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5548 Articles

Drew Wood | Jun 3, 2026 at 11:31 AM EDT

What $7,400 a Month Really Looks Like in Retirement at 65 in a Texas Suburb With No State Income Tax

A married couple entering retirement at age 65 in a Houston suburb with $7,400 per month from Social Security, a…

Christy Bieber | Jun 3, 2026 at 11:07 AM EDT

The Little Known Hold Harmless Rule That Protects Your Social Security From Soaring Medicare Costs

Healthcare is one of the biggest expenses retirees face. And in recent years, Medicare enrollees have learned the hard way…

Ian Cooper | Jun 3, 2026 at 10:05 AM EDT

The Healthcare Bridge Strategy a 62 Year Old Couple Used to Cover Five Years to Medicare on $42,000 a Year

Retiring at 62 with a paid-off house and $1.5 million in invested assets sounds comfortable on paper. The catch is…

Maurie Backman | Jun 3, 2026 at 10:03 AM EDT

The Once-Per-Year IRA Rollover Rule a 59-Year-Old Just Broke by Mistake — and the $94,000 Tax Bill Now on the Way

At some point, you may decide to do an IRA rollover. You may do so to consolidate your savings or…

Gerelyn Terzo | Jun 3, 2026 at 10:00 AM EDT

Why Claiming Survivor Benefits at 60 Costs $912 a Month for Life

A 60-year-old widow whose husband died at 64 is eligible to start collecting survivor benefits immediately. But what she may…

Austin Smith | Jun 3, 2026 at 10:00 AM EDT

Dave Ramsey Says ‘We Don’t Do Debt Anymore,’ but the Math Says Otherwise for Some Borrowers

"We don’t do debt anymore. All of this is going to set you up for that win, my brother." That’s…

Maurie Backman | Jun 3, 2026 at 9:33 AM EDT

Your Social Security Isn’t Getting Cut, but a Quieter Threat Is Already Shrinking It

Millions of retired Americans today count on Social Security for income. And the idea of seeing those monthly checks shrink…

Drew Wood | Jun 3, 2026 at 9:20 AM EDT

If You Have $2.4 Million Saved at 59 and Your Employer Just Offered a $400,000 Severance, Here Is the Bridge Math

Receiving a $400,000 severance package at age 59, paid as $25,000 per month over 16 months, may look like a…

Drew Wood | Jun 3, 2026 at 9:07 AM EDT

A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

CalPERS reports an average annual retirement benefit of approximately $45,264. Many California public employees who spend a full career in…

Drew Wood | Jun 3, 2026 at 8:45 AM EDT

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

A reader in their fifties spent decades climbing the corporate ladder, accumulated a respectable nest egg, and now wonders whether…

Danielle Liverance | Jun 3, 2026 at 8:38 AM EDT

High Earning Retirees Are Being Warned About This $9,600 Medicare Surcharge That Hits Two Years After a Big Income Event

On the September 15, 2022 episode of Ask Suze & KT Anything, Suze Orman pulled back the curtain on something…

Drew Wood | Jun 3, 2026 at 8:25 AM EDT

A $1.1 Million Dividend Portfolio That Pays Like a Seasoned Realtor’s Annual Commissions Without the Showings

A seasoned realtor with 25 years in the business and a steady book of repeat clients can clear roughly $95,000…

Carl Sullivan | Jun 3, 2026 at 8:02 AM EDT

$9,500 a Month? What That Looks Like for a Retired Couple

Retiring at 65 with $9,500 a month in gross income puts you in a peculiar middle zone. You are comfortably…

Drew Wood | Jun 3, 2026 at 7:58 AM EDT

This Iowa Couple Wants to Be Near Their New Grandbaby. Can They Afford Boston?

