Skip to content
First person finance
First person finance
  • Home

retirement income planning

4 articles

The $47,000 Student Loan Debt That’s Forcing a 61-Year-Old to Rethink His Entire Retirement Plan
Social Security

The $47,000 Student Loan Debt That’s Forcing a 61-Year-Old to Rethink His Entire Retirement Plan

Most people assume that carrying student loan debt into your sixties is a problem reserved…

April 1, 2026 • Sloane Avery Wren
My Medicare Premium Was $578 a Month — Not $185. One Tax Year Triggered a Surcharge I Never Saw Coming
Medicare

My Medicare Premium Was $578 a Month — Not $185. One Tax Year Triggered a Surcharge I Never Saw Coming

Carol had been planning her retirement budget for three years. She knew her mortgage was…

March 30, 2026 • Sloane Avery Wren
The Social Security Claiming Age That Could Cost You $100,000 Over Your Lifetime
Social Security

The Social Security Claiming Age That Could Cost You $100,000 Over Your Lifetime

What if the single most consequential financial decision of your retirement life came down to…

March 30, 2026 • Sloane Avery Wren
My Financial Planner Never Warned Me About This — and It Cost Me Thousands
Analysis

My Financial Planner Never Warned Me About This — and It Cost Me Thousands

Margaret, a 67-year-old retired schoolteacher from Ohio, thought she had done everything right. She filed…

March 30, 2026 • Sloane Avery Wren
First person finance

First person finance

Trending

01

She Earned $85,000 Last Year and Still Walked Away With $3,200 in Tax Credits — Here’s the Paperwork She Almost Threw Out

March 26, 2026
02

Medicare Advantage Is Sold as Comprehensive Coverage — So Why Do $2,800 in Dental Benefits Routinely Go Unclaimed

March 27, 2026
03

The workers who need $23,000 in unemployment benefits most — those around age 58 — are statistically the least likely group to ever claim it

March 28, 2026
04

SNAP has benefit-boosting factors buried in the application process that most recipients never see — they added $1,500 to one family’s allotment

March 28, 2026
05

The Medicare Part B Enrollment Deadline Most New Retirees Never Hear About — Missing It by 3 Months Still Cost Me $2,000 in Penalties

March 28, 2026

Topics

  • Health 122
  • Social Security 95
  • Tax 65
  • Analysis 38
  • Medicare 33
  • Uncategorized 31
  • SNAP 20
  • News 8
📬

Newsletter

Get the latest news delivered to your inbox.

No spam, no clutter. Just the stories that matter to you.

First person finance

Categories

  • Health
  • Social Security
  • Tax
  • Analysis
  • Medicare

Company

  • About Us
  • Contact
  • Careers
  • Writers

Legal

  • Privacy Policy
  • Terms of Service
  • Cookie Policy
  • Editorial Policy

© 2026 First person finance. All rights reserved.