Personal Finance Articles

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5134 Articles

Ian Cooper | May 17, 2026 at 10:49 AM EDT

A 71-Year-Old Couple With $4.2 Million in Estate Assets Faces a $380,000 State Estate Tax Surprise in Massachusetts

A couple in their early seventies in suburban Boston sits down with their accountant expecting a routine year-end check-in. They…

Ian Cooper | May 17, 2026 at 10:28 AM EDT

Todd Graves’ Billion-Dollar Chicken Chain Started With the Worst Grade in Business School

Todd Graves told Masters of Scale host Jeff Berman that his Raising Cane’s business plan earned the worst grade in…

David Beren | May 17, 2026 at 10:11 AM EDT

Bonds Now Make Up Just 8% of the Average Portfolio. What Replaced Them

The traditional 60/40 portfolio, 60% stocks and 40% bonds, has been the default retirement allocation for decades. Charles Schwab’s Modern…

David Beren | May 17, 2026 at 9:38 AM EDT

Kiplinger’s May 2026 Letter Says Yields From 3% to 13% Are Available Right Now Despite Iran War Uncertainty

Kiplinger’s Personal Finance May 2026 letter makes it clear that if you are looking for yield, the door is wide…

Christy Bieber | May 17, 2026 at 8:46 AM EDT

Working Past 65? The New $6,000 Senior Tax Deduction Has a Phase-Out You’re About to Walk Into.

The One Big Beautiful Bill Act contained some good news for seniors when it was signed into law by the…

Maurie Backman | May 17, 2026 at 7:54 AM EDT

Forget the Senior Deduction. The Other OBBBA Tax Breaks Most Workers Are Missing.

When the One Big Beautiful Bill Act (OBBBA) was signed into law in 2025, there was one provision that got…

Gerelyn Terzo | May 17, 2026 at 7:20 AM EDT

The One Social Security Document You Need Before Age 55 to Recover $96,000 in Lifetime Benefits

A 67-year-old who spent three decades running her own contracting business logs into her Social Security account and is in…

Don Lair | May 17, 2026 at 6:31 AM EDT

Why 19 Income Streams Backfired: The One Side Hustle Strategy That Actually Works

Cody Berman, who appeared on The Personal Finance Podcast in an episode titled “How to RETIRE BY 30! (With Cody…

Don Lair | May 17, 2026 at 5:31 AM EDT

I Make $130,000 a Year Breaking Bones in Motocross. Should I Quit Now?

44 broken bones for $130,000 a year A professional freestyle motocross rider called The Ramsey Show with a simple problem…

Gerelyn Terzo | May 17, 2026 at 5:15 AM EDT

CalSTRS Retirees Could Collect Thousands in Retroactive Social Security After Fairness Act

She taught for 30 years, retired with a CalSTRS pension of $4,800 a month, and then lost her husband at…

Jeremy Phillips | May 17, 2026 at 4:55 AM EDT

I’m a Renter with a Roommate: Can I Use That Income to Qualify for a Mortgage?

Most renters splitting rent with a roommate or partner treat that monthly Venmo as a wash. Money in, money out.…

Don Lair | May 17, 2026 at 4:31 AM EDT

Why Your Overtime Pay Should Follow the Same 25% Rule, Even When Working Extra Shifts

The paycheck hits fatter after overtime, and the mental accounting starts immediately. That extra $37.41 an hour, plus the time-and-a-half…

Jeremy Phillips | May 16, 2026 at 8:31 PM EDT

We Make Just North of $200K and Have $70K in Car Debt: Dave Ramsey Says Stop Investing Now

A salesman called The Ramsey Show with what sounds like the opposite of a problem. He’d tripled his income, was…

Marc Guberti | May 16, 2026 at 8:28 PM EDT

The 401(k) Vesting Mistake That Cost a Pre-Retiree $74,000 in Forfeited Match

A senior manager at a Fortune 500 firm, age 47, accepted a competing offer last spring and gave two weeks’…

Ian Cooper | May 16, 2026 at 4:55 PM EDT

America’s Appalachian Mountains Hold 300+ Years Worth of Lithium Imports

A caller on The Indicator from Planet Money summed up the week’s lithium news in one line: “There is kind of…

