Personal Finance Articles

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4662 Articles

Chris MacDonald | Jul 7, 2025 at 9:38 AM EDT

3 Facts About Medicare That Every American Over 60 Needs to Know

With significant changes to Medicare, Medicaid, and other components of President Trump’s One Big Beautiful Bill Act (OBBBA), signed into…

David Beren | Jul 7, 2025 at 8:54 AM EDT

Why I Still Defend Dividends As The Key to Actual Investing Success

In the world of investing, there is still something of an albatross around the idea that dividends are a smart…

Marc Guberti | Jul 6, 2025 at 9:22 PM EDT

At 53 with a $9.25 million net worth, I’m eyeing three ways to handle my concentrated stock – which strategy avoids the biggest tax bite?

A Redditor is currently sitting on a massive $9.25 million net worth, but there is one small catch. This individual…

Gerelyn Terzo | Jul 6, 2025 at 7:20 AM EDT

Why I Invested $170,000 in ULTY – My Strategy and Insights

One investment strategy that never seems to go out of style is high-yield investments. And one ETF that blends high-yield…

Rich Duprey | Jul 6, 2025 at 6:17 AM EDT

I’m juggling multiple jobs, real estate, and a startup in my early 20s – how do I maximize my odds of reaching generational wealth?

A Path to Financial Freedom Generating wealth for a comfortable retirement is a dream for millions, yet it requires more…

Rich Duprey | Jul 4, 2025 at 8:24 AM EDT

My goal is to retire in four years without touching retirement accounts until 62 – does my retirement plan work?

Making the Dream a Reality Early retirement is a dream for many, requiring disciplined saving, living below one’s means, and…

Maurie Backman | Jul 4, 2025 at 6:12 AM EDT

It’s Been 3 Years Since My Father Passed. His 401(k) Is Still Out of Reach

The death of a parent brings profound grief. Having to battle financial institutions for access to assets your loved one…

Drew Wood | Jul 2, 2025 at 5:01 PM EDT

If You’re A Millionaire, These Are the States for You

Location, location, location. Where you live can make a huge difference in how you live, no matter who you are.…

Maurie Backman | Jul 1, 2025 at 10:44 AM EDT

States With the Largest and Smallest Social Security Checks

There’s a good chance Social Security will play an important role in your retirement income, since that’s the case for…

Marc Guberti | Jul 1, 2025 at 9:38 AM EDT

We’re financially ready to retire, but are parents really spending $25k per year extra during college?

Most people plan to retire in their 60s or 70s, but some people want to retire a lot earlier. It’s…

Marc Guberti | Jul 1, 2025 at 8:30 AM EDT

People Say $10 Million Is Enough to Retire Early, but I Strongly Disagree

Is a $10 million net worth the right amount for you to retire? A post in the Fat FIRE subreddit…

Ian Cooper | Jun 30, 2025 at 5:46 PM EDT

Three Costly Retirement Mistakes Baby Boomers Keep Making

If you’re a baby boomer nearing retirement, or you’re already there, the last thing you want to run into is…

Joey Frenette | Jun 30, 2025 at 4:40 PM EDT

Why Aren’t More People Talking About Energy Transfer Stock (ET) – Incredible Dividends and Growth Potential?

Higher dividend yields tend to come at the cost of future earnings growth, and while different firms will have varied…

Maurie Backman | Jun 30, 2025 at 10:07 AM EDT

9 States That Tax Social Security and 41 That Don’t

Social Security is an important source of income for millions of retired seniors. But it’s not a given that you’ll…

Joey Frenette | Jun 29, 2025 at 8:40 AM EDT

How I Plan to Boost My Financial Future with a Roth IRA Contribution

In this piece, we’ll check in on a case of a 20-something-year-old individual who took to the r/MiddleClassFinance subreddit in…

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Personal Finance Articles

All Personal Finance Articles

3 Facts About Medicare That Every American Over 60 Needs to Know

Why I Still Defend Dividends As The Key to Actual Investing Success

At 53 with a $9.25 million net worth, I’m eyeing three ways to handle my concentrated stock – which strategy avoids the biggest tax bite?

Why I Invested $170,000 in ULTY – My Strategy and Insights

I’m juggling multiple jobs, real estate, and a startup in my early 20s – how do I maximize my odds of reaching generational wealth?

My goal is to retire in four years without touching retirement accounts until 62 – does my retirement plan work?

It’s Been 3 Years Since My Father Passed. His 401(k) Is Still Out of Reach

If You’re A Millionaire, These Are the States for You

States With the Largest and Smallest Social Security Checks

We’re financially ready to retire, but are parents really spending $25k per year extra during college?

People Say $10 Million Is Enough to Retire Early, but I Strongly Disagree

Three Costly Retirement Mistakes Baby Boomers Keep Making

Why Aren’t More People Talking About Energy Transfer Stock (ET) – Incredible Dividends and Growth Potential?

9 States That Tax Social Security and 41 That Don’t

How I Plan to Boost My Financial Future with a Roth IRA Contribution

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

3 Utility Stocks That’ll Pay Your Bills For Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old's Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree's Medicare Bill...Two Years Later

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

Personal Finance Articles

All Personal Finance Articles

3 Facts About Medicare That Every American Over 60 Needs to Know

Why I Still Defend Dividends As The Key to Actual Investing Success

At 53 with a $9.25 million net worth, I’m eyeing three ways to handle my concentrated stock – which strategy avoids the biggest tax bite?

Why I Invested $170,000 in ULTY – My Strategy and Insights

I’m juggling multiple jobs, real estate, and a startup in my early 20s – how do I maximize my odds of reaching generational wealth?

My goal is to retire in four years without touching retirement accounts until 62 – does my retirement plan work?

It’s Been 3 Years Since My Father Passed. His 401(k) Is Still Out of Reach

If You’re A Millionaire, These Are the States for You

States With the Largest and Smallest Social Security Checks

We’re financially ready to retire, but are parents really spending $25k per year extra during college?

People Say $10 Million Is Enough to Retire Early, but I Strongly Disagree

Three Costly Retirement Mistakes Baby Boomers Keep Making

Why Aren’t More People Talking About Energy Transfer Stock (ET) – Incredible Dividends and Growth Potential?

9 States That Tax Social Security and 41 That Don’t

How I Plan to Boost My Financial Future with a Roth IRA Contribution

1 Plain-As-Day Dividend King to Buy and Never Sell That Has Increased Its Payout for 64 Consecutive Years

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old’s Medicare Costs

3 Utility Stocks That’ll Pay Your Bills For Years

Featured Reads

The RMD Trap: How a Single $95,000 Withdrawal Blindsided a 73-Year-Old's Medicare Costs

The Roth Conversion That Added $999.60 to a Retiree's Medicare Bill...Two Years Later