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5242 Articles

Thomas Richmond | Jun 26, 2026 at 4:52 PM EDT

Consumers See Inflation Falling as Long-Term Expectations Drop to 3.3%

The latest University of Michigan consumer sentiment survey offered a small but encouraging sign for the economy. While Americans remain…

Drew Wood | Jun 26, 2026 at 4:16 PM EDT

They Both Turned 65 the Same Month. Only One Filed the Form That Saved $6,936.

Two women retired from the same Boston law firm in March 2026. Both turned 65 that month, and both had…

Drew Wood | Jun 26, 2026 at 3:13 PM EDT

Could You Retire Like A King In Thailand With $500,000?

A portfolio in the mid six figures, a Social Security check that would feel tight in Phoenix or Tampa, and a…

Carl Sullivan | Jun 26, 2026 at 3:11 PM EDT

73-Year-Old With $940,000 Faces a RMD That Drags Her Social Security Into Taxable Column

Among the most common surprises of retirement are required minimum distributions (RMDs) and the tax consequences that come with them.…

Gerelyn Terzo | Jun 26, 2026 at 2:02 PM EDT

A Couple Built a Treasury Ladder for Safe Income. The Yields Nudged Them Toward Medicare’s $218,000 IRMAA Cliff.

A married couple, both about 69 and on Medicare, built a Treasury ladder of bills and notes to generate steady,…

Drew Wood | Jun 26, 2026 at 1:59 PM EDT

Nobody Wants To Retire In North Dakota. Maybe That’s Exactly Why You Should.

Nobody wants to retire in North Dakota. America’s fourth-least-populated state has fewer than 800,000 residents spread across an area larger…

David Beren | Jun 26, 2026 at 12:25 PM EDT

Social Security Pays $1,976 a Month. Here’s What a $393,000 Portfolio Generates Instead

The Social Security Administration’s headline benefit figure for the average retired worker, $2,071 a month, is the starting line of…

Drew Wood | Jun 26, 2026 at 11:28 AM EDT

The Dividend Strategy That Sends Your Grandkids To College

College has become so expensive that many students and parents struggle to cover the cost on their own. Grandparents are…

Carl Sullivan | Jun 26, 2026 at 10:56 AM EDT

Retired Engineer With $1.6M Discovers Tax Bomb Hiding Inside 401(k) He Never Rolled Over

A 66-year-old retired mechanical engineer sits on $1.6 million in total assets, with $1.1 million still parked in a former…

Drew Wood | Jun 26, 2026 at 10:31 AM EDT

The Average Retiree Pays $2,100+ a Year for Medicare. The Smart 5% Pay Far Less. Here’s the Move.

The standard Medicare Part B premium is $202.90 a month in 2026, or roughly $2,435 a year before you add…

Maurie Backman | Jun 26, 2026 at 10:16 AM EDT

A 22% Benefit Cut? Why Social Security’s Future Is Back in the Spotlight

Although a financially sound retirement often hinges on a combination of savings and Social Security, many older Americans lack the…

Gerelyn Terzo | Jun 26, 2026 at 10:01 AM EDT

Debt Collectors Warned a 72-Year-Old Widow Her Social Security Was at Risk. Federal Law Said Otherwise.

A 72-year-old widow opens her mail and finds yet another letter from a collection agency. The phone rings during dinner.…

Drew Wood | Jun 26, 2026 at 9:43 AM EDT

The Portfolio That Quietly Pays Your Property Taxes Forever

The mortgage is supposed to be the finish line. Then one day the house is paid off and another realization…

Drew Wood | Jun 26, 2026 at 8:30 AM EDT

Your COLA Raise Quietly Pushed You Over the Next IRMAA Bracket

A 2.8% Social Security cost-of-living adjustment sounds harmless until it lands on the wrong side of a Medicare income line.…

Drew Wood | Jun 26, 2026 at 7:03 AM EDT

The Homebody Portfolio: How Much Does Retirement Cost When You Never Leave Chicago?

