Clark Howard Surprise: Mortgage First, Then Car Loan
A recent Clark Howard broadcast sparked debate as he advised paying off a mortgage before a car loan, highlighting gu...
Which Bond Type Has Lower Taxes In Retirement
Explore which bond type—Treasury or corporate—typically incurs lower taxes in retirement and how that shapes your income strategy.
28,027 articles
Municipal ETF Strategy to Generate $5,600 Year Free
Markets are watching a muni-ETF approach that could generate $5,600 year free in tax-free income, paid monthly. The p...
IRMAA Surprise That Costs Retirees Thousands in Premiums
A Medicare rule tied to two-year income lookbacks can push up premiums for near-retirees. Financial planners warn tha...
Rosie O’Donnell Says $100 Million Milestone Shaped Her Exit From TV
A well-timed wealth milestone can redefine your priorities. This piece explores Rosie O’Donnell’s $100 million realiz...
How This High Yield Fund Keeps Paying Through Uncertainty
Amid rate volatility and evolving credit risk, this high yield fund continues to pay investors monthly. The strategy ...
Suze Orman Lashes Against Bad Social Security Advice
Suze Orman questions the blanket push to claim Social Security at 62. This article explains who would benefit from ea...
The $1,600 Pension Pushed 68-Year-Old Into Tax Zone
A small monthly pension moved a 68-year-old retiree into a government tax bracket she didn’t anticipate, underscoring...
MiB: Remembering Jonathan Clements with Zweig and Bernstein
Jonathan Clements changed how everyday investors think about money. In this MiB-inspired reflection, Jason Zweig and ...
Richard Gere Says Homer’s Career Lessons for Finance
A fascinating angle on wealth and career: how a famous actor’s family plans for money, risk, and a torch passing. Lea...
29-Year-Old with $550k Saved: Path to $5M by 50
A popular financial talk show outlined a bold, nominal projection for a 29-year-old with $550k saved to reach $5 mill...
Celebration Cotino? Which Disney Community Suits Retirees
Two Disney-inspired retirement paths collide as investors weigh Celebration, Florida and Cotino in Rancho Mirage. Thi...
Retire Early with Less: How One Investor Cleared 6 Rentals
You don’t need a sprawling portfolio to retire on your terms. This story shows how a determined investor stopped cloc...
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