Personal Finance Articles

All Personal Finance Articles

5307 Articles

Marc Guberti | Jan 8, 2025 at 7:17 AM EST

I see a lot of offers for “$200 cash back if you spend $2000 in 6 months” kind of deals. Are these worth using?

Credit card issuers offer incentives to convince people to use their cards instead of a competing credit card. Commonperks include…

John Seetoo | Jan 7, 2025 at 6:18 PM EST

We’re in our 60s with $9 million in liquid assets but worried about upcoming large tax liabilities

24/7 Wall Street People who have amassed large retirement nest eggs approaching or already in 8 figures need to start…

Chris MacDonald | Jan 7, 2025 at 5:03 PM EST

Should I move my personal 401(k) to a traditional IRA or to my new work’s 401(k)?

For many couples, making decisions about whether to put their existing personal 401(k) funds into a new job’s 401(k) plan…

Marc Guberti | Jan 7, 2025 at 3:13 PM EST

At 37 with nearly $1 million in cash, I’m cautious about upgrading my home — am I too conservative?

Many people warn about lifestyle creep, and rightfully so. If your expenses grow faster than your income, it’s difficult to…

Marc Guberti | Jan 7, 2025 at 1:13 PM EST

I love saving and it’s a game to me – but I’m starting to wonder if you can save too much

It won’t take long when a conversation about financial best practices pivots toward saving money and letting compound growth do…

Maurie Backman | Jan 7, 2025 at 12:15 PM EST

These Are the First 4 Financial Moves You Should Make in 2025

The start of a new year is a good time to do a financial checkup. And that holds true no…

Chris MacDonald | Jan 7, 2025 at 12:10 PM EST

Social Security 2025: 3 Tips to Retire Comfortably On a Fixed Income In the New Year

Living off of social security payments alone is a reality millions of Americans may face in the years to come,…

Rich Duprey | Jan 7, 2025 at 11:52 AM EST

The typical baby boomer is facing at a $900k “hole” in their retirement savings

As we enter 2026, the cost of a comfortable retirement is rapidly rising. Just five years ago, Americans of all…

Joey Frenette | Jan 7, 2025 at 11:45 AM EST

I’m 61 and make around 4,000 per month – should I claim Social Security 62 and invest it?

It’s the age-old dilemma that arises once one enters one’s 60s: Should one take Social Security sooner or put it…

Ian Cooper | Jan 7, 2025 at 11:11 AM EST

3 Steps to Follow Before Taking Your RMD from Your IRA This Year

At the age of 73, you have required minimum distributions (RMD), which you should discuss with your financial advisor. As…

Marc Guberti | Jan 7, 2025 at 10:36 AM EST

How Many Americans Have Saved at Least $100K for Retirement? It May Be More Than You Think

Everyone is running their own race, but it’s good to know how many Americans have saved at least $100,000 for…

Aaron Webber | Jan 7, 2025 at 10:30 AM EST

4 Critical Dates for Social Security to Know About This Year

It is normal to feel nervous or apprehensive about retirement, especially when there is an abundance of tips, tricks, and…

Christy Bieber | Jan 7, 2025 at 10:14 AM EST

My family complains that we don’t spend enough money, but I want to retire early. Should I stop saving so much and start spending more?

A Reddit poster commented recently on a dilemma he’s facing. The poster has a $3.6 million net worth, including $3.1…

Ian Cooper | Jan 7, 2025 at 10:12 AM EST

Dave Ramsey: Do These 6 Key Things With Your Money Now

We’re not all great with money. In fact, according to the Financial Health Pulse U.S. Trends Report from the Financial…

Aaron Webber | Jan 7, 2025 at 9:30 AM EST

If your household brings in $500k per year, this is how much you should have saved by your mid-40s

People who are paid high salaries or given large amounts of money should not experience money problems, and they should…

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Personal Finance Articles

All Personal Finance Articles

I see a lot of offers for “$200 cash back if you spend $2000 in 6 months” kind of deals. Are these worth using?

We’re in our 60s with $9 million in liquid assets but worried about upcoming large tax liabilities

Should I move my personal 401(k) to a traditional IRA or to my new work’s 401(k)?

At 37 with nearly $1 million in cash, I’m cautious about upgrading my home — am I too conservative?

I love saving and it’s a game to me – but I’m starting to wonder if you can save too much

These Are the First 4 Financial Moves You Should Make in 2025

Social Security 2025: 3 Tips to Retire Comfortably On a Fixed Income In the New Year

The typical baby boomer is facing at a $900k “hole” in their retirement savings

I’m 61 and make around 4,000 per month – should I claim Social Security 62 and invest it?

3 Steps to Follow Before Taking Your RMD from Your IRA This Year

How Many Americans Have Saved at Least $100K for Retirement? It May Be More Than You Think

4 Critical Dates for Social Security to Know About This Year

My family complains that we don’t spend enough money, but I want to retire early. Should I stop saving so much and start spending more?

Dave Ramsey: Do These 6 Key Things With Your Money Now

If your household brings in $500k per year, this is how much you should have saved by your mid-40s

The Portfolio That Lets You Go Part-Time Five Years Early

FEPI’s 25% Yield Masks a Painful Truth About Call-Writing Income

Why GPIQ Lags QQQ in Rallies, Yet Retirees Keep Buying the Monthly Dividend

The Portfolio That Lets You Go Part-Time Five Years Early

A Couple Wants to Sell a Rental Without Setting Off a Medicare Surcharge. A 1031 Exchange or Installment Sale Can Spread the Gain.

The Portfolio That Lets You Go Part-Time Five Years Early

FEPI’s 25% Yield Masks a Painful Truth About Call-Writing Income

Personal Finance Articles

All Personal Finance Articles

I see a lot of offers for “$200 cash back if you spend $2000 in 6 months” kind of deals. Are these worth using?

We’re in our 60s with $9 million in liquid assets but worried about upcoming large tax liabilities

Should I move my personal 401(k) to a traditional IRA or to my new work’s 401(k)?

At 37 with nearly $1 million in cash, I’m cautious about upgrading my home — am I too conservative?

I love saving and it’s a game to me – but I’m starting to wonder if you can save too much

These Are the First 4 Financial Moves You Should Make in 2025

Social Security 2025: 3 Tips to Retire Comfortably On a Fixed Income In the New Year

The typical baby boomer is facing at a $900k “hole” in their retirement savings

I’m 61 and make around 4,000 per month – should I claim Social Security 62 and invest it?

3 Steps to Follow Before Taking Your RMD from Your IRA This Year

How Many Americans Have Saved at Least $100K for Retirement? It May Be More Than You Think

4 Critical Dates for Social Security to Know About This Year

My family complains that we don’t spend enough money, but I want to retire early. Should I stop saving so much and start spending more?

Dave Ramsey: Do These 6 Key Things With Your Money Now

If your household brings in $500k per year, this is how much you should have saved by your mid-40s

The Portfolio That Lets You Go Part-Time Five Years Early

FEPI’s 25% Yield Masks a Painful Truth About Call-Writing Income

Why GPIQ Lags QQQ in Rallies, Yet Retirees Keep Buying the Monthly Dividend

Featured Reads

The Portfolio That Lets You Go Part-Time Five Years Early

A Couple Wants to Sell a Rental Without Setting Off a Medicare Surcharge. A 1031 Exchange or Installment Sale Can Spread the Gain.