Personal Finance Articles

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4662 Articles

Ian Cooper | Apr 22, 2026 at 11:07 AM EDT

Jeffrey Hirsch Predicts Dow 62,430 by 2030: Here’s What That Means for Your Portfolio

Jeffrey Hirsch called Dow 38,820 by 2025 back in 2010, when the index was trading around 10,000. That target has…

Ian Cooper | Apr 22, 2026 at 11:06 AM EDT

Apple’s New CEO Needs to Be a ‘Cowboy’ — But Can He With Tim Cook Still There?

Patrick McGee’s observation that incoming Apple CEO John Ternus “has more of an opportunity to be a cowboy here, meaning…

Gerelyn Terzo | Apr 22, 2026 at 10:54 AM EDT

How to Turn $500,000 in Stock Options Into a Tax Bill You Can Actually Control

Receiving $500,000 in stock options sounds like winning. Exercising them without a plan can feel like handing a large portion…

Ian Cooper | Apr 22, 2026 at 10:24 AM EDT

MercadoLibre Just Did What No Company Ever Has: 28 Consecutive Quarters of 30%+ Revenue Growth

On The Investor’s Podcast (formerly known as We Study Billionaires), investor Daniel Mahncke made a claim worth stopping on: MercadoLibre…

Gerelyn Terzo | Apr 22, 2026 at 10:18 AM EDT

The Survivor Penalty: How Losing a Spouse Cuts Monthly Social Security Income by $500 to $1,200 Overnight

When one spouse dies, the household income drops sharply. For many couples, a third or more of monthly income disappears…

Gerelyn Terzo | Apr 22, 2026 at 9:54 AM EDT

The 30-Day Window That Costs Startup Employees Hundreds of Thousands in Taxes

Startup employees who receive restricted stock face one of the most consequential 30-day windows in personal finance. The 83(b) election…

Carl Sullivan | Apr 22, 2026 at 9:21 AM EDT

‘This Is a Little Bit of a Middle Finger, Isn’t It?’: Ken Coleman Confronts Wife Hiding Debt From Her Husband

A Ramsey Show caller named Beth admitted she’d been putting purchases on credit cards behind her husband’s back, racking up…

Drew Wood | Apr 22, 2026 at 8:10 AM EDT

Retiring at 60 With $2.3 Million Means Burning Through $520,000 Before Any Government Benefits Start

Retiring at 60 with $2.3 million sounds like financial independence, but the five-year gap before government benefits begin creates a…

Gerelyn Terzo | Apr 22, 2026 at 7:54 AM EDT

RSU Recipients Face $45,000 Tax Surprises: Why the 22% Withholding Rate Isn’t Enough

Your RSUs just vested, and you’re staring at a brokerage account full of shares you already paid tax on. Now…

Drew Wood | Apr 22, 2026 at 7:28 AM EDT

A $1.3 Million Portfolio Lost $210,000 in One Week, Proving the Case for a 2-Year Cash Buffer

A newly retired 65-year-old with $1.3 million invested 70/30 in stocks and bonds watched $210,000 vanish in five trading days…

Maurie Backman | Apr 22, 2026 at 6:30 AM EDT

5 Warning Signs That a Retirement Seminar May Be More Interested in Selling Than Helping

When it comes to finances, planning for retirement is one of the most important steps you’ll ever take. But because…

Drew Wood | Apr 21, 2026 at 1:17 PM EDT

Just Five Dividend Stocks Transform $500,000 Into $3,100 a Month in Retirement Income

A $500,000 retirement portfolio spread across five income-focused stocks can generate a blended yield of roughly 7.4%, translating to about…

Gerelyn Terzo | Apr 21, 2026 at 9:54 AM EDT

How to Turn $500,000 in Stock Options Into a Tax Bill You Can Actually Control

Receiving $500,000 in stock options sounds like winning. Exercising them without a plan can feel like handing a large portion…

Gerelyn Terzo | Apr 21, 2026 at 9:53 AM EDT

$1 Million in Municipal Bonds Generates $50,000 Tax-Free Income That Beats Treasury Returns

