Personal Finance Articles

All Personal Finance Articles

5130 Articles

Maurie Backman | Mar 20, 2025 at 8:28 AM EDT

I’m on track for a multi-million 401(k) – is there a ‘too big’ balance that forces me into higher taxes later?

It’s an unfortunate thing that many people enter retirement with little to no money in savings. But in this…

Marc Guberti | Mar 20, 2025 at 8:04 AM EDT

With $2.5 million in a 403(b) and $4 million in taxable accounts, what’s our smartest strategy for housing short-term Treasuries?

A Redditor has approximately $2.5 million in a 403(b) and $4 million in taxable accounts. The individual brought up this…

Marc Guberti | Mar 20, 2025 at 8:03 AM EDT

We’re empty-nesters in our 50s and bought $2.5 million house – what kind of return on our investment can we expect?

Downsizing can make a lot of sense when you become an empty nester. A couple in their 50s finds themselves…

Joey Frenette | Mar 20, 2025 at 7:51 AM EDT

I’d really like to have someone advising me and managing my money, but I’m curious if others in this general income bracket use financial advisors

The more elevated your net worth and the higher you climb up the income ladder, the more valuable the services…

John Seetoo | Mar 20, 2025 at 6:47 AM EDT

I’m retiring in 3 years when I turn 70 – how the bulk of my IRA be in bonds to reduce my RMDs?

There is a Wall Street financial generalization that still rings true a majority of the time: portfolios should focus on…

Joey Frenette | Mar 19, 2025 at 6:46 PM EDT

3 Signs Your Retirement Portfolio Is Not Prepared for a Recession

With the stock market falling into one of its fastest corrections in recent memory, many retirees may be wondering if…

Joel South | Mar 19, 2025 at 4:44 PM EDT

Middle Class, Poor, Rich? This Is How You Figure It Out

It’s tax time in America, and as taxpayers total up how much they owe, or how much they’ll get back…

David Beren | Mar 19, 2025 at 2:48 PM EDT

10 Questions to Ask a Financial Planner About Social Security

When you think about all of the different ways Social Security can benefit your life, like additional income during retirement,…

David Beren | Mar 19, 2025 at 2:03 PM EDT

I’m A Boomer With A $3 Million Dollar Home And $15m Saved And Feel Very Burnt out

When you consider what would be “enough” in your life regarding net worth, this number will differ for everyone. It…

David Beren | Mar 19, 2025 at 1:25 PM EDT

We’re in our 30s with a $2.5 million net worth – is buying a new F-150 for family road trips too big of a splurge?

When you think about the whole FIRE movement (financial independence, retire early) and what it generally means for people, the…

David Beren | Mar 19, 2025 at 12:53 PM EDT

I Used to Believe Umbrella Insurance Was a Waste of Money, But These 9 Realities Changed My Mind

In life, there is a far too common belief that you only need the minimum amount of insurance money to…

Joey Frenette | Mar 19, 2025 at 12:28 PM EDT

My Wife’s Mom Has a Pension Decision $80K Lump Sum or $700 a Month Forever – What’s the Savvy Move?

It’s a common dilemma for pensioners and lucky lotto winners: take the cash today or be drip-fed a smaller amount…

John Seetoo | Mar 19, 2025 at 12:21 PM EDT

I inherited my parents’ estate after years of caregiving – should I have to share?

In the popular romantic comedy Love, Actually (2003) Laura Linney’s Sarah portrays a woman who has sacrificed promotion at her…

David Beren | Mar 19, 2025 at 11:51 AM EDT

Frankly, With Everything Going On I Don’t Think $10m Is Actually Enough to Retire Early

In today’s day and age, the hope that everyone can hit their FIRE (financial independence, retire early) number is something…

Maurie Backman | Mar 19, 2025 at 11:32 AM EDT

We’re in our late-20s with $1.1 million already saved – how do we stop obsessing over our $6 million retirement goal?

