Personal Finance Articles

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5818 Articles

Drew Wood | Jun 19, 2026 at 11:52 AM EDT

They Dream of Retiring On The Road. How Big a Portfolio Do They Need for RV Living?

A growing number of retirees share the same vision: a paid-off home, Social Security covering the essentials, and an RV…

David Beren | Jun 19, 2026 at 11:35 AM EDT

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

The single most valuable benefit sitting inside the average American paycheck is the employer 401(k) match, and a meaningful share…

Drew Wood | Jun 19, 2026 at 10:40 AM EDT

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

A 67-year-old in good health sees an obvious answer in her Medicare options. Original Medicare plus a Medigap Plan G…

Gerelyn Terzo | Jun 19, 2026 at 10:02 AM EDT

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

The Letter That Showed Up Two Years Late A married couple, both about 66 and newly on Medicare, opened their…

Drew Wood | Jun 19, 2026 at 9:47 AM EDT

Is the 4% Rule Making You Live Poorer in Retirement Than You Need To?

The 4% rule has anchored retirement planning for three decades. Withdraw 4% of your portfolio in year one, adjust for…

Marc Guberti | Jun 19, 2026 at 9:16 AM EDT

The $3.2 Million 401(k) Tax Surprise: RMDs Trigger a 40% Effective Rate Retirees Never See Coming

A 72-year-old widower with $3.2 million in his old employer 401(k) walks into his advisor’s office in June 2026 with…

Drew Wood | Jun 19, 2026 at 8:44 AM EDT

Switching to Medicare Advantage Is Easy. Switching Back Can Be Impossible

A 67-year-old in Florida picked a $0-premium Medicare Advantage plan two years ago because the math looked obvious: no monthly…

Drew Wood | Jun 19, 2026 at 8:04 AM EDT

Get Sick Overseas and Original Medicare Pays Almost Nothing. One Add-On Covers 80%

A 68-year-old retiree flies to Lisbon, slips while stepping off a tram on her third day, and suddenly finds herself…

Michael Williams | Jun 19, 2026 at 7:53 AM EDT

Inherited Stock Resets Its Tax Bill to Zero and Here’s the IRS Rule That Does It

If you’ve ever inherited a stock portfolio, a rental property, or even a single share of grandma’s old utility company,…

Michael Williams | Jun 19, 2026 at 7:44 AM EDT

Suze Orman Warns of a 30% Social Security Penalty “You Can Never Undo”

In a blog post dated June 11, 2026, titled “What the Latest Social Security Buzz Gets Wrong,” Suze Orman put…

Drew Wood | Jun 19, 2026 at 7:43 AM EDT

Medicare’s New $2,100 Drug Cap Quietly Rewrites the Math on Costly Prescriptions

A 68-year-old retiree on a $14,000-a-year specialty arthritis biologic used to brace for January. The old Part D structure pushed…

Michael Williams | Jun 19, 2026 at 7:42 AM EDT

Here’s How You Can Retire to the Beaches of Portugal’s Algarve at 60

Someone in their late fifties is staring at a portfolio statement, a Zillow tab full of whitewashed villas in Lagos…

Drew Wood | Jun 19, 2026 at 7:08 AM EDT

This is Why So Many Veterans Retire In San Antonio

A surprising number of military retirees end up in San Antonio, and it is not just because they trained there,…

Michael Williams | Jun 19, 2026 at 6:51 AM EDT

Your Roth IRA Isn’t Locked Until 59½, You Can Pull Every Dollar You Contributed, Anytime, Tax-Free

If you have a Roth IRA, you have an emergency fund hiding in plain sight. Every dollar you personally contributed,…

Drew Wood | Jun 19, 2026 at 6:42 AM EDT

Medicare Still Won’t Buy Your Hearing Aids, and They Run Up to $7,000

A 68-year-old walks out of an audiologist’s office with a quote for a mid-range pair of hearing aids: $5,800. She…

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Personal Finance Articles

All Personal Finance Articles

They Dream of Retiring On The Road. How Big a Portfolio Do They Need for RV Living?

