Personal Finance Articles

All Personal Finance Articles

5549 Articles

Don Lair | May 15, 2026 at 7:44 PM EDT

I’m 25 with $500k in index funds and 11 rental units generating $3,500 monthly. Am I actually financially independent?

Cody Berman went on The Personal Finance Podcast and described hitting financial independence right before his 26th birthday. He held…

Jeremy Phillips | May 15, 2026 at 7:12 PM EDT

I’m Retiring at 65 with Maybe Only 6 to 12 Healthy Years: Should I Front-Load My Spending?

Most retirement calculators chase a single goal: making your money last as long as possible. Jim Saulnier, host of The…

Ian Cooper | May 15, 2026 at 6:14 PM EDT

Why Keeping Emergency Cash in Checking Costs You $15,000 Over a Decade

On episode 168 of the Rich Habits Podcast, co-host Robert Croak made a pitch that sounds almost too easy to…

Don Lair | May 15, 2026 at 6:12 PM EDT

I’m 60 with $800k saved and two rental properties. Should I sell one to pay off the other?

Melissa, a 60-year-old listener of the Afford Anything podcast, called in with a clean question: she has $800,000 saved and…

David Beren | May 15, 2026 at 6:00 PM EDT

The 2025 P-Fin Index Shows Gen Z Gets Just 38% of Personal Finance Questions Right

The 2025 P-Fin Index shows that Gen Z is entering the most complex economy in decades with the weakest set…

David Beren | May 15, 2026 at 3:50 PM EDT

The Social Security Timing Mistake the Northwestern Mutual 2025 Study Quietly Exposed

The 2025 Northwestern Mutual Planning & Progress Study asked adults 45 and older when they expect to claim Social Security,…

Christy Bieber | May 15, 2026 at 3:48 PM EDT

The Government Pension Offset Repeal That Returned $16,800 a Year to a Retired Public School Teacher in 2025

Social Security benefits are a critical income source for many seniors, but unfortunately, some people were not getting the full…

Drew Wood | May 15, 2026 at 3:45 PM EDT

A $900,000 Portfolio With 47 Percent in One Tech Stock Is the Retirement Time Bomb Most Couples Refuse to Defuse

The couple is 64. He spent 28 years at a major tech company, accumulating $423,000 in employer stock through ESPP…

Marc Guberti | May 15, 2026 at 3:27 PM EDT

How Your 401(k) Is Quietly Charging You $200,000 Over a Career and Most Workers Never Notice

A 30-year-old earning $90,000 who routes 10% of pay into a 401(k) assumes the system is working. Contributions go in,…

Gerelyn Terzo | May 15, 2026 at 3:10 PM EDT

How a Retired Texas Teacher’s Social Security Just Jumped From Zero to $1,640 a Month After the Fairness Act

Picture a 68-year-old retired math teacher in San Antonio. She spent 32 years in Texas classrooms, earned a $54,000 annual…

Carl Sullivan | May 15, 2026 at 2:46 PM EDT

At 50, This ER Doctor Didn’t Know What a Net Worth Was. How He Hit Financial Independence.

It’s not uncommon for middle-aged people to realize they’re not where they should be financially. “At 50, I didn’t know…

David Beren | May 15, 2026 at 1:55 PM EDT

Only 7% of Americans Can Pass a Basic Retirement Knowledge Test, According to a New 2025 Study

A new study from the TIAA Institute and the Global Financial Literacy Excellence Center sets a deliberately low bar for…

Carl Sullivan | May 15, 2026 at 1:51 PM EDT

Why Gen Z Says YOLO and Spends Everything, According to the Budgetnista Tiffany Aliche

Generation Z is understandably discouraged. There’s the horrible job market. There’s the home affordability crisis. For many, there are crushing…

Drew Wood | May 15, 2026 at 12:41 PM EDT

What Retirement Really Looks Like at 64 With $2.4 Million and a Father Moving Into the Guest Room Next Year

The retirement plan looked straightforward until March 2026. A 64-year-old couple in Pennsylvania had built a $2.4 million portfolio around…

David Beren | May 15, 2026 at 12:38 PM EDT

A New Study Shows Women Trail Men by 10 Points on Financial Literacy, Here’s Why That Gap Has to Close

A new measure of how Americans understand money has surfaced the same finding researchers have documented for nearly a decade:…

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Personal Finance Articles

All Personal Finance Articles

I’m 25 with $500k in index funds and 11 rental units generating $3,500 monthly. Am I actually financially independent?

I’m Retiring at 65 with Maybe Only 6 to 12 Healthy Years: Should I Front-Load My Spending?

