Personal Finance Articles

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4617 Articles

Maurie Backman | Apr 13, 2026 at 1:46 PM EDT

The Big Social Security Blunder Married Couples Risk Making

The typical path toward collecting Social Security in retirement generally goes something like this: You work for a good number…

Ian Cooper | Apr 13, 2026 at 12:47 PM EDT

We’re 62 and Plan to Sell Our $1.2 Million House to Retire, but Our Daughter and Grandkids Live With Us. I’m Ready to Ask Them to Move.

You and your wife are 62, sitting on $1.2 million in home equity, and the one asset that could fund…

Drew Wood | Apr 13, 2026 at 11:04 AM EDT

The $1 Million ETF Blueprint for Living on Dividends in 2026

A million dollars sounds like the finish line. For dividend investors in 2026, it is the starting point for a…

Drew Wood | Apr 13, 2026 at 11:01 AM EDT

A Million Dollar Portfolio Engineered to Pay $72,000 a Year Like Clockwork

A $72,000 annual income covers what the median American household spends each year: mortgage, cars, groceries, utilities, and modest vacation.…

Drew Wood | Apr 13, 2026 at 11:00 AM EDT

Four Stocks That Can Fund a $75,000 Early Retirement on a $1 Million Portfolio

Replacing a $75,000 salary with investment income from a $1 million portfolio requires a blended yield of exactly 7.5%. That…

David Beren | Apr 13, 2026 at 10:32 AM EDT

I’ve Always Paid with a Debit Card, But Is a Credit Card Better?

Trying to decide how to pay for everyday purchases can be a real challenge, especially when you have options like…

Ian Cooper | Apr 13, 2026 at 10:24 AM EDT

My wife wants us to retire at 65 to get Medicare. But I want to retire now at 62 so we can enjoy life. Who is right?

Three years sounds like a small gap until you price out what it costs to bridge it without Medicare. For…

Ian Cooper | Apr 13, 2026 at 10:23 AM EDT

At 56 With a Strong Portfolio, Should You Sell Half Before the Economy Tanks?

At 56, with savings on track and retirement roughly a decade away, you’re in one of the most psychologically uncomfortable…

Ian Cooper | Apr 13, 2026 at 10:21 AM EDT

We’re 65 With $3.9 Million. Should We Give Our Adult Children Their Inheritance Now to Pay for Daycare and Buy a Home?

A couple at 65 with $3.9 million saved has reached a position most Americans never achieve. The question is whether…

Gerelyn Terzo | Apr 13, 2026 at 10:15 AM EDT

Thousands of High Earners Are Losing $2,500 Per Year to This Hidden IRA Tax Trap

Every year, thousands of high earners follow the same advice: make a non-deductible traditional IRA contribution and immediately convert it…

Gerelyn Terzo | Apr 13, 2026 at 10:14 AM EDT

The Pro-Rata Rule That Blindsides High-Income Backdoor Roth Converters

High earners who execute the backdoor Roth IRA correctly still generate an unnecessary tax bill through one specific timing error.…

David Beren | Apr 13, 2026 at 10:05 AM EDT

Why Ophthalmologists and Other High-Earning Specialists Are Combining Two Plans to Shelter Over $100,000 a Year

A self-employed ophthalmologist in her late 50s earning $500,000 a year from her private practice can legally shelter more than…

Christy Bieber | Apr 13, 2026 at 10:03 AM EDT

How a 401(k) Helps Your Social Security Benefits Go Further

Maximizing your Social Security benefits is one of the smartest moves you can make due to some special features these…

Maurie Backman | Apr 13, 2026 at 9:55 AM EDT

Social Security COLA Watch: Here’s How the Latest CPI Data Could Impact Next Year’s Raise

If you’ve been paying attention at the pump, you may be aware that gas prices are soaring these days…

Drew Wood | Apr 13, 2026 at 9:50 AM EDT

A $750,000 Portfolio That Throws Off $51,000 in Dividends

A $750,000 portfolio generating $51,000 a year in dividends requires a blended yield of roughly 6.8% across your holdings. Whether…

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Personal Finance Articles

All Personal Finance Articles

The Big Social Security Blunder Married Couples Risk Making

We’re 62 and Plan to Sell Our $1.2 Million House to Retire, but Our Daughter and Grandkids Live With Us. I’m Ready to Ask Them to Move.

The $1 Million ETF Blueprint for Living on Dividends in 2026

A Million Dollar Portfolio Engineered to Pay $72,000 a Year Like Clockwork

Four Stocks That Can Fund a $75,000 Early Retirement on a $1 Million Portfolio

I’ve Always Paid with a Debit Card, But Is a Credit Card Better?

My wife wants us to retire at 65 to get Medicare. But I want to retire now at 62 so we can enjoy life. Who is right?

At 56 With a Strong Portfolio, Should You Sell Half Before the Economy Tanks?

We’re 65 With $3.9 Million. Should We Give Our Adult Children Their Inheritance Now to Pay for Daycare and Buy a Home?

Thousands of High Earners Are Losing $2,500 Per Year to This Hidden IRA Tax Trap

The Pro-Rata Rule That Blindsides High-Income Backdoor Roth Converters

Why Ophthalmologists and Other High-Earning Specialists Are Combining Two Plans to Shelter Over $100,000 a Year

How a 401(k) Helps Your Social Security Benefits Go Further

Social Security COLA Watch: Here’s How the Latest CPI Data Could Impact Next Year’s Raise

A $750,000 Portfolio That Throws Off $51,000 in Dividends

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

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

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

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

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

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

Personal Finance Articles

All Personal Finance Articles

The Big Social Security Blunder Married Couples Risk Making

We’re 62 and Plan to Sell Our $1.2 Million House to Retire, but Our Daughter and Grandkids Live With Us. I’m Ready to Ask Them to Move.

The $1 Million ETF Blueprint for Living on Dividends in 2026

A Million Dollar Portfolio Engineered to Pay $72,000 a Year Like Clockwork

Four Stocks That Can Fund a $75,000 Early Retirement on a $1 Million Portfolio

I’ve Always Paid with a Debit Card, But Is a Credit Card Better?

My wife wants us to retire at 65 to get Medicare. But I want to retire now at 62 so we can enjoy life. Who is right?

At 56 With a Strong Portfolio, Should You Sell Half Before the Economy Tanks?

We’re 65 With $3.9 Million. Should We Give Our Adult Children Their Inheritance Now to Pay for Daycare and Buy a Home?

Thousands of High Earners Are Losing $2,500 Per Year to This Hidden IRA Tax Trap

The Pro-Rata Rule That Blindsides High-Income Backdoor Roth Converters

Why Ophthalmologists and Other High-Earning Specialists Are Combining Two Plans to Shelter Over $100,000 a Year

How a 401(k) Helps Your Social Security Benefits Go Further

Social Security COLA Watch: Here’s How the Latest CPI Data Could Impact Next Year’s Raise

A $750,000 Portfolio That Throws Off $51,000 in Dividends

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

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

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

Featured Reads

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