Personal Finance Articles

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4649 Articles

Rich Duprey | May 28, 2025 at 9:25 AM EDT

Approaching 55—How Should You Reallocate Your 401(k)?

As retirement nears, reallocating a 401(k) becomes critical to balance growth, income, and risk, ensuring savings last through decades of…

David Beren | May 28, 2025 at 8:02 AM EDT

A Look at U.S. Workers Who’ve Accumulated $1M in Retirement Funds

Over the last few decades, it’s become commonplace to think that to retire comfortably in America, you need at least…

Gerelyn Terzo | May 27, 2025 at 10:17 PM EDT

Dave Ramsey Slams Plan to Buy Parents’ Home on $75K Salary

Home ownership remains a key pillar of the American Dream. As one of the biggest expenses that consumers will ever…

Rich Duprey | May 27, 2025 at 4:46 PM EDT

Has the Safe Withdrawal Rate Doubled from 4% to 8%?

Retirement planning hinges on determining a sustainable withdrawal rate to ensure savings last a lifetime, but shifting market conditions in…

David Beren | May 27, 2025 at 3:33 PM EDT

Dave Ramsey’s Bold Advice to a $200K Earner Carrying Debt

When it comes to paying off debt, there is no simple and guaranteed way that works for everyone. In other…

John Seetoo | May 27, 2025 at 2:29 PM EDT

Using JEPQ for Regular Dividends—Is It Worth the Trade-Off?

Investors seeking sizable capital appreciation will usually search out aggressive growth stocks and exchange traded funds that are tied to…

Christian Drerup | May 27, 2025 at 1:03 PM EDT

Is Leaving Your Children Out of Your Will the Right Choice?

Estate planning is no easy task. Yet, as we age, the need to make some truly important decisions looms larger…

David Beren | May 27, 2025 at 11:05 AM EDT

My Father is Losing His Job – Can He Afford to Retire or Should He Take a Pay Cut?

It’s an unfortunate truth that far too many people of baby boomer age and looking to stay in the workforce…

Douglas A. McIntyre | May 27, 2025 at 10:15 AM EDT

AI Is Huge Threat to Social Security

Some models of the effects of AI show more and more people will live into their 100s. Social Security cannot…

Joey Frenette | May 27, 2025 at 9:48 AM EDT

Why I, a Financial Advisor, Question the Focus on Dividends Over Total Returns

A lot of retirees who live off passive investment income seem to care a lot more about dividends than the…

Rich Duprey | May 27, 2025 at 9:40 AM EDT

Invest $75K in Nvidia or Broadcom? A Strategy for Early Retirement

The artificial intelligence (AI) revolution has reshaped markets since 2022, propelled by breakthroughs like ChatGPT, which showcased AI’s transformative power.…

Maurie Backman | May 27, 2025 at 8:08 AM EDT

5 Crucial Credit Card Anti-Theft Measures You Shouldn’t Overlook

Credit cards are a convenient way to pay for purchases while racking up rewards for the things you’re buying. But…

Maurie Backman | May 27, 2025 at 7:43 AM EDT

With an 800 Credit Score, Which Initial Card Hacks Offer the Best Returns?

The average American consumer has a credit score of 715, says Experian, one of the three major reporting bureaus.…

Maurie Backman | May 27, 2025 at 6:54 AM EDT

The Typical 401(k)-Only Retirement: My Dad’s Story at 67

There’s a reason a lot of people opt to save for retirement in a 401(k). These plans make it…

Joey Frenette | May 26, 2025 at 6:42 PM EDT

I Have $600,000 at 29 — Should I Rely Solely on the Stock Market or Diversify?

In this piece, we’ll check in on the curious case involving a Reddit user who’s managed to save up $600,000…

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Personal Finance Articles

All Personal Finance Articles

Approaching 55—How Should You Reallocate Your 401(k)?

A Look at U.S. Workers Who’ve Accumulated $1M in Retirement Funds

Dave Ramsey Slams Plan to Buy Parents’ Home on $75K Salary

Has the Safe Withdrawal Rate Doubled from 4% to 8%?

Dave Ramsey’s Bold Advice to a $200K Earner Carrying Debt

Using JEPQ for Regular Dividends—Is It Worth the Trade-Off?

Is Leaving Your Children Out of Your Will the Right Choice?

My Father is Losing His Job – Can He Afford to Retire or Should He Take a Pay Cut?

AI Is Huge Threat to Social Security

Why I, a Financial Advisor, Question the Focus on Dividends Over Total Returns

Invest $75K in Nvidia or Broadcom? A Strategy for Early Retirement

5 Crucial Credit Card Anti-Theft Measures You Shouldn’t Overlook

With an 800 Credit Score, Which Initial Card Hacks Offer the Best Returns?

The Typical 401(k)-Only Retirement: My Dad’s Story at 67

I Have $600,000 at 29 — Should I Rely Solely on the Stock Market or Diversify?

64-Year-Old Retired Teacher With $1.1M 403(b) and State Pension Triggers Higher IRMAA Tier

SOXX Surged 190% in a Year but XSD Only Returned 180% — Here’s Why the Difference Matters

How $450,000 in MLP ETFs Can Pump $34,000 a Year Into Your Wallet Without K-1 Forms

64-Year-Old Retired Teacher With $1.1M 403(b) and State Pension Triggers Higher IRMAA Tier

How $450,000 in MLP ETFs Can Pump $34,000 a Year Into Your Wallet Without K-1 Forms

64-Year-Old Retired Teacher With $1.1M 403(b) and State Pension Triggers Higher IRMAA Tier

SOXX Surged 190% in a Year but XSD Only Returned 180% — Here’s Why the Difference Matters

Personal Finance Articles

All Personal Finance Articles

Approaching 55—How Should You Reallocate Your 401(k)?

A Look at U.S. Workers Who’ve Accumulated $1M in Retirement Funds

Dave Ramsey Slams Plan to Buy Parents’ Home on $75K Salary

Has the Safe Withdrawal Rate Doubled from 4% to 8%?

Dave Ramsey’s Bold Advice to a $200K Earner Carrying Debt

Using JEPQ for Regular Dividends—Is It Worth the Trade-Off?

Is Leaving Your Children Out of Your Will the Right Choice?

My Father is Losing His Job – Can He Afford to Retire or Should He Take a Pay Cut?

AI Is Huge Threat to Social Security

Why I, a Financial Advisor, Question the Focus on Dividends Over Total Returns

Invest $75K in Nvidia or Broadcom? A Strategy for Early Retirement

5 Crucial Credit Card Anti-Theft Measures You Shouldn’t Overlook

With an 800 Credit Score, Which Initial Card Hacks Offer the Best Returns?

The Typical 401(k)-Only Retirement: My Dad’s Story at 67

I Have $600,000 at 29 — Should I Rely Solely on the Stock Market or Diversify?

64-Year-Old Retired Teacher With $1.1M 403(b) and State Pension Triggers Higher IRMAA Tier

SOXX Surged 190% in a Year but XSD Only Returned 180% — Here’s Why the Difference Matters

How $450,000 in MLP ETFs Can Pump $34,000 a Year Into Your Wallet Without K-1 Forms

Featured Reads

64-Year-Old Retired Teacher With $1.1M 403(b) and State Pension Triggers Higher IRMAA Tier

How $450,000 in MLP ETFs Can Pump $34,000 a Year Into Your Wallet Without K-1 Forms