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

Is the 4% Rule Making You Live Poorer in Retirement Than You Need To?

The $3.2 Million 401(k) Tax Surprise: RMDs Trigger a 40% Effective Rate Retirees Never See Coming

Switching to Medicare Advantage Is Easy. Switching Back Can Be Impossible

Get Sick Overseas and Original Medicare Pays Almost Nothing. One Add-On Covers 80%

Inherited Stock Resets Its Tax Bill to Zero and Here’s the IRS Rule That Does It

Suze Orman Warns of a 30% Social Security Penalty “You Can Never Undo”

Medicare’s New $2,100 Drug Cap Quietly Rewrites the Math on Costly Prescriptions

Here’s How You Can Retire to the Beaches of Portugal’s Algarve at 60

This is Why So Many Veterans Retire In San Antonio

Your Roth IRA Isn’t Locked Until 59½, You Can Pull Every Dollar You Contributed, Anytime, Tax-Free

Medicare Still Won’t Buy Your Hearing Aids, and They Run Up to $7,000

The Average Social Security Check Is $2,082. Your Bills Didn’t Get the Memo. These 4 ETFs Step In

What It Takes to Retire to Delaware’s Beaches at 62 on $800,000 and Skip Florida Entirely

You’re 62 With $400K Earning 0.6% at the Bank. These 3 ETFs Put It to Work Before You Retire

What It Takes to Retire to Delaware's Beaches at 62 on $800,000 and Skip Florida Entirely

Retiring on a Cruise Ship Costs Less Than You Think. Until It Doesn't.

The Average Social Security Check Is $2,082. Your Bills Didn’t Get the Memo. These 4 ETFs Step In

What It Takes to Retire to Delaware’s Beaches at 62 on $800,000 and Skip Florida Entirely

Personal Finance Articles

All Personal Finance Articles

They Dream of Retiring On The Road. How Big a Portfolio Do They Need for RV Living?

The Average American Leaves $2,954 on the Table Every Year by Skipping the 401(k) Match

In a Healthy Year, Medicare Advantage Saves You $2,640. In a Cancer Year, It Can Cost $9,250

A $60,000 Annuity Payout Pushed a Retired Couple Over the Medicare IRMAA Line Two Years Later

Is the 4% Rule Making You Live Poorer in Retirement Than You Need To?

The $3.2 Million 401(k) Tax Surprise: RMDs Trigger a 40% Effective Rate Retirees Never See Coming

Switching to Medicare Advantage Is Easy. Switching Back Can Be Impossible

Get Sick Overseas and Original Medicare Pays Almost Nothing. One Add-On Covers 80%

Inherited Stock Resets Its Tax Bill to Zero and Here’s the IRS Rule That Does It

Suze Orman Warns of a 30% Social Security Penalty “You Can Never Undo”

Medicare’s New $2,100 Drug Cap Quietly Rewrites the Math on Costly Prescriptions

Here’s How You Can Retire to the Beaches of Portugal’s Algarve at 60

This is Why So Many Veterans Retire In San Antonio

Your Roth IRA Isn’t Locked Until 59½, You Can Pull Every Dollar You Contributed, Anytime, Tax-Free

Medicare Still Won’t Buy Your Hearing Aids, and They Run Up to $7,000

The Average Social Security Check Is $2,082. Your Bills Didn’t Get the Memo. These 4 ETFs Step In

What It Takes to Retire to Delaware’s Beaches at 62 on $800,000 and Skip Florida Entirely

You’re 62 With $400K Earning 0.6% at the Bank. These 3 ETFs Put It to Work Before You Retire

Featured Reads

What It Takes to Retire to Delaware's Beaches at 62 on $800,000 and Skip Florida Entirely

Retiring on a Cruise Ship Costs Less Than You Think. Until It Doesn't.