Personal Finance Articles

All Personal Finance Articles

5551 Articles

Drew Wood | Jun 4, 2026 at 9:07 AM EDT

A $625,000 Portfolio That Quietly Pays $4,200 a Month From Just Three Income Sleeves

An annual income target of approximately $50,400, or $4,200 per month, is a reasonable goal for a single 64-year-old retiree…

Christy Bieber | Jun 4, 2026 at 9:00 AM EDT

3 Undeniable Reasons to Take Social Security at Age 70 – Even if You Need the Money Sooner

Social Security benefits become available at 62, but if you claim them before 70, you could regret it. Of course,…

Drew Wood | Jun 4, 2026 at 8:44 AM EDT

5 Ways Your Overseas Retirement Plan Could Change in the Next Decade

Every year, thousands of Americans build retirement plans around today’s version of Portugal, Mexico, Costa Rica, or Spain. They compare…

Drew Wood | Jun 4, 2026 at 8:43 AM EDT

This $560,000 Income Portfolio Can Replace a Public School Teacher’s Salary

A first-year public school teacher in the United States earns an average salary of about $46,500, according to data from…

Danielle Liverance | Jun 4, 2026 at 8:41 AM EDT

Suze Orman’s Roth Five Year Rule Quietly Saves Retirees Thousands in Medicare Premiums and Most People Have Never Started the Clock

On her Women & Money podcast episode breaking down the Roth five year rule, Suze Orman pointed out something most…

Gerelyn Terzo | Jun 4, 2026 at 7:45 AM EDT

Why Social Security’s 2.8% COLA Isn’t Keeping Up With What Retirees Actually Spend on Healthcare

The Social Security Administration (SSA) set the 2026 cost-of-living adjustment (COLA) at 2.8%, lifting the average retired worker’s benefit from…

Drew Wood | Jun 4, 2026 at 7:35 AM EDT

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?

A 72-year-old single retiree living in a Florida 55+ community and receiving $4,200 per month from Social Security and a…

Marc Guberti | Jun 4, 2026 at 7:33 AM EDT

The NUA Move That Cuts a Retiring Executive’s Tax on $480,000 of Employer Stock From 32% to 15%

Picture a 62-year-old Apple lifer cleaning out an office for the last time. The 401(k) statement shows $1.9 million, with…

Drew Wood | Jun 4, 2026 at 6:51 AM EDT

Can Pure Dividend Stocks Replace a $110,000 Dual-Income Household Income? Here’s What It Would Take

A combined household income of $110,000 is close to the national norm for a two-earner household. For a 56-year-old couple…

Drew Wood | Jun 4, 2026 at 5:24 AM EDT

If You Have $620,000 Saved at 67 and a $90,000 Pension Buyout Decision, Here Is the Lump Sum Math

A former employer sends a one-page letter offering two choices: accept a $90,000 lump-sum payment today or continue receiving $720 per…

Marc Guberti | Jun 3, 2026 at 6:33 PM EDT

Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73

A 70-year-old single retiree in Walnut Creek with $2.1 million in a traditional 401(k), $40,000 a year in Social Security,…

Gerelyn Terzo | Jun 3, 2026 at 5:35 PM EDT

The Home Sale That Adds $6,355 a Year to a Retiree’s Medicare Premium Two Years Later

A retiree sold her longtime home, downsized to a condo, and figured the paperwork was behind her. Then in April…

Marc Guberti | Jun 3, 2026 at 2:33 PM EDT

A 56-Year-Old Executive’s $480,000 Severance and the 401(k) Move That Saved Her $112,000 in Taxes

A 56-year-old vice president of marketing at a Fortune 500 company is laid off. The severance package: $480,000, structured as…

Gerelyn Terzo | Jun 3, 2026 at 2:15 PM EDT

The $14,000 Demand Letter Retirees Are Getting From Social Security. What to Do in 30 Days.

