Personal Finance Articles

All Personal Finance Articles

4621 Articles

David Beren | May 16, 2025 at 10:29 AM EDT

90% of my net worth is in S&P 500 index funds – is a rental property a good idea?

When it comes to knowing the right time to call it quits in the FIRE (financial independence, retire early) world,…

David Beren | May 16, 2025 at 9:54 AM EDT

We want to retire in 2-4 years and spend $150K a year – can we afford a $1.5 million house in a pricey housing market?

If you have reached a point where you can retire sometime before your 50s, you should feel great about hitting…

Joey Frenette | May 16, 2025 at 7:05 AM EDT

Retiring with $4M in retirement accounts, $2M home, and VA access – what risks or gaps should we plan for?

With a massive $4 million sum saved up in retirement accounts and a paid-off $2 million home, it seems like…

Christy Bieber | May 15, 2025 at 2:15 PM EDT

Our portfolio just fell from $3 million to $2.7 million – retirement now feels like living on a knife’s edge

A Reddit user posted recently because he was concerned when his portfolio balance fell from $3 million to $2.7 million…

John Seetoo | May 15, 2025 at 1:38 PM EDT

My wife took her benefit before I did and never filed for spousal benefits – can we retroactively claim it?

In 1982, Kirk O’Donnell, an aide to Speaker of the House Tip O’Neill, coined an apt metaphor that will long…

Chris MacDonald | May 15, 2025 at 1:18 PM EDT

3 Medicare Changes Trump Should Make – But Probably Won’t

President Donald Trump has now been in office for more than 100 days, and investors certainly have a much more…

Christy Bieber | May 15, 2025 at 11:10 AM EDT

We’re financially stable and won’t need a $16 million inheritance – how should we invest it for future generations?

A Reddit user posted recently about some news he received about an inheritance. The 27-year-old Redditor explained that he had…

Christy Bieber | May 15, 2025 at 9:30 AM EDT

How wealthy do you need to be for it worth it to find a financial advisor?

Do you need a lot of money in order for it to make sense for you to hire a financial…

Christy Bieber | May 15, 2025 at 9:00 AM EDT

We’re on track for $15 million net worth in a few years, but spend $700K annually – is that excessive?

A Reddit user is trying to figure out if his spending is out of bounds. Considering that he spends $700,000…

Maurie Backman | May 15, 2025 at 8:36 AM EDT

Our mortgage eats one full paycheck and our portfolio’s sinking – how are others handling this market?

Ever since tariff policies were announced in early April, the stock market has been going wild. Many people’s portfolios…

Joey Frenette | May 14, 2025 at 10:33 PM EDT

With a potential 8-10% total return, should we keep our current home as a rental or sell and reinvest the equity?

It’s a tough choice faced by many homeowners with the desire to relocate: should one sell the old home at…

Marc Guberti | May 14, 2025 at 3:00 PM EDT

I want to retire soon and own a single stock is worth millions – should I cash it all out or hold on for my kids’ step-up basis?

Buying stocks is one of the best ways to build long-term wealth. You don’t have to manage the asset like…

David Beren | May 14, 2025 at 2:05 PM EDT

3 Changes to the 401(k) Laws Congress Should Make – But Probably Won’t

Whether you’re close to retirement or considering how many more years of work you have left, it’s always a good…

David Beren | May 14, 2025 at 1:11 PM EDT

I make $9,000 a month and followed most of Dave Ramsey’s advice – except I took a 30-year mortgage

When it comes to deciding how to best navigate financial advice, there are a host of voices you can listen…

David Beren | May 14, 2025 at 12:04 PM EDT

I’m about to retire but shocked by how much parents spend on college tuition – am I underestimating costs for my kids?

One of the biggest questions facing parents all over the country (and the world) is how to save so you…

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Personal Finance Articles

All Personal Finance Articles

90% of my net worth is in S&P 500 index funds – is a rental property a good idea?

We want to retire in 2-4 years and spend $150K a year – can we afford a $1.5 million house in a pricey housing market?

Retiring with $4M in retirement accounts, $2M home, and VA access – what risks or gaps should we plan for?

Our portfolio just fell from $3 million to $2.7 million – retirement now feels like living on a knife’s edge

My wife took her benefit before I did and never filed for spousal benefits – can we retroactively claim it?

3 Medicare Changes Trump Should Make – But Probably Won’t

We’re financially stable and won’t need a $16 million inheritance – how should we invest it for future generations?

How wealthy do you need to be for it worth it to find a financial advisor?

We’re on track for $15 million net worth in a few years, but spend $700K annually – is that excessive?

Our mortgage eats one full paycheck and our portfolio’s sinking – how are others handling this market?

With a potential 8-10% total return, should we keep our current home as a rental or sell and reinvest the equity?

I want to retire soon and own a single stock is worth millions – should I cash it all out or hold on for my kids’ step-up basis?

3 Changes to the 401(k) Laws Congress Should Make – But Probably Won’t

I make $9,000 a month and followed most of Dave Ramsey’s advice – except I took a 30-year mortgage

I’m about to retire but shocked by how much parents spend on college tuition – am I underestimating costs for my kids?

$10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why

ICLN’s 45% YTD Surge Marks a Regime Shift: From Policy Bet to Infrastructure Play, With a July Deadline Looming

Forget GLD: GLDM Tracks the Exact Same Bullion at One Quarter the Annual Cost

57% Say They Haven't Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

$10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why

ICLN’s 45% YTD Surge Marks a Regime Shift: From Policy Bet to Infrastructure Play, With a July Deadline Looming

Personal Finance Articles

All Personal Finance Articles

90% of my net worth is in S&P 500 index funds – is a rental property a good idea?

We want to retire in 2-4 years and spend $150K a year – can we afford a $1.5 million house in a pricey housing market?

Retiring with $4M in retirement accounts, $2M home, and VA access – what risks or gaps should we plan for?

Our portfolio just fell from $3 million to $2.7 million – retirement now feels like living on a knife’s edge

My wife took her benefit before I did and never filed for spousal benefits – can we retroactively claim it?

3 Medicare Changes Trump Should Make – But Probably Won’t

We’re financially stable and won’t need a $16 million inheritance – how should we invest it for future generations?

How wealthy do you need to be for it worth it to find a financial advisor?

We’re on track for $15 million net worth in a few years, but spend $700K annually – is that excessive?

Our mortgage eats one full paycheck and our portfolio’s sinking – how are others handling this market?

With a potential 8-10% total return, should we keep our current home as a rental or sell and reinvest the equity?

I want to retire soon and own a single stock is worth millions – should I cash it all out or hold on for my kids’ step-up basis?

3 Changes to the 401(k) Laws Congress Should Make – But Probably Won’t

I make $9,000 a month and followed most of Dave Ramsey’s advice – except I took a 30-year mortgage

I’m about to retire but shocked by how much parents spend on college tuition – am I underestimating costs for my kids?

$10,000 in Asia’s Biggest 50 Stocks Became $15,267 in Five Months: Here’s Why

ICLN’s 45% YTD Surge Marks a Regime Shift: From Policy Bet to Infrastructure Play, With a July Deadline Looming

Forget GLD: GLDM Tracks the Exact Same Bullion at One Quarter the Annual Cost

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57% Say They Haven't Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again