Personal Finance Articles

All Personal Finance Articles

4591 Articles

Marc Guberti | Feb 17, 2025 at 3:03 PM EST

I’m switching jobs and getting a huge pay bump – should I funnel money into a Traditional and a Roth 401(k)

When people plan for their retirement, they tend to come across two of the most popular retirement accounts: Roth accounts…

Marc Guberti | Feb 17, 2025 at 2:09 PM EST

Boomers Need to Start Moving Their Money to HYSAs Before Things Implode

Stocks are approaching all-time highs, while crypto has rebounded over the past year. While it’s possible that these assets continue…

Maurie Backman | Feb 17, 2025 at 12:41 PM EST

Will You Have to Pay Taxes on Your Social Security Benefits? Here’s How to Know

A lot of people end up relying heavily on Social Security for income in retirement. And unfortunately, folks in that…

Marc Guberti | Feb 17, 2025 at 12:15 PM EST

We want to retire in 10 years and can’t touch our 401(k) until we reach 59 – what’s the ideal way to fund our lifestyle?

A Redditor recently posted in the Fat FIRE subreddit about bridging the gap from now until the couple can tap into their…

David Beren | Feb 17, 2025 at 11:33 AM EST

I Almost Took a Loan From My 401(k), but These 10 Factors Changed My Mind

If you’re in a position where you are considering using funds from your 401(k) to take out a loan, the…

David Beren | Feb 17, 2025 at 10:54 AM EST

The Harsh and Painful Reality of Taking Out of a 7% Mortgage

As awful as it is for the millions of homebuyers nationwide looking to purchase a new home, a 7% mortgage…

Christy Bieber | Feb 17, 2025 at 10:42 AM EST

Attention Boomers: Your Social Security Benefit Should be $4,442.80 Higher

If you are a Baby Boomer who feels like your Social Security benefit doesn’t quite stretch far enough, there’s a…

Joey Frenette | Feb 17, 2025 at 10:17 AM EST

Does the 4% Rule Still Work If You Retire Early?

The “4% rule” is a retirement golden rule for many who are preparing to leave the labor market. The rule…

John Seetoo | Feb 17, 2025 at 9:45 AM EST

What If the 4% Rule Meant Something Else?

“The 4% Drawdown Rule” for retirees has become a reference rule of thumb since it was coined by financial advisor…

Maurie Backman | Feb 17, 2025 at 8:49 AM EST

How Likely Are Social Security Cuts? Here’s What We Know So Far

Social Security serves as a financial lifeline for millions of retired Americans. And there are a lot of retirees who…

Marc Guberti | Feb 17, 2025 at 8:19 AM EST

Should I invest heavily in my child’s education or give her all the money in her 20s instead so she can retire?

Saving for your children is a noble goal, which is why I enjoyed reading this post in the Fat FIRE subreddit. The…

Marc Guberti | Feb 16, 2025 at 1:35 PM EST

I’m military retired after 35 years and I have a $5 million net worth and here’s where it is invested

A military veteran retired from the army after 35 years and collects $220k per year at 57. That income comes…

Joey Frenette | Feb 16, 2025 at 12:35 PM EST

I’m looking to retire soon and am worried about my inability to not make bad investment decisions once I do

It’s perfectly normal to feel a bit uncertain as to how to manage the finances as one begins to wind…

Maurie Backman | Feb 16, 2025 at 12:33 PM EST

3 Dangers of Early Retirement You Can’t Afford to Ignore

I have a friend who’s in his early 50s and is ready to retire ASAP after many years in a…

Joey Frenette | Feb 16, 2025 at 12:11 PM EST

I’m in my 50s and was recently laid off – should I just live off my investments instead of getting another job?

It can be tough to get back on your feet after getting hit with a layoff, especially if it came…

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Personal Finance Articles

All Personal Finance Articles

I’m switching jobs and getting a huge pay bump – should I funnel money into a Traditional and a Roth 401(k)

Boomers Need to Start Moving Their Money to HYSAs Before Things Implode

Will You Have to Pay Taxes on Your Social Security Benefits? Here’s How to Know

We want to retire in 10 years and can’t touch our 401(k) until we reach 59 – what’s the ideal way to fund our lifestyle?

I Almost Took a Loan From My 401(k), but These 10 Factors Changed My Mind

The Harsh and Painful Reality of Taking Out of a 7% Mortgage

Attention Boomers: Your Social Security Benefit Should be $4,442.80 Higher

Does the 4% Rule Still Work If You Retire Early?

What If the 4% Rule Meant Something Else?

How Likely Are Social Security Cuts? Here’s What We Know So Far

Should I invest heavily in my child’s education or give her all the money in her 20s instead so she can retire?

I’m military retired after 35 years and I have a $5 million net worth and here’s where it is invested

I’m looking to retire soon and am worried about my inability to not make bad investment decisions once I do

3 Dangers of Early Retirement You Can’t Afford to Ignore

I’m in my 50s and was recently laid off – should I just live off my investments instead of getting another job?

A $500,000 Roth Portfolio Loaded With JEPI Pays $42,250 a Year and the IRS Gets None of It

Five Boring Dividend Aristocrats That Quietly Pay $36,000 a Year on $850,000 Without a Single Yield Trap

May Jobs Report Crushes Estimates — and Any Hopes For a Fed Rate Cut

Five Boring Dividend Aristocrats That Quietly Pay $36,000 a Year on $850,000 Without a Single Yield Trap

How Rich Do You Need to Be to Retire in Naples, Florida?

A $500,000 Roth Portfolio Loaded With JEPI Pays $42,250 a Year and the IRS Gets None of It

Five Boring Dividend Aristocrats That Quietly Pay $36,000 a Year on $850,000 Without a Single Yield Trap

Personal Finance Articles

All Personal Finance Articles

I’m switching jobs and getting a huge pay bump – should I funnel money into a Traditional and a Roth 401(k)

Boomers Need to Start Moving Their Money to HYSAs Before Things Implode

Will You Have to Pay Taxes on Your Social Security Benefits? Here’s How to Know

We want to retire in 10 years and can’t touch our 401(k) until we reach 59 – what’s the ideal way to fund our lifestyle?

I Almost Took a Loan From My 401(k), but These 10 Factors Changed My Mind

The Harsh and Painful Reality of Taking Out of a 7% Mortgage

Attention Boomers: Your Social Security Benefit Should be $4,442.80 Higher

Does the 4% Rule Still Work If You Retire Early?

What If the 4% Rule Meant Something Else?

How Likely Are Social Security Cuts? Here’s What We Know So Far

Should I invest heavily in my child’s education or give her all the money in her 20s instead so she can retire?

I’m military retired after 35 years and I have a $5 million net worth and here’s where it is invested

I’m looking to retire soon and am worried about my inability to not make bad investment decisions once I do

3 Dangers of Early Retirement You Can’t Afford to Ignore

I’m in my 50s and was recently laid off – should I just live off my investments instead of getting another job?

A $500,000 Roth Portfolio Loaded With JEPI Pays $42,250 a Year and the IRS Gets None of It

Five Boring Dividend Aristocrats That Quietly Pay $36,000 a Year on $850,000 Without a Single Yield Trap

May Jobs Report Crushes Estimates — and Any Hopes For a Fed Rate Cut

Featured Reads

Five Boring Dividend Aristocrats That Quietly Pay $36,000 a Year on $850,000 Without a Single Yield Trap

How Rich Do You Need to Be to Retire in Naples, Florida?