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5653 Articles

Drew Wood | Jun 13, 2026 at 11:09 AM EDT

Retiring on a Private Island in the Bahamas is the Dream. Can a $2 Million Nest Egg Make It Happen?

A private island retirement sounds like a fantasy, but some islands in the Bahamas now sell for less than luxury…

Maurie Backman | Jun 13, 2026 at 10:57 AM EDT

The Lesser-Known Trick That Can Help You Undo a Bad Social Security Filing Decision

It’s a scenario many seniors have faced before. You claimed Social Security at 62 because you liked the idea of…

Maurie Backman | Jun 13, 2026 at 10:28 AM EDT

Claiming Social Security in 2027? One Key Move Could Boost Your Benefits Before You File

In 2022, the last year there’s data available, the Federal Reserve reported that the median retirement savings balance among seniors…

Drew Wood | Jun 13, 2026 at 10:22 AM EDT

A $650,000 Portfolio That Could Send You to the Super Bowl Every Year

A Super Bowl weekend is one of the most in-demand and expensive recurring trips in American life. Tickets, airfare, hotels,…

Gerelyn Terzo | Jun 13, 2026 at 10:12 AM EDT

He Claimed Social Security at 62 to Get Paid Sooner. It Capped His Widow’s Benefit at $1,950 a Month for Life.

The decision seemed intuitive at the time. He turned 62, the Social Security checks could start, and waiting felt unnecessary…

Marc Guberti | Jun 13, 2026 at 8:24 AM EDT

Before You Take Your 401(k) RMD This Year, Make Sure You Know This Medicare Cost

A married couple, ages 73 and 71, sitting on $1.8 million in a traditional 401(k). Social Security and a modest…

Drew Wood | Jun 13, 2026 at 8:02 AM EDT

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years

Paying $2,000 a month in rent is often described as throwing money away. Homeownership, by contrast, is treated as the…

Drew Wood | Jun 13, 2026 at 7:48 AM EDT

Would You Retire in a Kingdom? Why More Americans Are Considering Morocco

Years ago, Marcie spent a semester in Morocco as a college student. It made a lifelong impression, not just on…

Michael Williams | Jun 13, 2026 at 7:15 AM EDT

The After-Tax 401(k) Move That Lets High Earners Shelter $36,250 More in a Roth Every Year in 2026

A 45-year-old software engineer earning $250,000 walks into open enrollment having already done the obvious things. The full $24,500 pre-tax…

Michael Williams | Jun 13, 2026 at 6:57 AM EDT

‘Chances Are He Will’: Suze Orman Warns a Worried Mom That Her Will Won’t Protect Her Daughters

On the June 11 episode of her Women & Money podcast, Suze Orman heard from a listener named Katie who…

Gerelyn Terzo | Jun 13, 2026 at 6:30 AM EDT

Her Husband Died at 48. His Survivor Benefit Pays $2,300 a Month, More Than the Check She Earned Herself.

She assumed her husband’s Social Security record was worth next to nothing. He died young, at 48, before filing for…

Michael Williams | Jun 13, 2026 at 6:15 AM EDT

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

married couple, both 66, sitting on $1.5 million in a traditional 401(k), Social Security deferred, and roughly $10,800 of other…

Michael Williams | Jun 13, 2026 at 5:55 AM EDT

Dave Ramsey Tells a Military Mom to ‘Underfund’ Her Kids’ 529: Here’s His Reasoning

On a recent episode of The Ramsey Show titled “Debt Is Always the Symptom of a Bigger Problem,” a 32-year-old…

Drew Wood | Jun 13, 2026 at 5:53 AM EDT

Why the Best Inheritance May Be the One You Give While You’re Still Alive

Is a $100,000 gift at age 35 worth more than a $300,000 inheritance received at 70? In 2026, the IRS…

Carl Sullivan | Jun 12, 2026 at 5:21 PM EDT

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

The scenario is common enough that estate attorneys have a name for it: the gray remarriage. She is 68, widowed,…

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Personal Finance Articles

All Personal Finance Articles

Retiring on a Private Island in the Bahamas is the Dream. Can a $2 Million Nest Egg Make It Happen?

The Lesser-Known Trick That Can Help You Undo a Bad Social Security Filing Decision

Claiming Social Security in 2027? One Key Move Could Boost Your Benefits Before You File

A $650,000 Portfolio That Could Send You to the Super Bowl Every Year

He Claimed Social Security at 62 to Get Paid Sooner. It Capped His Widow’s Benefit at $1,950 a Month for Life.

Before You Take Your 401(k) RMD This Year, Make Sure You Know This Medicare Cost

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years

Would You Retire in a Kingdom? Why More Americans Are Considering Morocco

The After-Tax 401(k) Move That Lets High Earners Shelter $36,250 More in a Roth Every Year in 2026

‘Chances Are He Will’: Suze Orman Warns a Worried Mom That Her Will Won’t Protect Her Daughters

Her Husband Died at 48. His Survivor Benefit Pays $2,300 a Month, More Than the Check She Earned Herself.

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Dave Ramsey Tells a Military Mom to ‘Underfund’ Her Kids’ 529: Here’s His Reasoning

Why the Best Inheritance May Be the One You Give While You’re Still Alive

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

Forget JAAA. Its Bolder Sibling Pays 31% More From the Same Floating-Rate Playbook

I’m 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Jim Cramer Says Semiconductor Stocks Are “Going Down.” Buy These 2 Dividend Stocks Instead

I'm 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Nobody Warned This 72-Year-Old His First RMD Would Cost an Extra $19,000 in Tax

Forget JAAA. Its Bolder Sibling Pays 31% More From the Same Floating-Rate Playbook

I’m 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Personal Finance Articles

All Personal Finance Articles

Retiring on a Private Island in the Bahamas is the Dream. Can a $2 Million Nest Egg Make It Happen?

The Lesser-Known Trick That Can Help You Undo a Bad Social Security Filing Decision

Claiming Social Security in 2027? One Key Move Could Boost Your Benefits Before You File

A $650,000 Portfolio That Could Send You to the Super Bowl Every Year

He Claimed Social Security at 62 to Get Paid Sooner. It Capped His Widow’s Benefit at $1,950 a Month for Life.

Before You Take Your 401(k) RMD This Year, Make Sure You Know This Medicare Cost

Why a Dividend Portfolio That Pays Your Rent May Beat Homeownership by $500,000 Over 20 Years

Would You Retire in a Kingdom? Why More Americans Are Considering Morocco

The After-Tax 401(k) Move That Lets High Earners Shelter $36,250 More in a Roth Every Year in 2026

‘Chances Are He Will’: Suze Orman Warns a Worried Mom That Her Will Won’t Protect Her Daughters

Her Husband Died at 48. His Survivor Benefit Pays $2,300 a Month, More Than the Check She Earned Herself.

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Dave Ramsey Tells a Military Mom to ‘Underfund’ Her Kids’ 529: Here’s His Reasoning

Why the Best Inheritance May Be the One You Give While You’re Still Alive

Retired and Considering Remarrying? Five Questions That Determine Whether You Should

Forget JAAA. Its Bolder Sibling Pays 31% More From the Same Floating-Rate Playbook

I’m 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Jim Cramer Says Semiconductor Stocks Are “Going Down.” Buy These 2 Dividend Stocks Instead

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I'm 65 with $2.2 million in real estate and $915,000 in retirement accounts. Can I finally retire?

Nobody Warned This 72-Year-Old His First RMD Would Cost an Extra $19,000 in Tax