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5242 Articles

David Beren | Jun 27, 2026 at 12:48 PM EDT

Americans Need $1.6 Million to Retire. The Median 55-Year-Old Has $205,341.

Charles Schwab’s (NYSE:SCHW | SCHW Price Prediction) most recent 401(k) Participant Survey put the retirement ‘magic number’ at $1.6 million…

Drew Wood | Jun 27, 2026 at 11:30 AM EDT

He Retired at 66 With a Pension. It Quietly Pushed Him Into the Top IRMAA Bracket for Life.

A 66-year-old executive retires in 2024 with a $410,000 annual pension, $52,000 in Social Security, and roughly $50,000 in dividend…

Drew Wood | Jun 27, 2026 at 10:09 AM EDT

Same Portfolio. Same Retirement. A 10-Mile Move Costs One Couple $10,000 A Year

Two couples crossed the same retirement starting line. Each ended a long career, locked in a $1 million dividend portfolio,…

Gerelyn Terzo | Jun 27, 2026 at 10:03 AM EDT

She Remarried at 62 and Assumed She Lost Her Late Husband’s Survivor Benefit. The Age-60 Rule Says Otherwise.

She is 63, widowed in her late fifties, and remarried at 62. For months she assumed that remarrying meant losing…

Drew Wood | Jun 27, 2026 at 9:30 AM EDT

An Inherited IRA Quietly Adds Hundreds to Your Monthly Medicare Premium.

A 68-year-old widow in Ohio inherited her brother’s $400,000 traditional IRA in 2024. As a non-spouse beneficiary, she generally has…

Danielle Liverance | Jun 27, 2026 at 9:09 AM EDT

Robert, Past 70.5, Asks Clark Howard What to Do With RMDs From Three Retirement Accounts

A caller named Robert phoned into The Clark Howard Show with a problem most savers would love to have: the…

Drew Wood | Jun 27, 2026 at 8:37 AM EDT

Celebration or Cotino? Which Disney Community Makes More Sense For Retirees?

A couple in their 60s grew up on Disney. They honeymooned in Orlando, took their children to Disneyland and Walt…

Austin Smith | Jun 27, 2026 at 7:42 AM EDT

Why You Need a High-Yield Savings Account for Short-Term Goals and Cash Reserves, from a Personal Finance Expert

A high-yield savings account (HYSA) is an FDIC-insured deposit account that pays significantly more interest than a traditional savings account…

Carl Sullivan | Jun 27, 2026 at 7:36 AM EDT

Social Security Fairness Act Slams 71-Year-Old Retired Teacher With IRMAA Penalty

A retired public school teacher, age 71, lives on a $48,000 state pension and pulls roughly $36,000 a year from…

Drew Wood | Jun 27, 2026 at 7:22 AM EDT

Here’s How You Can Retire In the Town Dubbed “The Peaceful Side of the Smokies”

Townsend, Tennessee, calls itself the “Peaceful Side of the Smokies,” and the description fits. While Gatlinburg and Pigeon Forge absorb…

Gerelyn Terzo | Jun 27, 2026 at 6:01 AM EDT

Laid Off at 57, She Faces a Double Social Security Hit: Years of Zero Earnings Now, and the Pull to Claim Early at 62

The subtle math of being 57, unemployed, and five years from 62 She is 57, single, and her job is…

Drew Wood | Jun 27, 2026 at 5:58 AM EDT

How Much Of Your Dividend Income Do You Actually Get To Keep?

Dividend investors love clean numbers. A $1 million portfolio yielding 5% generates $50,000 a year, and it is tempting to…

Michael Williams | Jun 26, 2026 at 6:54 PM EDT

Congresswoman Warns that Retirees Will “Pay the Price” as Social Security Insolvency Looms

A retired teacher in Kansas built her budget around a Social Security check that lands on the second Wednesday of…

Michael Williams | Jun 26, 2026 at 6:20 PM EDT

What It Takes to Retire in Boca Raton, Florida, at 62 on $1.3 Million and Live the Coastal Life

Someone in their late 50s or early 60s with a portfolio just north of seven figures is eyeing the South…

Michael Williams | Jun 26, 2026 at 5:44 PM EDT

New Data Suggests Social Security Cut Benefits “by 30.3%” for New Retirees as Trust Fund Collapse Accelerates

Editors Note: A prior version of this article incorrectly attributed the guidance from this report to treasury secretary Bessent and…

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Personal Finance Articles

All Personal Finance Articles

Americans Need $1.6 Million to Retire. The Median 55-Year-Old Has $205,341.

