Stock Market Live July 1, 2026: S&P 500 (SPY) Lower as Investors Wait on the Fed and Fresh Economic Data

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Jeremy Phillips | May 25, 2026 at 9:35 AM EDT

“The Stupidest Thing I Ever Heard”: Suze Orman on Why Waiting Until RMDs Are Required Wrecks Retirement

Suze Orman delivers financial advice with a blowtorch. On her October 10, 2024 podcast, a 65-year-old retired caller named Deb…

Drew Wood | May 25, 2026 at 9:18 AM EDT

A 67-Year-Old Single Retiree With $920,000 Can Stretch It to Age 95 If the COLA Holds Above 2 Percent

A 67-year-old retiree with $920,000 saved and drawing a $2,800 monthly Social Security benefit appears, at first glance, to be…

Austin Smith | May 25, 2026 at 8:25 AM EDT

The $10,000 Growth in Your 529 Plan Becomes $6,200 After Taxes and Penalties if You Withdraw Early

The question comes up on call-in shows constantly: a parent staring at a credit card statement they cannot pay, looking…

Joel South | May 25, 2026 at 8:22 AM EDT

‘It’s Redneck Envy’: Dave Ramsey Defends Billionaires’ Yachts With Ratio Logic

On a recent episode of Ramsey Everyday Millionaires, a caller asked whether a boat costing more than his annual income…

Ian Cooper | May 25, 2026 at 8:08 AM EDT

A 67-Year-Old With a $620,000 Inherited 401(k) Faces an $80,000 Tax Bomb Most Heirs Do Not See Coming

Inheriting a parent’s retirement account sounds like a windfall. For a 67-year-old still pulling in a high W-2, it can…

Drew Wood | May 25, 2026 at 7:17 AM EDT

If You Have $1.2 Million Saved at 63 and a Mortgage Still on the Books, Here Is What Retirement Actually Looks Like

At 63, with $1.2 million in savings and a $185,000 mortgage hanging around at 4.875%, retirement starts to feel like…

Drew Wood | May 25, 2026 at 5:14 AM EDT

The Eight-Rung Treasury Bond Ladder That Pays a 72-Year-Old $40,000 a Year With Zero Credit Risk on $850,000

A retiree with $850,000 in savings who wants about $40,000 a year in reliable income may not need to take…

Marc Guberti | May 24, 2026 at 11:21 PM EDT

The Hidden 401(k) Tax Bomb That Hits a $1.3 Million Saver With $19,800 in Their First RMD Year

Picture a single 73-year-old retiree sitting on $1.3 million in a traditional 401(k), drawing $36,000 a year in Social Security,…

David Beren | May 24, 2026 at 6:21 PM EDT

‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer

Jim Cramer’s blunt line to a young first-time homebuyer on the May 22 episode of Mad Money: “Expect corrections and…

Marc Guberti | May 24, 2026 at 6:21 PM EDT

The QLAC Strategy That Lets a 70 Year Old With $2 Million Defer $200,000 of RMDs Until Age 85

A 70 year old retiree sitting on $2 million in a traditional 401(k) has roughly three years before required minimum…

David Beren | May 24, 2026 at 1:33 PM EDT

Memorial Day Cookout Costs Are Crushing Wallets: Beef Up 14%, Steak Up 16%, Hot Dogs Up 11%

CNBC consumer reporter Brandon Gomez delivered the bad news to anyone hosting a backyard cookout this weekend: “Ground beef for…

David Beren | May 24, 2026 at 1:16 PM EDT

Mortgage Rates Hit 6.33%: Here’s Why Home Affordability Just Jumped 9 Points

The National Association of Realtors’ Housing Affordability Index surged to 110.6 during April 2026, advancing from 101.4 twelve months prior,…

Marc Guberti | May 24, 2026 at 12:21 PM EDT

The 401(k) to Roth Bracket Filling Strategy That Saves a $300,000 Earner Couple $145,000 in Taxes Over 8 Years

A 60-year-old couple pulling in $300,000 a year with $1.8 million in a traditional 401(k) is sitting on a problem…

Carl Sullivan | May 24, 2026 at 9:07 AM EDT

What $4,500 a Month Really Looks Like in Retirement at Age 62

Retiring at 62 on $4,500 a month sounds workable until you run the numbers against pre-Medicare healthcare. That gap between…

Drew Wood | May 24, 2026 at 9:06 AM EDT

How a $450,000 Portfolio Could Deliver $31,500 a Year While Limiting Market Drawdowns

A 69-year-old couple with $850,000 in investable assets faces a specific problem: they want equity exposure without the risk of…

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Personal Finance Articles

All Personal Finance Articles

“The Stupidest Thing I Ever Heard”: Suze Orman on Why Waiting Until RMDs Are Required Wrecks Retirement

