Personal Finance Articles

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4643 Articles

Rich Duprey | Jan 15, 2025 at 10:44 AM EST

Roth vs Traditional 401(k)/457(b) when expecting pension income in retirement – how do I choose?

Retirement planning is no longer an easy task. Age, retirement plan options, taxes, and required minimum distributions (RMD) have all…

John Seetoo | Jan 15, 2025 at 9:55 AM EST

Some say ‘retirement planning is more than tax planning,’ but is it true?

24/7 Wall St. : The Financial Savings and Tax Mitigation components of retirement planning can often become over-emphasized in the…

Maurie Backman | Jan 15, 2025 at 9:42 AM EST

Working From Starbucks? Time to Pay Up

I have a confession to make. While I like Starbucks, I can’t say I love it. Maybe it’s the fact…

Aaron Webber | Jan 15, 2025 at 9:30 AM EST

My spouse and I make $300,000 a year but lack a firm retirement income target — how should we plan?

Do you really need a firm retirement plan? How detailed does your retirement plan actually need to be? Do you…

Christy Bieber | Jan 15, 2025 at 8:50 AM EST

We’re Less Than a Decade Away from Social Security’s Trust Fund Running Dry. What Does This Mean for You?

Social Security has long been a trusted source of retirement funds, keeping millions of seniors out of poverty by providing…

John Seetoo | Jan 15, 2025 at 6:35 AM EST

I’m 53 years old and have a net worth of $10 million and I took a job that was 30% lower than what I usually make – was that dumb?

24/7 Wall Street Pursuing a FatF.I.R.E. strategy can lead to an obsession with working even beyond the FatF.I.R.E. targets. Taking…

Rich Duprey | Jan 14, 2025 at 4:34 PM EST

I’m in my 40s and most of the advice I’m seeing is to have $5.5 million saved for retirement, but I only have $150k saved and not sure where to go from here

Retiring early and living a comfortable life is a goal for many. Sometimes, we think we are so far behind…

Christy Bieber | Jan 14, 2025 at 1:35 PM EST

Suze Orman says if you want to make a lot of money … do this

How complicated is it to make money? Not very complicated at all, according to Suze Orman. Orman believes there is…

Maurie Backman | Jan 14, 2025 at 1:33 PM EST

We’re in our 50s with a net worth of $5 million and we’re not sure if we can retire yet or if we’re just being overly cautious

from 24/7 Wall St. Retiring in your 50s means needing to stretch your savings longer and having to wait on…

Maurie Backman | Jan 14, 2025 at 10:11 AM EST

In my 30s with $1.3 million and a family — is my retirement portfolio solid enough?

from 24/7 Wall St. A 36-year-old Reddit user with a $1.3 million net worth wants to know if they’re on…

John Seetoo | Jan 14, 2025 at 9:55 AM EST

I’m in my early 50s with a net worth of $8m and 65% of my money is in one single stock – should I diversify?

24/7 Wall Street People with portfolios containing a grand slam-winning stock that keeps on going up are understandably reluctant to…

Maurie Backman | Jan 14, 2025 at 9:02 AM EST

Why the 4% Rule Is Dead to Me

Let me be honest. There are things I’d rather do with my money than save a large portion in a…

Christy Bieber | Jan 14, 2025 at 8:55 AM EST

I’m 34 with a $5.5 million net worth currently looking to switch our two income family down to a one income family – can we afford it?

If you have $5.3 million and three small children under the age of five, can one parent afford to stay…

Christy Bieber | Jan 14, 2025 at 8:49 AM EST

President Biden Just Signed New Social Security Bills. Whose Benefits are Getting Bigger?

In one of his last acts before leaving office, President Biden signed The Social Security Fairness Act, H.R. 82. This law…

Marc Guberti | Jan 14, 2025 at 8:43 AM EST

I’m 50 with a $12.5 million net worth and plan to retire in 5 years—am I covered from every angle?

