Personal Finance Articles

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4627 Articles

Marc Guberti | Jun 2, 2026 at 12:33 PM EDT

The Three-Account Withdrawal Order That Saved a $2.4 Million Retiree $187,000 in Lifetime Taxes

A 64-year-old couple sits on $1.5 million in a traditional 401(k), $500,000 in a Roth IRA with the five-year clock…

Don Lair | Jun 2, 2026 at 12:26 PM EDT

Healthcare costs explode when your income falls: Why most retirees underestimate medical expenses

On NerdWallet’s Smart Money Podcast episode How to Put $200K to Work and The Truth About Generational Spending, the guest…

Don Lair | Jun 2, 2026 at 12:09 PM EDT

Will AI Kill Your Kid’s Career? A Fiduciary Advisor Says the Data Tells a Different Story

Your kid is choosing a major, finishing one, or starting their first job. You have read the headlines about AI…

Thomas Richmond | Jun 2, 2026 at 12:07 PM EDT

How 2% Financial Advisor Fees Could Cost You $3.3 Million Over 40 Years

Brad Barrett, co-host of the ChooseFI podcast, recently laid out one of the most uncomfortable numbers in personal finance. During…

Drew Wood | Jun 2, 2026 at 11:50 AM EDT

Rake In More Than the Income of an Average Atlanta Metro Household With This $970,000 Portfolio

The U.S. Census Bureau’s American Community Survey places median household income in the Atlanta metropolitan area at roughly $83,000 per…

Danielle Liverance | Jun 2, 2026 at 11:29 AM EDT

Tariff-Driven Inflation Is Trapping Mortgage Rates, and the Fed Can’t Fix It with Rate Cuts

On a recent Rich Habits Podcast segment, market commentator Ron Santella put it bluntly: “The playbook from last week hasn’t…

Drew Wood | Jun 2, 2026 at 11:21 AM EDT

The Pension Maximization Strategy a 64-Year-Old Federal Employee Used Instead of Taking the Joint-and-Survivor Option

A 64-year-old federal employee preparing to retire under FERS faces one of the most important decisions in the retirement packet:…

Danielle Liverance | Jun 2, 2026 at 11:16 AM EDT

I’m 31 with $58K debt and eyeing an $80K degree for a $20K raise. Should I go back to school?

On a recent episode of The Ramsey Show, a 31-year-old caller named Jason laid out a plan many mid-career workers…

Don Lair | Jun 2, 2026 at 11:14 AM EDT

Bond Ladders Have Lost 15-18% Over Five Years. Here’s What New Fed Chair Kevin Warsh Might Do Next.

On a recent episode of the Retire SMART Podcast titled Bond Vigilantes, the host took aim at one of the…

Christy Bieber | Jun 2, 2026 at 10:54 AM EDT

Two Surprising Benefits and One Big Downside of Working While on Social Security

If you’re wondering if you can work while collecting Social Security, the answer is yes. Many retirees do this, and…

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…

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Personal Finance Articles

All Personal Finance Articles

The Three-Account Withdrawal Order That Saved a $2.4 Million Retiree $187,000 in Lifetime Taxes

Healthcare costs explode when your income falls: Why most retirees underestimate medical expenses

Will AI Kill Your Kid’s Career? A Fiduciary Advisor Says the Data Tells a Different Story

How 2% Financial Advisor Fees Could Cost You $3.3 Million Over 40 Years

Rake In More Than the Income of an Average Atlanta Metro Household With This $970,000 Portfolio

Tariff-Driven Inflation Is Trapping Mortgage Rates, and the Fed Can’t Fix It with Rate Cuts

The Pension Maximization Strategy a 64-Year-Old Federal Employee Used Instead of Taking the Joint-and-Survivor Option

I’m 31 with $58K debt and eyeing an $80K degree for a $20K raise. Should I go back to school?

Bond Ladders Have Lost 15-18% Over Five Years. Here’s What New Fed Chair Kevin Warsh Might Do Next.

Two Surprising Benefits and One Big Downside of Working While on Social Security

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

A 5.54 Percent KOSPI Crash Became a 12 Percent KF Disaster – Here’s Why the Closed-End Wrapper Doubled the Damage

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

A $360 Semiconductor ETF Position Became $638 in Just Over Five Months. Here’s the Real Story.

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?

A 5.54 Percent KOSPI Crash Became a 12 Percent KF Disaster – Here’s Why the Closed-End Wrapper Doubled the Damage

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

Personal Finance Articles

All Personal Finance Articles

The Three-Account Withdrawal Order That Saved a $2.4 Million Retiree $187,000 in Lifetime Taxes

Healthcare costs explode when your income falls: Why most retirees underestimate medical expenses

Will AI Kill Your Kid’s Career? A Fiduciary Advisor Says the Data Tells a Different Story

How 2% Financial Advisor Fees Could Cost You $3.3 Million Over 40 Years

Rake In More Than the Income of an Average Atlanta Metro Household With This $970,000 Portfolio

Tariff-Driven Inflation Is Trapping Mortgage Rates, and the Fed Can’t Fix It with Rate Cuts

The Pension Maximization Strategy a 64-Year-Old Federal Employee Used Instead of Taking the Joint-and-Survivor Option

I’m 31 with $58K debt and eyeing an $80K degree for a $20K raise. Should I go back to school?

Bond Ladders Have Lost 15-18% Over Five Years. Here’s What New Fed Chair Kevin Warsh Might Do Next.

Two Surprising Benefits and One Big Downside of Working While on Social Security

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

A 5.54 Percent KOSPI Crash Became a 12 Percent KF Disaster – Here’s Why the Closed-End Wrapper Doubled the Damage

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

A $360 Semiconductor ETF Position Became $638 in Just Over Five Months. Here’s the Real Story.

Featured Reads

A $400,000 Position in Mortgage REITs Quietly Pays $50,000 a Year, But Most Retirees Get the Risk Wrong

They Want to Move Their Family to Venezuela and Give Away $10,000 a Month. How Much Money Do They Need To Raise?