Personal Finance Articles

All Personal Finance Articles

5419 Articles

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. Key Points: Changing retirement plans is very common, but it’s important to understand exactly how changes will…

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…

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…

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Personal Finance Articles

All Personal Finance Articles

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

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

The 180-Day Window That Lets You Erase Capital Gains Tax on Real Estate Forever

Oil Well Deductions Can Shelter 80% of Your Investment in Year One andHere’s the Tax Code That Allows It

Nvidia’s CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching.

The 180-Day Window That Lets You Erase Capital Gains Tax on Real Estate Forever

Oil Well Deductions Can Shelter 80% of Your Investment in Year One andHere's the Tax Code That Allows It

The 180-Day Window That Lets You Erase Capital Gains Tax on Real Estate Forever

Oil Well Deductions Can Shelter 80% of Your Investment in Year One andHere’s the Tax Code That Allows It

Personal Finance Articles

All Personal Finance Articles

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

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

The 180-Day Window That Lets You Erase Capital Gains Tax on Real Estate Forever

Oil Well Deductions Can Shelter 80% of Your Investment in Year One andHere’s the Tax Code That Allows It

Nvidia’s CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching.

Featured Reads

The 180-Day Window That Lets You Erase Capital Gains Tax on Real Estate Forever

Oil Well Deductions Can Shelter 80% of Your Investment in Year One andHere's the Tax Code That Allows It