Personal Finance Articles

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4619 Articles

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…

Carl Sullivan | Apr 13, 2026 at 9:50 AM EDT

Clark Howard Says Dump Your Coverdell ESA for a 529 Plan: Here’s Why

Many parents and grandparents wanting to save for children’s education have heard of 529 college-savings plans. But did you know…

Carl Sullivan | Apr 13, 2026 at 9:49 AM EDT

Why Dave Ramsey Says You’ll Never Build Wealth While Making Car Payments

“I have never met someone that became a millionaire when they owned cars with payments,” financial host Dave Ramsey recently…

David Beren | Apr 13, 2026 at 9:39 AM EDT

Retirees With Over $800,000 in a Traditional 401(k) Are Being Warned About This Social Security Clawback

A traditional 401(k) balance of $800,000 looks like a retirement success story, and at age 75, with Social Security coming…

Drew Wood | Apr 13, 2026 at 8:51 AM EDT

Retire on $100,000 a Year Without Ever Selling a Single Share

A $100,000 annual income is the target millions of Americans aim for in retirement: enough to cover housing, healthcare, travel,…

Drew Wood | Apr 13, 2026 at 8:37 AM EDT

How to Pull $55,000 a Year Out of an $850,000 Brokerage Account

An $850,000 brokerage account sounds like a lot of money until you do the math on what it actually pays.…

Carl Sullivan | Apr 13, 2026 at 6:55 AM EDT

Ramsey to Single Mom With $74K in Debt: You Can Be a Millionaire at Son’s Wedding

A 30-year-old single mother carrying $74,000 in debt wants to know whether she should open a 529 college-savings account for…

Jeremy Phillips | Apr 13, 2026 at 5:29 AM EDT

Why $1 Million Is the Worst Amount of Money and What to Do About It

A recent Animal Spirits episode centered on a listener who had reached $1 million in investable assets and hated it.…

Jeremy Phillips | Apr 13, 2026 at 5:27 AM EDT

Social Security Trust Fund to Run Dry in 2032: Just 6 Years From Now

Six years. That is how much time separates retirees from a Social Security system that, by its own projections, runs…

David Beren | Apr 12, 2026 at 11:58 AM EDT

The 401(k) Creditor Protection Advantage Wealthy Pre-Retirees Are Using to Keep Money in the Plan

In litigation-exposed professions, the creditor protection gap between a 401(k) and an IRA is one of the most consequential and…

Maurie Backman | Apr 12, 2026 at 10:15 AM EDT

2027’s Social Security COLA Could Surpass 2026’s. The Reason Why Isn’t a Good One

If there’s one thing that tends to upend retirement budgets, it’s inflation. You can estimate your monthly costs at the…

David Beren | Apr 12, 2026 at 9:52 AM EDT

What Happens When You Inherit a $500,000 401(k) and the 10-Year Tax Rule Most Beneficiaries Don’t Know About

Inheriting a $500,000 traditional 401(k) triggers mandatory distributions under the SECURE Act‘s 10-year rule, and the tax consequences can accumulate…

Drew Wood | Apr 12, 2026 at 9:30 AM EDT

How a $500K Nest Egg Can Throw Off $31,000 in Annual Dividends

A $500,000 portfolio in a savings account earning near-nothing is a missed opportunity. That same $500,000 deployed into income-generating assets…

Jeremy Phillips | Apr 12, 2026 at 9:04 AM EDT

For Every $1 That Goes Into a 401k 40 Cents Comes Right Back Out and It Is Getting Worse

I was stunned by a number from the Money Guy Show recently: for every single dollar that flows into a…

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Personal Finance Articles

All Personal Finance Articles

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

Clark Howard Says Dump Your Coverdell ESA for a 529 Plan: Here’s Why

Why Dave Ramsey Says You’ll Never Build Wealth While Making Car Payments

Retirees With Over $800,000 in a Traditional 401(k) Are Being Warned About This Social Security Clawback

Retire on $100,000 a Year Without Ever Selling a Single Share

How to Pull $55,000 a Year Out of an $850,000 Brokerage Account

Ramsey to Single Mom With $74K in Debt: You Can Be a Millionaire at Son’s Wedding

Why $1 Million Is the Worst Amount of Money and What to Do About It

Social Security Trust Fund to Run Dry in 2032: Just 6 Years From Now

The 401(k) Creditor Protection Advantage Wealthy Pre-Retirees Are Using to Keep Money in the Plan

2027’s Social Security COLA Could Surpass 2026’s. The Reason Why Isn’t a Good One

What Happens When You Inherit a $500,000 401(k) and the 10-Year Tax Rule Most Beneficiaries Don’t Know About

How a $500K Nest Egg Can Throw Off $31,000 in Annual Dividends

For Every $1 That Goes Into a 401k 40 Cents Comes Right Back Out and It Is Getting Worse

Warren Buffett: “People Still Don’t Want to Think It Will Work”

This Midstream ETF Yields 9.4% While Sidestepping K-1 Tax Forms

SCHD’s $85 Billion Strategy Now Concentrates 41 Percent of Your Money in Just Ten Stocks

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

The Severance Negotiation Move That Cut a 56-Year-Old VP's Tax Bill on Her $480,000 Package by $112,000

Warren Buffett: “People Still Don’t Want to Think It Will Work”

This Midstream ETF Yields 9.4% While Sidestepping K-1 Tax Forms

Personal Finance Articles

All Personal Finance Articles

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

Clark Howard Says Dump Your Coverdell ESA for a 529 Plan: Here’s Why

Why Dave Ramsey Says You’ll Never Build Wealth While Making Car Payments

Retirees With Over $800,000 in a Traditional 401(k) Are Being Warned About This Social Security Clawback

Retire on $100,000 a Year Without Ever Selling a Single Share

How to Pull $55,000 a Year Out of an $850,000 Brokerage Account

Ramsey to Single Mom With $74K in Debt: You Can Be a Millionaire at Son’s Wedding

Why $1 Million Is the Worst Amount of Money and What to Do About It

Social Security Trust Fund to Run Dry in 2032: Just 6 Years From Now

The 401(k) Creditor Protection Advantage Wealthy Pre-Retirees Are Using to Keep Money in the Plan

2027’s Social Security COLA Could Surpass 2026’s. The Reason Why Isn’t a Good One

What Happens When You Inherit a $500,000 401(k) and the 10-Year Tax Rule Most Beneficiaries Don’t Know About

How a $500K Nest Egg Can Throw Off $31,000 in Annual Dividends

For Every $1 That Goes Into a 401k 40 Cents Comes Right Back Out and It Is Getting Worse

Warren Buffett: “People Still Don’t Want to Think It Will Work”

This Midstream ETF Yields 9.4% While Sidestepping K-1 Tax Forms

SCHD’s $85 Billion Strategy Now Concentrates 41 Percent of Your Money in Just Ten Stocks

Featured Reads

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

The Severance Negotiation Move That Cut a 56-Year-Old VP's Tax Bill on Her $480,000 Package by $112,000