A grandchild has a way of rearranging retirement plans. For one Iowa couple in their early sixties, the question is…

Marc Guberti | Jun 3, 2026 at 7:33 AM EDT

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

The decision appears constantly on retirement forums: a single filer in their early sixties, recently retired, with a seven-figure traditional…

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Personal Finance Articles

All Personal Finance Articles

What $7,400 a Month Really Looks Like in Retirement at 65 in a Texas Suburb With No State Income Tax

The Little Known Hold Harmless Rule That Protects Your Social Security From Soaring Medicare Costs

The Healthcare Bridge Strategy a 62 Year Old Couple Used to Cover Five Years to Medicare on $42,000 a Year

The Once-Per-Year IRA Rollover Rule a 59-Year-Old Just Broke by Mistake — and the $94,000 Tax Bill Now on the Way

Why Claiming Survivor Benefits at 60 Costs $912 a Month for Life

Dave Ramsey Says ‘We Don’t Do Debt Anymore,’ but the Math Says Otherwise for Some Borrowers

Your Social Security Isn’t Getting Cut, but a Quieter Threat Is Already Shrinking It

If You Have $2.4 Million Saved at 59 and Your Employer Just Offered a $400,000 Severance, Here Is the Bridge Math

A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

High Earning Retirees Are Being Warned About This $9,600 Medicare Surcharge That Hits Two Years After a Big Income Event

A $1.1 Million Dividend Portfolio That Pays Like a Seasoned Realtor’s Annual Commissions Without the Showings

$9,500 a Month? What That Looks Like for a Retired Couple

This Iowa Couple Wants to Be Near Their New Grandbaby. Can They Afford Boston?

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

The Monthly Check Trap: How JEPQ’s Covered-Call Strategy Left Investors 12.57% Behind QQQ in Just Five Years

Own Japan’s Rally Without the Yen Risk: This Hedged Fund Beat EWJ by 6 Points

Jim Cramer: South Korea Is Mispricing SK Hynix. Here’s Why He’s Still Bullish on AI Memory

Personal Finance Expert Warns Buy Now, Pay Later Can Reach “100% APR” as 29% of Customers Use It to Buy Groceries

A $250,000 Annuity Guarantees $1,600 a Month for Life, but What Are Retirees Giving Up?

The Monthly Check Trap: How JEPQ’s Covered-Call Strategy Left Investors 12.57% Behind QQQ in Just Five Years

Own Japan’s Rally Without the Yen Risk: This Hedged Fund Beat EWJ by 6 Points

Personal Finance Articles

All Personal Finance Articles

What $7,400 a Month Really Looks Like in Retirement at 65 in a Texas Suburb With No State Income Tax

The Little Known Hold Harmless Rule That Protects Your Social Security From Soaring Medicare Costs

The Healthcare Bridge Strategy a 62 Year Old Couple Used to Cover Five Years to Medicare on $42,000 a Year

The Once-Per-Year IRA Rollover Rule a 59-Year-Old Just Broke by Mistake — and the $94,000 Tax Bill Now on the Way

Why Claiming Survivor Benefits at 60 Costs $912 a Month for Life

Dave Ramsey Says ‘We Don’t Do Debt Anymore,’ but the Math Says Otherwise for Some Borrowers

Your Social Security Isn’t Getting Cut, but a Quieter Threat Is Already Shrinking It

If You Have $2.4 Million Saved at 59 and Your Employer Just Offered a $400,000 Severance, Here Is the Bridge Math

A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

High Earning Retirees Are Being Warned About This $9,600 Medicare Surcharge That Hits Two Years After a Big Income Event

A $1.1 Million Dividend Portfolio That Pays Like a Seasoned Realtor’s Annual Commissions Without the Showings

$9,500 a Month? What That Looks Like for a Retired Couple

This Iowa Couple Wants to Be Near Their New Grandbaby. Can They Afford Boston?

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

The Monthly Check Trap: How JEPQ’s Covered-Call Strategy Left Investors 12.57% Behind QQQ in Just Five Years

Own Japan’s Rally Without the Yen Risk: This Hedged Fund Beat EWJ by 6 Points

Jim Cramer: South Korea Is Mispricing SK Hynix. Here’s Why He’s Still Bullish on AI Memory

Featured Reads

Personal Finance Expert Warns Buy Now, Pay Later Can Reach “100% APR” as 29% of Customers Use It to Buy Groceries

A $250,000 Annuity Guarantees $1,600 a Month for Life, but What Are Retirees Giving Up?