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5232 Articles

Drew Wood | May 28, 2026 at 9:00 AM EDT

Retiring to Mexico on Social Security Only: Where the Math Works and Where It Breaks

A middle-class American couple in their late 60s faces a retirement problem that has become increasingly common. They have Social…

Drew Wood | May 28, 2026 at 7:58 AM EDT

What It Takes to Retire in a Colorado Mountain Town Where No One Bothers You

A reader sends this question almost every week: they visited a mountain town, fell for the rivers and quiet, and…

Carl Sullivan | May 28, 2026 at 7:29 AM EDT

Retirees Realize a $3M Nest Egg at 70 Only Means $70K in Real Annual Spending

A $3 million portfolio at age 70 sounds like the finish line. Then you actually do the math on what…

Drew Wood | May 28, 2026 at 7:25 AM EDT

The $850,000 Portfolio That Lets You Visit Your Grandkids

Tom and Rebecca thought retirement would become quieter after their children moved away. Instead, their family map kept expanding. Three…

Drew Wood | May 28, 2026 at 6:59 AM EDT

Charleston’s 4% vs. 6% Tax Gap Could Change Your Retirement by Six Figures

Charleston draws in retirees with coastal living, outdoor recreation, historic neighborhoods, strong dining and cultural infrastructure, and a favorable tax…

Danielle Liverance | May 28, 2026 at 5:48 AM EDT

Suze Orman Warns Against Selling: Why a HELOC Beats Liquidating Your Home Right Now

Alicia is 59, has a $1 million net worth, and called into Suze Orman’s podcast because she cannot reliably cover…

Drew Wood | May 28, 2026 at 5:10 AM EDT

How To Generate $7,500 a Month in Dividend Income for a Beyond-Comfortable Retirement

Generating $7,500 a month in dividend income means producing $90,000 a year from a portfolio without needing to regularly sell…

Danielle Liverance | May 27, 2026 at 8:48 PM EDT

Housing Prices Down 6 Percent. Your Property Tax Bill Probably Won’t Follow

On Episode 415 of the Retire SMART Podcast, “Beefing” with Housing Prices, the host flagged a frustration showing up in…

Danielle Liverance | May 27, 2026 at 8:26 PM EDT

My Husband Secretly Gave His Parents $16,000 From Our $240k Income. Should I Insist on Marriage Counseling?

A caller named Samantha from Birmingham phoned The Ramsey Show with a question that sounds like it is about money…

Danielle Liverance | May 27, 2026 at 7:30 PM EDT

Rent Prices Are Dropping Nationwide: Here’s the One Question Landlords Hope You Never Ask

The hosts of The Best One Yet, a daily business podcast, laid out a piece of advice this spring that…

Don Lair | May 27, 2026 at 6:58 PM EDT

I took a 100% interest rate payday loan to help a friend with $1,500: am I making a huge mistake?

On a recent episode of Financial Audit titled “Predator EXPOSED On Financial Audit,” host Caleb Hammer confronted a guest named…

David Beren | May 27, 2026 at 5:55 PM EDT

A 67-Year-Old Solo 401(k) Holder Just Found $234,000 of Additional Roth Conversion Headroom Most Self-Employed Retirees Miss

A 67-year-old consultant filing a Schedule C with $185,000 in net self-employment income and a $1.4 million pre-tax Solo 401(k)…

Carl Sullivan | May 27, 2026 at 5:15 PM EDT

Why Your $2M Portfolio Doesn’t Determine Your Retirement (This One Withdrawal Number Does)

Linda is 64, single with no dependents, and staring at a $2 million brokerage statement wondering if it is enough.…

Carl Sullivan | May 27, 2026 at 4:37 PM EDT

Why a 72-Year-Old With $2.2M Faces $7.4K in Annual Medicare Surcharges

A single 72-year-old retiree sitting on a $2.2 million traditional IRA looks, on paper, like a textbook success story. Then…

Don Lair | May 27, 2026 at 2:35 PM EDT

401(k) vs. Roth: Which Strategy Wins Depends on One Critical Factor, Expert Explains

On a recent Earn Your Leisure episode titled “Retire Rich The Ultimate Guide to IRAs, 401(k)s, & HSAs!”, a guest…