What does retirement look like for someone who genuinely has no desire to leave home? No snowbird condo in Florida.…

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Personal Finance Articles

All Personal Finance Articles

Consumers See Inflation Falling as Long-Term Expectations Drop to 3.3%

They Both Turned 65 the Same Month. Only One Filed the Form That Saved $6,936.

Could You Retire Like A King In Thailand With $500,000?

73-Year-Old With $940,000 Faces a RMD That Drags Her Social Security Into Taxable Column

A Couple Built a Treasury Ladder for Safe Income. The Yields Nudged Them Toward Medicare’s $218,000 IRMAA Cliff.

Nobody Wants To Retire In North Dakota. Maybe That’s Exactly Why You Should.

Social Security Pays $1,976 a Month. Here’s What a $393,000 Portfolio Generates Instead

The Dividend Strategy That Sends Your Grandkids To College

Retired Engineer With $1.6M Discovers Tax Bomb Hiding Inside 401(k) He Never Rolled Over

The Average Retiree Pays $2,100+ a Year for Medicare. The Smart 5% Pay Far Less. Here’s the Move.

A 22% Benefit Cut? Why Social Security’s Future Is Back in the Spotlight

Debt Collectors Warned a 72-Year-Old Widow Her Social Security Was at Risk. Federal Law Said Otherwise.

The Portfolio That Quietly Pays Your Property Taxes Forever

Your COLA Raise Quietly Pushed You Over the Next IRMAA Bracket

The Homebody Portfolio: How Much Does Retirement Cost When You Never Leave Chicago?

AVDE’s 23.6% Annual Gain Shows International Dividends are Outpacing U.S. Markets

VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands

XLP’s 2.6% Yield Holds Firm as Retail Sales Hit 12-Month High

A Financial Advisor Says You're Probably Wrong About How Much You Need to Retire

Owner-Operators vs. Company Drivers: The Truck Driver's Guide to Retiring Early

AVDE’s 23.6% Annual Gain Shows International Dividends are Outpacing U.S. Markets

VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands

Personal Finance Articles

All Personal Finance Articles

Consumers See Inflation Falling as Long-Term Expectations Drop to 3.3%

They Both Turned 65 the Same Month. Only One Filed the Form That Saved $6,936.

Could You Retire Like A King In Thailand With $500,000?

73-Year-Old With $940,000 Faces a RMD That Drags Her Social Security Into Taxable Column

A Couple Built a Treasury Ladder for Safe Income. The Yields Nudged Them Toward Medicare’s $218,000 IRMAA Cliff.

Nobody Wants To Retire In North Dakota. Maybe That’s Exactly Why You Should.

Social Security Pays $1,976 a Month. Here’s What a $393,000 Portfolio Generates Instead

The Dividend Strategy That Sends Your Grandkids To College

Retired Engineer With $1.6M Discovers Tax Bomb Hiding Inside 401(k) He Never Rolled Over

The Average Retiree Pays $2,100+ a Year for Medicare. The Smart 5% Pay Far Less. Here’s the Move.

A 22% Benefit Cut? Why Social Security’s Future Is Back in the Spotlight

Debt Collectors Warned a 72-Year-Old Widow Her Social Security Was at Risk. Federal Law Said Otherwise.

The Portfolio That Quietly Pays Your Property Taxes Forever

Your COLA Raise Quietly Pushed You Over the Next IRMAA Bracket

The Homebody Portfolio: How Much Does Retirement Cost When You Never Leave Chicago?

AVDE’s 23.6% Annual Gain Shows International Dividends are Outpacing U.S. Markets

VGT’s 0.09% Fee Hides a Bigger Problem: Overlap Costs That Could Add Up to Tens of Thousands

XLP’s 2.6% Yield Holds Firm as Retail Sales Hit 12-Month High

Featured Reads

A Financial Advisor Says You're Probably Wrong About How Much You Need to Retire

Owner-Operators vs. Company Drivers: The Truck Driver's Guide to Retiring Early