Personal Finance Articles

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5166 Articles

Gerelyn Terzo | Jun 25, 2026 at 2:02 PM EDT

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

A 71-year-old retiree moved cash into short-term Treasury bills this spring, locking in roughly 3.9% on the 52-week bill and…

Drew Wood | Jun 25, 2026 at 1:47 PM EDT

Retirees Downsize Their Homes. Why Not Their Portfolios?

Picture a retired couple with a paid-off home, a $2.5 million portfolio, and Social Security covering a meaningful portion of…

David Beren | Jun 25, 2026 at 12:56 PM EDT

Mortgage Payments Hit $2,134 a Month. Five Years Ago They Were $1,525

The American mortgage payment has changed more in the past five years than in any comparable stretch in modern memory.…

Drew Wood | Jun 25, 2026 at 11:53 AM EDT

The Dividend Growth Path That Turns A $50,000 Income Stream Into More Than $100,000

Turning a $50,000 income stream into a $100,000 income stream sounds like it should require another million dollars, a lucky…

David Beren | Jun 25, 2026 at 11:19 AM EDT

Why Some Retirees Pay $689.90 a Month for Medicare While Others Pay $202.90

Most people on Medicare pay the standard Part B premium each month and never give it a second thought. In…

David Beren | Jun 25, 2026 at 11:03 AM EDT

46% of Americans Have Zero Retirement Savings. Here’s What That Means for You.

The phrase “average retirement savings” hides a basic fact about American household finances: a huge share of adults have nothing…

Drew Wood | Jun 25, 2026 at 10:15 AM EDT

Delay Medicare Part B for 3 Years and a 30% Penalty Rides Every Premium for Life

A 66-year-old retires in early 2024, drops his employer plan, and signs up for COBRA to keep his old network…

Ian Cooper | Jun 25, 2026 at 10:13 AM EDT

The $94,000 Tax Mistake That Costs Retirees With $2.6 Million in Savings

The conventional retirement playbook says spend taxable money first, let tax-deferred accounts grow, and touch the Roth last. For a…

Gerelyn Terzo | Jun 25, 2026 at 10:02 AM EDT

He Owes the IRS Back Taxes. It Can Take 15% of His Social Security, and Most Retirees Don’t Know It

A 70-year-old retiree opens a letter from the IRS and learns his monthly Social Security check is about to shrink.…

Drew Wood | Jun 25, 2026 at 9:25 AM EDT

A Texas Couple Wants to Visit All 50 States in Retirement. Will Their Portfolio Run Out of Gas?

A married couple in their mid-sixties living in Austin has a retirement dream that has nothing to do with downsizing,…

Drew Wood | Jun 25, 2026 at 7:52 AM EDT

Build A Dividend Portfolio That Pays a $2,500 Monthly Mortgage

Most homeowners think of the mortgage as a bill that arrives every month and must be paid. Investors can frame…

Carl Sullivan | Jun 25, 2026 at 7:11 AM EDT

69-Year-Old Widow Discovers Husband’s IRA Will Cost $112,000 in Avoidable Tax

The scenario is one tax professionals see often. A 69-year-old woman lost her husband this year. Between them they held…

Drew Wood | Jun 25, 2026 at 6:08 AM EDT

When Your Paychecks Stop, an 8-Month Medicare Clock Starts — and Most People Read It Wrong

A 64-year-old retires in March. Her employer’s group health coverage ends with her last paycheck, so she elects COBRA for…

Gerelyn Terzo | Jun 25, 2026 at 6:02 AM EDT

Why His $80,000 Retirement Withdrawal Is Subtly Pulling His Social Security Into the Tax Torpedo

Picture a 68-year-old who retired last year with roughly $1 million in a traditional, pre-tax 401(k). He listens to Dave…

Michael Williams | Jun 24, 2026 at 8:11 PM EDT

Here’s How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

Someone in their late fifties with a $1.6 million portfolio looks at February temperatures and starts pricing one-way tickets to…

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Personal Finance Articles

All Personal Finance Articles

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

Retirees Downsize Their Homes. Why Not Their Portfolios?

