Everything by Dana.

Personal Finance

Three Expensive Lessons I Learned Too Late About Money

Feb 4, 2026 Investing

My Mom Left Me $1.4m And After Paying Off Debt Don’t Know What To Do Next

Jul 19, 2025 Investing

I’m 29, Inherited $2m And Want To Quit My Job

Jul 16, 2025 Investing

I’m 18 And Received $700k From My Grandparents, But My Stepfather Is Awful

Jul 8, 2025 Investing

I am downsizing for retirement and will net $650K. Will capital gains taxes apply?

Jun 10, 2025 Investing

If I withdraw from my IRA before age 75, will it affect my RMDs?

Jun 9, 2025 Investing

Is $2,200 a year too expensive for long-term care insurance?

Jun 9, 2025 Personal Finance

Rethinking My Financial Strategy – Should I Invest More in Life Now and Less Later?

Jun 9, 2025 Investing

I want to retire at age 62 in 5 years with $1.1 million in a 401(k) and a paid-off $475K home; is this possible?

Jun 9, 2025 Investing

I am 55 with $1,700,000 in an IRA. What’s the best way to make it last?

Jun 8, 2025 Investing

I am 60 years old and have 80% of my investments in stocks. Is it time to consider moving some into bonds?

Jun 7, 2025 Investing

I am 49 with $660K in a 401(k). Should I max out the 24% bracket with annual Roth conversions?

Jun 5, 2025 Investing

I earned $500K last year with $700K saved. How do I maximize retirement contributions on one income?

Jun 5, 2025 Investing

I am claiming Social Security for the first time. How can I cut the taxes?

Jun 4, 2025 Investing

Can I reinvest my required minimum distribution into stocks or property without paying taxes twice?

Jun 3, 2025 Investing

I would like to roll over $800K to a Roth IRA and keep the tax bill low. How should I do this?

Jun 3, 2025 Investing

I have $400,000 in IRAs. Can a nursing home take my savings?

Jun 3, 2025 Personal Finance

The 8 Home Renovation Projects That Generate the Best ROI

Mar 13, 2025 Personal Finance

Should We Pull Money From Our 401(k) to Eliminate Our Credit Card Debt?

Mar 8, 2025 Personal Finance

If Retiring At 65 Is Your Goal Suze Orman Has Some Direct Advice

Mar 6, 2025