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5634 Articles

Maurie Backman | Jun 6, 2026 at 11:58 AM EDT

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

When executives negotiate severance packages, most focus on the number. They want to know how much they’ll be paid after…

Drew Wood | Jun 6, 2026 at 11:47 AM EDT

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Most 73-year-olds don’t want to babysit twelve positions in retirement. The reader behind this headline has roughly $750,000 in a…

David Beren | Jun 6, 2026 at 11:37 AM EDT

67% of Americans Fear Outliving Their Money More Than Death Itself

A new finding from the Allianz Center for the Future of Retirement’s 2026 Annual Retirement Study puts a number on…

Rich Duprey | Jun 6, 2026 at 10:43 AM EDT

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

For months, retirees have been watching inflation data for clues about the size of Social Security's next cost-of-living adjustment (COLA).…

David Beren | Jun 6, 2026 at 10:36 AM EDT

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

Thirtysomethings show up in survey after survey as the age group most focused on getting their finances right. However, a…

Drew Wood | Jun 6, 2026 at 9:54 AM EDT

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

For many single retirees, $30,000 per year on top of Social Security can help cover expenses such as property taxes,…

David Beren | Jun 6, 2026 at 9:34 AM EDT

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

Let’s assume, for a moment, that a home has been in the family for thirty years, and that the wife…

Ian Cooper | Jun 6, 2026 at 9:31 AM EDT

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

Many retirees spent 2025 hoping the One Big Beautiful Bill would shrink or scrap Required Minimum Distributions. The law rewrote…

Maurie Backman | Jun 6, 2026 at 9:20 AM EDT

New Fed Chair Kevin Warsh Faces Trump Demand That Could Impact Social Security

President Trump is someone who isn’t afraid of conflict. He’s clashed with a number of major players in the political…

Drew Wood | Jun 6, 2026 at 9:20 AM EDT

Here’s How You Can Retire to the Beaches of Costa Rica at 59

Retiring to Costa Rica’s Pacific coast is a common aspiration for Americans approaching retirement, particularly those with portfolios in the…

Christy Bieber | Jun 6, 2026 at 9:07 AM EDT

Two Smart Social Security Claiming Strategies Every Married Couple Should Know

Being married and eligible for Social Security gives you many choices for claiming benefits. Both you and your spouse can…

Drew Wood | Jun 6, 2026 at 8:50 AM EDT

How $400,000 in SCHD Multiplies Into a $50,000 Annual Dividend Stream Over 15 Years

Fifty thousand dollars per year is roughly what a retiree with a paid-off home may need to cover core expenses…

Thomas Richmond | Jun 6, 2026 at 8:27 AM EDT

Surprise! Millions of Americans Receive an Unexpected Bonus. Tax Refunds Just Surged 17%

Liz Peek, a Fox News contributor, delivered a striking household-level statistic on Fox Business’ Kudlow on June 3: “The Average…

Gerelyn Terzo | Jun 6, 2026 at 8:00 AM EDT

The Social Security Switch Most Widows Never Make: How to Gain $5,856 Yearly Income

A 60-year-old widow files for Social Security survivor benefits after her husband’s death. She has her own work record from…

Drew Wood | Jun 6, 2026 at 5:41 AM EDT

This $750,000 Municipal Bond Sleeve Pays a High-Earner Couple $33,000 a Year of Federal-Tax-Free Income

A married couple filing jointly with $400,000 of taxable income occupies one of the highest tax brackets many affluent retirees and…

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Personal Finance Articles

All Personal Finance Articles

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

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

67% of Americans Fear Outliving Their Money More Than Death Itself

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

New Fed Chair Kevin Warsh Faces Trump Demand That Could Impact Social Security

Here’s How You Can Retire to the Beaches of Costa Rica at 59

Two Smart Social Security Claiming Strategies Every Married Couple Should Know

How $400,000 in SCHD Multiplies Into a $50,000 Annual Dividend Stream Over 15 Years

Surprise! Millions of Americans Receive an Unexpected Bonus. Tax Refunds Just Surged 17%

The Social Security Switch Most Widows Never Make: How to Gain $5,856 Yearly Income

This $750,000 Municipal Bond Sleeve Pays a High-Earner Couple $33,000 a Year of Federal-Tax-Free Income

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Everyone’s Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

Everyone's Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Personal Finance Articles

All Personal Finance Articles

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

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

67% of Americans Fear Outliving Their Money More Than Death Itself

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

New Fed Chair Kevin Warsh Faces Trump Demand That Could Impact Social Security

Here’s How You Can Retire to the Beaches of Costa Rica at 59

Two Smart Social Security Claiming Strategies Every Married Couple Should Know

How $400,000 in SCHD Multiplies Into a $50,000 Annual Dividend Stream Over 15 Years

Surprise! Millions of Americans Receive an Unexpected Bonus. Tax Refunds Just Surged 17%

The Social Security Switch Most Widows Never Make: How to Gain $5,856 Yearly Income

This $750,000 Municipal Bond Sleeve Pays a High-Earner Couple $33,000 a Year of Federal-Tax-Free Income

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Everyone’s Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

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Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

Everyone's Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead