Personal Finance Articles

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5842 Articles

Maurie Backman | Mar 23, 2025 at 8:47 AM EDT

We’ve got $2 million in pre-tax retirement funds already – do I need a Solo 401(k) that allows after-tax mega backdoor conversions?

Many savers are drawn to traditional IRAs and 401(k)s because they offer a tax break on contributions. But in…

Maurie Backman | Mar 23, 2025 at 8:40 AM EDT

I’m using a $500K inheritance for retirement and travel instead of paying off my kids’ student loans – am I being selfish?

As parents, we tend to be inclined to sacrifice everything for the sake of our kids. But…

Joel South | Mar 23, 2025 at 8:01 AM EDT

My goal is to be able to spend $150k in retirement – how should I allocate my portfolio?

Some people have very high hopes. People like the writer in today’s letter drawn from the Reddit mailbag, for example.…

Rich Duprey | Mar 22, 2025 at 8:01 PM EDT

My aunt’s estate is giving me $100K – how can I make this money last a lifetime?

Receiving a small inheritance can be a blessing, even when it is not a windfall. Every little bit helps towards…

Marc Guberti | Mar 22, 2025 at 3:01 PM EDT

I Don’t Agree with Mark Zuckerberg on Everything, But He Nails These 4 Points About Success

Mark Zuckerberg has emerged as one of the most successful entrepreneurs. He saw an opportunity in social media by launching…

David Beren | Mar 22, 2025 at 2:33 PM EDT

My daughter’s tax returns are missing after our preparer made a mistake – what steps should we take next?

For better or worse, most people never consider a scenario where their tax returns could go missing without their knowledge,…

David Beren | Mar 22, 2025 at 1:19 PM EDT

7 Key Moments in the History of Social Security

One of the most important social programs in the United States, Social Security, is used by more than 71 million Americans annually.…

Joey Frenette | Mar 22, 2025 at 12:37 PM EDT

I’m 51 with enough to retire – am I being overcautious by worrying about million-dollar liabilities and my kids’ futures?

It’s not all too uncommon for retirees, especially younger early retirees embracing the FIRE (an acronym for financial independence, retire…

Christy Bieber | Mar 22, 2025 at 12:27 PM EDT

Elon Musk Criticized for Entitlement Remarks Amid Social Security Overhaul

The Department of Government Efficiency (DOGE), headed up by Elon Musk, has gone to work on Social Security, and Democrats…

David Beren | Mar 22, 2025 at 12:14 PM EDT

My father’s will leaves everything to my estranged brother and me – how do I keep the peace as the executor?

Surprisingly, one of the most challenging aspects of dealing with a death in the family isn’t the death itself, it’s…

David Beren | Mar 22, 2025 at 11:38 AM EDT

I’m pulling in $70k a year, but living like a millionaire overseas – am I missing out on opportunities back home?

If you spend any time reading articles on sites like CNBC, you’ll quickly learn that there are a surprising number…

Maurie Backman | Mar 22, 2025 at 11:00 AM EDT

My Social Security estimate shows $4k at full retirement age – does that assume I keep working or is it based on past contributions alone?

Despite rumors that Social Security is at risk of disappearing, it’s not in lawmakers’ best interest to let the…

Maurie Backman | Mar 22, 2025 at 10:24 AM EDT

I’m in my early-30s with a $2 million net worth – how do other high-earning employees fit fun into the budget?

When I was in my early 30s, I started having kids. But a good number of my friends weren’t…

Christy Bieber | Mar 22, 2025 at 10:15 AM EDT

I just quit my high-paying job at 55 with $8 million saved – how should I tell everyone I’m ‘retired’ without burning bridges?

A 55-year-old Reddit user with an $8 million net worth is ready to pull the trigger and retire. His kids…

Maurie Backman | Mar 22, 2025 at 9:35 AM EDT

Ready to Retire Early? Ask Yourself This Before Taking Social Security Benefits

A lot of people find themselves ready to retire early. And there can be serious benefits to doing that. An…

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Personal Finance Articles

All Personal Finance Articles

We’ve got $2 million in pre-tax retirement funds already – do I need a Solo 401(k) that allows after-tax mega backdoor conversions?

I’m using a $500K inheritance for retirement and travel instead of paying off my kids’ student loans – am I being selfish?

My goal is to be able to spend $150k in retirement – how should I allocate my portfolio?

My aunt’s estate is giving me $100K – how can I make this money last a lifetime?

I Don’t Agree with Mark Zuckerberg on Everything, But He Nails These 4 Points About Success

My daughter’s tax returns are missing after our preparer made a mistake – what steps should we take next?

7 Key Moments in the History of Social Security

I’m 51 with enough to retire – am I being overcautious by worrying about million-dollar liabilities and my kids’ futures?

Elon Musk Criticized for Entitlement Remarks Amid Social Security Overhaul

My father’s will leaves everything to my estranged brother and me – how do I keep the peace as the executor?

I’m pulling in $70k a year, but living like a millionaire overseas – am I missing out on opportunities back home?

My Social Security estimate shows $4k at full retirement age – does that assume I keep working or is it based on past contributions alone?

I’m in my early-30s with a $2 million net worth – how do other high-earning employees fit fun into the budget?

I just quit my high-paying job at 55 with $8 million saved – how should I tell everyone I’m ‘retired’ without burning bridges?

Ready to Retire Early? Ask Yourself This Before Taking Social Security Benefits

A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone’s Chasing Arizona but Smart Retirees Are Buying Here Instead

The $2 Million Retirement Mistake: Confusing Yield With Income You Can Actually Spend

A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone's Chasing Arizona but Smart Retirees Are Buying Here Instead

A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone’s Chasing Arizona but Smart Retirees Are Buying Here Instead

Personal Finance Articles

All Personal Finance Articles

We’ve got $2 million in pre-tax retirement funds already – do I need a Solo 401(k) that allows after-tax mega backdoor conversions?

I’m using a $500K inheritance for retirement and travel instead of paying off my kids’ student loans – am I being selfish?

My goal is to be able to spend $150k in retirement – how should I allocate my portfolio?

My aunt’s estate is giving me $100K – how can I make this money last a lifetime?

I Don’t Agree with Mark Zuckerberg on Everything, But He Nails These 4 Points About Success

My daughter’s tax returns are missing after our preparer made a mistake – what steps should we take next?

7 Key Moments in the History of Social Security

I’m 51 with enough to retire – am I being overcautious by worrying about million-dollar liabilities and my kids’ futures?

Elon Musk Criticized for Entitlement Remarks Amid Social Security Overhaul

My father’s will leaves everything to my estranged brother and me – how do I keep the peace as the executor?

I’m pulling in $70k a year, but living like a millionaire overseas – am I missing out on opportunities back home?

My Social Security estimate shows $4k at full retirement age – does that assume I keep working or is it based on past contributions alone?

I’m in my early-30s with a $2 million net worth – how do other high-earning employees fit fun into the budget?

I just quit my high-paying job at 55 with $8 million saved – how should I tell everyone I’m ‘retired’ without burning bridges?

Ready to Retire Early? Ask Yourself This Before Taking Social Security Benefits

A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone’s Chasing Arizona but Smart Retirees Are Buying Here Instead

The $2 Million Retirement Mistake: Confusing Yield With Income You Can Actually Spend

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A $1.4 Million 401(k) Quietly Costs You Six Figures in Taxes Without This Move

Everyone's Chasing Arizona but Smart Retirees Are Buying Here Instead