Personal Finance Articles

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5288 Articles

Thomas Richmond | Jun 29, 2026 at 12:54 PM EDT

Real Estate Investor Discusses: Should Average Americans Buy a Home or Rent and Invest the Difference?

Real estate investor Pace Morby recently sat down with the hosts of The Iced Coffee Hour and dropped a line…

Marc Guberti | Jun 29, 2026 at 12:22 PM EDT

Why High Earners With $900,000 in Their 401(k) Are Missing Out on $47,500 of Tax-Free Growth Annually

A 52-year-old engineering director earning $250,000 with $900,000 in her 401(k) has maxed the elective deferral every year since her…

Drew Wood | Jun 29, 2026 at 11:26 AM EDT

Is This The Best Place To Retire In Colorado?

Colorado Springs sits in a sweet spot that attracts many retirees. It offers mountain views, four distinct seasons, extensive trail…

Gerelyn Terzo | Jun 29, 2026 at 10:02 AM EDT

Everyone’s Warning About the RMD Tax Bomb. For a 62-Year-Old With a Typical IRA Balance, It’s Largely Overblown.

The Fear Behind the Headlines A 62-year-old with a traditional IRA has been reading the same warnings everyone else has:…

Drew Wood | Jun 29, 2026 at 10:01 AM EDT

Medicare Advantage Quietly Drops Your Doctor Mid-Year. You’re Locked In Until January.

A 72-year-old in Phoenix opens a letter from her Medicare Advantage insurer in July. Her cardiologist, the one she has…

Danielle Liverance | Jun 29, 2026 at 10:01 AM EDT

Dave Ramsey Just Gave You Two Hidden Reasons to Move Everything to a Roth. No RMDs and No Inherited-IRA Forced Withdrawal

Dave Ramsey just gave away the two reasons most people convert to a Roth too late, if they convert at…

Christy Bieber | Jun 29, 2026 at 9:59 AM EDT

A $1,800 Social Security Benefit Could Grow to $2,232 With One Smart Move

Making the most of your Social Security can be one of the keys to financial security in retirement. Fortunately, there…

Marc Guberti | Jun 29, 2026 at 9:22 AM EDT

RMD Tax Trap: How $122,000 in 401(k) Withdrawals Can Cost You $42,000 in IRMAA Surcharges Alone

Margaret turned 75 in March and took her first required minimum distribution from a $3 million traditional 401(k). Using the…

Austin Smith | Jun 29, 2026 at 9:07 AM EDT

Bask Bank Offers FDIC-Insured Accounts with Cash Interest or AAdvantage Miles

Bask Bank is an online-only division of Texas Capital Bank built around a simple premise: pick how you want your…

Drew Wood | Jun 29, 2026 at 9:05 AM EDT

Your Portfolio Pays $60,000 A Year. So Why Can You Only Spend $45,000?

A portfolio that throws off $60,000 a year sounds like a finished puzzle. The brokerage statement says $5,000 a month,…

Drew Wood | Jun 29, 2026 at 8:14 AM EDT

The $1,148 Surcharge You Can Erase With One Form – If You File Within 60 Days of Retiring.

Picture the retiree who walked out of her corporate job in December 2025, opened her first Medicare bill in February…

Drew Wood | Jun 29, 2026 at 7:17 AM EDT

Florida, Pennsylvania, Or California? Which Retiree Keeps The Most Money?

Three retirees own the same portfolio. Each holds $1 million in dividend-paying stocks generating roughly $60,000 a year of income.…

Drew Wood | Jun 29, 2026 at 6:15 AM EDT

Here’s How You Can Retire In America’s Pickleball Capital

Pickleball has become the fastest-growing sport in America, and retirees helped fuel the boom. The game is easy to learn,…

Gerelyn Terzo | Jun 29, 2026 at 6:02 AM EDT

Her Grandmother Is 103. For a Healthy 65-Year-Old With That Family History, the Break-Even Age Is the Wrong Way to Time Social Security.

Her grandmother just turned 103. Her mother is 84 and still drives. Her aunts made it into their late 90s.…

Drew Wood | Jun 29, 2026 at 5:12 AM EDT

Let Your Dividends Do The Housework For You. Literally.

Financial independence rarely arrives with a parade. For many people, it shows up on a Tuesday morning when someone else…

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Personal Finance Articles

All Personal Finance Articles

Real Estate Investor Discusses: Should Average Americans Buy a Home or Rent and Invest the Difference?