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Personal Finance Articles

All Personal Finance Articles

A 71-Year-Old Couple With $4.2 Million in Estate Assets Faces a $380,000 State Estate Tax Surprise in Massachusetts

Todd Graves’ Billion-Dollar Chicken Chain Started With the Worst Grade in Business School

Bonds Now Make Up Just 8% of the Average Portfolio. What Replaced Them

Kiplinger’s May 2026 Letter Says Yields From 3% to 13% Are Available Right Now Despite Iran War Uncertainty

Working Past 65? The New $6,000 Senior Tax Deduction Has a Phase-Out You’re About to Walk Into.

Forget the Senior Deduction. The Other OBBBA Tax Breaks Most Workers Are Missing.

The One Social Security Document You Need Before Age 55 to Recover $96,000 in Lifetime Benefits

Why 19 Income Streams Backfired: The One Side Hustle Strategy That Actually Works

I Make $130,000 a Year Breaking Bones in Motocross. Should I Quit Now?

CalSTRS Retirees Could Collect Thousands in Retroactive Social Security After Fairness Act

I’m a Renter with a Roommate: Can I Use That Income to Qualify for a Mortgage?

Why Your Overtime Pay Should Follow the Same 25% Rule, Even When Working Extra Shifts

We Make Just North of $200K and Have $70K in Car Debt: Dave Ramsey Says Stop Investing Now

The 401(k) Vesting Mistake That Cost a Pre-Retiree $74,000 in Forfeited Match

America’s Appalachian Mountains Hold 300+ Years Worth of Lithium Imports

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security’s “Solvency Gap”

Congresswoman Warns that Retirees Will “Pay the Price” as Social Security Insolvency Looms

What It Takes to Retire in Boca Raton, Florida, at 62 on $1.3 Million and Live the Coastal Life

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security's "Solvency Gap"

Congresswoman Warns that Retirees Will "Pay the Price" as Social Security Insolvency Looms

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security’s “Solvency Gap”

Congresswoman Warns that Retirees Will “Pay the Price” as Social Security Insolvency Looms

Personal Finance Articles

All Personal Finance Articles

A 71-Year-Old Couple With $4.2 Million in Estate Assets Faces a $380,000 State Estate Tax Surprise in Massachusetts

Todd Graves’ Billion-Dollar Chicken Chain Started With the Worst Grade in Business School

Bonds Now Make Up Just 8% of the Average Portfolio. What Replaced Them

Kiplinger’s May 2026 Letter Says Yields From 3% to 13% Are Available Right Now Despite Iran War Uncertainty

Working Past 65? The New $6,000 Senior Tax Deduction Has a Phase-Out You’re About to Walk Into.

Forget the Senior Deduction. The Other OBBBA Tax Breaks Most Workers Are Missing.

The One Social Security Document You Need Before Age 55 to Recover $96,000 in Lifetime Benefits

Why 19 Income Streams Backfired: The One Side Hustle Strategy That Actually Works

I Make $130,000 a Year Breaking Bones in Motocross. Should I Quit Now?

CalSTRS Retirees Could Collect Thousands in Retroactive Social Security After Fairness Act

I’m a Renter with a Roommate: Can I Use That Income to Qualify for a Mortgage?

Why Your Overtime Pay Should Follow the Same 25% Rule, Even When Working Extra Shifts

We Make Just North of $200K and Have $70K in Car Debt: Dave Ramsey Says Stop Investing Now

The 401(k) Vesting Mistake That Cost a Pre-Retiree $74,000 in Forfeited Match

America’s Appalachian Mountains Hold 300+ Years Worth of Lithium Imports

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security’s “Solvency Gap”

Congresswoman Warns that Retirees Will “Pay the Price” as Social Security Insolvency Looms

What It Takes to Retire in Boca Raton, Florida, at 62 on $1.3 Million and Live the Coastal Life

Featured Reads

RFK Jr. Proposes Unthinkable 34% Tax Increase to Save Social Security's "Solvency Gap"

Congresswoman Warns that Retirees Will "Pay the Price" as Social Security Insolvency Looms