Personal Finance Articles

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5151 Articles

Don Lair | May 16, 2026 at 11:13 AM EDT

Stop Budgeting Your Credit Card Rewards as Income: Here’s the One Move Financial Experts Say Works Instead

On a recent episode of How to Money, a listener named Suzanne asked whether she should track her credit card…

Christy Bieber | May 16, 2026 at 11:10 AM EDT

3 Social Security Mistakes Married Couples Are Still Making in 2026

Social Security is a complicated program because it allows retirees lots of choices as to when they can start their…

David Beren | May 16, 2026 at 10:56 AM EDT

Most Americans Think Medicare Covers More Than It Does: A 2025 Study Shows Only 26% Have It Right

The TIAA Institute’s 2025 P-Fin Index put a deceptively simple question to U.S. adults: how much of a typical retiree’s…

Christy Bieber | May 16, 2026 at 10:03 AM EDT

The Disabled Adult Child Benefit That Triggers $1,800 a Month for a 35-Year-Old Son When His Father Files for Social Security

When most people think of Social Security benefits, they think of retirement benefits. But these are not the only kind of…

Gerelyn Terzo | May 16, 2026 at 9:55 AM EDT

Why Most Retirees Should File for Social Security Three Months Before Their Target Start Date

Picture a retiree who has circled April on the calendar, the month she turns 67 and wants Social Security to…

Gerelyn Terzo | May 16, 2026 at 9:45 AM EDT

Social Security Tax Rule Frozen Since 1984 Now Catches 85% of Middle-Class Retirees’ Benefits

A 68-year-old retiree living alone collects $30,000 a year from Social Security and pulls another $35,000 from a traditional IRA…

Christy Bieber | May 16, 2026 at 9:43 AM EDT

Here’s What’s Driving Social Security’s 2027 COLA Estimate Spike

Social Security Cost of Living Adjustments (COLAs) are critical to seniors’ financial security. Many retirees rely on their benefits to…

Gerelyn Terzo | May 16, 2026 at 9:25 AM EDT

Federal Widow’s Survivor Benefit Jumped $1,100 a Month After Congress Repealed the GPO Rule

For decades, a particular kind of federal widow learned to live with a strange arithmetic: her late husband paid into…

Drew Wood | May 16, 2026 at 8:59 AM EDT

Belize or Bend Oregon? How I Would Help a Couple With $5.8 Million Choose a Retirement Home

A retired couple, both 65, sits down with $5.8 million and two very different visions of retirement. One spouse imagines…

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

Should a Commercial Pilot Run $200,000 of Roth Conversions Before His Mandatory 65th Birthday?

The FAA does not negotiate with calendars. A captain who turns 65 stops flying revenue passengers under Part 121 the…

Christy Bieber | May 16, 2026 at 8:09 AM EDT

The Social Security Overpayment Letters SSA Has Been Sending Since 2024: How to Fight a $14,000 Clawback

The Social Security Administration provides important benefits to retirees and the disabled, many of whom depend on the income they…

Drew Wood | May 16, 2026 at 8:07 AM EDT

Retiring at 67 With $1.8 Million and a $7,200 Annual Long-Term-Care Premium Means Rebuilding the Drawdown Plan From Zero

A 67-year-old retiree with $1.8 million appears, at first glance, to have retirement solved. Following the classic 4% rule, her…

Ian Cooper | May 16, 2026 at 7:41 AM EDT

Just Because Money’s in Your Roth IRA Doesn’t Mean You’re Investing It

On the May 4 episode of How to Money, co-host Joel Larsgaard described setting up a Roth IRA for his…

Gerelyn Terzo | May 16, 2026 at 6:50 AM EDT

What the Social Security Fairness Act Adds to a Retired Police Officer’s Monthly Check

The kitchen-table math after the WEP repeal A 67-year-old retired Houston police officer has a city pension of $58,000 a…

Christy Bieber | May 16, 2026 at 6:11 AM EDT

Most Americans Are Behind on Retirement Savings. Here Is the Honest Benchmark by Age.