A 67-Year-Old Single Retiree With $920,000 Can Stretch It to Age 95 If the COLA Holds Above 2 Percent

The $10,000 Growth in Your 529 Plan Becomes $6,200 After Taxes and Penalties if You Withdraw Early

‘It’s Redneck Envy’: Dave Ramsey Defends Billionaires’ Yachts With Ratio Logic

A 67-Year-Old With a $620,000 Inherited 401(k) Faces an $80,000 Tax Bomb Most Heirs Do Not See Coming

If You Have $1.2 Million Saved at 63 and a Mortgage Still on the Books, Here Is What Retirement Actually Looks Like

The Eight-Rung Treasury Bond Ladder That Pays a 72-Year-Old $40,000 a Year With Zero Credit Risk on $850,000

The Hidden 401(k) Tax Bomb That Hits a $1.3 Million Saver With $19,800 in Their First RMD Year

‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer

The QLAC Strategy That Lets a 70 Year Old With $2 Million Defer $200,000 of RMDs Until Age 85

Memorial Day Cookout Costs Are Crushing Wallets: Beef Up 14%, Steak Up 16%, Hot Dogs Up 11%

Mortgage Rates Hit 6.33%: Here’s Why Home Affordability Just Jumped 9 Points

The 401(k) to Roth Bracket Filling Strategy That Saves a $300,000 Earner Couple $145,000 in Taxes Over 8 Years

What $4,500 a Month Really Looks Like in Retirement at Age 62

How a $450,000 Portfolio Could Deliver $31,500 a Year While Limiting Market Drawdowns

Stock Market Live July 1, 2026: S&P 500 (SPY) Lower as Investors Wait on the Fed and Fresh Economic Data

Live Nasdaq Composite: Markets Kick Off H2 2026 on Cautious Note amid Chip Stock Profit Taking

Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?

Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying

A 55-Year-Old With $1.4 Million in a 401(k) Can Retire Now Using This Roth Conversion Ladder Strategy

A 55-Year-Old With $1.4 Million in a 401(k) Can Retire Now Using This Roth Conversion Ladder Strategy

Why Retirees Could Get an Extra $97 a Month from Social Security In 2027

Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?

Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying

Personal Finance Articles

All Personal Finance Articles

“The Stupidest Thing I Ever Heard”: Suze Orman on Why Waiting Until RMDs Are Required Wrecks Retirement

A 67-Year-Old Single Retiree With $920,000 Can Stretch It to Age 95 If the COLA Holds Above 2 Percent

The $10,000 Growth in Your 529 Plan Becomes $6,200 After Taxes and Penalties if You Withdraw Early

‘It’s Redneck Envy’: Dave Ramsey Defends Billionaires’ Yachts With Ratio Logic

A 67-Year-Old With a $620,000 Inherited 401(k) Faces an $80,000 Tax Bomb Most Heirs Do Not See Coming

If You Have $1.2 Million Saved at 63 and a Mortgage Still on the Books, Here Is What Retirement Actually Looks Like

The Eight-Rung Treasury Bond Ladder That Pays a 72-Year-Old $40,000 a Year With Zero Credit Risk on $850,000

The Hidden 401(k) Tax Bomb That Hits a $1.3 Million Saver With $19,800 in Their First RMD Year

‘Expect Corrections and Don’t Rely on Hope’: Cramer’s Reality Check for a First-Time Homebuyer

The QLAC Strategy That Lets a 70 Year Old With $2 Million Defer $200,000 of RMDs Until Age 85

Memorial Day Cookout Costs Are Crushing Wallets: Beef Up 14%, Steak Up 16%, Hot Dogs Up 11%

Mortgage Rates Hit 6.33%: Here’s Why Home Affordability Just Jumped 9 Points

The 401(k) to Roth Bracket Filling Strategy That Saves a $300,000 Earner Couple $145,000 in Taxes Over 8 Years

What $4,500 a Month Really Looks Like in Retirement at Age 62

How a $450,000 Portfolio Could Deliver $31,500 a Year While Limiting Market Drawdowns

Stock Market Live July 1, 2026: S&P 500 (SPY) Lower as Investors Wait on the Fed and Fresh Economic Data

Live Nasdaq Composite: Markets Kick Off H2 2026 on Cautious Note amid Chip Stock Profit Taking

Nebius, Coreweave, and IREN Tumble on Meta’s Cloud Ambitions. Is This the End of the Neocloud Boom?

Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying

A 55-Year-Old With $1.4 Million in a 401(k) Can Retire Now Using This Roth Conversion Ladder Strategy

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A 55-Year-Old With $1.4 Million in a 401(k) Can Retire Now Using This Roth Conversion Ladder Strategy

Why Retirees Could Get an Extra $97 a Month from Social Security In 2027