Personal Finance Articles

All Personal Finance Articles

5834 Articles

Maurie Backman | Jan 22, 2025 at 12:13 PM EST

We’re in our 30s with a $2.6 million net worth and want to retire now but we want to get a beach house first – are we making a mistake?

Retiring early always carries risk — namely, that you’ll run out of savings and end up having to eventually return…

Marc Guberti | Jan 22, 2025 at 11:32 AM EST

I’m moving out of California to avoid paying taxes on my Tesla stock gains – can they still come after me?

Tesla (NASDAQ:TSLA | TSLA Price Prediction) stock has been one of the most successful stocks over the past decade. Some people…

Joey Frenette | Jan 22, 2025 at 11:31 AM EST

I just found out I have a trust fund of stocks worth $300k and not sure if I should let the stock go up or cash it out

It’s a nice feeling to discover you have a trust fund your parents may have set up to help give…

Joey Frenette | Jan 22, 2025 at 11:20 AM EST

It’s been 6 years since I got a trust fund worth $630k and due to bad choices it’s dropped to $350k – how do I turn it around?

In numerous prior pieces, I urged those starting a trust for someone to focus more on education rather than complex…

Christy Bieber | Jan 22, 2025 at 10:45 AM EST

I’m 37 with invested $2 million in real estate and $8 million in investments – here’s how I got ahead of my peers

Not too many 37-year-olds have a $10 million net worth, but one Reddit poster has accomplished this amazing feat. The…

John Seetoo | Jan 22, 2025 at 10:45 AM EST

I want to transfer up to $250k to help my child with a down payment on their house – what’s the most tax-efficient way?

President Trump’s 2017 Tax Cuts and Jobs Act delivered impressive economic growth and benefits to millions of Americans. One of…

Aaron Webber | Jan 22, 2025 at 9:30 AM EST

I want to teach my kids the value of wealth but they don’t know the value of $1k versus $100k

It’s no surprise that rich people don’t actually comprehend the value of money. But when some finally decide to do…

Christy Bieber | Jan 22, 2025 at 9:15 AM EST

I’m 26 years old with a 401(k) balance over $100k and I think I might be putting too much into it – should I scale back?

Is it possible to contribute too much to your 401(k) account? This is the question a Reddit poster recently asked. The…

Aaron Webber | Jan 22, 2025 at 8:30 AM EST

I just found out I’m receiving a $3 million trust fund – what’s my next move?

The dream of many people around the world: receiving a surprise fortune. But what should you do with the money…

Christy Bieber | Jan 22, 2025 at 8:09 AM EST

What do people do after retirement? Is it possible to retire at an early age and still have a meaningful life?

For many people, work provides fulfillment. Around 51% of people report they are very satisfied with their job overall, according…

John Seetoo | Jan 21, 2025 at 7:16 PM EST

My ex refuses to support our kids — can I access his 401(k) for child support?

24/7 Wall Street With nearly 50% of marriages ending in divorce, the percentage of separations that become contentious and may…

Christy Bieber | Jan 21, 2025 at 4:39 PM EST

I have an estranged relationship with my children and am considering leaving them $1 million each – do they deserve it?

Should you leave your kids money even if you have an estranged relationship? This is the issue that a Reddit…

Christy Bieber | Jan 21, 2025 at 1:39 PM EST

My wife and I are on track to be at $12 million in net worth in 5 years and we think we could retire with $50m if we keep doing these steps

A Reddit user is wondering how much money is enough. He posted recently because he and his wife are currently…

John Seetoo | Jan 21, 2025 at 11:14 AM EST

Is “house-hacking,” an actual hack? Or are you actually missing out on potential cash flow?

24/7 Wall Street Supply and Demand dynamics of housing, combined with rampant inflation and tens of millions of additional migrants,…

Marc Guberti | Jan 21, 2025 at 11:11 AM EST

My gross salary is $84k – should I switch my 401(k) to a Roth IRA instead?