When it comes to retirement savings, most Americans are not where they need to be. Many carry dangerously small balances…

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Personal Finance Articles

All Personal Finance Articles

Stop Budgeting Your Credit Card Rewards as Income: Here’s the One Move Financial Experts Say Works Instead

3 Social Security Mistakes Married Couples Are Still Making in 2026

Most Americans Think Medicare Covers More Than It Does: A 2025 Study Shows Only 26% Have It Right

The Disabled Adult Child Benefit That Triggers $1,800 a Month for a 35-Year-Old Son When His Father Files for Social Security

Why Most Retirees Should File for Social Security Three Months Before Their Target Start Date

Social Security Tax Rule Frozen Since 1984 Now Catches 85% of Middle-Class Retirees’ Benefits

Here’s What’s Driving Social Security’s 2027 COLA Estimate Spike

Federal Widow’s Survivor Benefit Jumped $1,100 a Month After Congress Repealed the GPO Rule

Belize or Bend Oregon? How I Would Help a Couple With $5.8 Million Choose a Retirement Home

Should a Commercial Pilot Run $200,000 of Roth Conversions Before His Mandatory 65th Birthday?

The Social Security Overpayment Letters SSA Has Been Sending Since 2024: How to Fight a $14,000 Clawback

Retiring at 67 With $1.8 Million and a $7,200 Annual Long-Term-Care Premium Means Rebuilding the Drawdown Plan From Zero

Just Because Money’s in Your Roth IRA Doesn’t Mean You’re Investing It

What the Social Security Fairness Act Adds to a Retired Police Officer’s Monthly Check

Most Americans Are Behind on Retirement Savings. Here Is the Honest Benchmark by Age.

The Average 67-Year-Old’s Income Looks Safe – Until It Crosses the IRMAA Line.

Stellar Has 9 Times More Tokenized Assets Than XRP but XRP Is Worth 11 Times More

The Average Retiree Could Lose $6,000+ in Social Security Benefits per Year Unless Congress Acts Soon

The Average 67-Year-Old's Income Looks Safe - Until It Crosses the IRMAA Line.

The Average Retiree Could Lose $6,000+ in Social Security Benefits per Year Unless Congress Acts Soon

The Average 67-Year-Old’s Income Looks Safe – Until It Crosses the IRMAA Line.

Stellar Has 9 Times More Tokenized Assets Than XRP but XRP Is Worth 11 Times More

Personal Finance Articles

All Personal Finance Articles

Stop Budgeting Your Credit Card Rewards as Income: Here’s the One Move Financial Experts Say Works Instead

3 Social Security Mistakes Married Couples Are Still Making in 2026

Most Americans Think Medicare Covers More Than It Does: A 2025 Study Shows Only 26% Have It Right

The Disabled Adult Child Benefit That Triggers $1,800 a Month for a 35-Year-Old Son When His Father Files for Social Security

Why Most Retirees Should File for Social Security Three Months Before Their Target Start Date

Social Security Tax Rule Frozen Since 1984 Now Catches 85% of Middle-Class Retirees’ Benefits

Here’s What’s Driving Social Security’s 2027 COLA Estimate Spike

Federal Widow’s Survivor Benefit Jumped $1,100 a Month After Congress Repealed the GPO Rule

Belize or Bend Oregon? How I Would Help a Couple With $5.8 Million Choose a Retirement Home

Should a Commercial Pilot Run $200,000 of Roth Conversions Before His Mandatory 65th Birthday?

The Social Security Overpayment Letters SSA Has Been Sending Since 2024: How to Fight a $14,000 Clawback

Retiring at 67 With $1.8 Million and a $7,200 Annual Long-Term-Care Premium Means Rebuilding the Drawdown Plan From Zero

Just Because Money’s in Your Roth IRA Doesn’t Mean You’re Investing It

What the Social Security Fairness Act Adds to a Retired Police Officer’s Monthly Check

Most Americans Are Behind on Retirement Savings. Here Is the Honest Benchmark by Age.

The Average 67-Year-Old’s Income Looks Safe – Until It Crosses the IRMAA Line.

Stellar Has 9 Times More Tokenized Assets Than XRP but XRP Is Worth 11 Times More

The Average Retiree Could Lose $6,000+ in Social Security Benefits per Year Unless Congress Acts Soon

Featured Reads

The Average 67-Year-Old's Income Looks Safe - Until It Crosses the IRMAA Line.

The Average Retiree Could Lose $6,000+ in Social Security Benefits per Year Unless Congress Acts Soon