Why High Earners With $900,000 in Their 401(k) Are Missing Out on $47,500 of Tax-Free Growth Annually

Is This The Best Place To Retire In Colorado?

Everyone’s Warning About the RMD Tax Bomb. For a 62-Year-Old With a Typical IRA Balance, It’s Largely Overblown.

Medicare Advantage Quietly Drops Your Doctor Mid-Year. You’re Locked In Until January.

Dave Ramsey Just Gave You Two Hidden Reasons to Move Everything to a Roth. No RMDs and No Inherited-IRA Forced Withdrawal

A $1,800 Social Security Benefit Could Grow to $2,232 With One Smart Move

RMD Tax Trap: How $122,000 in 401(k) Withdrawals Can Cost You $42,000 in IRMAA Surcharges Alone

Bask Bank Offers FDIC-Insured Accounts with Cash Interest or AAdvantage Miles

Your Portfolio Pays $60,000 A Year. So Why Can You Only Spend $45,000?

The $1,148 Surcharge You Can Erase With One Form – If You File Within 60 Days of Retiring.

Florida, Pennsylvania, Or California? Which Retiree Keeps The Most Money?

Here’s How You Can Retire In America’s Pickleball Capital

Her Grandmother Is 103. For a Healthy 65-Year-Old With That Family History, the Break-Even Age Is the Wrong Way to Time Social Security.

Let Your Dividends Do The Housework For You. Literally.

Dave Ramsey to Man With $83K on 16 Credit Cards Terrified to Sell His Hunting Land: ‘You Just Stacked Up a Bunch of Stuff’

Social Security Pays $2,081 a Month. Here’s How Much You Need Invested to Match It.

JEPI Investors Missed 13.21% in Gains While Paying Hidden Taxes on ‘Monthly’ Income

Dave Ramsey to Man With $83K on 16 Credit Cards Terrified to Sell His Hunting Land: 'You Just Stacked Up a Bunch of Stuff'

Social Security Pays $2,081 a Month. Here's How Much You Need Invested to Match It.

Dave Ramsey to Man With $83K on 16 Credit Cards Terrified to Sell His Hunting Land: ‘You Just Stacked Up a Bunch of Stuff’

Social Security Pays $2,081 a Month. Here’s How Much You Need Invested to Match It.

Personal Finance Articles

All Personal Finance Articles

Real Estate Investor Discusses: Should Average Americans Buy a Home or Rent and Invest the Difference?

Why High Earners With $900,000 in Their 401(k) Are Missing Out on $47,500 of Tax-Free Growth Annually

Is This The Best Place To Retire In Colorado?

Everyone’s Warning About the RMD Tax Bomb. For a 62-Year-Old With a Typical IRA Balance, It’s Largely Overblown.

Medicare Advantage Quietly Drops Your Doctor Mid-Year. You’re Locked In Until January.

Dave Ramsey Just Gave You Two Hidden Reasons to Move Everything to a Roth. No RMDs and No Inherited-IRA Forced Withdrawal

A $1,800 Social Security Benefit Could Grow to $2,232 With One Smart Move

RMD Tax Trap: How $122,000 in 401(k) Withdrawals Can Cost You $42,000 in IRMAA Surcharges Alone

Bask Bank Offers FDIC-Insured Accounts with Cash Interest or AAdvantage Miles

Your Portfolio Pays $60,000 A Year. So Why Can You Only Spend $45,000?

The $1,148 Surcharge You Can Erase With One Form – If You File Within 60 Days of Retiring.

Florida, Pennsylvania, Or California? Which Retiree Keeps The Most Money?

Here’s How You Can Retire In America’s Pickleball Capital

Her Grandmother Is 103. For a Healthy 65-Year-Old With That Family History, the Break-Even Age Is the Wrong Way to Time Social Security.

Let Your Dividends Do The Housework For You. Literally.

Dave Ramsey to Man With $83K on 16 Credit Cards Terrified to Sell His Hunting Land: ‘You Just Stacked Up a Bunch of Stuff’

Social Security Pays $2,081 a Month. Here’s How Much You Need Invested to Match It.

JEPI Investors Missed 13.21% in Gains While Paying Hidden Taxes on ‘Monthly’ Income

Featured Reads

Dave Ramsey to Man With $83K on 16 Credit Cards Terrified to Sell His Hunting Land: 'You Just Stacked Up a Bunch of Stuff'

Social Security Pays $2,081 a Month. Here's How Much You Need Invested to Match It.