Personal Finance Articles

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5193 Articles

Carl Sullivan | Jun 25, 2026 at 7:41 PM EDT

68-Year-Old Federal Retiree With $1.2M TSP Discovers Survivor Election Cost Him $90,000

A 68-year-old federal retiree sits down with his account statements and has a startling revelation. His Thrift Savings Plan (TSP)…

Michael Williams | Jun 25, 2026 at 7:25 PM EDT

“That’s a Pregnant Woman Talking That She Wants a New Car for a New Baby”: Dave Ramsey to a Veteran With $16K in Debt Eyeing a Vehicle Upgrade

A veteran called in to a recent episode of The Ramsey Show with a question most growing families face. He carries…

Michael Williams | Jun 25, 2026 at 7:14 PM EDT

Here’s How You Can Retire to the Beaches of Marco Island, Florida, at 65 on $1.5 Million

Can you retire to Marco Island at 65 on $1.5 million? Yes, but only if you treat it as the…

Michael Williams | Jun 25, 2026 at 7:10 PM EDT

Congressman Issues Dire Social Security Warning: “Benefits Will Be Cut” as Trust Fund Depletion Accelerates

She is 67, retired, and the roughly $2,000 Social Security check that lands in her account each month covers more…

Michael Williams | Jun 25, 2026 at 6:46 PM EDT

The “Social Security Tax Trap” That Can Cost a Retired Couple $8,189+ per Year

Picture a retired couple in their late 60s. Both worked their full careers, both delayed Social Security until full retirement…

Michael Williams | Jun 25, 2026 at 6:12 PM EDT

Here’s How You Can Retire to the Beaches of Sarasota, Florida, at 65 on $1 Million Stress Free

We get this question constantly. Someone in their early 60s is sitting on roughly $1 million, eyeing the Gulf Coast,…

David Beren | Jun 25, 2026 at 5:08 PM EDT

56% of Americans Have No Estate Plan. Here’s Why That Number Hasn’t Budged.

The number that should change how Americans think about their finances is the share of U.S. adults who have done…

Carl Sullivan | Jun 25, 2026 at 4:23 PM EDT

Retired Couple With $2.3M Faces $5,600 IRMAA Surprise After Selling Rental Property

A couple in their mid-60s sold a rental house two years ago, paid the capital gains and depreciation recapture taxes…

David Beren | Jun 25, 2026 at 4:03 PM EDT

Why the Pay Off the Mortgage Rule Can Cost High-Income Households Six Figures

The advice to pay off your mortgage as fast as possible has been a personal finance staple for decades. It…

Drew Wood | Jun 25, 2026 at 3:23 PM EDT

The Portfolio That Quietly Pays For Your Midlife Crisis Car

A $1,500 monthly car payment can buy a Porsche 911 lease, a Corvette Stingray note, or a Cadillac Escalade with…

Omor Ibne Ehsan | Jun 25, 2026 at 3:10 PM EDT

Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox…

Drew Wood | Jun 25, 2026 at 2:44 PM EDT

Can’t Afford Retirement In Napa? Try This Town Instead

Napa Valley remains one of the most desirable retirement destinations in California. The scenery is world-class, the food and wine…

Maurie Backman | Jun 25, 2026 at 2:34 PM EDT

2027’s Social Security COLA Could Be the Biggest in Years. Here’s Why Retirees Shouldn’t Celebrate

“Stingy. Inadequate. Unfair.” These are just some of the words seniors most likely used to describe their 2026 Social…

Maurie Backman | Jun 25, 2026 at 2:33 PM EDT

The Roth Conversion Strategy That Could Save You $21,000

There are plenty of reasons to consider a Roth conversion ahead of or in the early stages of retirement. With…

Gerelyn Terzo | Jun 25, 2026 at 2:02 PM EDT

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

A 71-year-old retiree moved cash into short-term Treasury bills this spring, locking in roughly 3.9% on the 52-week bill and…

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Personal Finance Articles

All Personal Finance Articles

68-Year-Old Federal Retiree With $1.2M TSP Discovers Survivor Election Cost Him $90,000

“That’s a Pregnant Woman Talking That She Wants a New Car for a New Baby”: Dave Ramsey to a Veteran With $16K in Debt Eyeing a Vehicle Upgrade

Here’s How You Can Retire to the Beaches of Marco Island, Florida, at 65 on $1.5 Million

Congressman Issues Dire Social Security Warning: “Benefits Will Be Cut” as Trust Fund Depletion Accelerates

The “Social Security Tax Trap” That Can Cost a Retired Couple $8,189+ per Year

Here’s How You Can Retire to the Beaches of Sarasota, Florida, at 65 on $1 Million Stress Free

56% of Americans Have No Estate Plan. Here’s Why That Number Hasn’t Budged.

Retired Couple With $2.3M Faces $5,600 IRMAA Surprise After Selling Rental Property

Why the Pay Off the Mortgage Rule Can Cost High-Income Households Six Figures

The Portfolio That Quietly Pays For Your Midlife Crisis Car

Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

Can’t Afford Retirement In Napa? Try This Town Instead

2027’s Social Security COLA Could Be the Biggest in Years. Here’s Why Retirees Shouldn’t Celebrate

The Roth Conversion Strategy That Could Save You $21,000

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

Applied Digital CEO: AI Industry Will See “Pretty Significant Delays Through 2026 and 2027”

Here Are Tuesday’s Best Wall Street Analyst Research Calls:

You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

How Do High-Yield Savings Account Sign-Up Bonuses Work, and Are They Worth It?

Applied Digital CEO: AI Industry Will See “Pretty Significant Delays Through 2026 and 2027”

Here Are Tuesday’s Best Wall Street Analyst Research Calls:

Personal Finance Articles

All Personal Finance Articles

68-Year-Old Federal Retiree With $1.2M TSP Discovers Survivor Election Cost Him $90,000

“That’s a Pregnant Woman Talking That She Wants a New Car for a New Baby”: Dave Ramsey to a Veteran With $16K in Debt Eyeing a Vehicle Upgrade

Here’s How You Can Retire to the Beaches of Marco Island, Florida, at 65 on $1.5 Million

Congressman Issues Dire Social Security Warning: “Benefits Will Be Cut” as Trust Fund Depletion Accelerates

The “Social Security Tax Trap” That Can Cost a Retired Couple $8,189+ per Year

Here’s How You Can Retire to the Beaches of Sarasota, Florida, at 65 on $1 Million Stress Free

56% of Americans Have No Estate Plan. Here’s Why That Number Hasn’t Budged.

Retired Couple With $2.3M Faces $5,600 IRMAA Surprise After Selling Rental Property

Why the Pay Off the Mortgage Rule Can Cost High-Income Households Six Figures

The Portfolio That Quietly Pays For Your Midlife Crisis Car

Nvidia’s CEO Says the Next Millionaires Will Be Plumbers and Electricians, Not Coders

Can’t Afford Retirement In Napa? Try This Town Instead

2027’s Social Security COLA Could Be the Biggest in Years. Here’s Why Retirees Shouldn’t Celebrate

The Roth Conversion Strategy That Could Save You $21,000

He Moved His Cash Into 4% Treasury Bills for Safe Income. The Interest Pulled More of His Social Security Into the Tax Torpedo.

Applied Digital CEO: AI Industry Will See “Pretty Significant Delays Through 2026 and 2027”

Here Are Tuesday’s Best Wall Street Analyst Research Calls:

You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work

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A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

How Do High-Yield Savings Account Sign-Up Bonuses Work, and Are They Worth It?