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Personal Finance Articles

All Personal Finance Articles

Retiring to Mexico on Social Security Only: Where the Math Works and Where It Breaks

What It Takes to Retire in a Colorado Mountain Town Where No One Bothers You

Retirees Realize a $3M Nest Egg at 70 Only Means $70K in Real Annual Spending

The $850,000 Portfolio That Lets You Visit Your Grandkids

Charleston’s 4% vs. 6% Tax Gap Could Change Your Retirement by Six Figures

Suze Orman Warns Against Selling: Why a HELOC Beats Liquidating Your Home Right Now

How To Generate $7,500 a Month in Dividend Income for a Beyond-Comfortable Retirement

Housing Prices Down 6 Percent. Your Property Tax Bill Probably Won’t Follow

My Husband Secretly Gave His Parents $16,000 From Our $240k Income. Should I Insist on Marriage Counseling?

Rent Prices Are Dropping Nationwide: Here’s the One Question Landlords Hope You Never Ask

I took a 100% interest rate payday loan to help a friend with $1,500: am I making a huge mistake?

A 67-Year-Old Solo 401(k) Holder Just Found $234,000 of Additional Roth Conversion Headroom Most Self-Employed Retirees Miss

Why Your $2M Portfolio Doesn’t Determine Your Retirement (This One Withdrawal Number Does)

Why a 72-Year-Old With $2.2M Faces $7.4K in Annual Medicare Surcharges

401(k) vs. Roth: Which Strategy Wins Depends on One Critical Factor, Expert Explains

HYSA vs a CD, and Which One Wins as the Fed Cuts

PTIR Investors Lost 49% While Palantir Fell 14%: The 20-Point Decay Tax Nobody Discusses

The $95-a-Year Fee Nobody Notices: Why SPXL Underperforms Its Own Math

HYSA vs a CD, and Which One Wins as the Fed Cuts

Up to 85% of Your Social Security Benefit Could Be Taxable Because of This Flawed Rule

QQQ Investors Are Silently Losing 6.86% Over Five Years to a Fee Structure Their Cheaper Sibling Doesn’t Charge

HYSA vs a CD, and Which One Wins as the Fed Cuts

Personal Finance Articles

All Personal Finance Articles

Retiring to Mexico on Social Security Only: Where the Math Works and Where It Breaks

What It Takes to Retire in a Colorado Mountain Town Where No One Bothers You

Retirees Realize a $3M Nest Egg at 70 Only Means $70K in Real Annual Spending

The $850,000 Portfolio That Lets You Visit Your Grandkids

Charleston’s 4% vs. 6% Tax Gap Could Change Your Retirement by Six Figures

Suze Orman Warns Against Selling: Why a HELOC Beats Liquidating Your Home Right Now

How To Generate $7,500 a Month in Dividend Income for a Beyond-Comfortable Retirement

Housing Prices Down 6 Percent. Your Property Tax Bill Probably Won’t Follow

My Husband Secretly Gave His Parents $16,000 From Our $240k Income. Should I Insist on Marriage Counseling?

Rent Prices Are Dropping Nationwide: Here’s the One Question Landlords Hope You Never Ask

I took a 100% interest rate payday loan to help a friend with $1,500: am I making a huge mistake?

A 67-Year-Old Solo 401(k) Holder Just Found $234,000 of Additional Roth Conversion Headroom Most Self-Employed Retirees Miss

Why Your $2M Portfolio Doesn’t Determine Your Retirement (This One Withdrawal Number Does)

Why a 72-Year-Old With $2.2M Faces $7.4K in Annual Medicare Surcharges

401(k) vs. Roth: Which Strategy Wins Depends on One Critical Factor, Expert Explains

HYSA vs a CD, and Which One Wins as the Fed Cuts

PTIR Investors Lost 49% While Palantir Fell 14%: The 20-Point Decay Tax Nobody Discusses

The $95-a-Year Fee Nobody Notices: Why SPXL Underperforms Its Own Math

Featured Reads

HYSA vs a CD, and Which One Wins as the Fed Cuts

Up to 85% of Your Social Security Benefit Could Be Taxable Because of This Flawed Rule