Everything by Maurie.

Personal Finance

Only 48% of Americans Understand that Large Tax Refunds Aren’t Free Money

Mar 21, 2025 Investing

Trump’s Recent Move Could Be Bad News For Social Security

Mar 21, 2025 Personal Finance

They died without a will – are these two nephews going to end up with 10% of the estate?

Mar 21, 2025 Personal Finance

I spent $185k this year because of family adventures – with college costs looming, am I trapped in a never-ending grind?

Mar 21, 2025 Personal Finance

I’ve converted 46% of my nest egg to Roth – am I overshooting my target with more conversions?

Mar 21, 2025 Personal Finance

I’m 39, debt-free with over $3 million invested, and retiring today – are my numbers too tight for comfort?

Mar 21, 2025 Personal Finance

Is Working While on Social Security a Bad Idea? Here’s the Scoop

Mar 20, 2025 Personal Finance

We’re in our late-30s with $3 million in liquid assets – can my spouse’s $550k salary alone support our family if I retire?

Mar 20, 2025 Personal Finance

I’m halfway to my $5 million target and burning out – do I chase a better job or risk losing momentum on retirement?

Mar 20, 2025 Personal Finance

I’m on track for a multi-million 401(k) – is there a ‘too big’ balance that forces me into higher taxes later?

Mar 20, 2025 Personal Finance

We’re in our late-20s with $1.1 million already saved – how do we stop obsessing over our $6 million retirement goal?

Mar 19, 2025 Personal Finance

We’re eyeing a $6 million nest egg – is it realistic to pull $200k per year and keep our taxes near zero?

Mar 19, 2025 Personal Finance

I’m considering paying a 1% management fee for my investments – is it worth it for peace of mind?

Mar 19, 2025 Personal Finance

I’m 40 and after working hard and doing over $1m last year, I should clear $2m this year

Mar 19, 2025 Personal Finance

At 35 I Have a Near Perfect Credit Score. Here Is My Playbook.

Mar 18, 2025 Personal Finance

We’re in our 40s with $4.6 million in net worth – how do we calculate the cost of healthcare if we go part-time and travel more?

Mar 18, 2025 Personal Finance

My stepmom stole our inheritance without telling us and now we want to reclaim it – are we being too harsh?

Mar 18, 2025 Investing

Harvard goes tuition-free for families making less than $200,000. Should this change your approach to college savings?

Mar 18, 2025 Personal Finance

My financial advisor says I’m ready to retire from my high-stress job but I’m not sure – is $7 million enough to stop working?

Mar 18, 2025 Personal Finance

Does Adding My Kids To Our Credit Card Help Build Their Credit Scores For Later?

Mar 17, 2025