Personal Finance Articles

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4646 Articles

Omor Ibne Ehsan | Jun 4, 2026 at 10:15 AM EDT

A Ramsey Caller’s $2.5 Million Inheritance Math: How $2 Million Replaced a $200K Salary in One Year

A caller on the Ramsey Everyday Millionaires podcast did the kind of arithmetic on air that most people never bother…

Maurie Backman | Jun 4, 2026 at 9:53 AM EDT

Fed Chair Kevin Warsh Faces Trump Throwdown as Inflation Soars

Toward the end of his tenure as chair of the Federal Reserve, there was no love lost between Jerome Powell…

Drew Wood | Jun 4, 2026 at 9:48 AM EDT

Playing It Safe at 73 With $1.6 Million Could Cost This Single Retiree $340,000 Over a 20-Year Retirement

A 73-year-old single retiree has a $1.6 million portfolio invested 80% in bonds and 20% in stocks, spends $64,000 annually,…

Gerelyn Terzo | Jun 4, 2026 at 9:38 AM EDT

Disabled Adult Child Benefits: The $1,640 Monthly Check Most Families Never Claim on Social Security

A father turning 67 files for Social Security with a primary insurance amount of $3,280 a month. His 38-year-old son,…

Drew Wood | Jun 4, 2026 at 9:07 AM EDT

A $625,000 Portfolio That Quietly Pays $4,200 a Month From Just Three Income Sleeves

An annual income target of approximately $50,400, or $4,200 per month, is a reasonable goal for a single 64-year-old retiree…

Christy Bieber | Jun 4, 2026 at 9:00 AM EDT

3 Undeniable Reasons to Take Social Security at Age 70 – Even if You Need the Money Sooner

Social Security benefits become available at 62, but if you claim them before 70, you could regret it. Of course,…

Drew Wood | Jun 4, 2026 at 8:44 AM EDT

5 Ways Your Overseas Retirement Plan Could Change in the Next Decade

Every year, thousands of Americans build retirement plans around today’s version of Portugal, Mexico, Costa Rica, or Spain. They compare…

Drew Wood | Jun 4, 2026 at 8:43 AM EDT

This $560,000 Income Portfolio Can Replace a Public School Teacher’s Salary

A first-year public school teacher in the United States earns an average salary of about $46,500, according to data from…

Danielle Liverance | Jun 4, 2026 at 8:41 AM EDT

Suze Orman’s Roth Five Year Rule Quietly Saves Retirees Thousands in Medicare Premiums and Most People Have Never Started the Clock

On her Women & Money podcast episode breaking down the Roth five year rule, Suze Orman pointed out something most…

Gerelyn Terzo | Jun 4, 2026 at 7:45 AM EDT

Why Social Security’s 2.8% COLA Isn’t Keeping Up With What Retirees Actually Spend on Healthcare

The Social Security Administration (SSA) set the 2026 cost-of-living adjustment (COLA) at 2.8%, lifting the average retired worker’s benefit from…

Drew Wood | Jun 4, 2026 at 7:35 AM EDT

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?

A 72-year-old single retiree living in a Florida 55+ community and receiving $4,200 per month from Social Security and a…

Marc Guberti | Jun 4, 2026 at 7:33 AM EDT

The NUA Move That Cuts a Retiring Executive’s Tax on $480,000 of Employer Stock From 32% to 15%

Picture a 62-year-old Apple lifer cleaning out an office for the last time. The 401(k) statement shows $1.9 million, with…

Drew Wood | Jun 4, 2026 at 6:51 AM EDT

Can Pure Dividend Stocks Replace a $110,000 Dual-Income Household Income? Here’s What It Would Take

A combined household income of $110,000 is close to the national norm for a two-earner household. For a 56-year-old couple…

Drew Wood | Jun 4, 2026 at 5:24 AM EDT

If You Have $620,000 Saved at 67 and a $90,000 Pension Buyout Decision, Here Is the Lump Sum Math