Why Keeping Emergency Cash in Checking Costs You $15,000 Over a Decade

I’m 60 with $800k saved and two rental properties. Should I sell one to pay off the other?

The 2025 P-Fin Index Shows Gen Z Gets Just 38% of Personal Finance Questions Right

The Social Security Timing Mistake the Northwestern Mutual 2025 Study Quietly Exposed

The Government Pension Offset Repeal That Returned $16,800 a Year to a Retired Public School Teacher in 2025

A $900,000 Portfolio With 47 Percent in One Tech Stock Is the Retirement Time Bomb Most Couples Refuse to Defuse

How Your 401(k) Is Quietly Charging You $200,000 Over a Career and Most Workers Never Notice

How a Retired Texas Teacher’s Social Security Just Jumped From Zero to $1,640 a Month After the Fairness Act

At 50, This ER Doctor Didn’t Know What a Net Worth Was. How He Hit Financial Independence.

Only 7% of Americans Can Pass a Basic Retirement Knowledge Test, According to a New 2025 Study

Why Gen Z Says YOLO and Spends Everything, According to the Budgetnista Tiffany Aliche

What Retirement Really Looks Like at 64 With $2.4 Million and a Father Moving Into the Guest Room Next Year

A New Study Shows Women Trail Men by 10 Points on Financial Literacy, Here’s Why That Gap Has to Close

Jim Cramer Warns “I Don’t Want to Own AT&T or Verizon” as Starlink Threatens Telecom Stocks

Famous AI Investor Says This is the ‘Mega Bull Case’ For Stocks like NVIDIA, Micron, and Broadcom

A Retired Couple Can Realize Nearly $100,000 in Gains This Year and Pay $0 Federal Tax. Most Sail Right Past It

A Retired Couple Can Realize Nearly $100,000 in Gains This Year and Pay $0 Federal Tax. Most Sail Right Past It

Personal Finance Expert Warns Buy Now, Pay Later Can Reach “100% APR” as 29% of Customers Use It to Buy Groceries

Jim Cramer Warns “I Don’t Want to Own AT&T or Verizon” as Starlink Threatens Telecom Stocks

Famous AI Investor Says This is the ‘Mega Bull Case’ For Stocks like NVIDIA, Micron, and Broadcom

Personal Finance Articles

All Personal Finance Articles

I’m 25 with $500k in index funds and 11 rental units generating $3,500 monthly. Am I actually financially independent?

I’m Retiring at 65 with Maybe Only 6 to 12 Healthy Years: Should I Front-Load My Spending?

Why Keeping Emergency Cash in Checking Costs You $15,000 Over a Decade

I’m 60 with $800k saved and two rental properties. Should I sell one to pay off the other?

The 2025 P-Fin Index Shows Gen Z Gets Just 38% of Personal Finance Questions Right

The Social Security Timing Mistake the Northwestern Mutual 2025 Study Quietly Exposed

The Government Pension Offset Repeal That Returned $16,800 a Year to a Retired Public School Teacher in 2025

A $900,000 Portfolio With 47 Percent in One Tech Stock Is the Retirement Time Bomb Most Couples Refuse to Defuse

How Your 401(k) Is Quietly Charging You $200,000 Over a Career and Most Workers Never Notice

How a Retired Texas Teacher’s Social Security Just Jumped From Zero to $1,640 a Month After the Fairness Act

At 50, This ER Doctor Didn’t Know What a Net Worth Was. How He Hit Financial Independence.

Only 7% of Americans Can Pass a Basic Retirement Knowledge Test, According to a New 2025 Study

Why Gen Z Says YOLO and Spends Everything, According to the Budgetnista Tiffany Aliche

What Retirement Really Looks Like at 64 With $2.4 Million and a Father Moving Into the Guest Room Next Year

A New Study Shows Women Trail Men by 10 Points on Financial Literacy, Here’s Why That Gap Has to Close

Jim Cramer Warns “I Don’t Want to Own AT&T or Verizon” as Starlink Threatens Telecom Stocks

Famous AI Investor Says This is the ‘Mega Bull Case’ For Stocks like NVIDIA, Micron, and Broadcom

A Retired Couple Can Realize Nearly $100,000 in Gains This Year and Pay $0 Federal Tax. Most Sail Right Past It

Featured Reads

A Retired Couple Can Realize Nearly $100,000 in Gains This Year and Pay $0 Federal Tax. Most Sail Right Past It

Personal Finance Expert Warns Buy Now, Pay Later Can Reach “100% APR” as 29% of Customers Use It to Buy Groceries