A letter arrives from the Social Security Administration. Inside, a 71-year-old retiree learns he was overpaid $14,000 over the past…

Gerelyn Terzo | Jun 3, 2026 at 1:20 PM EDT

The Social Security Mistake Same-Sex Spouses Keep Making. Here’s How to Fix It

A 67-year-old widow in Mississippi built a life with her partner for more than two decades before legal marriage was…

1 … 67 68 69 70 71 … 373

Personal Finance Articles

All Personal Finance Articles

A $625,000 Portfolio That Quietly Pays $4,200 a Month From Just Three Income Sleeves

3 Undeniable Reasons to Take Social Security at Age 70 – Even if You Need the Money Sooner

5 Ways Your Overseas Retirement Plan Could Change in the Next Decade

This $560,000 Income Portfolio Can Replace a Public School Teacher’s Salary

Suze Orman’s Roth Five Year Rule Quietly Saves Retirees Thousands in Medicare Premiums and Most People Have Never Started the Clock

Why Social Security’s 2.8% COLA Isn’t Keeping Up With What Retirees Actually Spend on Healthcare

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?

The NUA Move That Cuts a Retiring Executive’s Tax on $480,000 of Employer Stock From 32% to 15%

Can Pure Dividend Stocks Replace a $110,000 Dual-Income Household Income? Here’s What It Would Take

If You Have $620,000 Saved at 67 and a $90,000 Pension Buyout Decision, Here Is the Lump Sum Math

Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73

The Home Sale That Adds $6,355 a Year to a Retiree’s Medicare Premium Two Years Later

A 56-Year-Old Executive’s $480,000 Severance and the 401(k) Move That Saved Her $112,000 in Taxes

The $14,000 Demand Letter Retirees Are Getting From Social Security. What to Do in 30 Days.

The Social Security Mistake Same-Sex Spouses Keep Making. Here’s How to Fix It

He Retired at 55 With $1.2 Million in His 401(k). One Routine Paperwork Move Would Have Locked It All Up for Years

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

Chief Economic Adviser: “There Is No Way” the Bond Market Can Fund the AI Boom Without Higher Yields

He Retired at 55 With $1.2 Million in His 401(k). One Routine Paperwork Move Would Have Locked It All Up for Years

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

He Retired at 55 With $1.2 Million in His 401(k). One Routine Paperwork Move Would Have Locked It All Up for Years

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

Personal Finance Articles

All Personal Finance Articles

A $625,000 Portfolio That Quietly Pays $4,200 a Month From Just Three Income Sleeves

3 Undeniable Reasons to Take Social Security at Age 70 – Even if You Need the Money Sooner

5 Ways Your Overseas Retirement Plan Could Change in the Next Decade

This $560,000 Income Portfolio Can Replace a Public School Teacher’s Salary

Suze Orman’s Roth Five Year Rule Quietly Saves Retirees Thousands in Medicare Premiums and Most People Have Never Started the Clock

Why Social Security’s 2.8% COLA Isn’t Keeping Up With What Retirees Actually Spend on Healthcare

How Far Does $4,200 a Month Go in Retirement With No Mortgage but a $9,600 HOA?

The NUA Move That Cuts a Retiring Executive’s Tax on $480,000 of Employer Stock From 32% to 15%

Can Pure Dividend Stocks Replace a $110,000 Dual-Income Household Income? Here’s What It Would Take

If You Have $620,000 Saved at 67 and a $90,000 Pension Buyout Decision, Here Is the Lump Sum Math

Why a $2.1 Million 401(k) Holder Is Moving From California to Nevada Before His First RMD at 73

The Home Sale That Adds $6,355 a Year to a Retiree’s Medicare Premium Two Years Later

A 56-Year-Old Executive’s $480,000 Severance and the 401(k) Move That Saved Her $112,000 in Taxes

The $14,000 Demand Letter Retirees Are Getting From Social Security. What to Do in 30 Days.

The Social Security Mistake Same-Sex Spouses Keep Making. Here’s How to Fix It

He Retired at 55 With $1.2 Million in His 401(k). One Routine Paperwork Move Would Have Locked It All Up for Years

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64

Chief Economic Adviser: “There Is No Way” the Bond Market Can Fund the AI Boom Without Higher Yields

Featured Reads

He Retired at 55 With $1.2 Million in His 401(k). One Routine Paperwork Move Would Have Locked It All Up for Years

Have a Big 401(k) and Turning 60? Your Catch-Up Limit Just Jumped to $11,250 and the Window Closes at 64