Personal Finance Articles

All Personal Finance Articles

5842 Articles

Maurie Backman | Mar 21, 2025 at 8:47 AM EDT

I’ve converted 46% of my nest egg to Roth – am I overshooting my target with more conversions?

If you’re unable to contribute to a Roth account directly, there’s good news — you can convert a traditional…

Maurie Backman | Mar 21, 2025 at 8:31 AM EDT

I’m 39, debt-free with over $3 million invested, and retiring today – are my numbers too tight for comfort?

A lot of people dream of retiring early. And with enough money, it may be a goal you can…

Joey Frenette | Mar 21, 2025 at 8:31 AM EDT

Retired at 52 with a paid-of lake house – should we buy a second home or just rent?

Just because you’re retired doesn’t mean the wealth creation journey ends. Indeed, many younger retirees who have well more than…

Joey Frenette | Mar 21, 2025 at 6:51 AM EDT

I’m 48 with a $1 million retirement portfolio – would recalculating my 4% withdrawal every year let me spend more safely?

Finding the perfect withdrawal rate is something that all prospective retirees should do well ahead of time. Undoubtedly, the so-called…

Joey Frenette | Mar 20, 2025 at 4:54 PM EDT

Workers May Be Underestimating Social Security: 62% of Retirees Depend Heavily on It

For many Americans who wish to preserve their lifestyle in retirement, Social Security probably won’t be nearly enough to cut…

Christy Bieber | Mar 20, 2025 at 1:00 PM EDT

Should I open a Roth IRA at 24 despite market volatility and overwhelming investment options?

The stock market has been volatile in recent weeks as President Trump and DOGE institute big new changes to government…

Joey Frenette | Mar 20, 2025 at 12:18 PM EDT

2 Emerging Markets ETFs That Go Beyond China

Diversifying into markets outside of the U.S. can be a smart move, especially if it means side-stepping any potential U.S.-focused…

David Beren | Mar 20, 2025 at 11:29 AM EDT

Is $4 Million Enough to Retire on in the U.S.?

When it comes to retirement, the dollar amount you need to be comfortable is very much a personal thing. The…

Joey Frenette | Mar 20, 2025 at 11:03 AM EDT

Between The VTI and QQQ, Which Is Better For Retirement?

With the broad U.S. equity markets — most notably, the S&P 500 and Nasdaq 100 — attempting to stage a…

David Beren | Mar 20, 2025 at 10:41 AM EDT

How to Build Wealth Without a Six-Figure Salary — What Actually Works

For as long as most of us can remember, there has been a belief that if you make a six-figure…

Maurie Backman | Mar 20, 2025 at 10:37 AM EDT

Is Working While on Social Security a Bad Idea? Here’s the Scoop

It’s a big misconception that once you start collecting Social Security, you’re automatically not allowed to earn any money from…

Joey Frenette | Mar 20, 2025 at 10:31 AM EDT

I’m anxious about another layoff despite earning $600k a year – is there a faster way to reach our retirement goals?

With all the mass layoffs that have been in the news in recent months (more like recent years), it’s natural…

Maurie Backman | Mar 20, 2025 at 10:19 AM EDT

We’re in our late-30s with $3 million in liquid assets – can my spouse’s $550k salary alone support our family if I retire?

Some people end up retiring early because they want to. Others end up retiring early because they lose their…

Maurie Backman | Mar 20, 2025 at 9:53 AM EDT

I’m halfway to my $5 million target and burning out – do I chase a better job or risk losing momentum on retirement?

When I was in my 20s, my finance job was very stressful. But it wasn’t just that I found…

Maurie Backman | Mar 20, 2025 at 8:28 AM EDT

I’m on track for a multi-million 401(k) – is there a ‘too big’ balance that forces me into higher taxes later?

It’s an unfortunate thing that many people enter retirement with little to no money in savings. But in this…

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Personal Finance Articles

All Personal Finance Articles

I’ve converted 46% of my nest egg to Roth – am I overshooting my target with more conversions?

I’m 39, debt-free with over $3 million invested, and retiring today – are my numbers too tight for comfort?

Retired at 52 with a paid-of lake house – should we buy a second home or just rent?

I’m 48 with a $1 million retirement portfolio – would recalculating my 4% withdrawal every year let me spend more safely?

Workers May Be Underestimating Social Security: 62% of Retirees Depend Heavily on It

Should I open a Roth IRA at 24 despite market volatility and overwhelming investment options?

2 Emerging Markets ETFs That Go Beyond China

Is $4 Million Enough to Retire on in the U.S.?

Between The VTI and QQQ, Which Is Better For Retirement?

How to Build Wealth Without a Six-Figure Salary — What Actually Works

Is Working While on Social Security a Bad Idea? Here’s the Scoop

I’m anxious about another layoff despite earning $600k a year – is there a faster way to reach our retirement goals?

We’re in our late-30s with $3 million in liquid assets – can my spouse’s $550k salary alone support our family if I retire?

I’m halfway to my $5 million target and burning out – do I chase a better job or risk losing momentum on retirement?

I’m on track for a multi-million 401(k) – is there a ‘too big’ balance that forces me into higher taxes later?

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

I’ve converted 46% of my nest egg to Roth – am I overshooting my target with more conversions?

I’m 39, debt-free with over $3 million invested, and retiring today – are my numbers too tight for comfort?

Retired at 52 with a paid-of lake house – should we buy a second home or just rent?

I’m 48 with a $1 million retirement portfolio – would recalculating my 4% withdrawal every year let me spend more safely?

Workers May Be Underestimating Social Security: 62% of Retirees Depend Heavily on It

Should I open a Roth IRA at 24 despite market volatility and overwhelming investment options?

2 Emerging Markets ETFs That Go Beyond China

Is $4 Million Enough to Retire on in the U.S.?

Between The VTI and QQQ, Which Is Better For Retirement?

How to Build Wealth Without a Six-Figure Salary — What Actually Works

Is Working While on Social Security a Bad Idea? Here’s the Scoop

I’m anxious about another layoff despite earning $600k a year – is there a faster way to reach our retirement goals?

We’re in our late-30s with $3 million in liquid assets – can my spouse’s $550k salary alone support our family if I retire?

I’m halfway to my $5 million target and burning out – do I chase a better job or risk losing momentum on retirement?

I’m on track for a multi-million 401(k) – is there a ‘too big’ balance that forces me into higher taxes later?

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