Personal Finance Articles

All Personal Finance Articles

5750 Articles

Gerelyn Terzo | Jun 9, 2026 at 2:00 PM EDT

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

Four decades of marriage, both retired, and the monthly Social Security deposits look wildly mismatched. His check lands at about…

David Beren | Jun 9, 2026 at 1:42 PM EDT

Fidelity’s 2026 Study: Americans With a Retirement Plan Are More Than 2 Times as Likely to Feel Confident About Their Future

Fidelity’s 2026 Retirement Planning Study lands at a moment when Americans have plenty to be anxious about. The University of…

Gerelyn Terzo | Jun 9, 2026 at 1:29 PM EDT

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

A woman in her sixties has not spoken to her ex-husband in 20 or 30 years. He remarried, moved away,…

Maurie Backman | Jun 9, 2026 at 1:06 PM EDT

Social Security Becomes a Flashpoint as Lawmakers Clash Over Funding

Social Security is facing some serious problems in the coming years. And policymakers can no longer afford to sit on…

Christy Bieber | Jun 9, 2026 at 12:51 PM EDT

The Intra-Family Loan at the IRS-Published Rate That Saves a Couple $43,200 in Interest on Their Daughter’s $400,000 Home Purchase

When David and Linda Reynolds learned that their daughter Emily, and her husband, Brett, were struggling to buy a home,…

Drew Wood | Jun 9, 2026 at 12:07 PM EDT

Comfortable Off-Grid Living Costs More Than Most People Think. A Lot More.

The off-grid dream usually starts with a simple idea: escape the bills, escape the crowds, and become more self-reliant. Many…

Gerelyn Terzo | Jun 9, 2026 at 11:58 AM EDT

I’m 65 and Widowed. Switching My Social Security Out of Fear Could Shrink My Check 8% a Year for Life

A 65-year-old widow lost her husband in 2014. Health problems pushed her to claim a reduced survivor benefit at 60,…

Drew Wood | Jun 9, 2026 at 11:46 AM EDT

The Dividend Strategy That Beats the 4% Rule by $400,000 Over 20 Years on a $1 Million Portfolio

A 65-year-old retiree with $1 million who follows the standard 4% rule withdraws $40,000 in the first year, then increases…

David Moadel | Jun 9, 2026 at 10:48 AM EDT

Shark Tank’s Kevin O’Leary: You Need “A Minimum of $1.5 Million By the Time You’re 65.”

Kevin O’Leary, the Shark Tank angel investor known for blunt money talk, recently drew a hard line on retirement savings…

David Beren | Jun 9, 2026 at 10:32 AM EDT

Fidelity’s 2026 Retirement Study Finds Men Are 18 Points More Confident Than Women About Retiring on Their Terms

Fidelity’s 2026 Retirement Study captures a confidence gap that arrives years before any account statement confirms it. Men report 81%…

Carl Sullivan | Jun 9, 2026 at 10:08 AM EDT

66-Year-Old Retiree With a $94,000 Pension Surprised by IRMAA Trip

A 66-year-old retired police captain with a $94,000 annual pension just signed up for Medicare and discovered something his union…

Carl Sullivan | Jun 9, 2026 at 8:08 AM EDT

Snowbird Retirees With $3.2 Million Must Choose Residency Carefully

Splitting the year between a paid-off colonial north of Boston and a condo near Siesta Key, Fla., sounds idyllic. The…

Drew Wood | Jun 9, 2026 at 7:36 AM EDT

A Portfolio That Doubles Your Social Security Check—and Your Spouse’s

A $1.2 million portfolio generating $7,200 per month produces $86,400 in annual income, equivalent to a blended yield of 7.2%.…

Maurie Backman | Jun 9, 2026 at 6:18 AM EDT

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

If Social Security is a big source of retirement income for you, you may be hoping for a larger…

Drew Wood | Jun 9, 2026 at 5:08 AM EDT

Get Paid Like an Indiana Police Officer With $5,000 a Month in Dividend Income After Taxes

Five thousand dollars a month in spendable dividend income works out to $60,000 per year after federal tax, roughly equivalent…

1 … 73 74 75 76 77 … 387

Personal Finance Articles

All Personal Finance Articles

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

Fidelity’s 2026 Study: Americans With a Retirement Plan Are More Than 2 Times as Likely to Feel Confident About Their Future

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

Social Security Becomes a Flashpoint as Lawmakers Clash Over Funding

The Intra-Family Loan at the IRS-Published Rate That Saves a Couple $43,200 in Interest on Their Daughter’s $400,000 Home Purchase

Comfortable Off-Grid Living Costs More Than Most People Think. A Lot More.

