Dave Ramsey Tells Military Mom to Underfund 529 Accounts
A military mom on The Ramsey Show asks how best to save for her children’s college. Ramsey replies with a controversi...
When To Rebalance Automatically Retirement Portfolio
Timing matters: automatic rebalancing should occur as your allocations drift beyond set thresholds.
18,157 articles
Retired Couple Faces Six-Figure Healthcare Bill, HSA Wins
A real-world look at how a retired couple navigates enormous medical costs by prioritizing an HSA over an IRA, reduci...
Part-Time Work Defer $13K at 64: Delay Social Security
A 64-year-old claiming Social Security while working part-time could face a near $13K withholding this year, under th...
Husband Died Survivor Benefit Surges Past Her Own Benefit
A widow learns that the husband died survivor benefit can outpace her own Social Security, prompting urgent planning ...
Doctors Earning $400K Quietly Funnel Roth Funds Into IRAs
A growing number of high-earning physicians are leveraging after-tax 401(k) contributions to push about $70,000 annua...
The $2.2 Million 401(k) Could Cost Medicare Surcharges
A multi-million 401K balance can lead to Medicare surcharges if MAGI climbs after retirement. A five-year Roth conver...
Claiming Social Security at 62 Locks in a 30% Cut for Life
Rising volatility and inflation are driving more households to consider early Social Security claims. Taking benefits...
A Painful Payroll Increase Could Hit Workers Hard This Year
With the Social Security trust fund projected to run dry by 2032, a painful payroll increase could become a central p...
Why Your Neighbor's Social Security Is Bigger Than Yours
Seeing a neighbor's Social Security check grow while yours stays the same can feel frustrating. This guide explains t...
Claimed Social Security Here’s Why Your Benefits Could Rise
Retirees who claimed social security here’s at 62 may still see bigger monthly checks later, thanks to a do-over rule...
Divorced? You May Be Owed Your Ex’s Social Security
Rising gray divorces are reshaping retirement planning. Some ex-spouses may claim up to 50% of the other’s Social Sec...
Investing Apps for Beginners 2026: 401(K) Vesting Mistake That Cost $74K
A pre-retiree left for a rival firm and forfeited $74,000 in 401(K) employer matching by missing the vesting cliff. T...
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