Personal Finance Articles

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4617 Articles

Gerelyn Terzo | Jun 2, 2026 at 10:47 AM EDT

The Five-Year Disability Rule a 53-Year-Old Worker Did Not Know Could Disqualify Her From SSDI

A 53-year-old woman stepped away from her marketing job in 2018 to care for her mother. She had worked steadily…

Drew Wood | Jun 2, 2026 at 10:44 AM EDT

For Americans Retiring North of the Border, This Canadian Province Makes the Most Sense

Americans in their late fifties and early sixties often ask whether Canada works financially for retirement. The answer can be…

Danielle Liverance | Jun 2, 2026 at 9:56 AM EDT

Business Owners: The One Tax Move Financial Advisors Say You Can’t Skip Before Year-End

On the Retire SMART Podcast episode “Year-Round Tax Planning,” the guest drew a line most business owners never think about:…

Danielle Liverance | Jun 2, 2026 at 9:53 AM EDT

Don McDonald Explains Why Higher Earners Should Skip Roth 401(k) Matches Before Retirement

On a recent episode of the Talking Real Money podcast titled “You’re Right, Of Course.”, co-host Don McDonald addressed a…

Drew Wood | Jun 2, 2026 at 9:48 AM EDT

The State Residency Move a Couple With $4 Million Made One Year Before Selling Their Business to Save $340,000 in Tax

A California couple in their late 50s with $4 million in retirement accounts and a closely held LLC interest worth…

Christy Bieber | Jun 2, 2026 at 9:24 AM EDT

This Social Security Filing Mistake Can Be Really Hard to Fix

Retirees can choose from a number of different Social Security filing ages. And there are a few significant ones to…

Drew Wood | Jun 2, 2026 at 9:22 AM EDT

A $720,000 Income Portfolio That Pays Like a Part-Time Consulting Practice Without the Client Acquisition Grind

A $720,000 annual income is the kind of figure most people associate with a senior consultant’s billing target rather than…

Carl Sullivan | Jun 2, 2026 at 9:20 AM EDT

$400,000 Annuity Guarantees $2,500 a Month for Life. Is It Worth It?

A 65-year-old retiree with $400,000 in a rollover IRA and no pension faces a pitch. Hand over the money today…

Carl Sullivan | Jun 2, 2026 at 8:38 AM EDT

How Far Does $12,000 a Month in Retirement at Age 65 Go?

Congratulations! You retired last month at age 65 with a paid-off house and a steady $12,000 a month coming in.…

Danielle Liverance | Jun 2, 2026 at 8:38 AM EDT

The Medicare Surcharge Suze Orman Says Most Home Sellers Don’t Find Out About Until It’s Too Late

On a recent highlights replay of Ask KT & Suze Anything, Suze Orman pulled Pat’s question back into the spotlight…

Gerelyn Terzo | Jun 2, 2026 at 8:30 AM EDT

Divorced Spouse Benefit Worth $1,840 a Month: The Social Security Rule Most Americans Miss

A woman turns 64, starts mapping out when to claim Social Security, and discovers a rule she had never heard…

Drew Wood | Jun 2, 2026 at 7:38 AM EDT

The Special Needs Trust a 64-Year-Old Mother Set Up Before Her Adult Son’s Disability Disqualified Him From the Family Inheritance

A 64-year-old widow with $2.4 million in assets has a 35-year-old son with a developmental disability who depends on SSI…

Drew Wood | Jun 2, 2026 at 7:08 AM EDT

How a $530,000 Covered Call Portfolio Can Generate $66,000 a Year

A $66,000 annual income is roughly in line with the median U.S. household income and represents a common retirement target…

Drew Wood | Jun 2, 2026 at 6:39 AM EDT

What Would It Be Like to Retire to a Fishing Town in Montana With $3.2 Million Invested?

You’re 61 with a portfolio in the low seven figures, eyeing retirement in a small Western town with a good…

Drew Wood | Jun 2, 2026 at 6:34 AM EDT

This $2.5 Million Portfolio Delivers $14,500 a Month With Three Income Buckets

A 68-year-old couple with $2.5 million in savings and a monthly spending goal of $14,500 faces a straightforward income challenge.…

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Personal Finance Articles

All Personal Finance Articles

The Five-Year Disability Rule a 53-Year-Old Worker Did Not Know Could Disqualify Her From SSDI

For Americans Retiring North of the Border, This Canadian Province Makes the Most Sense

Business Owners: The One Tax Move Financial Advisors Say You Can’t Skip Before Year-End

Don McDonald Explains Why Higher Earners Should Skip Roth 401(k) Matches Before Retirement

The State Residency Move a Couple With $4 Million Made One Year Before Selling Their Business to Save $340,000 in Tax

This Social Security Filing Mistake Can Be Really Hard to Fix

A $720,000 Income Portfolio That Pays Like a Part-Time Consulting Practice Without the Client Acquisition Grind

$400,000 Annuity Guarantees $2,500 a Month for Life. Is It Worth It?

How Far Does $12,000 a Month in Retirement at Age 65 Go?

The Medicare Surcharge Suze Orman Says Most Home Sellers Don’t Find Out About Until It’s Too Late

Divorced Spouse Benefit Worth $1,840 a Month: The Social Security Rule Most Americans Miss

The Special Needs Trust a 64-Year-Old Mother Set Up Before Her Adult Son’s Disability Disqualified Him From the Family Inheritance

How a $530,000 Covered Call Portfolio Can Generate $66,000 a Year

What Would It Be Like to Retire to a Fishing Town in Montana With $3.2 Million Invested?

This $2.5 Million Portfolio Delivers $14,500 a Month With Three Income Buckets

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

67% of Americans Fear Outliving Their Money More Than Death Itself

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

67% of Americans Fear Outliving Their Money More Than Death Itself

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

Personal Finance Articles

All Personal Finance Articles

The Five-Year Disability Rule a 53-Year-Old Worker Did Not Know Could Disqualify Her From SSDI

For Americans Retiring North of the Border, This Canadian Province Makes the Most Sense

Business Owners: The One Tax Move Financial Advisors Say You Can’t Skip Before Year-End

Don McDonald Explains Why Higher Earners Should Skip Roth 401(k) Matches Before Retirement

The State Residency Move a Couple With $4 Million Made One Year Before Selling Their Business to Save $340,000 in Tax

This Social Security Filing Mistake Can Be Really Hard to Fix

A $720,000 Income Portfolio That Pays Like a Part-Time Consulting Practice Without the Client Acquisition Grind

$400,000 Annuity Guarantees $2,500 a Month for Life. Is It Worth It?

How Far Does $12,000 a Month in Retirement at Age 65 Go?

The Medicare Surcharge Suze Orman Says Most Home Sellers Don’t Find Out About Until It’s Too Late

Divorced Spouse Benefit Worth $1,840 a Month: The Social Security Rule Most Americans Miss

The Special Needs Trust a 64-Year-Old Mother Set Up Before Her Adult Son’s Disability Disqualified Him From the Family Inheritance

How a $530,000 Covered Call Portfolio Can Generate $66,000 a Year

What Would It Be Like to Retire to a Fishing Town in Montana With $3.2 Million Invested?

This $2.5 Million Portfolio Delivers $14,500 a Month With Three Income Buckets

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

67% of Americans Fear Outliving Their Money More Than Death Itself

Featured Reads

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

67% of Americans Fear Outliving Their Money More Than Death Itself