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5219 Articles

Ian Cooper | May 19, 2026 at 4:16 PM EDT

Wes Moss’ $1.6 Million Portfolio Rule Quietly Beats Government Pensions for Affluent Retirees

On the Clark Howard Podcast’s March 31, 2026, episode, certified financial planner and Money Matters host Wes Moss laid out…

Drew Wood | May 19, 2026 at 3:34 PM EDT

A 67-Year-Old Single Retiree With $920,000 Can Stretch It to Age 95 If the COLA Holds Above 2 Percent

A 67-year-old retiree with $920,000 in savings and a $2,800 monthly Social Security benefit appears to have a comfortable setup.…

Marc Guberti | May 19, 2026 at 3:28 PM EDT

Why Anesthesiologists Are Pulling Money Out of Their 401(k)s at 55 and Saving $40,000 in Penalties

A 55-year-old anesthesiologist clearing $450,000 a year decides she is done with hospital call schedules. She wants to consult two…

Gerelyn Terzo | May 19, 2026 at 2:42 PM EDT

The Layoff Math That Pushed a 64-Year-Old to Claim Social Security Earlier Than Planned

A 64-year-old earning $180,000 gets the call no one plans for: the role is gone, severance runs 12 months, and…

David Beren | May 19, 2026 at 2:40 PM EDT

Aluminum Prices Have Surged Nearly 90% Since the Iran War Began, and Kiplinger Says Your Portfolio Should Respond

The Iran war started on February 27, and the aluminum market has not been the same since. Alcoa CEO William…

Maurie Backman | May 19, 2026 at 2:26 PM EDT

Retirees Could Lose Thousands With This Common Social Security Mistake

For millions of Americans, deciding when to claim Social Security is one of the biggest financial choices they’ll make in…

Drew Wood | May 19, 2026 at 2:05 PM EDT

Retiring at 59 With $3.4 Million Means Burning Through $640,000 Before Touching a Single Tax-Advantaged Dollar

A 59-year-old couple with $3.4 million looks fully prepared for retirement until the account structure comes into focus. About $2.2…

Maurie Backman | May 19, 2026 at 1:33 PM EDT

Social Security Cuts Edge Closer to Reality. How Much of a Drop Should You Plan For?

There’s perhaps no more critical source of income for retired Americans than Social Security. The average retirement benefit today amounts…

Ian Cooper | May 19, 2026 at 1:15 PM EDT

Medicare at 65: One Six-Month Decision That Costs $32,000 if You Get It Wrong

The Medicare card arrives in the mail. You feel healthy. The Plan G quotes look pricey compared to a $0…

David Beren | May 19, 2026 at 12:34 PM EDT

Kiplinger’s 2026 Tax Letter: The Dependent Care Credit Is Rising to $1,500 for 1 Child and $3,000 for 2 or More

Working parents are getting a major tax upgrade as the federal Child and Dependent Care Credit climbs for 2026. The…

Maurie Backman | May 19, 2026 at 12:13 PM EDT

Inflation Report Resets 2027 Social Security COLA Estimate

For retirees on Social Security, October tends to be an important month. That’s when the Social Security Administration typically announces…

Drew Wood | May 19, 2026 at 11:44 AM EDT

A 71-Year-Old Widower Discovers a Single Decision About His Late Wife’s $890,000 IRA Could Cost Him $54,000 in 2026 Taxes Alone

A widower in his early 70s inherits his late wife’s traditional IRA worth nearly $900,000. He already has steady pension…

Ian Cooper | May 19, 2026 at 11:16 AM EDT

Clark Howard Says Skip the Backdoor Roth IRA: Here’s the Math for High Earners

Clark Howard, the consumer advocate behind The Clark Howard Show, has told high-earning listeners to think twice before chasing the…

Drew Wood | May 19, 2026 at 10:59 AM EDT

At 68 With a Paid-Off $1.4 Million Home and $580,000 in Savings, the Reverse Mortgage Math Works in 2026

A 68-year-old single homeowner with a fully paid-off $1.4 million home and $580,000 in liquid savings appears wealthy at first…

Drew Wood | May 19, 2026 at 10:43 AM EDT

A 58-Year-Old Couple With $3.1 Million Can Walk Away in 14 Months If They Solve the Healthcare Bridge

The couple is 59, both turning 60 within months, and they want out of the workforce by May 2027. They…