I’m 65 and Widowed. Switching My Social Security Out of Fear Could Shrink My Check 8% a Year for Life

The Dividend Strategy That Beats the 4% Rule by $400,000 Over 20 Years on a $1 Million Portfolio

Shark Tank’s Kevin O’Leary: You Need “A Minimum of $1.5 Million By the Time You’re 65.”

Fidelity’s 2026 Retirement Study Finds Men Are 18 Points More Confident Than Women About Retiring on Their Terms

66-Year-Old Retiree With a $94,000 Pension Surprised by IRMAA Trip

Snowbird Retirees With $3.2 Million Must Choose Residency Carefully

A Portfolio That Doubles Your Social Security Check—and Your Spouse’s

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

Get Paid Like an Indiana Police Officer With $5,000 a Month in Dividend Income After Taxes

This 15-Minute Task Is All You Need to Know What Social Security Benefit to Expect

The 401(k) Vesting Cliff That Cost One Worker $74,000 Before Age 60

A Caller’s Dad Turned $22,000 Into $1 Million on a Single Stock. Now the Family Faces a $150,000 Tax Decision

This 15-Minute Task Is All You Need to Know What Social Security Benefit to Expect

The 401(k) Vesting Cliff That Cost One Worker $74,000 Before Age 60

This 15-Minute Task Is All You Need to Know What Social Security Benefit to Expect

The 401(k) Vesting Cliff That Cost One Worker $74,000 Before Age 60

Personal Finance Articles

All Personal Finance Articles

We’ve Been Married 40 Years. Why Is My Wife’s Social Security Only $1,000 a Month When Mine Is $3,200?

Fidelity’s 2026 Study: Americans With a Retirement Plan Are More Than 2 Times as Likely to Feel Confident About Their Future

My Ex-Husband Died and I Didn’t Even Know. Can I Still Claim Social Security Survivor Benefits on His Record?

Social Security Becomes a Flashpoint as Lawmakers Clash Over Funding

The Intra-Family Loan at the IRS-Published Rate That Saves a Couple $43,200 in Interest on Their Daughter’s $400,000 Home Purchase

Comfortable Off-Grid Living Costs More Than Most People Think. A Lot More.

I’m 65 and Widowed. Switching My Social Security Out of Fear Could Shrink My Check 8% a Year for Life

The Dividend Strategy That Beats the 4% Rule by $400,000 Over 20 Years on a $1 Million Portfolio

Shark Tank’s Kevin O’Leary: You Need “A Minimum of $1.5 Million By the Time You’re 65.”

Fidelity’s 2026 Retirement Study Finds Men Are 18 Points More Confident Than Women About Retiring on Their Terms

66-Year-Old Retiree With a $94,000 Pension Surprised by IRMAA Trip

Snowbird Retirees With $3.2 Million Must Choose Residency Carefully

A Portfolio That Doubles Your Social Security Check—and Your Spouse’s

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

Get Paid Like an Indiana Police Officer With $5,000 a Month in Dividend Income After Taxes

This 15-Minute Task Is All You Need to Know What Social Security Benefit to Expect

The 401(k) Vesting Cliff That Cost One Worker $74,000 Before Age 60

A Caller’s Dad Turned $22,000 Into $1 Million on a Single Stock. Now the Family Faces a $150,000 Tax Decision

Featured Reads

This 15-Minute Task Is All You Need to Know What Social Security Benefit to Expect

The 401(k) Vesting Cliff That Cost One Worker $74,000 Before Age 60