A $1 million municipal bond portfolio yielding 5% generates $50,000 per year in interest income that the federal government cannot…

Gerelyn Terzo | Apr 21, 2026 at 9:27 AM EDT

High Earners Could Pay Thousands More in Social Security Taxes if Congress Lifts the Cap in 2026

Every year around early March, something changes for the highest-paid workers in America: their Social Security paycheck deduction disappears. That…

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Personal Finance Articles

All Personal Finance Articles

Jeffrey Hirsch Predicts Dow 62,430 by 2030: Here’s What That Means for Your Portfolio

Apple’s New CEO Needs to Be a ‘Cowboy’ — But Can He With Tim Cook Still There?

How to Turn $500,000 in Stock Options Into a Tax Bill You Can Actually Control

MercadoLibre Just Did What No Company Ever Has: 28 Consecutive Quarters of 30%+ Revenue Growth

The Survivor Penalty: How Losing a Spouse Cuts Monthly Social Security Income by $500 to $1,200 Overnight

The 30-Day Window That Costs Startup Employees Hundreds of Thousands in Taxes

‘This Is a Little Bit of a Middle Finger, Isn’t It?’: Ken Coleman Confronts Wife Hiding Debt From Her Husband

Retiring at 60 With $2.3 Million Means Burning Through $520,000 Before Any Government Benefits Start

RSU Recipients Face $45,000 Tax Surprises: Why the 22% Withholding Rate Isn’t Enough

A $1.3 Million Portfolio Lost $210,000 in One Week, Proving the Case for a 2-Year Cash Buffer

5 Warning Signs That a Retirement Seminar May Be More Interested in Selling Than Helping

Just Five Dividend Stocks Transform $500,000 Into $3,100 a Month in Retirement Income

How to Turn $500,000 in Stock Options Into a Tax Bill You Can Actually Control

$1 Million in Municipal Bonds Generates $50,000 Tax-Free Income That Beats Treasury Returns

High Earners Could Pay Thousands More in Social Security Taxes if Congress Lifts the Cap in 2026

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

3 Utility Stocks That’ll Pay Your Bills For Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old's Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree's Medicare Bill...Two Years Later

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

Personal Finance Articles

All Personal Finance Articles

Jeffrey Hirsch Predicts Dow 62,430 by 2030: Here’s What That Means for Your Portfolio

Apple’s New CEO Needs to Be a ‘Cowboy’ — But Can He With Tim Cook Still There?

How to Turn $500,000 in Stock Options Into a Tax Bill You Can Actually Control

MercadoLibre Just Did What No Company Ever Has: 28 Consecutive Quarters of 30%+ Revenue Growth

The Survivor Penalty: How Losing a Spouse Cuts Monthly Social Security Income by $500 to $1,200 Overnight

The 30-Day Window That Costs Startup Employees Hundreds of Thousands in Taxes

‘This Is a Little Bit of a Middle Finger, Isn’t It?’: Ken Coleman Confronts Wife Hiding Debt From Her Husband

Retiring at 60 With $2.3 Million Means Burning Through $520,000 Before Any Government Benefits Start

RSU Recipients Face $45,000 Tax Surprises: Why the 22% Withholding Rate Isn’t Enough

A $1.3 Million Portfolio Lost $210,000 in One Week, Proving the Case for a 2-Year Cash Buffer

5 Warning Signs That a Retirement Seminar May Be More Interested in Selling Than Helping

Just Five Dividend Stocks Transform $500,000 Into $3,100 a Month in Retirement Income

How to Turn $500,000 in Stock Options Into a Tax Bill You Can Actually Control

$1 Million in Municipal Bonds Generates $50,000 Tax-Free Income That Beats Treasury Returns

High Earners Could Pay Thousands More in Social Security Taxes if Congress Lifts the Cap in 2026

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

3 Utility Stocks That’ll Pay Your Bills For Years

Featured Reads

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old's Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree's Medicare Bill...Two Years Later