest. Medicare Counts Every Dollar Toward Her IRMAA.

Why Paying Off Your House Before Retirement May Leave You Poorer

Back-Loading Your Inherited 401(k) After 56 Could Save You Nearly $140,000 in Lifetime Taxes

Stop Investing Until You Do This First: Your S&P 500 Returns Are Losing to Your Credit Card

Wall Street Technician Declares Financials, Industrials, and Biotech Poised for Breakouts. 3 ETFs Could Soar.

Dividend Safety Check: Bond ETFs for Reliable Income (MUB, BND)

Dividend Safety Check: International Dividend Income with IDV

You Didn't Sell a Thing — but a $30,000 Fund Payout Just Raised Your 2028 Medicare Bill

She's 81, Her House Is Paid Off, and Property Taxes Keep Rising. Can She Afford to Stay?

Our Highest Conviction Call on Disney Points to $110 on Earnings Growth

You Didn’t Sell a Thing — but a $30,000 Fund Payout Just Raised Your 2028 Medicare Bill

Personal Finance Articles

All Personal Finance Articles

ChatGPT Almost Cost This Guy $50 Million With Incredibly Dumb Advice

The IRMAA Surprise That Costs 401(k) Holders $1,783 a Year in Hidden Medicare Premiums

How Much Do You Really Need Invested to Replace a $60,000 Salary With Monthly Dividend ETFs?

Could You Retire On Florida’s Space Coast And Watch Rocket Launches From Your Backyard?

You Might Already Own SpaceX Shares, Without Even Realizing It

The $250,000 Nursing Home Bill Was Just the Start. Here’s What Happened to His Social Security Next.

A 62-Year-Old With $35,000 in Leftover 529 Funds Can Build $524,000 by Age 62. Here’s How.

Social Security Gets Taxed at 85% When a Pension Crosses This $34,000 Threshold

How to Build $5,000 a Month in Dividend Income From a $1 Million Portfolio

This $2 Million Portfolio Pays a Six-Figure Income Without Owning a Single Rental Property

They Want to Visit Family in Japan and Volunteer Overseas Every Year. Can They Afford It?

She Earns $40,000 in “Tax-Free” Muni Bond Interest. Medicare Counts Every Dollar Toward Her IRMAA.

Why Paying Off Your House Before Retirement May Leave You Poorer

Back-Loading Your Inherited 401(k) After 56 Could Save You Nearly $140,000 in Lifetime Taxes

Stop Investing Until You Do This First: Your S&P 500 Returns Are Losing to Your Credit Card

Wall Street Technician Declares Financials, Industrials, and Biotech Poised for Breakouts. 3 ETFs Could Soar.

Dividend Safety Check: Bond ETFs for Reliable Income (MUB, BND)

Dividend Safety Check: International Dividend Income with IDV

Featured Reads

You Didn't Sell a Thing — but a $30,000 Fund Payout Just Raised Your 2028 Medicare Bill

She's 81, Her House Is Paid Off, and Property Taxes Keep Rising. Can She Afford to Stay?