Personal Finance Articles

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5117 Articles

Christy Bieber | Feb 11, 2025 at 9:01 AM EST

Should I pay off my mortgage or save the cash? Dave Ramsey weighs in on this hot topic

Recently, a caller to the Dave Ramsey show had an important question to ask. The caller indicated he has paid…

Maurie Backman | Feb 11, 2025 at 8:30 AM EST

These 3 Social Security Changes That Just Took Effect. How Many Did You Miss?

You’re probably aware that Social Security has been around for a long time. But did you know that the program…

Maurie Backman | Feb 10, 2025 at 2:48 PM EST

Will Social Security Automatically Enroll You At 70?

One nice feature of Social Security is that it doesn’t lock all seniors into one specific filing age. You can…

David Beren | Feb 10, 2025 at 1:51 PM EST

Millions of Baby Boomers Face This Pension Dilemma: Lump Sum vs. Monthly Payments – Which Is Best?

One of the most significant decisions anyone with a pension can make is taking a lump sum (annuity) versus receiving…

Marc Guberti | Feb 10, 2025 at 1:25 PM EST

Should you form an LLC if your income comes from multiple W-2 jobs?

A Redditor recently posted in the FIRE Reddit group looking for advice about starting an LLC. The Redditor doubts that there are…

Marc Guberti | Feb 10, 2025 at 12:44 PM EST

I’m considering giving my 20 year old kids $250k each but I’m not sure if that’s the best choice

Giving money to your children can set them up for financial success. Extra funds may make it easier for them…

John Seetoo | Feb 10, 2025 at 11:48 AM EST

Is an Annuity Right for You? 3 Factors to Weigh Before Making the Call

In the DIY digital era, where people enter stock trades on Robinhood through a smartphone app, the notion of not…

Marc Guberti | Feb 10, 2025 at 11:18 AM EST

I’m 44 with $2.2 million in the market and these are the 3 things I want to accomplish with my portfolio

A Redditor has accumulated $2.2 million in his portfolio. That doesn’t include $500k in a 401k, $3 million in residential…

Joey Frenette | Feb 10, 2025 at 10:45 AM EST

With Inflation Still High, Here Are 4 Things to Do to Protect Yourself

Inflation is still a problem that’s worth keeping tabs on in the new year, especially if new policies (tariffs?) get…

Marc Guberti | Feb 10, 2025 at 10:03 AM EST

I’m about to retire with $10 million saved in the bank – is it smart to just live off of dividends and interest for a few years

A Redditor recently posted in the Fat FIRE subreddit to gauge if he’s ready to live off dividends and interest…

Christy Bieber | Feb 10, 2025 at 9:02 AM EST

I’m 23 and making $60k annually and I’m living at home still to save money – is this the quickest way to jumpstart my retirement nest egg?

A 23-year-old Redditor is wondering if he’s taking the right steps to set himself up for success. The Reddit user…

Aaron Webber | Feb 10, 2025 at 8:30 AM EST

Cash makes up 25% of my portfolio, why should I bother having a 6040 allocation?

If you were raised in the American financial system, you probably learned that keeping your money in cash, or not…

Marc Guberti | Feb 10, 2025 at 8:16 AM EST

I’m 40 and getting ready to divorce with millions in assets and I think our wealth advisors are favoring my husband over me

Most divorces get messy due to finances, emotions, and other factors. It’s an unfortunate reality, and one woman in her…

Maurie Backman | Feb 10, 2025 at 6:28 AM EST

Struggling With Your 2.5% Social Security COLA? 3 Ways to Generate More Retirement Income This Year

Each year, Social Security benefits are eligible for a cost-of-living adjustment (COLA). The purpose of COLAs is to make sure…

David Beren | Feb 9, 2025 at 2:41 PM EST

Did Baby Boomers Earn Their Success – Or Did They Just Get Lucky?

