Personal Finance Articles

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4729 Articles

Drew Wood | May 3, 2026 at 7:53 AM EDT

A Couple With $3.5 Million Discovers State Estate Taxes Could Cost Their Kids Six Figures

Two retirees, both age 70, sit on roughly $3.5 million in combined assets: a paid-off home, traditional IRAs, a brokerage…

Drew Wood | May 2, 2026 at 9:47 PM EDT

A 71-Year-Old’s $850,000 Home Is Her Biggest Retirement Asset. Downsizing Could Add $2,250 a Month

A paid-off house worth $850,000 feels like a financial fortress. For a 71-year-old widow whose other assets are $600,000 in…

Ian Cooper | May 2, 2026 at 9:30 PM EDT

Why The Money Guy’s 25% Savings Rule Actually Starts at 15%

I The Money Guy Show’s 25% savings rule has become one of the most repeated benchmarks on personal finance YouTube,…

Drew Wood | May 2, 2026 at 1:54 PM EDT

Retirees Are Realizing a $1.5 Million Nest Egg at 60 Only Means $31,000 in Real Annual Spending

A $1.5 million portfolio at 60 looks like freedom. No alarm clock, no boss, no Monday morning performance theater. But…

David Beren | May 2, 2026 at 1:15 PM EDT

71% of Americans With Financial Advisors Feel Secure. Only 10% Without One Do

One number from the Northwestern Mutual 2026 Planning & Progress Study does more work than almost any other personal finance…

Drew Wood | May 2, 2026 at 12:57 PM EDT

Long-Term Care Could Cost This 68-Year-Old Couple $380,000 and Their $2.1 Million Portfolio Is Not Structured for It

A 68-year-old couple sitting on $2.1 million looks comfortable on paper. The household balance sheet is healthy, the mortgage is…

Drew Wood | May 2, 2026 at 11:35 AM EDT

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Replacing a $50,000 salary with Treasury interest is a clean math problem. Treasury interest sidesteps payout ratios, board votes on…

Maurie Backman | May 2, 2026 at 10:20 AM EDT

Fed’s Rate Freeze Could Sting for Social Security Recipients

When inflation rose 3.3% in March, it signaled that the Federal Reserve would most likely not lower its benchmark interest…

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…

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Personal Finance Articles

All Personal Finance Articles

A Couple With $3.5 Million Discovers State Estate Taxes Could Cost Their Kids Six Figures

A 71-Year-Old’s $850,000 Home Is Her Biggest Retirement Asset. Downsizing Could Add $2,250 a Month

Why The Money Guy’s 25% Savings Rule Actually Starts at 15%

Retirees Are Realizing a $1.5 Million Nest Egg at 60 Only Means $31,000 in Real Annual Spending

71% of Americans With Financial Advisors Feel Secure. Only 10% Without One Do

Long-Term Care Could Cost This 68-Year-Old Couple $380,000 and Their $2.1 Million Portfolio Is Not Structured for It

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Fed’s Rate Freeze Could Sting for Social Security Recipients

‘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

Is Jeff Bezos’ New Startup An Even Bigger Idea than Amazon? He Tells CNBC it Will Drive ‘Civilizational Wealth.’

Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade.

‘I Feel Like It’s 1999 Again.’ CNBC Analyst Issues Dire Warning on Oracle Stock

Why Delaying Social Security While Emptying Your 401(k) Can Slash Your Lifetime Taxes

Retiring With $1.8M in New Jersey Means an $11,400 Annual Tax Bill the Calculators Skip

Is Jeff Bezos’ New Startup An Even Bigger Idea than Amazon? He Tells CNBC it Will Drive ‘Civilizational Wealth.’

Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade.

Personal Finance Articles

All Personal Finance Articles

A Couple With $3.5 Million Discovers State Estate Taxes Could Cost Their Kids Six Figures

A 71-Year-Old’s $850,000 Home Is Her Biggest Retirement Asset. Downsizing Could Add $2,250 a Month

Why The Money Guy’s 25% Savings Rule Actually Starts at 15%

Retirees Are Realizing a $1.5 Million Nest Egg at 60 Only Means $31,000 in Real Annual Spending

71% of Americans With Financial Advisors Feel Secure. Only 10% Without One Do

Long-Term Care Could Cost This 68-Year-Old Couple $380,000 and Their $2.1 Million Portfolio Is Not Structured for It

How Much Do You Really Need in Treasury Bonds to Replace a $50,000 Salary With Interest

Fed’s Rate Freeze Could Sting for Social Security Recipients

‘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

Is Jeff Bezos’ New Startup An Even Bigger Idea than Amazon? He Tells CNBC it Will Drive ‘Civilizational Wealth.’

Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade.

‘I Feel Like It’s 1999 Again.’ CNBC Analyst Issues Dire Warning on Oracle Stock

Featured Reads

Why Delaying Social Security While Emptying Your 401(k) Can Slash Your Lifetime Taxes

Retiring With $1.8M in New Jersey Means an $11,400 Annual Tax Bill the Calculators Skip