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4645 Articles

Drew Wood | Jun 3, 2026 at 8:45 AM EDT

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

A reader in their fifties spent decades climbing the corporate ladder, accumulated a respectable nest egg, and now wonders whether…

Danielle Liverance | Jun 3, 2026 at 8:38 AM EDT

High Earning Retirees Are Being Warned About This $9,600 Medicare Surcharge That Hits Two Years After a Big Income Event

On the September 15, 2022 episode of Ask Suze & KT Anything, Suze Orman pulled back the curtain on something…

Drew Wood | Jun 3, 2026 at 8:25 AM EDT

A $1.1 Million Dividend Portfolio That Pays Like a Seasoned Realtor’s Annual Commissions Without the Showings

A seasoned realtor with 25 years in the business and a steady book of repeat clients can clear roughly $95,000…

Carl Sullivan | Jun 3, 2026 at 8:02 AM EDT

$9,500 a Month? What That Looks Like for a Retired Couple

Retiring at 65 with $9,500 a month in gross income puts you in a peculiar middle zone. You are comfortably…

Drew Wood | Jun 3, 2026 at 7:58 AM EDT

This Iowa Couple Wants to Be Near Their New Grandbaby. Can They Afford Boston?

A grandchild has a way of rearranging retirement plans. For one Iowa couple in their early sixties, the question is…

Marc Guberti | Jun 3, 2026 at 7:33 AM EDT

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

The decision appears constantly on retirement forums: a single filer in their early sixties, recently retired, with a seven-figure traditional…

Drew Wood | Jun 3, 2026 at 7:08 AM EDT

A 67-Year-Old Retiree’s $1.9 Million Portfolio Survived a $390,000 Drawdown Because of One Asset Allocation Choice Most Advisors Skip

A 67-year-old retiree watched a $1.9 million portfolio fall to $1.51 million during a sharp market decline, a 21% drop…

Drew Wood | Jun 3, 2026 at 6:43 AM EDT

How a 48-Year-Old Engineer Could Replace a $150,000 Salary With Dividend Growth Plus Covered Calls

A senior software engineer earning $150,000 annually at age 48 still has approximately 15 to 20 years before reaching a…

Drew Wood | Jun 3, 2026 at 6:03 AM EDT

Can You Afford the French Riviera in Retirement? Here’s the Real Number

For many Americans, the French Riviera evokes images of superyachts, Monaco penthouses, celebrity villas, and some of the most expensive…

Drew Wood | Jun 3, 2026 at 5:56 AM EDT

The Continuing Care Retirement Community Math a 72-Year-Old Couple Ran Before Writing an $880,000 Entrance Check

A 72-year-old couple with $3.2 million in retirement assets toured a Continuing Care Retirement Community (CCRC) and was presented with…

Gerelyn Terzo | Jun 3, 2026 at 5:00 AM EDT

Medicare’s Hidden Cost: How a $120,000 Roth Conversion Added $2,194 to Future Premiums

A 63-year-old single retiree with light consulting income converted $120,000 from her traditional IRA into a Roth in 2024. Tax…

Marc Guberti | Jun 2, 2026 at 8:33 PM EDT

The QCD Move That Turns a $60,000 RMD From a $1.6 Million 401(k) Into Zero Taxable Income at 73

A charitably inclined 73-year-old single retiree with $1.6 million in a traditional 401(k), $300,000 in a Roth IRA, and $30,000…

Marc Guberti | Jun 2, 2026 at 4:33 PM EDT

Why a 65-Year-Old With $1.8 Million Is Spending Her 401(k) Before Claiming Social Security at 70

A 65-year-old single woman walks into retirement with $1.8 million in a traditional 401(k), $250,000 in a taxable brokerage, and…

Austin Smith | Jun 2, 2026 at 3:30 PM EDT

Social Security Benefits Face 19% Cut in 2034. Here’s What That Means in Monthly Dollars

If you have been following the headlines about Social Security running out of money, you probably feel a knot in…

