Personal Finance Articles

All Personal Finance Articles

4621 Articles

Rich Duprey | Dec 5, 2024 at 9:32 AM EST

I bought Tesla stock back in 2016 and now it’s 35% of my net worth – is there any way to reduce my tax bill?

Anyone who invests hopes for that “10-bagger” stock. That is a term coined by investing legend Peter Lynch for a…

Kristin Hitchcock | Dec 5, 2024 at 9:04 AM EST

Social Security’s First Year Retirement Rule Explained

Managing Social Security benefits can be complicated, especially if you decide to retire in the middle of the year. And,…

Maurie Backman | Dec 5, 2024 at 8:27 AM EST

Social Security’s 2025 COLA Is 2.5%. Here’s Why Yours Might Be Reduced

from 24/7 Wall St. Social Security benefits are eligible for an automatic cost-of-living adjustment every year. In 2025, benefits get…

Rich Duprey | Dec 4, 2024 at 6:25 PM EST

The lifelong question “how do I split finances with my partner?” is answered by Suze Orman in these clear steps

It used to be when a couple married there was a single family checking account. Even when there were no…

Rich Duprey | Dec 4, 2024 at 5:17 PM EST

We owe $150k on car loans – should we just sell our house and use the equity to wipe out our debt?

Many people equate wealth with income. People earning $300,000 or more are thought to be rich. To a certain extent…

Kristin Hitchcock | Dec 4, 2024 at 2:25 PM EST

We just turned 40 years old and bring in $300k per year as a household – can we even dream of retiring in 15 years?

24/7 Wall St. Planning for retirement requires doing a bit of math. We’ll do just that in this article with…

David Beren | Dec 4, 2024 at 1:38 PM EST

Baby Boomers Can’t Afford Their Dream Retirement

Many baby boomers cannot afford their dream retirement in today’s economic climate. Baby boomers are slowly unretiring to make part-time…

David Beren | Dec 4, 2024 at 12:39 PM EST

The Average American Can’t Answer These Simple Social Security Questions

More than 68 million Americans currently use the Social Security program. Unfortunately, knowledge of this program is more limited than…

Maurie Backman | Dec 4, 2024 at 11:42 AM EST

Retiring at 50? Here’s How It Might Impact Your Social Security Checks

Key Insights from 24/7 Wall St. If you retire at 50, you may end up with less Social Security due…

John Seetoo | Dec 4, 2024 at 9:14 AM EST

The Common IRA Mistake That Could Sabotage Your Retirement Plans

Baby Boomers who learned about finance from the 1960s-1980s developed their notions about financial risk, stocks, and bonds during the…

Maurie Backman | Dec 4, 2024 at 9:11 AM EST

3 Social Security ‘Gotchas’ That Could Upend Your Retirement

One of the most important decisions you might make as a retiree is filing for Social Security. You get what’s…

Joey Frenette | Dec 4, 2024 at 8:52 AM EST

I have $117,000 in Amazon stock after working there – should I diversify or let it ride?

I’m sure you’ve heard the many stories of the fortunes being made by people who’ve held onto company stock throughout…

Aaron Webber | Dec 4, 2024 at 8:30 AM EST

I’m 38 and have banked $700k in my 401(k) – at my tax rate, does it make sense to contribute to a Roth 401(k)

Key points: A Roth 401(k) is useful in certain situation, especially if you will have higher taxes later. Very few…

Maurie Backman | Dec 3, 2024 at 4:42 PM EST

Over 60? 3 Things You Need to Know About Social Security If You’ll Be Taking Benefits Soon

Your Social Security filing age impacts your monthly benefits. Be careful when claiming early and consider a later filing if…

Rich Duprey | Dec 3, 2024 at 4:16 PM EST

I’m in my late 20s with over $5 million in the bank because of an inheritance – how should I managed such a large amount at my age?

At some level we probably all fantasize about being the idle rich, having so much money we can do what…

1 … 272 273 274 275 276 … 309

Personal Finance Articles

All Personal Finance Articles

I bought Tesla stock back in 2016 and now it’s 35% of my net worth – is there any way to reduce my tax bill?

Social Security’s First Year Retirement Rule Explained

Social Security’s 2025 COLA Is 2.5%. Here’s Why Yours Might Be Reduced

The lifelong question “how do I split finances with my partner?” is answered by Suze Orman in these clear steps

We owe $150k on car loans – should we just sell our house and use the equity to wipe out our debt?

We just turned 40 years old and bring in $300k per year as a household – can we even dream of retiring in 15 years?

Baby Boomers Can’t Afford Their Dream Retirement

The Average American Can’t Answer These Simple Social Security Questions

Retiring at 50? Here’s How It Might Impact Your Social Security Checks

The Common IRA Mistake That Could Sabotage Your Retirement Plans

3 Social Security ‘Gotchas’ That Could Upend Your Retirement

I have $117,000 in Amazon stock after working there – should I diversify or let it ride?

I’m 38 and have banked $700k in my 401(k) – at my tax rate, does it make sense to contribute to a Roth 401(k)

Over 60? 3 Things You Need to Know About Social Security If You’ll Be Taking Benefits Soon

I’m in my late 20s with over $5 million in the bank because of an inheritance – how should I managed such a large amount at my age?

57% Say They Haven’t Saved Enough, and the Data Confirms It

Warren Buffett: “People Still Don’t Want to Think It Will Work”

This Midstream ETF Yields 9.4% While Sidestepping K-1 Tax Forms

57% Say They Haven't Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

CONL Lost 67% Year to Date While Coinbase Fell 33%, Exposing the Volatility Tax in Daily-Reset Leverage

57% Say They Haven’t Saved Enough, and the Data Confirms It

Personal Finance Articles

All Personal Finance Articles

I bought Tesla stock back in 2016 and now it’s 35% of my net worth – is there any way to reduce my tax bill?

Social Security’s First Year Retirement Rule Explained

Social Security’s 2025 COLA Is 2.5%. Here’s Why Yours Might Be Reduced

The lifelong question “how do I split finances with my partner?” is answered by Suze Orman in these clear steps

We owe $150k on car loans – should we just sell our house and use the equity to wipe out our debt?

We just turned 40 years old and bring in $300k per year as a household – can we even dream of retiring in 15 years?

Baby Boomers Can’t Afford Their Dream Retirement

The Average American Can’t Answer These Simple Social Security Questions

Retiring at 50? Here’s How It Might Impact Your Social Security Checks

The Common IRA Mistake That Could Sabotage Your Retirement Plans

3 Social Security ‘Gotchas’ That Could Upend Your Retirement

I have $117,000 in Amazon stock after working there – should I diversify or let it ride?

I’m 38 and have banked $700k in my 401(k) – at my tax rate, does it make sense to contribute to a Roth 401(k)

Over 60? 3 Things You Need to Know About Social Security If You’ll Be Taking Benefits Soon

I’m in my late 20s with over $5 million in the bank because of an inheritance – how should I managed such a large amount at my age?

57% Say They Haven’t Saved Enough, and the Data Confirms It

Warren Buffett: “People Still Don’t Want to Think It Will Work”

This Midstream ETF Yields 9.4% While Sidestepping K-1 Tax Forms

Featured Reads

57% Say They Haven't Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again