A former employer sends a one-page letter offering two choices: accept a $90,000 lump-sum payment today or continue receiving $720 per…

Marc Guberti | Jun 3, 2026 at 6:33 PM EDT

Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73

A 70-year-old single retiree in Walnut Creek with $2.1 million in a traditional 401(k), $40,000 a year in Social Security,…

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Personal Finance Articles

All Personal Finance Articles

A Ramsey Caller’s $2.5 Million Inheritance Math: How $2 Million Replaced a $200K Salary in One Year

Fed Chair Kevin Warsh Faces Trump Throwdown as Inflation Soars

Playing It Safe at 73 With $1.6 Million Could Cost This Single Retiree $340,000 Over a 20-Year Retirement

Disabled Adult Child Benefits: The $1,640 Monthly Check Most Families Never Claim on Social Security

A $625,000 Portfolio That Quietly Pays $4,200 a Month From Just Three Income Sleeves

3 Undeniable Reasons to Take Social Security at Age 70 – Even if You Need the Money Sooner

5 Ways Your Overseas Retirement Plan Could Change in the Next Decade

This $560,000 Income Portfolio Can Replace a Public School Teacher’s Salary

Suze Orman’s Roth Five Year Rule Quietly Saves Retirees Thousands in Medicare Premiums and Most People Have Never Started the Clock

Why Social Security’s 2.8% COLA Isn’t Keeping Up With What Retirees Actually Spend on Healthcare

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?

The NUA Move That Cuts a Retiring Executive’s Tax on $480,000 of Employer Stock From 32% to 15%

Can Pure Dividend Stocks Replace a $110,000 Dual-Income Household Income? Here’s What It Would Take

If You Have $620,000 Saved at 67 and a $90,000 Pension Buyout Decision, Here Is the Lump Sum Math

Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73

The Divorced Spouse Strategy That Adds $14,400 a Year for a 66-Year-Old Whose Ex Is Still Alive

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats

The Divorced Spouse Strategy That Adds $14,400 a Year for a 66-Year-Old Whose Ex Is Still Alive

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

The Divorced Spouse Strategy That Adds $14,400 a Year for a 66-Year-Old Whose Ex Is Still Alive

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

Personal Finance Articles

All Personal Finance Articles

A Ramsey Caller’s $2.5 Million Inheritance Math: How $2 Million Replaced a $200K Salary in One Year

Fed Chair Kevin Warsh Faces Trump Throwdown as Inflation Soars

Playing It Safe at 73 With $1.6 Million Could Cost This Single Retiree $340,000 Over a 20-Year Retirement

Disabled Adult Child Benefits: The $1,640 Monthly Check Most Families Never Claim on Social Security

A $625,000 Portfolio That Quietly Pays $4,200 a Month From Just Three Income Sleeves

3 Undeniable Reasons to Take Social Security at Age 70 – Even if You Need the Money Sooner

5 Ways Your Overseas Retirement Plan Could Change in the Next Decade

This $560,000 Income Portfolio Can Replace a Public School Teacher’s Salary

Suze Orman’s Roth Five Year Rule Quietly Saves Retirees Thousands in Medicare Premiums and Most People Have Never Started the Clock

Why Social Security’s 2.8% COLA Isn’t Keeping Up With What Retirees Actually Spend on Healthcare

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?

The NUA Move That Cuts a Retiring Executive’s Tax on $480,000 of Employer Stock From 32% to 15%

Can Pure Dividend Stocks Replace a $110,000 Dual-Income Household Income? Here’s What It Would Take

If You Have $620,000 Saved at 67 and a $90,000 Pension Buyout Decision, Here Is the Lump Sum Math

Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73

The Divorced Spouse Strategy That Adds $14,400 a Year for a 66-Year-Old Whose Ex Is Still Alive

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats

Featured Reads

The Divorced Spouse Strategy That Adds $14,400 a Year for a 66-Year-Old Whose Ex Is Still Alive

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know