Personal Finance Articles

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5858 Articles

John Seetoo | Mar 23, 2025 at 9:01 AM EDT

My father-in-law wants to give us $1 million to wipe out our mortgage – should I accept or prove I can do it on my own?

People who pursue a FIRE (Financial Independence Retire Early) philosophy aggressively save and invest with a goal of retiring young…

Christy Bieber | Mar 23, 2025 at 9:00 AM EDT

My siblings and I feel guilty asking our retired father for cash – is there a better system for distributing his wealth?

A 40-year-old Reddit user who regularly accepts money from his rich father is interested in finding a way to arrange…

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…

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Personal Finance Articles

All Personal Finance Articles

My father-in-law wants to give us $1 million to wipe out our mortgage – should I accept or prove I can do it on my own?

My siblings and I feel guilty asking our retired father for cash – is there a better system for distributing his wealth?

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?

The $1.3 Million 401(k) Trap: Why Converting $130,000 at Once Costs $19,800 More Than It Should

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal

How $400,000 in BDC ETFs Can Pay $36,000 a Year and What the Default Risk Really Looks Like

The $1.3 Million 401(k) Trap: Why Converting $130,000 at Once Costs $19,800 More Than It Should

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal

The $1.3 Million 401(k) Trap: Why Converting $130,000 at Once Costs $19,800 More Than It Should

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal

Personal Finance Articles

All Personal Finance Articles

My father-in-law wants to give us $1 million to wipe out our mortgage – should I accept or prove I can do it on my own?

My siblings and I feel guilty asking our retired father for cash – is there a better system for distributing his wealth?

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?

The $1.3 Million 401(k) Trap: Why Converting $130,000 at Once Costs $19,800 More Than It Should

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal

How $400,000 in BDC ETFs Can Pay $36,000 a Year and What the Default Risk Really Looks Like

Featured Reads

The $1.3 Million 401(k) Trap: Why Converting $130,000 at Once Costs $19,800 More Than It Should

Snowbirding Sounds Like the Dream Retirement but The Math on Two Homes Is Brutal