Personal Finance Articles

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4619 Articles

Gerelyn Terzo | Apr 17, 2026 at 9:45 AM EDT

Why Tech Executives Are Choosing to Fund a Roth Account With Six Figures Each Year

Most tech executives earning $400,000 or more have already accepted that a regular Roth IRA is off the table. For…

Ian Cooper | Apr 17, 2026 at 9:15 AM EDT

I’m 60, Just Paid Off My $1 Million Home and Have $750K in Retirement Savings — Can I Retire Now?

At 60, with no mortgage and $750,000 in the bank, you’ve accomplished what many Americans never will. The question is…

Carl Sullivan | Apr 17, 2026 at 9:05 AM EDT

$66K In Savings But $52K In Debt: A False Safety Net

Picture this: you have $66,000 sitting in a high-yield savings account and you feel pretty good about yourself. Then you…

Drew Wood | Apr 17, 2026 at 9:00 AM EDT

A Dividend Portfolio Paying More Than the Average American Salary

The average American earns between $60,000 and $65,000 a year. That number is also a common income replacement target for…

Christy Bieber | Apr 17, 2026 at 8:57 AM EDT

Do You Know the Truth About The Average Social Security Benefit?

When you think ahead to your retirement, you probably assume Social Security is going to play a pretty important role…

Gerelyn Terzo | Apr 17, 2026 at 8:26 AM EDT

The Average Social Security Check in 2026 Is $2,076. Here Is What That Actually Covers.

The average Social Security check for a retired worker recently hit $2,076 per month. That works out to $24,912 a…

Gerelyn Terzo | Apr 17, 2026 at 7:26 AM EDT

Some Retirees Get $5,181 a Month From Social Security While Others Get $1,200. Here’s Why.

The same Social Security system pays one retiree $5,181 a month and another just $1,200. The system is working exactly…

Christy Bieber | Apr 17, 2026 at 6:30 AM EDT

Dave Ramsey’s Advice to Take Social Security at 62

Dave Ramsey is known for offering bold, straightforward financial advice. Though his advice is smart, it sometimes challenges conventional wisdom.…

Austin Smith | Apr 17, 2026 at 6:15 AM EDT

The Inherited IRA Mistake That Pushes You Into a 35% Tax Bracket Overnight

Cashing out an inherited retirement account in a single year is one of the most expensive tax mistakes a beneficiary…

David Beren | Apr 16, 2026 at 4:48 PM EDT

The 401(k) to Roth IRA Rollover That Lets Retirees Pay Zero Taxes on Their Medicare Premiums

Medicare’s IRMAA surcharge turns Roth conversion timing into a premium management tool, and retirees with large traditional 401(k) balances face…

Gerelyn Terzo | Apr 16, 2026 at 12:34 PM EDT

Here’s What Social Security Actually Pays at 62, 67, and 70 in 2026

The chasm between what Social Security can pay and what it actually doles out to most retirees is wider than…

David Beren | Apr 16, 2026 at 10:47 AM EDT

The 401(k) Divorce Mistake That Costs Americans Thousands and How a Single Document Prevents It

A divorce settlement awards the non-participant spouse $200,000 from a $400,000 401(k). The divorce decree spells it out clearly. The…

Gerelyn Terzo | Apr 16, 2026 at 9:47 AM EDT

Your 401(k) Plan Blocks the Mega Backdoor Roth: Here’s How to Change It

You researched the Mega Backdoor Roth, ran the numbers, and got excited. Then you pulled up your 401(k) summary plan…

Drew Wood | Apr 16, 2026 at 9:00 AM EDT

The $40,000 Dividend Raise Hiding in These Four Tickers on a $600K Account

Four tickers, $600,000, and a target of $40,000 per year in dividend income. That math requires a blended yield of…

Gerelyn Terzo | Apr 16, 2026 at 8:45 AM EDT

Earning Above $153,000? Your December 31st Roth Conversion Window Just Closed for 2026

Every December, financial advisors ask high-earning clients: have you done your backdoor Roth yet? The mechanics are straightforward and the…

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Personal Finance Articles

All Personal Finance Articles

Why Tech Executives Are Choosing to Fund a Roth Account With Six Figures Each Year

I’m 60, Just Paid Off My $1 Million Home and Have $750K in Retirement Savings — Can I Retire Now?

$66K In Savings But $52K In Debt: A False Safety Net

A Dividend Portfolio Paying More Than the Average American Salary

Do You Know the Truth About The Average Social Security Benefit?

The Average Social Security Check in 2026 Is $2,076. Here Is What That Actually Covers.

Some Retirees Get $5,181 a Month From Social Security While Others Get $1,200. Here’s Why.

Dave Ramsey’s Advice to Take Social Security at 62

The Inherited IRA Mistake That Pushes You Into a 35% Tax Bracket Overnight

The 401(k) to Roth IRA Rollover That Lets Retirees Pay Zero Taxes on Their Medicare Premiums

Here’s What Social Security Actually Pays at 62, 67, and 70 in 2026

The 401(k) Divorce Mistake That Costs Americans Thousands and How a Single Document Prevents It

Your 401(k) Plan Blocks the Mega Backdoor Roth: Here’s How to Change It

The $40,000 Dividend Raise Hiding in These Four Tickers on a $600K Account

Earning Above $153,000? Your December 31st Roth Conversion Window Just Closed for 2026

Warren Buffett: “People Still Don’t Want to Think It Will Work”

This Midstream ETF Yields 9.4% While Sidestepping K-1 Tax Forms

SCHD’s $85 Billion Strategy Now Concentrates 41 Percent of Your Money in Just Ten Stocks

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

The Severance Negotiation Move That Cut a 56-Year-Old VP's Tax Bill on Her $480,000 Package by $112,000

Warren Buffett: “People Still Don’t Want to Think It Will Work”

This Midstream ETF Yields 9.4% While Sidestepping K-1 Tax Forms

Personal Finance Articles

All Personal Finance Articles

Why Tech Executives Are Choosing to Fund a Roth Account With Six Figures Each Year

I’m 60, Just Paid Off My $1 Million Home and Have $750K in Retirement Savings — Can I Retire Now?

$66K In Savings But $52K In Debt: A False Safety Net

A Dividend Portfolio Paying More Than the Average American Salary

Do You Know the Truth About The Average Social Security Benefit?

The Average Social Security Check in 2026 Is $2,076. Here Is What That Actually Covers.

Some Retirees Get $5,181 a Month From Social Security While Others Get $1,200. Here’s Why.

Dave Ramsey’s Advice to Take Social Security at 62

The Inherited IRA Mistake That Pushes You Into a 35% Tax Bracket Overnight

The 401(k) to Roth IRA Rollover That Lets Retirees Pay Zero Taxes on Their Medicare Premiums

Here’s What Social Security Actually Pays at 62, 67, and 70 in 2026

The 401(k) Divorce Mistake That Costs Americans Thousands and How a Single Document Prevents It

Your 401(k) Plan Blocks the Mega Backdoor Roth: Here’s How to Change It

The $40,000 Dividend Raise Hiding in These Four Tickers on a $600K Account

Earning Above $153,000? Your December 31st Roth Conversion Window Just Closed for 2026

Warren Buffett: “People Still Don’t Want to Think It Will Work”

This Midstream ETF Yields 9.4% While Sidestepping K-1 Tax Forms

SCHD’s $85 Billion Strategy Now Concentrates 41 Percent of Your Money in Just Ten Stocks

Featured Reads

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

The Severance Negotiation Move That Cut a 56-Year-Old VP's Tax Bill on Her $480,000 Package by $112,000