Personal Finance Articles

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4645 Articles

Danielle Liverance | Jun 2, 2026 at 1:35 PM EDT

Financial Advisors Explain Why Roth IRAs Beat Traditional 401(k)s for Average Savers

A caller on The Money Guy Show recently dismissed Roth IRAs as a government revenue grab, saying “Why would I…

Christy Bieber | Jun 2, 2026 at 1:19 PM EDT

4 Social Security Changes Retirees Need to Start Preparing for in 2027

Changes to Social Security can have a huge impact on your finances when you are retired. Most seniors rely on…

Don Lair | Jun 2, 2026 at 12:55 PM EDT

Electric Vehicles Lost 40% to 50% of Value in Three Years. Here’s When Leasing Wins.

You walk into a dealership in 2026 and the salesperson hands you two quotes for the same vehicle: a lease…

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…

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Personal Finance Articles

All Personal Finance Articles

Financial Advisors Explain Why Roth IRAs Beat Traditional 401(k)s for Average Savers

4 Social Security Changes Retirees Need to Start Preparing for in 2027

Electric Vehicles Lost 40% to 50% of Value in Three Years. Here’s When Leasing Wins.

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

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats

NVDL Collapsed 12% in a Single Day as Nvidia Lost $279 Billion, Exposing How Leverage Compounds on Bad Tape

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

69-Year-Old Widow With $890,000 in Late Husband's IRA Faces a Massive Tax Bill if She Isn't Careful

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats

Personal Finance Articles

All Personal Finance Articles

Financial Advisors Explain Why Roth IRAs Beat Traditional 401(k)s for Average Savers

4 Social Security Changes Retirees Need to Start Preparing for in 2027

Electric Vehicles Lost 40% to 50% of Value in Three Years. Here’s When Leasing Wins.

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

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats

NVDL Collapsed 12% in a Single Day as Nvidia Lost $279 Billion, Exposing How Leverage Compounds on Bad Tape

Featured Reads

Your Adult Child Has a Chronic Health Condition and Needs Your Help. What Retirees Should Know

69-Year-Old Widow With $890,000 in Late Husband's IRA Faces a Massive Tax Bill if She Isn't Careful