Personal Finance Articles

All Personal Finance Articles

5281 Articles

Drew Wood | Yesterday

The Portfolio That Pays For Your Bucket List

Most bucket-list goals come with a price tag. Taking classes, hosting a family reunion, funding a scholarship for a grandchild,…

Austin Smith | Yesterday

I’m Taking A Close Look At What a New $55,000 CD Account Actually Earns Today

A $55,000 certificate of deposit earns interest based on three factors: the bank’s posted rate, the term length, and whether…

Danielle Liverance | Yesterday

Wes Moss Says Why Pay 30% Today When You Can Pay 15% Next Year and Most Pre Retirees Convert Anyway

Andrea in Connecticut called into Ask An Advisor With Wes Moss with a question worth real money: her employer offers…

Gerelyn Terzo | Yesterday

Multiple Ex-Wives Can Each Claim Social Security on the Same Man’s Record, and It Doesn’t Shrink Anyone’s Check

She is 67, was married for 27 years to a high earner, and watched him remarry. He still hasn’t filed…

Omor Ibne Ehsan | Yesterday

Analysts Warn: These Popular Income ETFs Were ‘Built to Be Sold, Not to Work for You’

On a recent Motley Fool Money episode, analyst Lou didn’t dress it up. “A lot of products on Wall Street…

Marc Guberti | Yesterday

A $1.5 Million 401(k) at 73 Can Defer $200,000 in RMDs Past Age 85. Here’s How.

A 73-year-old couple sitting on a $1.5 million traditional 401(k) is about to take their first required minimum distribution. They…

David Beren | Yesterday

Medicare Advantage Looks Cheaper Until You Can’t Switch Back: The $1,736 Hospital Deductible Problem

Every fall, roughly 65 million Medicare beneficiaries enter an enrollment window that presents a simple coverage menu. Original Medicare with…

Drew Wood | Yesterday

Here’s What It Costs to Buy Back Your Fridays

Most retirement calculators ask the wrong question. They assume the only goal is to stop working completely. Many workers would…

Drew Wood | Yesterday

Retiring to Costa Rican Beaches with $950,000 Is Within Reach

Costa Rica’s Pacific coast has become one of the world’s most popular retirement destinations. Warm weather, beautiful beaches, established expat…

Gerelyn Terzo | Yesterday

A 66-Year-Old Got 50/50 From One Advisor and 70/30 From Another. Counting Social Security as His “Bond” Reframes the Answer.

Two Advisors, Two Answers, One Missing Piece A 66-year-old sits down with two advisors in the same month and walks…

Drew Wood | Yesterday

Zero State Income Tax and $900,000: Here’s How to Retire to Wyoming at 62

Wyoming consistently ranks among America’s most tax-friendly states. No state income tax, wide-open spaces, light traffic, and relatively affordable housing…

Michael Williams | Yesterday

A Financial Advisor Says You’re Probably Wrong About How Much You Need to Retire

Ari Taublieb, host of the Early Retirement podcast, recently pushed back on the math that drives most retirement planning. “Most…

Michael Williams | Yesterday

Owner-Operators vs. Company Drivers: The Truck Driver’s Guide to Retiring Early

Truck drivers occupy two very different tax universes. Company drivers get a W-2, a payroll-split FICA tax, and access to…

Marc Guberti | Yesterday

Have a Large 401(k) Balance and Approaching 62? Make Sure You Start Roth Conversions Before RMDs Force Your Hand

A married couple in their late 50s with $1.8 million in a traditional 401(k) and a paid-off house faces a…

Omor Ibne Ehsan | Yesterday

Why Buy Stocks When T-Bills Pay 5%? Jim Cramer’s Blunt Answer

A caller on the June 29 episode of Mad Money laid out the trade that has been eating at retail…

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Personal Finance Articles

All Personal Finance Articles

The Portfolio That Pays For Your Bucket List

I’m Taking A Close Look At What a New $55,000 CD Account Actually Earns Today

Wes Moss Says Why Pay 30% Today When You Can Pay 15% Next Year and Most Pre Retirees Convert Anyway

Multiple Ex-Wives Can Each Claim Social Security on the Same Man’s Record, and It Doesn’t Shrink Anyone’s Check

Analysts Warn: These Popular Income ETFs Were ‘Built to Be Sold, Not to Work for You’

A $1.5 Million 401(k) at 73 Can Defer $200,000 in RMDs Past Age 85. Here’s How.

