Personal Finance Articles

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5130 Articles

David Beren | Mar 10, 2025 at 11:11 AM EDT

Retirees Often Overlook These 7 Huge Advantages of Working with a Financial Advisor

While it’s not always the most popular idea on Reddit, working with a financial advisor can be one of the…

Maurie Backman | Mar 10, 2025 at 10:09 AM EDT

We don’t want this confederate cash from the Civil War—should we sell it, donate it, or throw it away?

Some people inherit IRAs, artwork, jewelry, or real estate from loved ones. But sometimes, an inheritance can bring up…

Christy Bieber | Mar 10, 2025 at 10:08 AM EDT

My dream has been to retire once my nest egg hit $5 million, but I love my job – should I just keep working?

Once you have $5 million, should you retire since you have enough money or should you keep working? This…

Maurie Backman | Mar 10, 2025 at 9:14 AM EDT

Reaction: My old job had a pension and they offered me to cash out for $24k or get $100 per month for life – which should I choose?

It’s not a particularly common thing to be entitled to a pension if you work for a private-sector employer…

Christy Bieber | Mar 10, 2025 at 9:12 AM EDT

Our home has doubled in value over the past 10 years – should we sell it and move to a cheaper part of the country?

A Reddit user is wondering whether to sell an expensive home to move for retirement, or whether he should keep…

Marc Guberti | Mar 10, 2025 at 8:58 AM EDT

I’m about to retire and plan to withdraw 3% of my portfolio to fund my lifestyle – should the record-high stock market make me nervous?

When investors are young, they often pour their money into the stock market and aim for long-term returns. However, their…

Christy Bieber | Mar 10, 2025 at 6:01 AM EDT

My Boomer Parents Have Nothing For Retirement After Losing It All 5 Years Ago.

Many Baby Boomers have far too little money saved for retirement. In fact, Fidelity Investments revealed that the average 401(K) balance…

Marc Guberti | Mar 10, 2025 at 12:04 AM EDT

Why Are People Talking About The 8% Rule For Retirees Now?

The 4% withdrawal rule has been a long-term staple among retirees. The idea behind this rule is that you withdraw…

Maurie Backman | Mar 9, 2025 at 2:47 PM EDT

I have a pension that pays $65k per year – will that income prevent me from doing a smart Roth conversion?

There’s a reason workers are often advised to save for retirement in a Roth IRA or 401(k). Not only…

David Beren | Mar 9, 2025 at 1:48 PM EDT

Why Is The Government Withholding More Of My Social Security Benefits, Just Before Retirement?

Social Security is a far more complex program than people traditionally think. There is so much more involved in administering…

Maurie Backman | Mar 9, 2025 at 1:13 PM EDT

3 Reasons Not to Claim Social Security at 62

Age 62 is a fairly common age for Americans to retire. And part of the reason is that 62…

Maurie Backman | Mar 9, 2025 at 12:46 PM EDT

Tony Robbins shares what he believes is “far more important than just a number called retirement age”

America doesn’t have an official retirement age. Some people opt to retire at 62 because it’s the earliest point…

Joey Frenette | Mar 9, 2025 at 12:30 PM EDT

60% of my net worth is sitting in S&P 500 index funds – am I diversified enough?

Diversification is one of the few “free lunches in investing,” as Harry Markowitz, once said. When it comes to free…

Maurie Backman | Mar 9, 2025 at 11:27 AM EDT

3 Reasons You Should Be Saving for Retirement in a Roth IRA

There’s a reason many people opt to save for retirement in a traditional IRA. These accounts offer a tax break…

Maurie Backman | Mar 9, 2025 at 11:18 AM EDT

I’m 50 and 90% of my money is tied up in retirement accounts – is there any way to avoid a massive tax bill?

Taxes can be a major hassle at any point in life. But in retirement, they can be especially problematic.…

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Personal Finance Articles

All Personal Finance Articles

Retirees Often Overlook These 7 Huge Advantages of Working with a Financial Advisor

We don’t want this confederate cash from the Civil War—should we sell it, donate it, or throw it away?

My dream has been to retire once my nest egg hit $5 million, but I love my job – should I just keep working?

Reaction: My old job had a pension and they offered me to cash out for $24k or get $100 per month for life – which should I choose?

Our home has doubled in value over the past 10 years – should we sell it and move to a cheaper part of the country?

I’m about to retire and plan to withdraw 3% of my portfolio to fund my lifestyle – should the record-high stock market make me nervous?

My Boomer Parents Have Nothing For Retirement After Losing It All 5 Years Ago.

Why Are People Talking About The 8% Rule For Retirees Now?

I have a pension that pays $65k per year – will that income prevent me from doing a smart Roth conversion?

Why Is The Government Withholding More Of My Social Security Benefits, Just Before Retirement?

3 Reasons Not to Claim Social Security at 62

Tony Robbins shares what he believes is “far more important than just a number called retirement age”

60% of my net worth is sitting in S&P 500 index funds – am I diversified enough?

3 Reasons You Should Be Saving for Retirement in a Roth IRA

I’m 50 and 90% of my money is tied up in retirement accounts – is there any way to avoid a massive tax bill?

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

Retirees Often Overlook These 7 Huge Advantages of Working with a Financial Advisor

We don’t want this confederate cash from the Civil War—should we sell it, donate it, or throw it away?

My dream has been to retire once my nest egg hit $5 million, but I love my job – should I just keep working?

Reaction: My old job had a pension and they offered me to cash out for $24k or get $100 per month for life – which should I choose?

Our home has doubled in value over the past 10 years – should we sell it and move to a cheaper part of the country?

I’m about to retire and plan to withdraw 3% of my portfolio to fund my lifestyle – should the record-high stock market make me nervous?

My Boomer Parents Have Nothing For Retirement After Losing It All 5 Years Ago.

Why Are People Talking About The 8% Rule For Retirees Now?

I have a pension that pays $65k per year – will that income prevent me from doing a smart Roth conversion?

Why Is The Government Withholding More Of My Social Security Benefits, Just Before Retirement?

3 Reasons Not to Claim Social Security at 62

Tony Robbins shares what he believes is “far more important than just a number called retirement age”

60% of my net worth is sitting in S&P 500 index funds – am I diversified enough?

3 Reasons You Should Be Saving for Retirement in a Roth IRA

I’m 50 and 90% of my money is tied up in retirement accounts – is there any way to avoid a massive tax bill?

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?

Featured Reads

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.