Traditional retirement accounts offer immediate tax relief, while Roth accounts come from pre-tax contributions. However, Roth retirement accounts have become…

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Personal Finance Articles

All Personal Finance Articles

We’re in our 30s with a $2.6 million net worth and want to retire now but we want to get a beach house first – are we making a mistake?

I’m moving out of California to avoid paying taxes on my Tesla stock gains – can they still come after me?

I just found out I have a trust fund of stocks worth $300k and not sure if I should let the stock go up or cash it out

It’s been 6 years since I got a trust fund worth $630k and due to bad choices it’s dropped to $350k – how do I turn it around?

I’m 37 with invested $2 million in real estate and $8 million in investments – here’s how I got ahead of my peers

I want to transfer up to $250k to help my child with a down payment on their house – what’s the most tax-efficient way?

I want to teach my kids the value of wealth but they don’t know the value of $1k versus $100k

I’m 26 years old with a 401(k) balance over $100k and I think I might be putting too much into it – should I scale back?

I just found out I’m receiving a $3 million trust fund – what’s my next move?

What do people do after retirement? Is it possible to retire at an early age and still have a meaningful life?

My ex refuses to support our kids — can I access his 401(k) for child support?

I have an estranged relationship with my children and am considering leaving them $1 million each – do they deserve it?

My wife and I are on track to be at $12 million in net worth in 5 years and we think we could retire with $50m if we keep doing these steps

Is “house-hacking,” an actual hack? Or are you actually missing out on potential cash flow?

My gross salary is $84k – should I switch my 401(k) to a Roth IRA instead?

IYRI’s 10.9% Yield Is Shrinking, But Price Gains Are Making Up the Difference

Medicare Will Split Your $2,100 Drug Bill Into Monthly Installments. You Have to Ask First.

The 3 Dividend ETFs That Can Fund a 30-Year Retirement Without Ever Selling a Share

Medicare Will Split Your $2,100 Drug Bill Into Monthly Installments. You Have to Ask First.

A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.

IYRI’s 10.9% Yield Is Shrinking, But Price Gains Are Making Up the Difference

Medicare Will Split Your $2,100 Drug Bill Into Monthly Installments. You Have to Ask First.

Personal Finance Articles

All Personal Finance Articles

We’re in our 30s with a $2.6 million net worth and want to retire now but we want to get a beach house first – are we making a mistake?

I’m moving out of California to avoid paying taxes on my Tesla stock gains – can they still come after me?

I just found out I have a trust fund of stocks worth $300k and not sure if I should let the stock go up or cash it out

It’s been 6 years since I got a trust fund worth $630k and due to bad choices it’s dropped to $350k – how do I turn it around?

I’m 37 with invested $2 million in real estate and $8 million in investments – here’s how I got ahead of my peers

I want to transfer up to $250k to help my child with a down payment on their house – what’s the most tax-efficient way?

I want to teach my kids the value of wealth but they don’t know the value of $1k versus $100k

I’m 26 years old with a 401(k) balance over $100k and I think I might be putting too much into it – should I scale back?

I just found out I’m receiving a $3 million trust fund – what’s my next move?

What do people do after retirement? Is it possible to retire at an early age and still have a meaningful life?

My ex refuses to support our kids — can I access his 401(k) for child support?

I have an estranged relationship with my children and am considering leaving them $1 million each – do they deserve it?

My wife and I are on track to be at $12 million in net worth in 5 years and we think we could retire with $50m if we keep doing these steps

Is “house-hacking,” an actual hack? Or are you actually missing out on potential cash flow?

My gross salary is $84k – should I switch my 401(k) to a Roth IRA instead?

IYRI’s 10.9% Yield Is Shrinking, But Price Gains Are Making Up the Difference

Medicare Will Split Your $2,100 Drug Bill Into Monthly Installments. You Have to Ask First.

The 3 Dividend ETFs That Can Fund a 30-Year Retirement Without Ever Selling a Share

Featured Reads

Medicare Will Split Your $2,100 Drug Bill Into Monthly Installments. You Have to Ask First.

A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.