Personal Finance Articles

All Personal Finance Articles

4685 Articles

Maurie Backman | Mar 5, 2025 at 11:03 AM EST

I’m 56 and retired – I am looking to invest about $700k and not sure where to put it

Once you retire, it’s a good idea to continue investing. You don’t want to convert all of your assets…

David Beren | Mar 5, 2025 at 10:38 AM EST

I spent $170,000 last year to fund my lifestyle – which areas should I optimize to reduce my expenses?

The good news is that if you are in a position where you can spend $170,000 annually as just your…

Maurie Backman | Mar 5, 2025 at 10:30 AM EST

Here Are the Changes to Social Security This Year

Social Security is a program that millions of retired seniors depend on heavily. Because of this, it’s important to…

Christy Bieber | Mar 5, 2025 at 10:10 AM EST

I No Longer Swear by ‘the 4% Rule’ and This Is Why

The 4% rule has long been a popular rule of thumb that’s used to help people decide on a safe…

Maurie Backman | Mar 5, 2025 at 9:47 AM EST

I have $10 million and ready to retire and I want to find a tax break that might include me becoming a barista

There’s a reason it can be very advantageous to save for retirement in a Roth IRA or 401(k). In…

David Beren | Mar 5, 2025 at 9:36 AM EST

Too Little, Too Late? The Reality of Millennials Trying to Catch Up on Retirement Savings

If you’re anyone who is starting to think about retirement, there is every reason to start planning as early as…

Maurie Backman | Mar 5, 2025 at 9:32 AM EST

I’m in my mid-30s with a $425k house and am looking to upgrade to a $1.4 million home – am I biting off more than I can chew?

There may come a point in your life when you start to think about upgrading to a nicer home. That…

Maurie Backman | Mar 5, 2025 at 9:26 AM EST

Judge Judy says “you don’t get what you deserve—you get what you negotiate” – 5 tips for getting the upper hand

Some people are fortunate enough to have things handed to them in life — they have wealthy parents who…

Marc Guberti | Mar 5, 2025 at 9:19 AM EST

I’m 68 and Don’t Know If It’s Better to Take a $130K Lump Sum or $945 Monthly Pension in Retirement

Pensions provide additional income that can help you in retirement, but most of these plans force retirees to make a…

Christy Bieber | Mar 5, 2025 at 9:00 AM EST

Dave Ramsey Weighs In on Whether After a Decade It’s Time for This Couple to Combine Their Finances

Should married couples combine finances? A caller to the Dave Ramsey show is grappling with this issue. The wife called…

Joey Frenette | Mar 5, 2025 at 8:12 AM EST

$100K Just Fell in My Partner’s Lap and We Want to Invest for Retirement. What’s the Best Move?

A financial windfall is a terrible thing to waste. Of course, it’s a heck of a lot easier to spend…

Christy Bieber | Mar 5, 2025 at 6:16 AM EST

I run engineering teams and get paid 8X more than my wife’s salary but I want to quit – am I stuck?

Making a lot of money isn’t something most people would complain about. However, one Reddit user is not happy in…

Christy Bieber | Mar 5, 2025 at 6:12 AM EST

If You’ve Banked $2 Million By 35, Is It Possible to Retire?

A $2 million nest egg is a lot of money and it is far more than most people have —…

Christy Bieber | Mar 5, 2025 at 6:11 AM EST

Steve Harvey says “Real wealth is not about money. It’s about freedom.” 5 Steps to Take in Your Life Today

Does having a lot of money make you wealthy? Not according to Steve Harvey. The comedian and television personality made…

Christy Bieber | Mar 4, 2025 at 9:55 PM EST

Jamie Dimon says “Any good job is a good job” and it’s absolutely right

Jamie Dimon is the CEO and Chairman of JPMorgan Chase & Co. He is also a billionaire. Obviously, Dimon has…

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Personal Finance Articles

All Personal Finance Articles

I’m 56 and retired – I am looking to invest about $700k and not sure where to put it

I spent $170,000 last year to fund my lifestyle – which areas should I optimize to reduce my expenses?

