Personal Finance Articles

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5818 Articles

Michael Williams | Jun 18, 2026 at 7:51 AM EDT

A $900,000 401(k) at 73 Produces a $34,000 RMD That Quietly Lifts a Couple’s Medicare Premiums, and Here’s the Fix

A 73-year-old retiree in Cleveland posted on a personal-finance forum that her first required minimum distribution arrived smoothly. Her tax…

Michael Williams | Jun 18, 2026 at 7:43 AM EDT

Your Credit Card Already Covers Your Rental-Car Insurance So Stop Paying for It at the Counter

If you have a Visa, Mastercard, or American Express in your wallet, there’s a good chance you’re already paying for…

Michael Williams | Jun 18, 2026 at 7:38 AM EDT

Here’s How You Can Retire to a Pacific Beach Town in Mexico at 60 on $2,500 a Month

Someone in their late fifties is staring down a corporate exit and wants to know if $2,500 a month is…

Drew Wood | Jun 18, 2026 at 6:46 AM EDT

The $1.5 Million Portfolio That Out-Earns the Median U.S. Household

A $1.5 million portfolio is often treated as a wealth milestone. A more useful way to think about it is…

Michael Williams | Jun 18, 2026 at 6:41 AM EDT

The Augusta Rule: Rent Your Own House to Your Business for 14 Days a Year Completely Tax-Free

If you own a home and run a business, the IRS will let you rent your house to that business…

Michael Williams | Jun 18, 2026 at 6:37 AM EDT

Here’s How You Can Retire to the Beaches of Maui on $6,500 a Month at 62

Someone in their early sixties looks at their portfolio, looks at a beach in Maui, and wants to know if…

Michael Williams | Jun 18, 2026 at 6:28 AM EDT

‘These People Are Heroes’: Dave Ramsey Praises Couple Who Paid Off $420,000 in 10 Years

On a June 16 Ramsey Solutions debt-free stage segment, Scott and Kim from Applegate, California announced they had paid off…

Gerelyn Terzo | Jun 18, 2026 at 6:02 AM EDT

He’s Selling His Business for $900,000. Structuring It as an Installment Sale Could Spare Him a Five-Figure Medicare Surcharge.

A Big Payday With a Hidden Medicare Bill Attached Picture a 64-year-old business owner who has spent decades building something…

Michael Williams | Jun 18, 2026 at 5:36 AM EDT

The Real Cost of Retiring in Naples, Florida, Where No One Bothers You

Someone visits Naples, drives past the gated entrances off Pine Ridge or Vanderbilt Beach, and runs the numbers on a…

Michael Williams | Jun 18, 2026 at 5:35 AM EDT

The Combat Zone Tax Exclusion: how one IRS code section makes your pay completely tax-free

If you’ve spent even a single day deployed to a designated combat zone, the IRS treats your military pay for…

Maurie Backman | Jun 18, 2026 at 5:31 AM EDT

The Fed Just Held Rates Flat and May Have Set Up the Biggest Social Security Raise in Years

The Federal Reserve left interest rates unchanged on June 17 during Chairman Kevin Warsh’s first policy meeting at the…

Michael Williams | Jun 18, 2026 at 5:26 AM EDT

‘Good God’: Dave Ramsey’s Reaction When a 29-Year-Old Reveals He Bought a $50,000 Truck While $135,000 in Debt

A 29-year-old caller from New Mexico phoned The Ramsey Show with his wife to ask whether they should sell their…

Michael Williams | Jun 18, 2026 at 5:06 AM EDT

The Average 401(k) Balance at 50 Years Old Is $199,900. How Does Yours Compare?

Turning 50 is the moment retirement stops being abstract. Fidelity’s age-based guideline says you should have 6x your salary saved…

Marc Guberti | Jun 17, 2026 at 5:16 PM EDT

Tech Executives Use This $700,000 401(k) Strategy to Build Tax-Free Retirement Income

A post on r/FIREyFemmes earlier this spring captured the scenario well: a tech professional with annual RSU vests, a 401(k)…

Drew Wood | Jun 17, 2026 at 4:42 PM EDT

The Dividend Growth Path That Turns $60,000 a Year Into $125,000

Sixty thousand dollars a year is the income many retirees are actually trying to replace. It is enough to support…

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Personal Finance Articles

All Personal Finance Articles

A $900,000 401(k) at 73 Produces a $34,000 RMD That Quietly Lifts a Couple’s Medicare Premiums, and Here’s the Fix

Your Credit Card Already Covers Your Rental-Car Insurance So Stop Paying for It at the Counter

Here’s How You Can Retire to a Pacific Beach Town in Mexico at 60 on $2,500 a Month

The $1.5 Million Portfolio That Out-Earns the Median U.S. Household

The Augusta Rule: Rent Your Own House to Your Business for 14 Days a Year Completely Tax-Free

Here’s How You Can Retire to the Beaches of Maui on $6,500 a Month at 62

‘These People Are Heroes’: Dave Ramsey Praises Couple Who Paid Off $420,000 in 10 Years

He’s Selling His Business for $900,000. Structuring It as an Installment Sale Could Spare Him a Five-Figure Medicare Surcharge.

The Real Cost of Retiring in Naples, Florida, Where No One Bothers You

The Combat Zone Tax Exclusion: how one IRS code section makes your pay completely tax-free

The Fed Just Held Rates Flat and May Have Set Up the Biggest Social Security Raise in Years

‘Good God’: Dave Ramsey’s Reaction When a 29-Year-Old Reveals He Bought a $50,000 Truck While $135,000 in Debt

The Average 401(k) Balance at 50 Years Old Is $199,900. How Does Yours Compare?

Tech Executives Use This $700,000 401(k) Strategy to Build Tax-Free Retirement Income

The Dividend Growth Path That Turns $60,000 a Year Into $125,000

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

A $900,000 401(k) at 73 Produces a $34,000 RMD That Quietly Lifts a Couple’s Medicare Premiums, and Here’s the Fix

Your Credit Card Already Covers Your Rental-Car Insurance So Stop Paying for It at the Counter

Here’s How You Can Retire to a Pacific Beach Town in Mexico at 60 on $2,500 a Month

The $1.5 Million Portfolio That Out-Earns the Median U.S. Household

The Augusta Rule: Rent Your Own House to Your Business for 14 Days a Year Completely Tax-Free

Here’s How You Can Retire to the Beaches of Maui on $6,500 a Month at 62

‘These People Are Heroes’: Dave Ramsey Praises Couple Who Paid Off $420,000 in 10 Years

He’s Selling His Business for $900,000. Structuring It as an Installment Sale Could Spare Him a Five-Figure Medicare Surcharge.

The Real Cost of Retiring in Naples, Florida, Where No One Bothers You

The Combat Zone Tax Exclusion: how one IRS code section makes your pay completely tax-free

The Fed Just Held Rates Flat and May Have Set Up the Biggest Social Security Raise in Years

‘Good God’: Dave Ramsey’s Reaction When a 29-Year-Old Reveals He Bought a $50,000 Truck While $135,000 in Debt

The Average 401(k) Balance at 50 Years Old Is $199,900. How Does Yours Compare?

Tech Executives Use This $700,000 401(k) Strategy to Build Tax-Free Retirement Income

The Dividend Growth Path That Turns $60,000 a Year Into $125,000

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.