Personal Finance Articles

All Personal Finance Articles

5317 Articles

Joey Frenette | May 17, 2025 at 7:02 AM EDT

How I Plan to Allocate $250,000 for My Early Retirement at 40 – Seeking Your Advice

The FIRE (Financial Independence, Retire Early) movement is achievable for many young people who prioritize saving and investing early on…

Joey Frenette | May 17, 2025 at 6:58 AM EDT

My Dad Is Retiring Soon – How Can I Get Health Insurance Before I Miss Important Appointments?

Running out of money in the middle of a retirement is a top fear for many retirees, even those who…

David Beren | May 16, 2025 at 11:22 AM EDT

Our retirement plan includes $160K+ in dividends and no major expenses – what are we missing before calling it quits?

When you start to get to a point where you think about retirement, it’s only right that you do a…

Kristin Hitchcock | May 16, 2025 at 11:21 AM EDT

This 55-Year-Old Has $2.5 Million in Apple Stock: Here’s What to Consider Before Selling

Capital gains taxes can be a huge obstacle for retirees. In a recent Reddit post, I read about a 55-year-old…

David Beren | May 16, 2025 at 10:29 AM EDT

90% of my net worth is in S&P 500 index funds – is a rental property a good idea?

When it comes to knowing the right time to call it quits in the FIRE (financial independence, retire early) world,…

David Beren | May 16, 2025 at 9:54 AM EDT

We want to retire in 2-4 years and spend $150K a year – can we afford a $1.5 million house in a pricey housing market?

If you have reached a point where you can retire sometime before your 50s, you should feel great about hitting…

Joey Frenette | May 16, 2025 at 7:05 AM EDT

Retiring with $4M in retirement accounts, $2M home, and VA access – what risks or gaps should we plan for?

With a massive $4 million sum saved up in retirement accounts and a paid-off $2 million home, it seems like…

Christy Bieber | May 15, 2025 at 2:15 PM EDT

Our portfolio just fell from $3 million to $2.7 million – retirement now feels like living on a knife’s edge

A Reddit user posted recently because he was concerned when his portfolio balance fell from $3 million to $2.7 million…

John Seetoo | May 15, 2025 at 1:38 PM EDT

My wife took her benefit before I did and never filed for spousal benefits – can we retroactively claim it?

In 1982, Kirk O’Donnell, an aide to Speaker of the House Tip O’Neill, coined an apt metaphor that will long…

Chris MacDonald | May 15, 2025 at 1:18 PM EDT

3 Medicare Changes Trump Should Make – But Probably Won’t

President Donald Trump has now been in office for more than 100 days, and investors certainly have a much more…

Christy Bieber | May 15, 2025 at 11:10 AM EDT

We’re financially stable and won’t need a $16 million inheritance – how should we invest it for future generations?

A Reddit user posted recently about some news he received about an inheritance. The 27-year-old Redditor explained that he had…

Christy Bieber | May 15, 2025 at 9:30 AM EDT

How wealthy do you need to be for it worth it to find a financial advisor?

Do you need a lot of money in order for it to make sense for you to hire a financial…

Christy Bieber | May 15, 2025 at 9:00 AM EDT

We’re on track for $15 million net worth in a few years, but spend $700K annually – is that excessive?

A Reddit user is trying to figure out if his spending is out of bounds. Considering that he spends $700,000…

Maurie Backman | May 15, 2025 at 8:36 AM EDT

Our mortgage eats one full paycheck and our portfolio’s sinking – how are others handling this market?

Ever since tariff policies were announced in early April, the stock market has been going wild. Many people’s portfolios…

Joey Frenette | May 14, 2025 at 10:33 PM EDT

With a potential 8-10% total return, should we keep our current home as a rental or sell and reinvest the equity?

It’s a tough choice faced by many homeowners with the desire to relocate: should one sell the old home at…

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Personal Finance Articles

All Personal Finance Articles

How I Plan to Allocate $250,000 for My Early Retirement at 40 – Seeking Your Advice

My Dad Is Retiring Soon – How Can I Get Health Insurance Before I Miss Important Appointments?

Our retirement plan includes $160K+ in dividends and no major expenses – what are we missing before calling it quits?

This 55-Year-Old Has $2.5 Million in Apple Stock: Here’s What to Consider Before Selling

90% of my net worth is in S&P 500 index funds – is a rental property a good idea?

We want to retire in 2-4 years and spend $150K a year – can we afford a $1.5 million house in a pricey housing market?

Retiring with $4M in retirement accounts, $2M home, and VA access – what risks or gaps should we plan for?

Our portfolio just fell from $3 million to $2.7 million – retirement now feels like living on a knife’s edge

My wife took her benefit before I did and never filed for spousal benefits – can we retroactively claim it?

3 Medicare Changes Trump Should Make – But Probably Won’t

We’re financially stable and won’t need a $16 million inheritance – how should we invest it for future generations?

How wealthy do you need to be for it worth it to find a financial advisor?

We’re on track for $15 million net worth in a few years, but spend $700K annually – is that excessive?

Our mortgage eats one full paycheck and our portfolio’s sinking – how are others handling this market?

With a potential 8-10% total return, should we keep our current home as a rental or sell and reinvest the equity?

SPYI vs. JEPI: Which S&P 500 Covered-Call ETF Pays You More Safely?

The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

Is Nvidia Undervalued or AMD Overvalued — or Both?

A $0 Premium and a $9,250 Cap: The Math Only Breaks in a Bad Health Year

72-Year-Old Gives $20,000 to Charity Annually. A Subtler Tax Strategy Shields the Gift From the New 2026 Floor Entirely

SPYI vs. JEPI: Which S&P 500 Covered-Call ETF Pays You More Safely?

The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

Personal Finance Articles

All Personal Finance Articles

How I Plan to Allocate $250,000 for My Early Retirement at 40 – Seeking Your Advice

My Dad Is Retiring Soon – How Can I Get Health Insurance Before I Miss Important Appointments?

Our retirement plan includes $160K+ in dividends and no major expenses – what are we missing before calling it quits?

This 55-Year-Old Has $2.5 Million in Apple Stock: Here’s What to Consider Before Selling

90% of my net worth is in S&P 500 index funds – is a rental property a good idea?

We want to retire in 2-4 years and spend $150K a year – can we afford a $1.5 million house in a pricey housing market?

Retiring with $4M in retirement accounts, $2M home, and VA access – what risks or gaps should we plan for?

Our portfolio just fell from $3 million to $2.7 million – retirement now feels like living on a knife’s edge

My wife took her benefit before I did and never filed for spousal benefits – can we retroactively claim it?

3 Medicare Changes Trump Should Make – But Probably Won’t

We’re financially stable and won’t need a $16 million inheritance – how should we invest it for future generations?

How wealthy do you need to be for it worth it to find a financial advisor?

We’re on track for $15 million net worth in a few years, but spend $700K annually – is that excessive?

Our mortgage eats one full paycheck and our portfolio’s sinking – how are others handling this market?

With a potential 8-10% total return, should we keep our current home as a rental or sell and reinvest the equity?

SPYI vs. JEPI: Which S&P 500 Covered-Call ETF Pays You More Safely?

The AI Boom Runs on Debt. Global Regulators Want to Shut Off the Tap

Is Nvidia Undervalued or AMD Overvalued — or Both?

Featured Reads

A $0 Premium and a $9,250 Cap: The Math Only Breaks in a Bad Health Year

72-Year-Old Gives $20,000 to Charity Annually. A Subtler Tax Strategy Shields the Gift From the New 2026 Floor Entirely