Personal Finance Articles

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4685 Articles

Christy Bieber | Apr 19, 2026 at 10:20 AM EDT

This is the Biggest Social Security Check Any Senior Will Get in 2026

Social Security benefits are a key income source for many people, but not every retiree gets the same amount of…

Drew Wood | Apr 19, 2026 at 9:00 AM EDT

Replace a $90K Salary With Dividend Income: The $1.5M Strategy Explained

At 6% yield, a $1.5 million portfolio produces $90,000 per year. That is achievable today with real income investments. The…

Gerelyn Terzo | Apr 19, 2026 at 8:52 AM EDT

The Income Strategy That Pays High Earners More After Tax Than a 7% Taxable Bond

A 30-year AA-rated municipal bond currently yields 4.75%, and that number looks modest next to a 7% corporate bond. But…

Austin Smith | Apr 19, 2026 at 8:30 AM EDT

Dave Ramsey to Caller: ‘You Didn’t Live in a Mercedes, Don’t Die in One’ Over $25K Funeral

Jeff from Austin called The Ramsey Show in April with a problem that is more common than most families want…

Gerelyn Terzo | Apr 19, 2026 at 7:52 AM EDT

Executives Are Deferring Unlimited Compensation Tax-Free, but HR Won’t Explain the Bankruptcy Risk

Most executives who get access to a nonqualified deferred compensation plan treat it like a bonus perk. They sign the…

Ian Cooper | Apr 19, 2026 at 7:35 AM EDT

What Retirement Really Looks Like With $5 Million in Savings at 66

You’ve done what most Americans never will: saved $5 million for retirement. At 66, the math works and the runway…

Gerelyn Terzo | Apr 19, 2026 at 7:27 AM EDT

The Roth Conversion That Accidentally Triggered $4,000 in Medicare Surcharges

A 64-year-old retiree converts $150,000 to a Roth in 2024, feeling smart about reducing future required minimum distributions. Two years…

Carl Sullivan | Apr 19, 2026 at 7:16 AM EDT

‘This Is Highway Robbery’: George Kamel Blasts Family Member’s Investment Fees

Dan handed his uncle-in-law $10,000 to manage 2.5 years ago. The money grew to $15,000 through an E-Trade account in…

David Beren | Apr 19, 2026 at 6:30 AM EDT

4 Financial Tidal Waves That Could Unexpectedly Crush Millennials

Millennials have faced more than their fair share of generation-specific financial challenges. These include entering the workforce during economic…

Gerelyn Terzo | Apr 19, 2026 at 6:27 AM EDT

Medicare Premium Hike Swallows Nearly Half of Social Security’s 2.5% COLA Increase in 2026

The 2026 Social Security cost-of-living adjustment came in at 2.5%, which sounds like a raise until you look at what…

Austin Smith | Apr 19, 2026 at 6:17 AM EDT

Wes Moss Reveals the $7,000 Annual Income Strategy Most Annuity Holders Miss

Mary from Texas has a $200,000 fixed 3-year annuity approaching maturity. She does not need the cash and does not…

Austin Smith | Apr 19, 2026 at 6:00 AM EDT

The $50K Mistake Keeping Doctorate Holders Below Their Market Value

Nicole, 37, from Tulsa, is 16 credit hours from finishing her doctorate in ministry, which she plans to use merging…

Austin Smith | Apr 19, 2026 at 5:00 AM EDT

The Retirement Rule Your Parents’ Advisors Want You to Ignore: What Wes Moss Says About the 100-Minus-Age Formula

David from California manages finances for his mother and mother-in-law, both in their late 80s living in retirement homes with…

Maurie Backman | Apr 18, 2026 at 2:43 PM EDT

How Close Is Social Security to Benefit Cuts? Why the Timeline Just Changed

Social Security supports millions of retired Americans today. Without those benefits, many seniors would struggle financially. But Social Security is…

Marc Guberti | Apr 18, 2026 at 2:18 PM EDT

The Triple-Tax-Free Account High Earners Are Funding Before Their 401(k) and Most People Have No Idea