A Redditor recently posted in the Fat FIRE subreddit about his plan to retire in five years. He has a…

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Personal Finance Articles

All Personal Finance Articles

Roth vs Traditional 401(k)/457(b) when expecting pension income in retirement – how do I choose?

Some say ‘retirement planning is more than tax planning,’ but is it true?

Working From Starbucks? Time to Pay Up

My spouse and I make $300,000 a year but lack a firm retirement income target — how should we plan?

We’re Less Than a Decade Away from Social Security’s Trust Fund Running Dry. What Does This Mean for You?

I’m 53 years old and have a net worth of $10 million and I took a job that was 30% lower than what I usually make – was that dumb?

I’m in my 40s and most of the advice I’m seeing is to have $5.5 million saved for retirement, but I only have $150k saved and not sure where to go from here

Suze Orman says if you want to make a lot of money … do this

We’re in our 50s with a net worth of $5 million and we’re not sure if we can retire yet or if we’re just being overly cautious

In my 30s with $1.3 million and a family — is my retirement portfolio solid enough?

I’m in my early 50s with a net worth of $8m and 65% of my money is in one single stock – should I diversify?

Why the 4% Rule Is Dead to Me

I’m 34 with a $5.5 million net worth currently looking to switch our two income family down to a one income family – can we afford it?

President Biden Just Signed New Social Security Bills. Whose Benefits are Getting Bigger?

I’m 50 with a $12.5 million net worth and plan to retire in 5 years—am I covered from every angle?

The Six-Month Medicare Lookback That Costs a 66-Year-Old HSA Holder $7,800 in Excess Contributions Penalties She Didn’t See Coming

USD Implodes 17% And June 8th Could Be Worse

Retired Postal Office Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

The Six-Month Medicare Lookback That Costs a 66-Year-Old HSA Holder $7,800 in Excess Contributions Penalties She Didn't See Coming

Retired Postal Office Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

The Six-Month Medicare Lookback That Costs a 66-Year-Old HSA Holder $7,800 in Excess Contributions Penalties She Didn’t See Coming

USD Implodes 17% And June 8th Could Be Worse

Personal Finance Articles

All Personal Finance Articles

Roth vs Traditional 401(k)/457(b) when expecting pension income in retirement – how do I choose?

Some say ‘retirement planning is more than tax planning,’ but is it true?

Working From Starbucks? Time to Pay Up

My spouse and I make $300,000 a year but lack a firm retirement income target — how should we plan?

We’re Less Than a Decade Away from Social Security’s Trust Fund Running Dry. What Does This Mean for You?

I’m 53 years old and have a net worth of $10 million and I took a job that was 30% lower than what I usually make – was that dumb?

I’m in my 40s and most of the advice I’m seeing is to have $5.5 million saved for retirement, but I only have $150k saved and not sure where to go from here

Suze Orman says if you want to make a lot of money … do this

We’re in our 50s with a net worth of $5 million and we’re not sure if we can retire yet or if we’re just being overly cautious

In my 30s with $1.3 million and a family — is my retirement portfolio solid enough?

I’m in my early 50s with a net worth of $8m and 65% of my money is in one single stock – should I diversify?

Why the 4% Rule Is Dead to Me

I’m 34 with a $5.5 million net worth currently looking to switch our two income family down to a one income family – can we afford it?

President Biden Just Signed New Social Security Bills. Whose Benefits are Getting Bigger?

I’m 50 with a $12.5 million net worth and plan to retire in 5 years—am I covered from every angle?

The Six-Month Medicare Lookback That Costs a 66-Year-Old HSA Holder $7,800 in Excess Contributions Penalties She Didn’t See Coming

USD Implodes 17% And June 8th Could Be Worse

Retired Postal Office Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise

Featured Reads

The Six-Month Medicare Lookback That Costs a 66-Year-Old HSA Holder $7,800 in Excess Contributions Penalties She Didn't See Coming

Retired Postal Office Worker With $720,000 Discovers His Pension Just Triggered an IRMAA Surprise