Personal Finance Articles

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4629 Articles

Chris MacDonald | Jun 27, 2025 at 2:46 PM EDT

3 Reasons Why Millennials Probably Won’t Get Social Security When the Time Comes

One of the most important pieces of legislation to come out of the Great Depression — the installation of Social…

Rich Duprey | Jun 27, 2025 at 1:01 PM EDT

After My Husband’s Passing, a $50K Advisor Bill Feels Wrong; Am I Being a Cheapskate?

Retirement marks a pivotal life transition, one that demands careful financial preparation to ensure stability and peace of mind. Consulting…

David Beren | Jun 26, 2025 at 11:22 AM EDT

Why Are People Investing in Dividend Funds When They May Offer Lower Returns?

There is no question that in the world of investing, dividends can be both an unsung hero and an overlooked…

David Beren | Jun 26, 2025 at 9:52 AM EDT

We’re 43, have $3.5 million saved, and still fly economy – how much do we need before calling it quits?

One of the realities of accumulating wealth is that many people are not sure when to consider themselves wealthy. For…

David Beren | Jun 26, 2025 at 9:14 AM EDT

What Should I Do With My Inherited $20,000 – Investment or Savings Options?

Any instance of inheriting money is one of the most challenging positions anyone can be in. Whether it’s from a…

Marc Guberti | Jun 26, 2025 at 9:03 AM EDT

I retired today with $3 million invested and rental income – but why am I nervous about my financial future?

It takes many years to build up a sufficient nest egg that lets you retire, but even with a large…

Kristin Hitchcock | Jun 25, 2025 at 1:57 PM EDT

At 60 and $800K Saved: Is It Time to Retire Sooner?

24/7 Wall St. : Changing retirement plans is very common, but it’s important to understand exactly how changes will affect…

Maurie Backman | Jun 25, 2025 at 11:21 AM EDT

What the Average $2,002 Social Security Benefit Lets You Rent in 10 Major Cities

Many people who retire on just Social Security don’t intend to do that. Rather, they wind up having to retire…

David Beren | Jun 25, 2025 at 9:52 AM EDT

What factors do you consider when choosing a cash-back credit card for your everyday purchases?

The good news is that when you’re ready to choose a new credit card, you’ll have a wide range of…

John Seetoo | Jun 25, 2025 at 9:50 AM EDT

My Neighbors Disapprove of YieldMax Funds, Who’s Right?

Investors all have a subjective sense of risk tolerance, strategies, liquidity, objectives, and a host of other criteria that defy…

David Beren | Jun 25, 2025 at 9:43 AM EDT

“My Plan to Transition to Living Off Dividends Before Retirement”

For many people, there isn’t a ton of familiarity with dividends, even though they can be a critical part of…

Joey Frenette | Jun 25, 2025 at 9:03 AM EDT

Should I go all in on JEPQ and live off the dividends – what are the risks?

Covered call ETFs seem to be one of the best things since sliced bread for passive income investors who want…

David Beren | Jun 25, 2025 at 8:33 AM EDT

How Do Cash Back Credit Cards Really Work Today?

As the most popular credit card type, you can use cash-back credit cards everywhere. No matter what name or issuer…

Maurie Backman | Jun 24, 2025 at 10:33 AM EDT

Still Working at 70? Here’s When You Actually Need to Claim Social Security

Once you turn 62, you can file for Social Security at any point in time. And there’s a reason 62…

David Beren | Jun 24, 2025 at 9:52 AM EDT

After 3 years of retirement, I’m learning money isn’t enough – here’s what actually made retirement feel fulfilling

One of the many things that people learn after retirement is that it’s not all sunshine and rainbows. Whether you…

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Personal Finance Articles

All Personal Finance Articles

3 Reasons Why Millennials Probably Won’t Get Social Security When the Time Comes

After My Husband’s Passing, a $50K Advisor Bill Feels Wrong; Am I Being a Cheapskate?

Why Are People Investing in Dividend Funds When They May Offer Lower Returns?

We’re 43, have $3.5 million saved, and still fly economy – how much do we need before calling it quits?

What Should I Do With My Inherited $20,000 – Investment or Savings Options?

I retired today with $3 million invested and rental income – but why am I nervous about my financial future?

At 60 and $800K Saved: Is It Time to Retire Sooner?

What the Average $2,002 Social Security Benefit Lets You Rent in 10 Major Cities

What factors do you consider when choosing a cash-back credit card for your everyday purchases?

My Neighbors Disapprove of YieldMax Funds, Who’s Right?

“My Plan to Transition to Living Off Dividends Before Retirement”

Should I go all in on JEPQ and live off the dividends – what are the risks?

How Do Cash Back Credit Cards Really Work Today?

Still Working at 70? Here’s When You Actually Need to Claim Social Security

After 3 years of retirement, I’m learning money isn’t enough – here’s what actually made retirement feel fulfilling

Craig Tindale: ‘The Financial Economy Is $400 Trillion, Only 1% Is Metals and Chemicals. That Table Has to Turn’

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

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

Craig Tindale: ‘The Financial Economy Is $400 Trillion, Only 1% Is Metals and Chemicals. That Table Has to Turn’

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

Personal Finance Articles

All Personal Finance Articles

3 Reasons Why Millennials Probably Won’t Get Social Security When the Time Comes

After My Husband’s Passing, a $50K Advisor Bill Feels Wrong; Am I Being a Cheapskate?

Why Are People Investing in Dividend Funds When They May Offer Lower Returns?

We’re 43, have $3.5 million saved, and still fly economy – how much do we need before calling it quits?

What Should I Do With My Inherited $20,000 – Investment or Savings Options?

I retired today with $3 million invested and rental income – but why am I nervous about my financial future?

At 60 and $800K Saved: Is It Time to Retire Sooner?

What the Average $2,002 Social Security Benefit Lets You Rent in 10 Major Cities

What factors do you consider when choosing a cash-back credit card for your everyday purchases?

My Neighbors Disapprove of YieldMax Funds, Who’s Right?

“My Plan to Transition to Living Off Dividends Before Retirement”

Should I go all in on JEPQ and live off the dividends – what are the risks?

How Do Cash Back Credit Cards Really Work Today?

Still Working at 70? Here’s When You Actually Need to Claim Social Security

After 3 years of retirement, I’m learning money isn’t enough – here’s what actually made retirement feel fulfilling

Craig Tindale: ‘The Financial Economy Is $400 Trillion, Only 1% Is Metals and Chemicals. That Table Has to Turn’

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

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