It won’t come as any surprise to learn that the baby boomer generation is widely considered the wealthiest generation in…

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Personal Finance Articles

All Personal Finance Articles

Should I pay off my mortgage or save the cash? Dave Ramsey weighs in on this hot topic

These 3 Social Security Changes That Just Took Effect. How Many Did You Miss?

Will Social Security Automatically Enroll You At 70?

Millions of Baby Boomers Face This Pension Dilemma: Lump Sum vs. Monthly Payments – Which Is Best?

Should you form an LLC if your income comes from multiple W-2 jobs?

I’m considering giving my 20 year old kids $250k each but I’m not sure if that’s the best choice

Is an Annuity Right for You? 3 Factors to Weigh Before Making the Call

I’m 44 with $2.2 million in the market and these are the 3 things I want to accomplish with my portfolio

With Inflation Still High, Here Are 4 Things to Do to Protect Yourself

I’m about to retire with $10 million saved in the bank – is it smart to just live off of dividends and interest for a few years

I’m 23 and making $60k annually and I’m living at home still to save money – is this the quickest way to jumpstart my retirement nest egg?

Cash makes up 25% of my portfolio, why should I bother having a 6040 allocation?

I’m 40 and getting ready to divorce with millions in assets and I think our wealth advisors are favoring my husband over me

Struggling With Your 2.5% Social Security COLA? 3 Ways to Generate More Retirement Income This Year

Did Baby Boomers Earn Their Success – Or Did They Just Get Lucky?

Your COLA Raise Quietly Pushed You Over the Next IRMAA Bracket

BlackBerry, IBM, and Nokia Are All Trying to Come Back. History Says Only One Survives

JEPI’s Covered-Call Strategy Could Pay You $100,000/Year for Doing Nothing

Your COLA Raise Quietly Pushed You Over the Next IRMAA Bracket

The Homebody Portfolio: How Much Does Retirement Cost When You Never Leave Chicago?

Your COLA Raise Quietly Pushed You Over the Next IRMAA Bracket

BlackBerry, IBM, and Nokia Are All Trying to Come Back. History Says Only One Survives

Personal Finance Articles

All Personal Finance Articles

Should I pay off my mortgage or save the cash? Dave Ramsey weighs in on this hot topic

These 3 Social Security Changes That Just Took Effect. How Many Did You Miss?

Will Social Security Automatically Enroll You At 70?

Millions of Baby Boomers Face This Pension Dilemma: Lump Sum vs. Monthly Payments – Which Is Best?

Should you form an LLC if your income comes from multiple W-2 jobs?

I’m considering giving my 20 year old kids $250k each but I’m not sure if that’s the best choice

Is an Annuity Right for You? 3 Factors to Weigh Before Making the Call

I’m 44 with $2.2 million in the market and these are the 3 things I want to accomplish with my portfolio

With Inflation Still High, Here Are 4 Things to Do to Protect Yourself

I’m about to retire with $10 million saved in the bank – is it smart to just live off of dividends and interest for a few years

I’m 23 and making $60k annually and I’m living at home still to save money – is this the quickest way to jumpstart my retirement nest egg?

Cash makes up 25% of my portfolio, why should I bother having a 6040 allocation?

I’m 40 and getting ready to divorce with millions in assets and I think our wealth advisors are favoring my husband over me

Struggling With Your 2.5% Social Security COLA? 3 Ways to Generate More Retirement Income This Year

Did Baby Boomers Earn Their Success – Or Did They Just Get Lucky?

Your COLA Raise Quietly Pushed You Over the Next IRMAA Bracket

BlackBerry, IBM, and Nokia Are All Trying to Come Back. History Says Only One Survives

JEPI’s Covered-Call Strategy Could Pay You $100,000/Year for Doing Nothing

Featured Reads

Your COLA Raise Quietly Pushed You Over the Next IRMAA Bracket

The Homebody Portfolio: How Much Does Retirement Cost When You Never Leave Chicago?