Personal Finance Articles

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4643 Articles

Rich Duprey | Dec 21, 2024 at 10:15 AM EST

I have a large 401k balance and when I retire I want to take the entire balance and pay taxes on it – is this a smart idea?

After a lifetime of work and saving, you finally made it to retirement and managed to squirrel away a significant…

Christy Bieber | Dec 21, 2024 at 10:14 AM EST

These are Baby Boomers Top Financial Priorities

from 24/7 Wall St.: Baby Boomers are focused on retirement savings. Paying off debt is another top priority for Boomers.…

Rich Duprey | Dec 21, 2024 at 9:10 AM EST

Only contributed $5k to my 401(k) this year — can I put 75% of my paycheck toward it now?

The 401(k) program has been a tremendous help to workers planning for their retirement. Over 71 million workers have access…

Joey Frenette | Dec 20, 2024 at 10:21 PM EST

Avoid These Holiday Season Splurges That Could Derail Your Retirement Goals

The holiday season is upon us, and for many financially-savvy folks, it’s time to spoil the loved ones in our…

Maurie Backman | Dec 20, 2024 at 7:25 PM EST

I’m 52 With $5 Million and I’m Tired of Working. Can I Retire Now and Stretch My Savings?

The 2026 Northwestern Mutual Planning & Progress Study found that while Americans’ perceived retirement “magic number” has flattened at $1.46…

Maurie Backman | Dec 20, 2024 at 7:10 PM EST

The Surprising Reason You Might End Up With Less Social Security

from 24/7 Wall St. Social Security benefits can be subject to taxes. The income thresholds at which taxes apply haven’t…

Maurie Backman | Dec 20, 2024 at 6:56 PM EST

I’m 36 With $3.6 Million and I Still Rent a Home. Am I Making a Bad Decision?

When I bought my home about 15 years ago, I remember feeling jittery about making that financial commitment. But I…

Christy Bieber | Dec 20, 2024 at 3:57 PM EST

I make $135k a year and my company is offering a 401k or a 401k Roth – which one should I pick?

In a Reddit post, an important question came up. The Reddit user said they make $135,000 annually and work at…

David Beren | Dec 20, 2024 at 2:59 PM EST

The Most-Searched Cash Back Credit Cards of 2024

In the world of cash-back credit cards, the race to offer the best bonuses, sign-up rewards, and customer perks is…

David Beren | Dec 20, 2024 at 2:11 PM EST

The End-of-Year Financial Checkup That Every Near-Retiree Needs to Do Now

As the end of the year approaches, it’s only right that people thinking about retirement consider doing a top-down financial…

Joey Frenette | Dec 20, 2024 at 12:31 PM EST

I was disciplined with credit cards until a trip to Japan — peer pressure led me to overspend. Should I cut up my cards?

“Flywheel Publishing has partnered with CardRatings for our coverage of credit card products. Flywheel Publishing and CardRatings may receive a…

John Seetoo | Dec 20, 2024 at 10:34 AM EST

My husband and I have $4.5 million net worth and are considering divorce down the road – how do we plan for it financially?

Issues of sexuality have universally plagued marriages since time immemorial. For better or worse, contemporary culture has created a greater…

Maurie Backman | Dec 20, 2024 at 10:15 AM EST

We’re in our 50s with over $2 million in retirement accounts — should we keep maxing them out?

from 24/7 Wall St. Maxing out a 401(k) or IRA gives you a nice tax break. There may come a…

John Seetoo | Dec 20, 2024 at 9:09 AM EST

My mom has terminal cancer and is leaving me $450k in her 401(k) — I don’t know what to do with it

When a loved one is facing a terminal illness, a range of emotions and concerns can crop up that can…

Aaron Webber | Dec 20, 2024 at 8:30 AM EST

I’m approaching $100k in my 401(k) — should I decrease my contributions going forward?

There is so much financial advice on the internet that no matter what you do, there will always be someone…

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Personal Finance Articles

All Personal Finance Articles

I have a large 401k balance and when I retire I want to take the entire balance and pay taxes on it – is this a smart idea?

These are Baby Boomers Top Financial Priorities

Only contributed $5k to my 401(k) this year — can I put 75% of my paycheck toward it now?

Avoid These Holiday Season Splurges That Could Derail Your Retirement Goals

I’m 52 With $5 Million and I’m Tired of Working. Can I Retire Now and Stretch My Savings?

The Surprising Reason You Might End Up With Less Social Security

I’m 36 With $3.6 Million and I Still Rent a Home. Am I Making a Bad Decision?

I make $135k a year and my company is offering a 401k or a 401k Roth – which one should I pick?

The Most-Searched Cash Back Credit Cards of 2024

The End-of-Year Financial Checkup That Every Near-Retiree Needs to Do Now

I was disciplined with credit cards until a trip to Japan — peer pressure led me to overspend. Should I cut up my cards?

My husband and I have $4.5 million net worth and are considering divorce down the road – how do we plan for it financially?

We’re in our 50s with over $2 million in retirement accounts — should we keep maxing them out?

My mom has terminal cancer and is leaving me $450k in her 401(k) — I don’t know what to do with it

I’m approaching $100k in my 401(k) — should I decrease my contributions going forward?

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

I have a large 401k balance and when I retire I want to take the entire balance and pay taxes on it – is this a smart idea?

These are Baby Boomers Top Financial Priorities

Only contributed $5k to my 401(k) this year — can I put 75% of my paycheck toward it now?

Avoid These Holiday Season Splurges That Could Derail Your Retirement Goals

I’m 52 With $5 Million and I’m Tired of Working. Can I Retire Now and Stretch My Savings?

The Surprising Reason You Might End Up With Less Social Security

I’m 36 With $3.6 Million and I Still Rent a Home. Am I Making a Bad Decision?

I make $135k a year and my company is offering a 401k or a 401k Roth – which one should I pick?

The Most-Searched Cash Back Credit Cards of 2024

The End-of-Year Financial Checkup That Every Near-Retiree Needs to Do Now

I was disciplined with credit cards until a trip to Japan — peer pressure led me to overspend. Should I cut up my cards?

My husband and I have $4.5 million net worth and are considering divorce down the road – how do we plan for it financially?

We’re in our 50s with over $2 million in retirement accounts — should we keep maxing them out?

My mom has terminal cancer and is leaving me $450k in her 401(k) — I don’t know what to do with it

I’m approaching $100k in my 401(k) — should I decrease my contributions going forward?

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