Medicare Advantage Looks Cheaper Until You Can’t Switch Back: The $1,736 Hospital Deductible Problem

Here’s What It Costs to Buy Back Your Fridays

Retiring to Costa Rican Beaches with $950,000 Is Within Reach

A 66-Year-Old Got 50/50 From One Advisor and 70/30 From Another. Counting Social Security as His “Bond” Reframes the Answer.

Zero State Income Tax and $900,000: Here’s How to Retire to Wyoming at 62

A Financial Advisor Says You’re Probably Wrong About How Much You Need to Retire

Owner-Operators vs. Company Drivers: The Truck Driver’s Guide to Retiring Early

Have a Large 401(k) Balance and Approaching 62? Make Sure You Start Roth Conversions Before RMDs Force Your Hand

Why Buy Stocks When T-Bills Pay 5%? Jim Cramer’s Blunt Answer

Two Treasury Income ETFs Retirees Are Quietly Loading Up On as the 2 Year Yield Climbs Above 4 Percent

VOO vs. SPLG: Same S&P 500, So Why Pay More Than You Have To?

The Options Wheel Strategy ETF Most Income Investors Have Never Heard of That Pays a ~12% Yield

A 73-Year-Old With $1.4 Million Faces a $53,000 RMD, Plus the Bracket Jump Nobody Warned Them About

The Real Cost of Retiring to Scottsdale, Arizona, at 65 on $950,000 Stress Free

Why Retirees Are Quietly Moving Into Preferred Stock ETFs for Bond Like Income at 6 to 9 Percent Yields

Two Treasury Income ETFs Retirees Are Quietly Loading Up On as the 2 Year Yield Climbs Above 4 Percent

Personal Finance Articles

All Personal Finance Articles

The Portfolio That Pays For Your Bucket List

I’m Taking A Close Look At What a New $55,000 CD Account Actually Earns Today

Wes Moss Says Why Pay 30% Today When You Can Pay 15% Next Year and Most Pre Retirees Convert Anyway

Multiple Ex-Wives Can Each Claim Social Security on the Same Man’s Record, and It Doesn’t Shrink Anyone’s Check

Analysts Warn: These Popular Income ETFs Were ‘Built to Be Sold, Not to Work for You’

A $1.5 Million 401(k) at 73 Can Defer $200,000 in RMDs Past Age 85. Here’s How.

Medicare Advantage Looks Cheaper Until You Can’t Switch Back: The $1,736 Hospital Deductible Problem

Here’s What It Costs to Buy Back Your Fridays

Retiring to Costa Rican Beaches with $950,000 Is Within Reach

A 66-Year-Old Got 50/50 From One Advisor and 70/30 From Another. Counting Social Security as His “Bond” Reframes the Answer.

Zero State Income Tax and $900,000: Here’s How to Retire to Wyoming at 62

A Financial Advisor Says You’re Probably Wrong About How Much You Need to Retire

Owner-Operators vs. Company Drivers: The Truck Driver’s Guide to Retiring Early

Have a Large 401(k) Balance and Approaching 62? Make Sure You Start Roth Conversions Before RMDs Force Your Hand

Why Buy Stocks When T-Bills Pay 5%? Jim Cramer’s Blunt Answer

Two Treasury Income ETFs Retirees Are Quietly Loading Up On as the 2 Year Yield Climbs Above 4 Percent

VOO vs. SPLG: Same S&P 500, So Why Pay More Than You Have To?

The Options Wheel Strategy ETF Most Income Investors Have Never Heard of That Pays a ~12% Yield

Featured Reads

A 73-Year-Old With $1.4 Million Faces a $53,000 RMD, Plus the Bracket Jump Nobody Warned Them About

The Real Cost of Retiring to Scottsdale, Arizona, at 65 on $950,000 Stress Free