Maurie Backman
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Personal Finance

Leave a Legacy, Not a Mess: Why Every Retiree Needs an Estate Plan

Mar 14, 2025
Personal Finance

Boomers: Trump’s Social Security Plan Has a Major Flaw No One Is Addressing

Mar 14, 2025
Personal Finance

These 3 Questions Will Help You Decide When to Claim Social Security

Mar 13, 2025
Personal Finance

Baby Boomers Need to Know About This Nearly $1M Hole in Their Retirement

Mar 13, 2025
Personal Finance

My Sister Wants a Share of My $4 Million Retirement, What Are My Options?

Mar 13, 2025
Investing

American Investors Are Struggling to Buy the Dip With Trump-Related Anxiety Rattling The Markets

Mar 12, 2025
Personal Finance

This Could Be the Easiest Way to Boost Your Social Security

Mar 12, 2025
Personal Finance

‘I have $4 Million in a 401(k) and Want to Retire a Decade Early — What Are My Options?’

Mar 12, 2025
Personal Finance

2 in 3 Americans Can’t Identify the Top Income Tax Rate

Mar 12, 2025
Personal Finance

We’re in Our 50s With Over $3 Million Saved Up and Want to Retire Next Year. What Should We Do?

Mar 12, 2025
Personal Finance

Forget the 4% Rule. Here’s the Withdrawal Rate I’m Planning On

Mar 11, 2025
Personal Finance

When Should I Claim Social Security if I Have $800,000 in Savings?

Mar 11, 2025
Personal Finance

I’m 24 years old and make a quarter of a million as a crane operator – here’s what I’ve learned

Mar 11, 2025
Personal Finance

I’m worth $7 million and want to splurge on a big gift for my wife – what should I give her?

Mar 11, 2025
Personal Finance

New Data: This Is the Biggest Social Security Check Any Retiree Will Get This Year

Mar 11, 2025
Personal Finance

This Change to Social Security Makes it Harder to Qualify for Benefits

Mar 10, 2025
Personal Finance

We don’t want this confederate cash from the Civil War—should we sell it, donate it, or throw it away?

Mar 10, 2025
Personal Finance

Reaction: My old job had a pension and they offered me to cash out for $24k or get $100 per month for life – which should I choose?

Mar 10, 2025
Personal Finance

I have a pension that pays $65k per year – will that income prevent me from doing a smart Roth conversion?

Mar 9, 2025
Personal Finance

3 Reasons Not to Claim Social Security at 62

Mar 9, 2025