Personal Finance Articles

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4629 Articles

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.…

David Beren | Sep 5, 2025 at 8:22 AM EDT

I Died. Here’s How I Want My Wife to Handle Our Finances

It should go without saying that for any relationship, there is always the fear of the unknown, especially in the…

Joey Frenette | Sep 5, 2025 at 6:28 AM EDT

I Lost My 11th Social Security Card, What’s Next?

It may come as a surprise to many Americans that there’s a fixed limit (it’s 10) on the number of…

David Beren | Sep 4, 2025 at 11:22 AM EDT

How I’m Navigating My Selfish Brother as Executor of Our Inheritance

It should go without saying that navigating an inheritance among family can be one of the most stressful things in…

David Moadel | Sep 4, 2025 at 10:30 AM EDT

I’m Buying 7,000 Shares of ULTY Monday – Here’s Why I’m All In!

They call it the ultimate YOLO (You Only Live Once) trade: buy 7,000 shares of the YieldMax Ultra Option Income…

Marc Guberti | Sep 4, 2025 at 9:00 AM EDT

Why I Don’t Get the Hype Around SCHD – Is There More to This ETF Than Just $1 in Dividends?

The Schwab US Dividend Equity ETF (NYSEARCA:SCHD) is one of the most well-known dividend ETFs. It has produced a 45%…

Marc Guberti | Sep 3, 2025 at 3:03 PM EDT

I Make $40,000 a Year – What Should I Do With My $800,000 Inherited Roth IRA?

Investing money in a brokerage account is a valuable starting point to building long-term wealth, especially if you’re also capitalizing…

Joey Frenette | Sep 3, 2025 at 12:25 PM EDT

I’d Hold High Income ETFs to Beat the SPY

The S&P 500 is wandering into uncharted territory as it looks to wander above the 6,500 mark going into the…

Christy Bieber | Sep 3, 2025 at 10:30 AM EDT

Is My Family’s Definition of Success Leading Me to Financial Mediocrity?

What does it mean to be financially successful? A Reddit poster is grappling with this question right now. As he…

David Beren | Sep 3, 2025 at 10:22 AM EDT

I Owe $30,000 on My Car Worth Only $20,000 – How Can I Escape This Financial Mess?

One of the most aggravating aspects of buying a new car is that almost immediately after you drive it off…

Douglas A. McIntyre | Sep 3, 2025 at 10:15 AM EDT

12 Things Not to Do If You Win the $1.3 Billion Lottery

Many lottery winners wind up broke in just a few years. So here are 12 things not to do if…

Christy Bieber | Sep 2, 2025 at 11:00 AM EDT

I Wish I Hadn’t Spent So Much on New Cars – Here’s My Regretful Financial Journey

Many people have financial regrets, often from when they were younger and didn’t really understand the long-term impact of their…

Christy Bieber | Sep 2, 2025 at 9:00 AM EDT

I Regret Financing My New Car – What Are My Options for Managing Payments?

Many people who buy cars finance their new vehicles. In fact, Experian reports that the average monthly payment on a…

David Beren | Sep 2, 2025 at 7:32 AM EDT

I Will Receive $710/Month from Social Security, What Should I do With It?

When we think about Social Security payouts, our minds are immediately drawn to how retirees should spend the money. Whether…

Joey Frenette | Sep 2, 2025 at 6:49 AM EDT

My Strata Elite Card Caused Travel Chaos – Should You Think Twice Before Getting One?

The Citi Strata Elite credit card is a pretty powerful high-end card when leveraged effectively. And while not everyone has…

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Personal Finance Articles

All Personal Finance Articles

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

I Died. Here’s How I Want My Wife to Handle Our Finances

I Lost My 11th Social Security Card, What’s Next?

How I’m Navigating My Selfish Brother as Executor of Our Inheritance

I’m Buying 7,000 Shares of ULTY Monday – Here’s Why I’m All In!

Why I Don’t Get the Hype Around SCHD – Is There More to This ETF Than Just $1 in Dividends?

I Make $40,000 a Year – What Should I Do With My $800,000 Inherited Roth IRA?

I’d Hold High Income ETFs to Beat the SPY

Is My Family’s Definition of Success Leading Me to Financial Mediocrity?

I Owe $30,000 on My Car Worth Only $20,000 – How Can I Escape This Financial Mess?

12 Things Not to Do If You Win the $1.3 Billion Lottery

I Wish I Hadn’t Spent So Much on New Cars – Here’s My Regretful Financial Journey

I Regret Financing My New Car – What Are My Options for Managing Payments?

I Will Receive $710/Month from Social Security, What Should I do With It?

My Strata Elite Card Caused Travel Chaos – Should You Think Twice Before Getting One?

An Overlooked Cleantech Fund Just Did in Eighteen Months What the S&P 500 Took Five Years to Accomplish

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security's Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

An Overlooked Cleantech Fund Just Did in Eighteen Months What the S&P 500 Took Five Years to Accomplish

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Personal Finance Articles

All Personal Finance Articles

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

I Died. Here’s How I Want My Wife to Handle Our Finances

I Lost My 11th Social Security Card, What’s Next?

How I’m Navigating My Selfish Brother as Executor of Our Inheritance

I’m Buying 7,000 Shares of ULTY Monday – Here’s Why I’m All In!

Why I Don’t Get the Hype Around SCHD – Is There More to This ETF Than Just $1 in Dividends?

I Make $40,000 a Year – What Should I Do With My $800,000 Inherited Roth IRA?

I’d Hold High Income ETFs to Beat the SPY

Is My Family’s Definition of Success Leading Me to Financial Mediocrity?

I Owe $30,000 on My Car Worth Only $20,000 – How Can I Escape This Financial Mess?

12 Things Not to Do If You Win the $1.3 Billion Lottery

I Wish I Hadn’t Spent So Much on New Cars – Here’s My Regretful Financial Journey

I Regret Financing My New Car – What Are My Options for Managing Payments?

I Will Receive $710/Month from Social Security, What Should I do With It?

My Strata Elite Card Caused Travel Chaos – Should You Think Twice Before Getting One?

An Overlooked Cleantech Fund Just Did in Eighteen Months What the S&P 500 Took Five Years to Accomplish

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security’s Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate

Featured Reads

Why a 65-Year-Old With $2 Million Should Claim Social Security at 62, Not 70

Social Security's Tax Torpedo: How a Single IRA Withdrawal Can Trigger an Unexpected 22% Marginal Rate