He Retired at 66 With a Pension. It Quietly Pushed Him Into the Top IRMAA Bracket for Life.

Same Portfolio. Same Retirement. A 10-Mile Move Costs One Couple $10,000 A Year

She Remarried at 62 and Assumed She Lost Her Late Husband’s Survivor Benefit. The Age-60 Rule Says Otherwise.

An Inherited IRA Quietly Adds Hundreds to Your Monthly Medicare Premium.

Robert, Past 70.5, Asks Clark Howard What to Do With RMDs From Three Retirement Accounts

Celebration or Cotino? Which Disney Community Makes More Sense For Retirees?

Why You Need a High-Yield Savings Account for Short-Term Goals and Cash Reserves, from a Personal Finance Expert

Social Security Fairness Act Slams 71-Year-Old Retired Teacher With IRMAA Penalty

Here’s How You Can Retire In the Town Dubbed “The Peaceful Side of the Smokies”

Laid Off at 57, She Faces a Double Social Security Hit: Years of Zero Earnings Now, and the Pull to Claim Early at 62

How Much Of Your Dividend Income Do You Actually Get To Keep?

Congresswoman Warns that Retirees Will “Pay the Price” as Social Security Insolvency Looms

What It Takes to Retire in Boca Raton, Florida, at 62 on $1.3 Million and Live the Coastal Life

New Data Suggests Social Security Cut Benefits “by 30.3%” for New Retirees as Trust Fund Collapse Accelerates

AVDE’s 23.6% Annual Gain Shows International Dividends are Outpacing U.S. Markets

VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands

XLP’s 2.6% Yield Holds Firm as Retail Sales Hit 12-Month High

A Financial Advisor Says You're Probably Wrong About How Much You Need to Retire

Owner-Operators vs. Company Drivers: The Truck Driver's Guide to Retiring Early

AVDE’s 23.6% Annual Gain Shows International Dividends are Outpacing U.S. Markets

VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands

Personal Finance Articles

All Personal Finance Articles

Americans Need $1.6 Million to Retire. The Median 55-Year-Old Has $205,341.

He Retired at 66 With a Pension. It Quietly Pushed Him Into the Top IRMAA Bracket for Life.

Same Portfolio. Same Retirement. A 10-Mile Move Costs One Couple $10,000 A Year

She Remarried at 62 and Assumed She Lost Her Late Husband’s Survivor Benefit. The Age-60 Rule Says Otherwise.

An Inherited IRA Quietly Adds Hundreds to Your Monthly Medicare Premium.

Robert, Past 70.5, Asks Clark Howard What to Do With RMDs From Three Retirement Accounts

Celebration or Cotino? Which Disney Community Makes More Sense For Retirees?

Why You Need a High-Yield Savings Account for Short-Term Goals and Cash Reserves, from a Personal Finance Expert

Social Security Fairness Act Slams 71-Year-Old Retired Teacher With IRMAA Penalty

Here’s How You Can Retire In the Town Dubbed “The Peaceful Side of the Smokies”

Laid Off at 57, She Faces a Double Social Security Hit: Years of Zero Earnings Now, and the Pull to Claim Early at 62

How Much Of Your Dividend Income Do You Actually Get To Keep?

Congresswoman Warns that Retirees Will “Pay the Price” as Social Security Insolvency Looms

What It Takes to Retire in Boca Raton, Florida, at 62 on $1.3 Million and Live the Coastal Life

New Data Suggests Social Security Cut Benefits “by 30.3%” for New Retirees as Trust Fund Collapse Accelerates

AVDE’s 23.6% Annual Gain Shows International Dividends are Outpacing U.S. Markets

VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands

XLP’s 2.6% Yield Holds Firm as Retail Sales Hit 12-Month High

Featured Reads

A Financial Advisor Says You're Probably Wrong About How Much You Need to Retire

Owner-Operators vs. Company Drivers: The Truck Driver's Guide to Retiring Early