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Personal finance

10642 posts
PPersonal finance
What Will the 2027 Social Security COLA Be? History Says It Won't Be Huge.
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What Will the 2027 Social Security COLA Be? History Says It Won’t Be Huge.

  • August 29, 2026
If you’re a retiree collecting Social Security benefits — or you’re just a Social Security enthusiast — you’re…
PPersonal finance
7%+ Yielding Monthly Dividend Machines For Tax-Advantaged Retirement Income
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7%+ Yielding Monthly Dividend Machines For Tax-Advantaged Retirement Income

  • August 29, 2026
This article was written by Follow Samuel Smith has a diverse background that includes being lead analyst and…
PPersonal finance
Our son recently cut us out of his life over politics — should we cut him out of his $5 million inheritance?
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Our son recently cut us out of his life over politics — should we cut him out of his $5 million inheritance?

  • August 29, 2026
Family relations can have enough friction without adding politics to the mix, but for Mike and Melissa, both…
PPersonal finance
FEHB and Medicare: Understanding how they work together in retirement
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FEHB and Medicare: Understanding how they work together in retirement

  • August 29, 2026
This content is sponsored by FEBA. Federal retirees continue to face important decisions when managing their health insurance…
PPersonal finance
Silicon Valley Wealth Managers Say Elite Techies Are Making These Money Moves
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Silicon Valley Wealth Managers Say Elite Techies Are Making These Money Moves

  • August 29, 2026
Workers at top AI companies are getting anxious about an AI bubble, and they’re scrambling for answers about…
PPersonal finance
She borrowed $11,000 from her 401(k) to transform a ‘total dump’ in South Philly
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She borrowed $11,000 from her 401(k) to transform a ‘total dump’ in South Philly

  • August 29, 2026
The buyer: Tessa Maropis, 29, property manager for her family’s realty business in Texas. The house: An 896-square-foot…
PPersonal finance
Social Security Basics - Daily Kos
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Social Security Basics – Daily Kos

  • August 29, 2026
Many articles have been written lately about the coming Social Security cash shortfall in 2032 and how the…
PPersonal finance
Two women sit at a wooden table in a well-lit office. The woman on the left has long gray hair, wears glasses on her head, and a blue denim shirt, looking at papers. The woman on the right has dark curly hair, wears black-rimmed glasses, an orange turtleneck, and a black jacket, pointing at a document with a pen while smiling. A silver laptop showing text is open on the table, along with other papers. The background features blurred windows and light fixtures.
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The Year Her Mother Went Into Care, She Converted $180,000 of the IRA to a Roth, and the Nursing Home Bills Erased the Entire Tax

  • August 29, 2026
A Roth conversion adds taxable income, and a nursing home bill generates a deduction that can absorb it,…
PPersonal finance
I'm 61 and have been laid off before I'm ready to retire
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I’m 61 and have been laid off before I’m ready to retire

  • August 29, 2026
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Getting laid…
PPersonal finance
Is $65K a year enough to find financial independence and retire early? How to make it work — without getting burned
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Is $65K a year enough to find financial independence and retire early? How to make it work — without getting burned

  • August 29, 2026
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. The FIRE…
PPersonal finance
I'm in My Early 30s and Max Out My 401(k) Every Year. The Math Says I Could Have $6M to $7M at 65, Is Retirement Really This Simple?
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I’m in My Early 30s and Max Out My 401(k) Every Year. The Math Says I Could Have $6M to $7M at 65, Is Retirement Really This Simple?

  • August 29, 2026
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Retirement…
PPersonal finance
A flat lay image on a dark wood desk featuring beige and white financial documents. The top document is labeled 'Roth IRA', the middle '401(k)', and the bottom 'IRA' with 'Individual Retirement Account' underneath. A bright yellow sticky note with a large black question mark covers part of the left side. A black calculator is partially visible in the upper left, and a silver and yellow pen rests on the 'IRA' document on the right.
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VXUS Holders Lose the Foreign Tax Credit on Every Dividend Paid Inside an IRA

  • August 29, 2026
Most IRA investors tracking international dividends never notice the silent toll foreign governments collect before the money ever…
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