A high earner in their 50s maxing out a 401(k) every year is likely leaving the single most tax-efficient account…

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Personal Finance Articles

All Personal Finance Articles

This is the Biggest Social Security Check Any Senior Will Get in 2026

Replace a $90K Salary With Dividend Income: The $1.5M Strategy Explained

The Income Strategy That Pays High Earners More After Tax Than a 7% Taxable Bond

Dave Ramsey to Caller: ‘You Didn’t Live in a Mercedes, Don’t Die in One’ Over $25K Funeral

Executives Are Deferring Unlimited Compensation Tax-Free, but HR Won’t Explain the Bankruptcy Risk

What Retirement Really Looks Like With $5 Million in Savings at 66

The Roth Conversion That Accidentally Triggered $4,000 in Medicare Surcharges

‘This Is Highway Robbery’: George Kamel Blasts Family Member’s Investment Fees

4 Financial Tidal Waves That Could Unexpectedly Crush Millennials

Medicare Premium Hike Swallows Nearly Half of Social Security’s 2.5% COLA Increase in 2026

Wes Moss Reveals the $7,000 Annual Income Strategy Most Annuity Holders Miss

The $50K Mistake Keeping Doctorate Holders Below Their Market Value

The Retirement Rule Your Parents’ Advisors Want You to Ignore: What Wes Moss Says About the 100-Minus-Age Formula

How Close Is Social Security to Benefit Cuts? Why the Timeline Just Changed

The Triple-Tax-Free Account High Earners Are Funding Before Their 401(k) and Most People Have No Idea

Wall Street is Braced for Massive Inflation Numbers Wednesday Morning. Here’s What Numbers Could Cause Stocks to Sink or Soar.

3 Robotics Stocks in the M&A Spotlight in 2026

Forget VOO: Fidelity’s Tech ETF Is Up 29% While the Broad Market Lags

The Dividend Growth Path That Hauls in a Bigger Paycheck Than Your HR Rep

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Wall Street is Braced for Massive Inflation Numbers Wednesday Morning. Here’s What Numbers Could Cause Stocks to Sink or Soar.

3 Robotics Stocks in the M&A Spotlight in 2026

Personal Finance Articles

All Personal Finance Articles

This is the Biggest Social Security Check Any Senior Will Get in 2026

Replace a $90K Salary With Dividend Income: The $1.5M Strategy Explained

The Income Strategy That Pays High Earners More After Tax Than a 7% Taxable Bond

Dave Ramsey to Caller: ‘You Didn’t Live in a Mercedes, Don’t Die in One’ Over $25K Funeral

Executives Are Deferring Unlimited Compensation Tax-Free, but HR Won’t Explain the Bankruptcy Risk

What Retirement Really Looks Like With $5 Million in Savings at 66

The Roth Conversion That Accidentally Triggered $4,000 in Medicare Surcharges

‘This Is Highway Robbery’: George Kamel Blasts Family Member’s Investment Fees

4 Financial Tidal Waves That Could Unexpectedly Crush Millennials

Medicare Premium Hike Swallows Nearly Half of Social Security’s 2.5% COLA Increase in 2026

Wes Moss Reveals the $7,000 Annual Income Strategy Most Annuity Holders Miss

The $50K Mistake Keeping Doctorate Holders Below Their Market Value

The Retirement Rule Your Parents’ Advisors Want You to Ignore: What Wes Moss Says About the 100-Minus-Age Formula

How Close Is Social Security to Benefit Cuts? Why the Timeline Just Changed

The Triple-Tax-Free Account High Earners Are Funding Before Their 401(k) and Most People Have No Idea

Wall Street is Braced for Massive Inflation Numbers Wednesday Morning. Here’s What Numbers Could Cause Stocks to Sink or Soar.

3 Robotics Stocks in the M&A Spotlight in 2026

Forget VOO: Fidelity’s Tech ETF Is Up 29% While the Broad Market Lags

Featured Reads

The Dividend Growth Path That Hauls in a Bigger Paycheck Than Your HR Rep

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year