Gerelyn Terzo | Jun 2, 2026 at 2:37 PM EDT

The 35-Year Earnings Average That Could Cost You $240,000 in Social Security Benefits

Two retirees with similar lifetime earnings walk away with vastly different Social Security checks. One receives about $4,152 a month.…

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Personal Finance Articles

All Personal Finance Articles

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

High Earning Retirees Are Being Warned About This $9,600 Medicare Surcharge That Hits Two Years After a Big Income Event

A $1.1 Million Dividend Portfolio That Pays Like a Seasoned Realtor’s Annual Commissions Without the Showings

$9,500 a Month? What That Looks Like for a Retired Couple

This Iowa Couple Wants to Be Near Their New Grandbaby. Can They Afford Boston?

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

A 67-Year-Old Retiree’s $1.9 Million Portfolio Survived a $390,000 Drawdown Because of One Asset Allocation Choice Most Advisors Skip

How a 48-Year-Old Engineer Could Replace a $150,000 Salary With Dividend Growth Plus Covered Calls

Can You Afford the French Riviera in Retirement? Here’s the Real Number

The Continuing Care Retirement Community Math a 72-Year-Old Couple Ran Before Writing an $880,000 Entrance Check

Medicare’s Hidden Cost: How a $120,000 Roth Conversion Added $2,194 to Future Premiums

The QCD Move That Turns a $60,000 RMD From a $1.6 Million 401(k) Into Zero Taxable Income at 73

Why a 65-Year-Old With $1.8 Million Is Spending Her 401(k) Before Claiming Social Security at 70

Social Security Benefits Face 19% Cut in 2034. Here’s What That Means in Monthly Dollars

The 35-Year Earnings Average That Could Cost You $240,000 in Social Security Benefits

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats

NVDL Collapsed 12% in a Single Day as Nvidia Lost $279 Billion, Exposing How Leverage Compounds on Bad Tape

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

69-Year-Old Widow With $890,000 in Late Husband's IRA Faces a Massive Tax Bill if She Isn't Careful

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats

Personal Finance Articles

All Personal Finance Articles

Here’s How You Can Afford To Retire in Portugal On a Middle Management Salary

High Earning Retirees Are Being Warned About This $9,600 Medicare Surcharge That Hits Two Years After a Big Income Event

A $1.1 Million Dividend Portfolio That Pays Like a Seasoned Realtor’s Annual Commissions Without the Showings

$9,500 a Month? What That Looks Like for a Retired Couple

This Iowa Couple Wants to Be Near Their New Grandbaby. Can They Afford Boston?

The 8-Year Window That Turns a $1.6 Million 401(k) Into a $310,000 Roth and a Bigger Social Security Check at 70

A 67-Year-Old Retiree’s $1.9 Million Portfolio Survived a $390,000 Drawdown Because of One Asset Allocation Choice Most Advisors Skip

How a 48-Year-Old Engineer Could Replace a $150,000 Salary With Dividend Growth Plus Covered Calls

Can You Afford the French Riviera in Retirement? Here’s the Real Number

The Continuing Care Retirement Community Math a 72-Year-Old Couple Ran Before Writing an $880,000 Entrance Check

Medicare’s Hidden Cost: How a $120,000 Roth Conversion Added $2,194 to Future Premiums

The QCD Move That Turns a $60,000 RMD From a $1.6 Million 401(k) Into Zero Taxable Income at 73

Why a 65-Year-Old With $1.8 Million Is Spending Her 401(k) Before Claiming Social Security at 70

Social Security Benefits Face 19% Cut in 2034. Here’s What That Means in Monthly Dollars

The 35-Year Earnings Average That Could Cost You $240,000 in Social Security Benefits

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats

NVDL Collapsed 12% in a Single Day as Nvidia Lost $279 Billion, Exposing How Leverage Compounds on Bad Tape

Featured Reads

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

69-Year-Old Widow With $890,000 in Late Husband's IRA Faces a Massive Tax Bill if She Isn't Careful