By the time I reached my late 20s, I had a small amount of money saved for retirement, but…

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Personal Finance Articles

All Personal Finance Articles

I’m on track for a multi-million 401(k) – is there a ‘too big’ balance that forces me into higher taxes later?

With $2.5 million in a 403(b) and $4 million in taxable accounts, what’s our smartest strategy for housing short-term Treasuries?

We’re empty-nesters in our 50s and bought $2.5 million house – what kind of return on our investment can we expect?

I’d really like to have someone advising me and managing my money, but I’m curious if others in this general income bracket use financial advisors

I’m retiring in 3 years when I turn 70 – how the bulk of my IRA be in bonds to reduce my RMDs?

3 Signs Your Retirement Portfolio Is Not Prepared for a Recession

Middle Class, Poor, Rich? This Is How You Figure It Out

10 Questions to Ask a Financial Planner About Social Security

I’m A Boomer With A $3 Million Dollar Home And $15m Saved And Feel Very Burnt out

We’re in our 30s with a $2.5 million net worth – is buying a new F-150 for family road trips too big of a splurge?

I Used to Believe Umbrella Insurance Was a Waste of Money, But These 9 Realities Changed My Mind

My Wife’s Mom Has a Pension Decision $80K Lump Sum or $700 a Month Forever – What’s the Savvy Move?

I inherited my parents’ estate after years of caregiving – should I have to share?

Frankly, With Everything Going On I Don’t Think $10m Is Actually Enough to Retire Early

We’re in our late-20s with $1.1 million already saved – how do we stop obsessing over our $6 million retirement goal?

Consumers See Inflation Falling as Long-Term Expectations Drop to 3.3%

They Both Turned 65 the Same Month. Only One Filed the Form That Saved $6,936.

Microsoft Has Fallen 25% This Year: What Could Push MSFT Back to $500?

Consumers See Inflation Falling as Long-Term Expectations Drop to 3.3%

They Both Turned 65 the Same Month. Only One Filed the Form That Saved $6,936.

Consumers See Inflation Falling as Long-Term Expectations Drop to 3.3%

They Both Turned 65 the Same Month. Only One Filed the Form That Saved $6,936.

Personal Finance Articles

All Personal Finance Articles

I’m on track for a multi-million 401(k) – is there a ‘too big’ balance that forces me into higher taxes later?

With $2.5 million in a 403(b) and $4 million in taxable accounts, what’s our smartest strategy for housing short-term Treasuries?

We’re empty-nesters in our 50s and bought $2.5 million house – what kind of return on our investment can we expect?

I’d really like to have someone advising me and managing my money, but I’m curious if others in this general income bracket use financial advisors

I’m retiring in 3 years when I turn 70 – how the bulk of my IRA be in bonds to reduce my RMDs?

3 Signs Your Retirement Portfolio Is Not Prepared for a Recession

Middle Class, Poor, Rich? This Is How You Figure It Out

10 Questions to Ask a Financial Planner About Social Security

I’m A Boomer With A $3 Million Dollar Home And $15m Saved And Feel Very Burnt out

We’re in our 30s with a $2.5 million net worth – is buying a new F-150 for family road trips too big of a splurge?

I Used to Believe Umbrella Insurance Was a Waste of Money, But These 9 Realities Changed My Mind

My Wife’s Mom Has a Pension Decision $80K Lump Sum or $700 a Month Forever – What’s the Savvy Move?

I inherited my parents’ estate after years of caregiving – should I have to share?

Frankly, With Everything Going On I Don’t Think $10m Is Actually Enough to Retire Early

We’re in our late-20s with $1.1 million already saved – how do we stop obsessing over our $6 million retirement goal?

Consumers See Inflation Falling as Long-Term Expectations Drop to 3.3%

They Both Turned 65 the Same Month. Only One Filed the Form That Saved $6,936.

Microsoft Has Fallen 25% This Year: What Could Push MSFT Back to $500?

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Consumers See Inflation Falling as Long-Term Expectations Drop to 3.3%

They Both Turned 65 the Same Month. Only One Filed the Form That Saved $6,936.