Mortgage Payments Hit $2,134 a Month. Five Years Ago They Were $1,525

The Dividend Growth Path That Turns A $50,000 Income Stream Into More Than $100,000

Why Some Retirees Pay $689.90 a Month for Medicare While Others Pay $202.90

46% of Americans Have Zero Retirement Savings. Here’s What That Means for You.

Delay Medicare Part B for 3 Years and a 30% Penalty Rides Every Premium for Life

The $94,000 Tax Mistake That Costs Retirees With $2.6 Million in Savings

He Owes the IRS Back Taxes. It Can Take 15% of His Social Security, and Most Retirees Don’t Know It

A Texas Couple Wants to Visit All 50 States in Retirement. Will Their Portfolio Run Out of Gas?

Build A Dividend Portfolio That Pays a $2,500 Monthly Mortgage

69-Year-Old Widow Discovers Husband’s IRA Will Cost $112,000 in Avoidable Tax

When Your Paychecks Stop, an 8-Month Medicare Clock Starts — and Most People Read It Wrong

Why His $80,000 Retirement Withdrawal Is Subtly Pulling His Social Security Into the Tax Torpedo

Here’s How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

A Couple Drew From Their IRA to Bridge the Gap to Medicare. Those Withdrawals Set a Higher Medicare Premium Two Years Later.

Why a $4 Million Nest Egg at 70 Really Only Buys $88,000 of Real Annual Spending

Windermere or Winter Park: Which Orlando-Area Retirement Destination Fits your Budget?

A Couple Drew From Their IRA to Bridge the Gap to Medicare. Those Withdrawals Set a Higher Medicare Premium Two Years Later.

Why a $4 Million Nest Egg at 70 Really Only Buys $88,000 of Real Annual Spending

A Couple Drew From Their IRA to Bridge the Gap to Medicare. Those Withdrawals Set a Higher Medicare Premium Two Years Later.

Why a $4 Million Nest Egg at 70 Really Only Buys $88,000 of Real Annual Spending

Personal Finance Articles

All Personal Finance Articles

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

Retirees Downsize Their Homes. Why Not Their Portfolios?

Mortgage Payments Hit $2,134 a Month. Five Years Ago They Were $1,525

The Dividend Growth Path That Turns A $50,000 Income Stream Into More Than $100,000

Why Some Retirees Pay $689.90 a Month for Medicare While Others Pay $202.90

46% of Americans Have Zero Retirement Savings. Here’s What That Means for You.

Delay Medicare Part B for 3 Years and a 30% Penalty Rides Every Premium for Life

The $94,000 Tax Mistake That Costs Retirees With $2.6 Million in Savings

He Owes the IRS Back Taxes. It Can Take 15% of His Social Security, and Most Retirees Don’t Know It

A Texas Couple Wants to Visit All 50 States in Retirement. Will Their Portfolio Run Out of Gas?

Build A Dividend Portfolio That Pays a $2,500 Monthly Mortgage

69-Year-Old Widow Discovers Husband’s IRA Will Cost $112,000 in Avoidable Tax

When Your Paychecks Stop, an 8-Month Medicare Clock Starts — and Most People Read It Wrong

Why His $80,000 Retirement Withdrawal Is Subtly Pulling His Social Security Into the Tax Torpedo

Here’s How You Can Retire to Key West, Florida, at 62 on $1.6 Million and Never Feel Cold Again

A Couple Drew From Their IRA to Bridge the Gap to Medicare. Those Withdrawals Set a Higher Medicare Premium Two Years Later.

Why a $4 Million Nest Egg at 70 Really Only Buys $88,000 of Real Annual Spending

Windermere or Winter Park: Which Orlando-Area Retirement Destination Fits your Budget?

Featured Reads

A Couple Drew From Their IRA to Bridge the Gap to Medicare. Those Withdrawals Set a Higher Medicare Premium Two Years Later.

Why a $4 Million Nest Egg at 70 Really Only Buys $88,000 of Real Annual Spending