Personal Finance Articles

All Personal Finance Articles

5151 Articles

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…

Joey Frenette | Jun 24, 2025 at 7:31 AM EDT

Is SCHD’s Recent Drawdown a Buying Opportunity Like PEP – Here’s What I Discovered

The recent correction in the Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) has many passive income investors wondering if it’s time…

Joey Frenette | Jun 24, 2025 at 6:42 AM EDT

I Just Inherited $500,000 – How Can I Build a Self-Directed Dividend Portfolio?

There is perhaps no better way to put a $500,000 windfall to work than to stash it in a self-directed…

David Beren | Jun 23, 2025 at 9:52 AM EDT

How I Plan to Split My Father’s 401k with My Siblings Without Getting Hit by Taxes

When a parent leaves a 401(k) to just one child but the family expected to share it equally, the tax…

Christy Bieber | Jun 22, 2025 at 10:01 AM EDT

My 70-Year-Old Friend Refuses to Retire: Are They Right to Fear the 4% Rule?

Retiring is a big life change with serious financial implications. Many people are reluctant to take the plunge because they…

David Beren | Jun 22, 2025 at 9:52 AM EDT

My Brother’s Social Security Account is Blocked – What Should I Do Next?

It won’t come as any surprise to learn that taking care of family, especially older family members, is something that…

Joey Frenette | Jun 22, 2025 at 9:00 AM EDT

Why I Wonder If We’re Overlooking AMLP – Is the 8% Dividend Not Flashy Enough?

Many investors are aware of the dangers of chasing returns. Buying a stock or ETF based purely on raw momentum…

Brenton Flynn | Jun 21, 2025 at 1:10 PM EDT

Can You Answer These Basic 401(k) Questions?

Investments and investment strategies are complicated. Stocks, bonds, and the ups and downs related to the economy are all multifaceted,…

Joey Frenette | Jun 21, 2025 at 10:44 AM EDT

I Owe $30,000 to Social Security After Going Back to Work – Is My Life Over?

It’s shocking and horrifying to get a surprise tax bill from the IRS, especially if it’s in the five figures.…

Maurie Backman | Jun 21, 2025 at 10:14 AM EDT

Social Security: Fact vs Fiction

A program as popular and essential as Social Security tends to be talked about a lot — in social circles,…

John Seetoo | Jun 21, 2025 at 10:12 AM EDT

I Am Fully Invested: My Journey to 18,658 ULTY and Retirement Planning

One of the biggest trends of late among income-oriented investors has been the surge of popularity for YieldMax exchange traded…

David Beren | Jun 20, 2025 at 8:32 AM EDT

Exploring 2025’s Elite: Standout Cards Among the Most-Searched Travel Rewards Options

When it comes to earning points for travel, there is no question that travel credit cards are enjoying a moment…

David Beren | Jun 20, 2025 at 8:02 AM EDT

I inherited $10 million and my wife fears she’ll be left with nothing in a divorce – how do we ensure financial fairness?

Under normal circumstances, it’s safe to say that an inheritance can be a welcome gift that alleviates a significant portion…

David Moadel | Jun 20, 2025 at 7:14 AM EDT

My $100,000 Investment Plan in MSTY – A Conservative Approach with Risks Explained

Got $100,000 to invest? Are you itching to grow your wealth fast with a high-yield exchange traded fund (ETF)? Dreams…

Joey Frenette | Jun 19, 2025 at 6:44 PM EDT

Is It Time to Invest in Pfizer? Exploring its 7% Dividend Yield and Growth Potential

Pfizer (NYSE:PFE | PFE Price Prediction) stock is a biopharmaceutical firm that had a magnificent breakout in 2021 as the…

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Personal Finance Articles

All Personal Finance Articles

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

Is SCHD’s Recent Drawdown a Buying Opportunity Like PEP – Here’s What I Discovered

I Just Inherited $500,000 – How Can I Build a Self-Directed Dividend Portfolio?

How I Plan to Split My Father’s 401k with My Siblings Without Getting Hit by Taxes

My 70-Year-Old Friend Refuses to Retire: Are They Right to Fear the 4% Rule?

My Brother’s Social Security Account is Blocked – What Should I Do Next?

Why I Wonder If We’re Overlooking AMLP – Is the 8% Dividend Not Flashy Enough?

Can You Answer These Basic 401(k) Questions?

I Owe $30,000 to Social Security After Going Back to Work – Is My Life Over?

Social Security: Fact vs Fiction

I Am Fully Invested: My Journey to 18,658 ULTY and Retirement Planning

Exploring 2025’s Elite: Standout Cards Among the Most-Searched Travel Rewards Options

I inherited $10 million and my wife fears she’ll be left with nothing in a divorce – how do we ensure financial fairness?

My $100,000 Investment Plan in MSTY – A Conservative Approach with Risks Explained

Is It Time to Invest in Pfizer? Exploring its 7% Dividend Yield and Growth Potential

The Average 67-Year-Old’s Income Looks Safe – Until It Crosses the IRMAA Line.

Stellar Has 9 Times More Tokenized Assets Than XRP but XRP Is Worth 11 Times More

The Average Retiree Could Lose $6,000+ in Social Security Benefits per Year Unless Congress Acts Soon

The Average 67-Year-Old's Income Looks Safe - Until It Crosses the IRMAA Line.

The Average Retiree Could Lose $6,000+ in Social Security Benefits per Year Unless Congress Acts Soon

The Average 67-Year-Old’s Income Looks Safe – Until It Crosses the IRMAA Line.

Stellar Has 9 Times More Tokenized Assets Than XRP but XRP Is Worth 11 Times More

Personal Finance Articles

All Personal Finance Articles

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

Is SCHD’s Recent Drawdown a Buying Opportunity Like PEP – Here’s What I Discovered

I Just Inherited $500,000 – How Can I Build a Self-Directed Dividend Portfolio?

How I Plan to Split My Father’s 401k with My Siblings Without Getting Hit by Taxes

My 70-Year-Old Friend Refuses to Retire: Are They Right to Fear the 4% Rule?

My Brother’s Social Security Account is Blocked – What Should I Do Next?

Why I Wonder If We’re Overlooking AMLP – Is the 8% Dividend Not Flashy Enough?

Can You Answer These Basic 401(k) Questions?

I Owe $30,000 to Social Security After Going Back to Work – Is My Life Over?

Social Security: Fact vs Fiction

I Am Fully Invested: My Journey to 18,658 ULTY and Retirement Planning

Exploring 2025’s Elite: Standout Cards Among the Most-Searched Travel Rewards Options

I inherited $10 million and my wife fears she’ll be left with nothing in a divorce – how do we ensure financial fairness?

My $100,000 Investment Plan in MSTY – A Conservative Approach with Risks Explained

Is It Time to Invest in Pfizer? Exploring its 7% Dividend Yield and Growth Potential

The Average 67-Year-Old’s Income Looks Safe – Until It Crosses the IRMAA Line.

Stellar Has 9 Times More Tokenized Assets Than XRP but XRP Is Worth 11 Times More

The Average Retiree Could Lose $6,000+ in Social Security Benefits per Year Unless Congress Acts Soon

Featured Reads

The Average 67-Year-Old's Income Looks Safe - Until It Crosses the IRMAA Line.

The Average Retiree Could Lose $6,000+ in Social Security Benefits per Year Unless Congress Acts Soon