Personal Finance Articles

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4662 Articles

Jeremy Phillips | May 2, 2026 at 10:00 AM EDT

‘Convert $100,000 a Year to Get Them to the Top of the 22%’: The Roth Plan for a Couple With $2.3M in 401(k)s

The prescription from the hosts of Your Money, Your Wealth, episode 579, is direct: “I would convert $100,000 a year…

David Beren | May 2, 2026 at 9:43 AM EDT

College-Educated Families Earned $242,200 While Others Made $42,200, Here’s Why the Gap Widened

The headline story of the post-pandemic recovery was a strong rebound in household finances. The Federal Reserve’s 2022 Survey of…

Drew Wood | May 2, 2026 at 9:07 AM EDT

A 70-Year-Old With $1.4 Million Faces a $62,000 RMD That Pushes Him Into a Higher Tax Bracket

At 70, he feels fine. Social Security covers the basics, his IRA is growing, and taking a $40,000 annual withdrawal…

Drew Wood | May 2, 2026 at 9:06 AM EDT

A Couple’s $1.2 Million Portfolio Faces a 3.9% Withdrawal Rate That Feels Safe but Is Not

A couple, both 66, enters retirement with $1.2 million in savings and a plan that looks clean on paper: withdraw…

Joel South | May 2, 2026 at 9:00 AM EDT

Dave Ramsey to Wife Who Caught Husband Lying About Debt 4 Times: ’41 Years Down the Toilet’

On a recent Ramsey Show Highlights segment titled I Keep Catching My Husband Lying About Debt, Dave Ramsey reacted to…

Jeremy Phillips | May 2, 2026 at 8:16 AM EDT

Why Your 401(k) Could Trigger a Tax Bomb in Retirement (And What to Do Now)

If you’ve spent thirty years funneling money into a 401(k) and feeling good about the tax deduction, here’s the part…

Jeremy Phillips | May 2, 2026 at 7:33 AM EDT

“Did you buy It from the mob?”: Dave Ramsey hosts floored by 21-year-old’s 30% truck loan

Well, today’s “that’s a new one for me” moment came while I was listening to George Kamel on The Ramsey…

David Beren | May 2, 2026 at 6:45 AM EDT

Half of America Still Feels Financially Exposed Despite 8% Jump in Security

The share of Americans who describe themselves as financially secure climbed from 44% to 50% in a single year, according…

David Beren | May 1, 2026 at 1:13 PM EDT

52% of Americans Are Building Wealth While Ignoring Their Greatest Risk

A finding from the Northwestern Mutual 2026 P&P Wave I “Financial States of America” report puts a number on a…

Don Lair | May 1, 2026 at 12:50 PM EDT

3 Reasons Retirees Should Not Enroll in Medicare Advantage for 2026

Open enrollment season is forcing a hard rethink for retirees this year. Medicare Advantage now covers over 51% of the…

David Beren | May 1, 2026 at 11:45 AM EDT

The Buy Now Pay Later Trap Catching 49% of Gen Z Before They Ever Save a Dollar

Buy Now Pay Later services have moved from a checkout novelty to a core part of how Gen Z pays…

David Beren | May 1, 2026 at 11:43 AM EDT

Retirement Participation Is Up, The Bottom Half of Earners Saw Their Balances Fall to $54,700

The Federal Reserve’s 2022 Survey of Consumer Finances reported that retirement plan participation hit its highest level since 2010. The…

Omor Ibne Ehsan | May 1, 2026 at 11:18 AM EDT

Why Paying Off Your Mortgage Could Cost You More Than Investing

On a recent NerdWallet Smart Money Podcast segment, the host worked through a scenario any retirement-minded homeowner has considered. Take…

Joel South | May 1, 2026 at 11:10 AM EDT

‘Never Go Into Debt for Disney,’ George Kamel Warns

On a recent Smart Money Happy Hour episode titled “Ritzy vs. Regular: Reacting to Social Events in Every Class,” co-host…

Joel South | May 1, 2026 at 11:07 AM EDT

‘You Are the Very First Person’: Suze Orman Breaks Her Never-Lease Rule for 66-Year-Old

On a recent episode of Suze Orman’s Women & Money, Orman broke a rule she has preached for decades. A…

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Personal Finance Articles

All Personal Finance Articles

‘Convert $100,000 a Year to Get Them to the Top of the 22%’: The Roth Plan for a Couple With $2.3M in 401(k)s

College-Educated Families Earned $242,200 While Others Made $42,200, Here’s Why the Gap Widened

A 70-Year-Old With $1.4 Million Faces a $62,000 RMD That Pushes Him Into a Higher Tax Bracket

A Couple’s $1.2 Million Portfolio Faces a 3.9% Withdrawal Rate That Feels Safe but Is Not

Dave Ramsey to Wife Who Caught Husband Lying About Debt 4 Times: ’41 Years Down the Toilet’

Why Your 401(k) Could Trigger a Tax Bomb in Retirement (And What to Do Now)

“Did you buy It from the mob?”: Dave Ramsey hosts floored by 21-year-old’s 30% truck loan

Half of America Still Feels Financially Exposed Despite 8% Jump in Security

52% of Americans Are Building Wealth While Ignoring Their Greatest Risk

3 Reasons Retirees Should Not Enroll in Medicare Advantage for 2026

The Buy Now Pay Later Trap Catching 49% of Gen Z Before They Ever Save a Dollar

Retirement Participation Is Up, The Bottom Half of Earners Saw Their Balances Fall to $54,700

Why Paying Off Your Mortgage Could Cost You More Than Investing

‘Never Go Into Debt for Disney,’ George Kamel Warns

‘You Are the Very First Person’: Suze Orman Breaks Her Never-Lease Rule for 66-Year-Old

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

3 Utility Stocks That’ll Pay Your Bills For Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old's Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree's Medicare Bill...Two Years Later

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

Personal Finance Articles

All Personal Finance Articles

‘Convert $100,000 a Year to Get Them to the Top of the 22%’: The Roth Plan for a Couple With $2.3M in 401(k)s

College-Educated Families Earned $242,200 While Others Made $42,200, Here’s Why the Gap Widened

A 70-Year-Old With $1.4 Million Faces a $62,000 RMD That Pushes Him Into a Higher Tax Bracket

A Couple’s $1.2 Million Portfolio Faces a 3.9% Withdrawal Rate That Feels Safe but Is Not

Dave Ramsey to Wife Who Caught Husband Lying About Debt 4 Times: ’41 Years Down the Toilet’

Why Your 401(k) Could Trigger a Tax Bomb in Retirement (And What to Do Now)

“Did you buy It from the mob?”: Dave Ramsey hosts floored by 21-year-old’s 30% truck loan

Half of America Still Feels Financially Exposed Despite 8% Jump in Security

52% of Americans Are Building Wealth While Ignoring Their Greatest Risk

3 Reasons Retirees Should Not Enroll in Medicare Advantage for 2026

The Buy Now Pay Later Trap Catching 49% of Gen Z Before They Ever Save a Dollar

Retirement Participation Is Up, The Bottom Half of Earners Saw Their Balances Fall to $54,700

Why Paying Off Your Mortgage Could Cost You More Than Investing

‘Never Go Into Debt for Disney,’ George Kamel Warns

‘You Are the Very First Person’: Suze Orman Breaks Her Never-Lease Rule for 66-Year-Old

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

3 Utility Stocks That’ll Pay Your Bills For Years

Featured Reads

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old's Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree's Medicare Bill...Two Years Later