Here Are the Changes to Social Security This Year

I No Longer Swear by ‘the 4% Rule’ and This Is Why

I have $10 million and ready to retire and I want to find a tax break that might include me becoming a barista

Too Little, Too Late? The Reality of Millennials Trying to Catch Up on Retirement Savings

I’m in my mid-30s with a $425k house and am looking to upgrade to a $1.4 million home – am I biting off more than I can chew?

Judge Judy says “you don’t get what you deserve—you get what you negotiate” – 5 tips for getting the upper hand

I’m 68 and Don’t Know If It’s Better to Take a $130K Lump Sum or $945 Monthly Pension in Retirement

Dave Ramsey Weighs In on Whether After a Decade It’s Time for This Couple to Combine Their Finances

$100K Just Fell in My Partner’s Lap and We Want to Invest for Retirement. What’s the Best Move?

I run engineering teams and get paid 8X more than my wife’s salary but I want to quit – am I stuck?

If You’ve Banked $2 Million By 35, Is It Possible to Retire?

Steve Harvey says “Real wealth is not about money. It’s about freedom.” 5 Steps to Take in Your Life Today

Jamie Dimon says “Any good job is a good job” and it’s absolutely right

Wall Street is Braced for Massive Inflation Numbers Wednesday Morning. Here’s What Numbers Could Cause Stocks to Sink or Soar.

3 Robotics Stocks in the M&A Spotlight in 2026

Forget VOO: Fidelity’s Tech ETF Is Up 29% While the Broad Market Lags

The Dividend Growth Path That Hauls in a Bigger Paycheck Than Your HR Rep

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year

Wall Street is Braced for Massive Inflation Numbers Wednesday Morning. Here’s What Numbers Could Cause Stocks to Sink or Soar.

3 Robotics Stocks in the M&A Spotlight in 2026

Personal Finance Articles

All Personal Finance Articles

I’m 56 and retired – I am looking to invest about $700k and not sure where to put it

I spent $170,000 last year to fund my lifestyle – which areas should I optimize to reduce my expenses?

Here Are the Changes to Social Security This Year

I No Longer Swear by ‘the 4% Rule’ and This Is Why

I have $10 million and ready to retire and I want to find a tax break that might include me becoming a barista

Too Little, Too Late? The Reality of Millennials Trying to Catch Up on Retirement Savings

I’m in my mid-30s with a $425k house and am looking to upgrade to a $1.4 million home – am I biting off more than I can chew?

Judge Judy says “you don’t get what you deserve—you get what you negotiate” – 5 tips for getting the upper hand

I’m 68 and Don’t Know If It’s Better to Take a $130K Lump Sum or $945 Monthly Pension in Retirement

Dave Ramsey Weighs In on Whether After a Decade It’s Time for This Couple to Combine Their Finances

$100K Just Fell in My Partner’s Lap and We Want to Invest for Retirement. What’s the Best Move?

I run engineering teams and get paid 8X more than my wife’s salary but I want to quit – am I stuck?

If You’ve Banked $2 Million By 35, Is It Possible to Retire?

Steve Harvey says “Real wealth is not about money. It’s about freedom.” 5 Steps to Take in Your Life Today

Jamie Dimon says “Any good job is a good job” and it’s absolutely right

Wall Street is Braced for Massive Inflation Numbers Wednesday Morning. Here’s What Numbers Could Cause Stocks to Sink or Soar.

3 Robotics Stocks in the M&A Spotlight in 2026

Forget VOO: Fidelity’s Tech ETF Is Up 29% While the Broad Market Lags

Featured Reads

The Dividend Growth Path That Hauls in a Bigger Paycheck Than Your HR Rep

The 401(k) Bracket Smoothing Math: Why a 66 Year Old Couple With $1.5 Million Should Convert Exactly $90,000 a Year