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5634 Articles

Gerelyn Terzo | Jul 13, 2026 at 6:02 AM EDT

With Treasury Yields Near 4.5%, One Couple Rethinks When to Claim Social Security.

Picture a married couple in their mid-60s, both healthy, staring at a brokerage statement that finally looks generous again. Their…

Drew Wood | Jul 13, 2026 at 5:00 AM EDT

The Dividend Growth Roadmap That Turns $60,000 a Year Into More Than $125,000

The math on replacing $60,000 of annual income looks simple until you ask a different question. At a 3.5% yield,…

Michael Williams | Jul 12, 2026 at 6:10 PM EDT

The Spousal IRA Loophole: Fund Two Retirement Accounts on One Paycheck

If you’re married and one of you doesn’t earn a paycheck, the IRS still lets that stay-at-home spouse fund a…

Drew Wood | Jul 12, 2026 at 5:17 PM EDT

Sunset on the Douro: Here’s How to Retire to Portugal’s Wine Country at 62 on $2,600 a Month

A $2,600 monthly retirement in Portugal’s Douro Valley can work, but only in the quieter version of the region. The…

Drew Wood | Jul 12, 2026 at 3:09 PM EDT

The Dividend Growth Approach That Builds Bigger Paychecks Every Single Year

Ten years ago, a buyer of Lowe’s (NYSE:LOW | LOW Price Prediction) could pick up shares near $66 and collect…

Austin Smith | Jul 12, 2026 at 3:05 PM EDT

Five HYSA Mistakes That Quietly Cost You Money

Most high yield savings account holders are quietly losing hundreds of dollars a year not by making dramatic errors, but…

Gerelyn Terzo | Jul 12, 2026 at 2:02 PM EDT

Laid Off at 64, He Thought He Had Filed for Early Retirement. He Hadn’t, and the Distinction Is Worth Thousands.

The Layoff That Feels Like Retirement, But Isn’t A 64-year-old laid off after decades at the same employer walks out…

Drew Wood | Jul 12, 2026 at 1:14 PM EDT

Delay Part D Two Years and a Surcharge Rides Every Prescription Bill Forever

A 65-year-old who takes no prescriptions looks at Medicare Part D and does the obvious math: why pay a premium…

David Beren | Jul 12, 2026 at 12:38 PM EDT

Retirees Get an 11-Year Window to Convert to a Roth at Low Rates. The Average One Converts $0.

Between the year a worker retires and the year Required Minimum Distributions kick in at age 73 under SECURE 2.0,…

Maurie Backman | Jul 12, 2026 at 11:36 AM EDT

The Average Social Security Check Jumps This Much in 2027

Social Security's 2027 COLA forecast just got a significant upgrade, and analysts say it could deliver the biggest raise seniors…

Drew Wood | Jul 12, 2026 at 11:24 AM EDT

Your Dividend Yield Isn’t Your Income: What You Really Keep After Taxes

Two retirees can both pull $100,000 from $2 million income portfolios and still land in very different places after tax.…

David Beren | Jul 12, 2026 at 10:39 AM EDT

The Social Security Earnings Limit Can Cost Early Retirees Thousands Each Year

Collecting Social Security while working before full retirement age sounds like a smart way to double up on income, but…

Drew Wood | Jul 12, 2026 at 10:29 AM EDT

Mexico or Florida: Which One Lets You Retire at 62 on $2,500 a Month?

A $2,500 monthly retirement can work in Mexico or Florida, but the two plans fail in different places. In Mexico,…

Gerelyn Terzo | Jul 12, 2026 at 10:04 AM EDT

Laid Off Before the Cutoff, He Feared the Zero Years Would Gut His Social Security. The Real Damage Surprised Him.

The Layoff That Felt Like a Retirement Sentence A 61-year-old engineer with 32 years at the same company receives a…

David Beren | Jul 12, 2026 at 9:34 AM EDT

The Maximum Social Security Check Is $5,108 a Month. Here’s How Much Invested It Takes to Match It.

The maximum Social Security retirement benefit in 2026 is $5,181 a month, a figure that only a tiny slice of…

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Personal Finance Articles

All Personal Finance Articles

With Treasury Yields Near 4.5%, One Couple Rethinks When to Claim Social Security.

The Dividend Growth Roadmap That Turns $60,000 a Year Into More Than $125,000

The Spousal IRA Loophole: Fund Two Retirement Accounts on One Paycheck

Sunset on the Douro: Here’s How to Retire to Portugal’s Wine Country at 62 on $2,600 a Month

The Dividend Growth Approach That Builds Bigger Paychecks Every Single Year

Five HYSA Mistakes That Quietly Cost You Money

Laid Off at 64, He Thought He Had Filed for Early Retirement. He Hadn’t, and the Distinction Is Worth Thousands.

Delay Part D Two Years and a Surcharge Rides Every Prescription Bill Forever

Retirees Get an 11-Year Window to Convert to a Roth at Low Rates. The Average One Converts $0.

The Average Social Security Check Jumps This Much in 2027

Your Dividend Yield Isn’t Your Income: What You Really Keep After Taxes

The Social Security Earnings Limit Can Cost Early Retirees Thousands Each Year

Mexico or Florida: Which One Lets You Retire at 62 on $2,500 a Month?

Laid Off Before the Cutoff, He Feared the Zero Years Would Gut His Social Security. The Real Damage Surprised Him.

The Maximum Social Security Check Is $5,108 a Month. Here’s How Much Invested It Takes to Match It.

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Everyone’s Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

Everyone's Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Personal Finance Articles

All Personal Finance Articles

With Treasury Yields Near 4.5%, One Couple Rethinks When to Claim Social Security.

The Dividend Growth Roadmap That Turns $60,000 a Year Into More Than $125,000

The Spousal IRA Loophole: Fund Two Retirement Accounts on One Paycheck

Sunset on the Douro: Here’s How to Retire to Portugal’s Wine Country at 62 on $2,600 a Month

The Dividend Growth Approach That Builds Bigger Paychecks Every Single Year

Five HYSA Mistakes That Quietly Cost You Money

Laid Off at 64, He Thought He Had Filed for Early Retirement. He Hadn’t, and the Distinction Is Worth Thousands.

Delay Part D Two Years and a Surcharge Rides Every Prescription Bill Forever

Retirees Get an 11-Year Window to Convert to a Roth at Low Rates. The Average One Converts $0.

The Average Social Security Check Jumps This Much in 2027

Your Dividend Yield Isn’t Your Income: What You Really Keep After Taxes

The Social Security Earnings Limit Can Cost Early Retirees Thousands Each Year

Mexico or Florida: Which One Lets You Retire at 62 on $2,500 a Month?

Laid Off Before the Cutoff, He Feared the Zero Years Would Gut His Social Security. The Real Damage Surprised Him.

The Maximum Social Security Check Is $5,108 a Month. Here’s How Much Invested It Takes to Match It.

Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

The $1,000 Hidden Tax on Every $10,000 Invested in This NVIDIA ETF

Everyone’s Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead

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Why High-Earning Pilots Should Delay 401(k) Roth Conversions Until After Mandatory Retirement at 65

Everyone's Chasing The Villages. Smart Retirees Are Quietly Buying Here Instead