Personal Finance Articles

All Personal Finance Articles

5309 Articles

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.…

Joey Frenette | Mar 9, 2025 at 11:06 AM EDT

Grant Cardone firmly states that “cash is not king” – this is instead

If you’re a risk-averse saver who wouldn’t dare dip a toe into the stock market waters amid tariff volatility, you…

Maurie Backman | Mar 9, 2025 at 10:41 AM EDT

These Are the Questions You Need to Ask Before Claiming Social Security

One of the most significant financial decisions you might have to make in retirement, or leading up to it, is…

John Seetoo | Mar 9, 2025 at 10:23 AM EDT

Dreaming of Retirement But Still Love Your Job? 4 Ways to Know It’s Finally Time to Leave

Lebron James is presently in his 22nd season in the NBA. He clearly loves what he does. With several NBA…

Maurie Backman | Mar 9, 2025 at 9:58 AM EDT

My wife and I have saved $1 million in our 401(k) – how much money do we need to have in our brokerage account?

If your employer offers a 401(k), it’s often a good idea to take advantage of it. Not only are…

Ian Cooper | Mar 9, 2025 at 9:27 AM EDT

61% of Americans Flunk Basic Tax Literacy Quiz

Most Americans would flunk a basic tax literacy quiz. In fact, about 61% of those surveyed by TaxFoundation.org did not…

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Personal Finance Articles

All Personal Finance Articles

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?

Grant Cardone firmly states that “cash is not king” – this is instead

These Are the Questions You Need to Ask Before Claiming Social Security

Dreaming of Retirement But Still Love Your Job? 4 Ways to Know It’s Finally Time to Leave

My wife and I have saved $1 million in our 401(k) – how much money do we need to have in our brokerage account?

61% of Americans Flunk Basic Tax Literacy Quiz

The Monthly Income Trap: How JEPQ Investors Gave Up $18,000 Per $10,000 Invested Since Inception

‘The Borrower Is Slave to the Lender’: Dave Ramsey Warns a 22-Year-Old Against Letting a Rich Friend Pay Off His $70,000 Debt

$1 Million in Retirement Savings Spends Like $40,000 a Year. Here’s Why That’s Not Enough.

'The Borrower Is Slave to the Lender': Dave Ramsey Warns a 22-Year-Old Against Letting a Rich Friend Pay Off His $70,000 Debt

$1 Million in Retirement Savings Spends Like $40,000 a Year. Here's Why That's Not Enough.

The Monthly Income Trap: How JEPQ Investors Gave Up $18,000 Per $10,000 Invested Since Inception

‘The Borrower Is Slave to the Lender’: Dave Ramsey Warns a 22-Year-Old Against Letting a Rich Friend Pay Off His $70,000 Debt

Personal Finance Articles

All Personal Finance Articles

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?

Grant Cardone firmly states that “cash is not king” – this is instead

These Are the Questions You Need to Ask Before Claiming Social Security

Dreaming of Retirement But Still Love Your Job? 4 Ways to Know It’s Finally Time to Leave

My wife and I have saved $1 million in our 401(k) – how much money do we need to have in our brokerage account?

61% of Americans Flunk Basic Tax Literacy Quiz

The Monthly Income Trap: How JEPQ Investors Gave Up $18,000 Per $10,000 Invested Since Inception

‘The Borrower Is Slave to the Lender’: Dave Ramsey Warns a 22-Year-Old Against Letting a Rich Friend Pay Off His $70,000 Debt

$1 Million in Retirement Savings Spends Like $40,000 a Year. Here’s Why That’s Not Enough.

Featured Reads

'The Borrower Is Slave to the Lender': Dave Ramsey Warns a 22-Year-Old Against Letting a Rich Friend Pay Off His $70,000 Debt

$1 Million in Retirement Savings Spends Like $40,000 a Year. Here's Why That's Not Enough.