Personal Finance Articles

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4643 Articles

Lee Jackson | Sep 8, 2025 at 4:15 PM EDT

After Decades on Wall Street, I Took My Social Security at 62. Here’s Why.

Taking Social Security at 62 can make sense and provide peace of mind for some. Here are some things to…

John Seetoo | Sep 8, 2025 at 2:25 PM EDT

SSDI Tax Thresholds Set in 1983 are Hurting Disabled Americans

Until President Donald Trump’s tax cuts and pro-business strategies re-energized American entrepreneurship in 2017 and again in 2025, history had…

Joey Frenette | Sep 8, 2025 at 10:30 AM EDT

Dave Ramsey: Take Social Security at 62 and When That’s Brilliant Advice

I don’t always agree with the advice that Dave Ramsey gives on his show. Indeed, some of the complex financial…

David Beren | Sep 8, 2025 at 9:19 AM EDT

Building My Perfect Wallet, 7 CardsFor a $150,000 Income

The very idea of being able to build a dream wallet of credit cards almost feels too good to be…

David Beren | Sep 8, 2025 at 8:47 AM EDT

I Inherited $500,000 And Am Worried About Losing It All Before Turning 30

One of the most challenging financial situations, aside from a massive lottery windfall, is determining the best way to handle…

John Seetoo | Sep 8, 2025 at 8:19 AM EDT

I Won’t Panic Sell $ULTY, No Matter What

The YieldMax Ultra Option Income Strategy ETF (NYSEARCA: ULTY) has become a lightning bolt of controversy among ETF investors. As…

Maurie Backman | Sep 8, 2025 at 7:04 AM EDT

Financial Anxiety Drops in Half for Those Who Work With Advisors

Some people are just more naturally anxious than others. But if you’re someone who tends to experience financial anxiety,…

David Beren | Sep 7, 2025 at 10:33 AM EDT

My Journey to $50,000 in Dividends, Next Stop $100k

Even if you’re on the fringes of the financial world, you’re likely aware that dividends and passive income are currently…

Joey Frenette | Sep 6, 2025 at 1:10 PM EDT

Why I Am Considering DRIP for My IV Income ETF Strategy – Here’s What I’m Learning

Dividend reinvestment is a fantastic way to unlock the power to be had in compounding. Indeed, it’s tempting to want…

David Beren | Sep 6, 2025 at 10:57 AM EDT

I Just Got Approved for Citi Strata Elite But Everyone Hates It

With every launch of a new credit card, there is an immediate swell of news that comes with the different…

David Beren | Sep 6, 2025 at 10:33 AM EDT

My Relentless Search For The Best 2% Cash Back Card for Everyday Purchases

In the world of credit cards, a significant debate exists between flat-rate and tiered category choices, both of which have…

David Beren | Sep 6, 2025 at 9:33 AM EDT

Americans Now Bizarrely Think They Need $200K Less to Retire

When you think about how much you need to retire, it won’t come as any surprise to learn that the…

Maurie Backman | Sep 6, 2025 at 8:02 AM EDT

I’m terrified my dad will face a huge tax bill after he withdrew $200,000 from his 401k – What should I do?

The purpose of building a retirement nest egg is to have money to spend later in life. But it’s…

David Beren | Sep 5, 2025 at 10:55 AM EDT

What Underrated Credit Cards Can Offer Great Perks in 2025

For most people, picking a credit card can be a huge decision, as there are almost too many options available…

Marc Guberti | Sep 5, 2025 at 9:10 AM EDT

Why I Questioned JEPQ’s High Returns and What You Should Know About Dividend Funds

The JPMorgan Nasdaq Equity Premium ETF (NASDAQ:JEPQ) is a case study in higher yields not always being better for investors.…

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Personal Finance Articles

All Personal Finance Articles

After Decades on Wall Street, I Took My Social Security at 62. Here’s Why.

SSDI Tax Thresholds Set in 1983 are Hurting Disabled Americans

Dave Ramsey: Take Social Security at 62 and When That’s Brilliant Advice

Building My Perfect Wallet, 7 CardsFor a $150,000 Income

I Inherited $500,000 And Am Worried About Losing It All Before Turning 30

I Won’t Panic Sell $ULTY, No Matter What

Financial Anxiety Drops in Half for Those Who Work With Advisors

My Journey to $50,000 in Dividends, Next Stop $100k

Why I Am Considering DRIP for My IV Income ETF Strategy – Here’s What I’m Learning

I Just Got Approved for Citi Strata Elite But Everyone Hates It

My Relentless Search For The Best 2% Cash Back Card for Everyday Purchases

Americans Now Bizarrely Think They Need $200K Less to Retire

I’m terrified my dad will face a huge tax bill after he withdrew $200,000 from his 401k – What should I do?

What Underrated Credit Cards Can Offer Great Perks in 2025

Why I Questioned JEPQ’s High Returns and What You Should Know About Dividend Funds

The Six-Month Medicare Lookback That Costs a 66-Year-Old HSA Holder $7,800 in Excess Contributions Penalties She Didn’t See Coming

USD Implodes 17% And June 8th Could Be Worse

Retired Postal Office Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

The Six-Month Medicare Lookback That Costs a 66-Year-Old HSA Holder $7,800 in Excess Contributions Penalties She Didn't See Coming

Retired Postal Office Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

The Six-Month Medicare Lookback That Costs a 66-Year-Old HSA Holder $7,800 in Excess Contributions Penalties She Didn’t See Coming

USD Implodes 17% And June 8th Could Be Worse

Personal Finance Articles

All Personal Finance Articles

After Decades on Wall Street, I Took My Social Security at 62. Here’s Why.

SSDI Tax Thresholds Set in 1983 are Hurting Disabled Americans

Dave Ramsey: Take Social Security at 62 and When That’s Brilliant Advice

Building My Perfect Wallet, 7 CardsFor a $150,000 Income

I Inherited $500,000 And Am Worried About Losing It All Before Turning 30

I Won’t Panic Sell $ULTY, No Matter What

Financial Anxiety Drops in Half for Those Who Work With Advisors

My Journey to $50,000 in Dividends, Next Stop $100k

Why I Am Considering DRIP for My IV Income ETF Strategy – Here’s What I’m Learning

I Just Got Approved for Citi Strata Elite But Everyone Hates It

My Relentless Search For The Best 2% Cash Back Card for Everyday Purchases

Americans Now Bizarrely Think They Need $200K Less to Retire

I’m terrified my dad will face a huge tax bill after he withdrew $200,000 from his 401k – What should I do?

What Underrated Credit Cards Can Offer Great Perks in 2025

Why I Questioned JEPQ’s High Returns and What You Should Know About Dividend Funds

The Six-Month Medicare Lookback That Costs a 66-Year-Old HSA Holder $7,800 in Excess Contributions Penalties She Didn’t See Coming

USD Implodes 17% And June 8th Could Be Worse

Retired Postal Office Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

Featured Reads

The Six-Month Medicare Lookback That Costs a 66-Year-Old HSA Holder $7,800 in Excess Contributions Penalties She Didn't See Coming

Retired Postal Office Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise