Personal Finance Articles

All Personal Finance Articles

5193 Articles

Rich Duprey | Jun 16, 2025 at 11:23 AM EDT

My Dream of Living Off Dividends is Crumbling – How Section 899 is Shattering My Financial Plans

A dividend-based portfolio is a powerful tool for building a secure retirement, delivering steady passive income to fund a stress-free…

Joey Frenette | Jun 16, 2025 at 8:29 AM EDT

Should I Pay $407,000 for My Daughter’s College? Insights Wanted!

Many parents, especially those who are well on track to retire comfortably and a bit earlier, have no problem with…

Gerelyn Terzo | Jun 15, 2025 at 6:11 PM EDT

Why I Choose ULTY Over MSTY – My Investment Strategy Explained

With thousands of ETFs to choose from, there’s no shortage of investment strategies. On the one hand, there is likely…

Rich Duprey | Jun 15, 2025 at 11:51 AM EDT

Does The IRS Owe You Money? Here’s How to Find Out and Get it Back

While the standard April 15 tax deadline has passed, a significant new window has opened for millions of Americans. Tens…

Rich Duprey | Jun 15, 2025 at 9:51 AM EDT

I’m Furious with YieldMax – Why Are My ETFs Appreciating Instead of Eroding?

YieldMax exchange-traded funds (ETFs) are designed to churn out high monthly distributions through covered call strategies on volatile individual stocks…

John Seetoo | Jun 15, 2025 at 9:08 AM EDT

My dad thought he could beat the market with my inheritance, now I won’t forgive him without repayment

A study conducted by family law specialists and family therapy counselors identified the three (3) primary causes of family strife,…

Rich Duprey | Jun 15, 2025 at 7:15 AM EDT

I’m Turning 62 Soon – How Do I Start Collecting Social Security Without Losing Benefits?

Receiving Social Security benefits at age 62 marks the earliest opportunity for many Americans to tap into their retirement earnings,…

Gerelyn Terzo | Jun 14, 2025 at 6:00 PM EDT

I Questioned the Value of Dividend ETFs like JEPI, Here’s What I Discovered

Conventional dividend investing can be a rewarding strategy for investors looking for capital preservation and income. But it might not…

Gerelyn Terzo | Jun 14, 2025 at 2:17 PM EDT

Should I prioritize my 401K with a 25% match or go for a Roth IRA at 24 years old?

Strategizing retirement savings in your 20s can be a daunting task. That is the dilemma of Reddit member in the…

Christy Bieber | Jun 14, 2025 at 2:00 PM EDT

Cashing Out My 401k After Layoff – How Much Should I Set Aside for Taxes and Penalties?

A Reddit user is in a difficult situation. The poster has lost his job, his wife is disabled and has…

Maurie Backman | Jun 14, 2025 at 11:23 AM EDT

20 Tips to Stretch Your Social Security Benefits

Workers are often advised to save for retirement so they have enough income to manage their bills later in life.…

David Beren | Jun 14, 2025 at 11:02 AM EDT

I’m 62 and Confused About My Social Security Benefits – Should I Expect More?

The moment someone applies to Social Security, there is a hope and belief that everything will go smoothly. Despite recent…

Rich Duprey | Jun 14, 2025 at 8:51 AM EDT

Is MSTY’s Dividend Worth Speculating On – Or Just a Waste of Time?

The YieldMax MSTR Option Income Strategy ETF (NYSEARCA:MSTY) has garnered significant interest among income-focused investors due to its extraordinarily high…

David Beren | Jun 14, 2025 at 8:42 AM EDT

How Much Liquid Net Worth Do I Need to Comfortably Buy a $3 Million Property in Cash?

When it comes to buying a house, numerous considerations come into play. Not only do you have to decide where,…

David Beren | Jun 14, 2025 at 7:12 AM EDT

Identifying the Top-Performing 5% Cash Back Credit Cards Overall

When people think about the best cash-back credit cards, the 5% cash-back option is often at the forefront of their…

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Personal Finance Articles

All Personal Finance Articles

My Dream of Living Off Dividends is Crumbling – How Section 899 is Shattering My Financial Plans

Should I Pay $407,000 for My Daughter’s College? Insights Wanted!

Why I Choose ULTY Over MSTY – My Investment Strategy Explained

Does The IRS Owe You Money? Here’s How to Find Out and Get it Back

I’m Furious with YieldMax – Why Are My ETFs Appreciating Instead of Eroding?

My dad thought he could beat the market with my inheritance, now I won’t forgive him without repayment

I’m Turning 62 Soon – How Do I Start Collecting Social Security Without Losing Benefits?

I Questioned the Value of Dividend ETFs like JEPI, Here’s What I Discovered

Should I prioritize my 401K with a 25% match or go for a Roth IRA at 24 years old?

Cashing Out My 401k After Layoff – How Much Should I Set Aside for Taxes and Penalties?

20 Tips to Stretch Your Social Security Benefits

I’m 62 and Confused About My Social Security Benefits – Should I Expect More?

Is MSTY’s Dividend Worth Speculating On – Or Just a Waste of Time?

How Much Liquid Net Worth Do I Need to Comfortably Buy a $3 Million Property in Cash?

Identifying the Top-Performing 5% Cash Back Credit Cards Overall

You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

How Do High-Yield Savings Account Sign-Up Bonuses Work, and Are They Worth It?

You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

Personal Finance Articles

All Personal Finance Articles

My Dream of Living Off Dividends is Crumbling – How Section 899 is Shattering My Financial Plans

Should I Pay $407,000 for My Daughter’s College? Insights Wanted!

Why I Choose ULTY Over MSTY – My Investment Strategy Explained

Does The IRS Owe You Money? Here’s How to Find Out and Get it Back

I’m Furious with YieldMax – Why Are My ETFs Appreciating Instead of Eroding?

My dad thought he could beat the market with my inheritance, now I won’t forgive him without repayment

I’m Turning 62 Soon – How Do I Start Collecting Social Security Without Losing Benefits?

I Questioned the Value of Dividend ETFs like JEPI, Here’s What I Discovered

Should I prioritize my 401K with a 25% match or go for a Roth IRA at 24 years old?

Cashing Out My 401k After Layoff – How Much Should I Set Aside for Taxes and Penalties?

20 Tips to Stretch Your Social Security Benefits

I’m 62 and Confused About My Social Security Benefits – Should I Expect More?

Is MSTY’s Dividend Worth Speculating On – Or Just a Waste of Time?

How Much Liquid Net Worth Do I Need to Comfortably Buy a $3 Million Property in Cash?

Identifying the Top-Performing 5% Cash Back Credit Cards Overall

You’re 55 With $250K Sitting in Cash While Inflation Eats It Alive. These 3 Funds Put It to Work

Wall Street Has Entirely Abandoned This Absolute $11 Billion Dividend King—Here Is the 1 Aggressive Bargain I Am Accumulating on Repeat

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

Featured Reads

A 25-Year-Old Built $500K in Stocks, 13 Rentals, and $10K a Month, While Spending Just $24K a Year

How Do High-Yield Savings Account Sign-Up Bonuses Work, and Are They Worth It?