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Personal Finance Articles

All Personal Finance Articles

Wes Moss’ $1.6 Million Portfolio Rule Quietly Beats Government Pensions for Affluent Retirees

A 67-Year-Old Single Retiree With $920,000 Can Stretch It to Age 95 If the COLA Holds Above 2 Percent

Why Anesthesiologists Are Pulling Money Out of Their 401(k)s at 55 and Saving $40,000 in Penalties

The Layoff Math That Pushed a 64-Year-Old to Claim Social Security Earlier Than Planned

Aluminum Prices Have Surged Nearly 90% Since the Iran War Began, and Kiplinger Says Your Portfolio Should Respond

Retirees Could Lose Thousands With This Common Social Security Mistake

Retiring at 59 With $3.4 Million Means Burning Through $640,000 Before Touching a Single Tax-Advantaged Dollar

Social Security Cuts Edge Closer to Reality. How Much of a Drop Should You Plan For?

Medicare at 65: One Six-Month Decision That Costs $32,000 if You Get It Wrong

Kiplinger’s 2026 Tax Letter: The Dependent Care Credit Is Rising to $1,500 for 1 Child and $3,000 for 2 or More

Inflation Report Resets 2027 Social Security COLA Estimate

A 71-Year-Old Widower Discovers a Single Decision About His Late Wife’s $890,000 IRA Could Cost Him $54,000 in 2026 Taxes Alone

Clark Howard Says Skip the Backdoor Roth IRA: Here’s the Math for High Earners

At 68 With a Paid-Off $1.4 Million Home and $580,000 in Savings, the Reverse Mortgage Math Works in 2026

A 58-Year-Old Couple With $3.1 Million Can Walk Away in 14 Months If They Solve the Healthcare Bridge

Here Are Wednesday’s Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX, and More

Here’s a Massive Reason You Should Buy SpaceX Before July 7th

MTUM Investors: Watch Micron’s Weight at the November Reconstitution

Never Pay Medicare Premiums Again. Here's the Portfolio That Makes It Happen.

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.

The 3 Best Dividend Aristocrats for 2026: The Halftime Scorecard

Here Are Wednesday’s Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX, and More

Personal Finance Articles

All Personal Finance Articles

Wes Moss’ $1.6 Million Portfolio Rule Quietly Beats Government Pensions for Affluent Retirees

A 67-Year-Old Single Retiree With $920,000 Can Stretch It to Age 95 If the COLA Holds Above 2 Percent

Why Anesthesiologists Are Pulling Money Out of Their 401(k)s at 55 and Saving $40,000 in Penalties

The Layoff Math That Pushed a 64-Year-Old to Claim Social Security Earlier Than Planned

Aluminum Prices Have Surged Nearly 90% Since the Iran War Began, and Kiplinger Says Your Portfolio Should Respond

Retirees Could Lose Thousands With This Common Social Security Mistake

Retiring at 59 With $3.4 Million Means Burning Through $640,000 Before Touching a Single Tax-Advantaged Dollar

Social Security Cuts Edge Closer to Reality. How Much of a Drop Should You Plan For?

Medicare at 65: One Six-Month Decision That Costs $32,000 if You Get It Wrong

Kiplinger’s 2026 Tax Letter: The Dependent Care Credit Is Rising to $1,500 for 1 Child and $3,000 for 2 or More

Inflation Report Resets 2027 Social Security COLA Estimate

A 71-Year-Old Widower Discovers a Single Decision About His Late Wife’s $890,000 IRA Could Cost Him $54,000 in 2026 Taxes Alone

Clark Howard Says Skip the Backdoor Roth IRA: Here’s the Math for High Earners

At 68 With a Paid-Off $1.4 Million Home and $580,000 in Savings, the Reverse Mortgage Math Works in 2026

A 58-Year-Old Couple With $3.1 Million Can Walk Away in 14 Months If They Solve the Healthcare Bridge

Here Are Wednesday’s Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX, and More

Here’s a Massive Reason You Should Buy SpaceX Before July 7th

MTUM Investors: Watch Micron’s Weight at the November Reconstitution

Featured Reads

Never Pay Medicare Premiums Again. Here's the Portfolio That Makes It Happen.

Core Inflation Just Hit a 3-Year High. For One Retired Couple, the Frozen Tax Thresholds Turn That Into a Stealth Tax Increase.