Personal Finance Articles

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5306 Articles

David Beren | Sep 29, 2024 at 8:36 AM EDT

I’m in my 40s and am worth $11 million – should I use a robo-advisor or traditional wealth advisor?

24/7 Insights This Redditor is set to make $11 million from the sale of their business. There is a question…

Aaron Webber | Sep 28, 2024 at 11:30 AM EDT

I make $240k more than my spouse and we keep finances separate – why do some people combine?

Key Points from 24/7: There is no one-size-fits-all method of managing finances for married couples. Combining finances is a sign…

Will Ashworth | Sep 28, 2024 at 10:33 AM EDT

Here are 3 Reasons You Have to Make a Will Before You Die

A will is a legal document that lays out your wishes upon death. Wills are commonly considered financial in nature…

David Beren | Sep 28, 2024 at 10:30 AM EDT

If you’re over 50 years old and have a family, this is what should absolutely already be checked off on your financial checklist

24/7 Insights There are a few financial conversations you need to have before turning 50. It’s important to have a…

Aaron Webber | Sep 28, 2024 at 9:30 AM EDT

I’m in my 40s with several millions saved so far – is it time to get an advisor?

24/7 Insights Hiring a financial advisor can be expensive, and its not for everybody If you have enough money to…

Drew Wood | Sep 28, 2024 at 7:30 AM EDT

If you haven’t started saving for retirement in your 40s, there’s still hope – but you need to follow these steps

It’s the home stretch to retirement for members of Gen X—people born between 1965 and 1980. The oldest members of…

David Beren | Sep 28, 2024 at 5:36 AM EDT

‘He keeps me from making poor investment decisions’: Married couple worth millions is stuck wondering if their financial advisor is still worth it

24/7 Insights Are financial advisors worth an annual percentage? This Redditor is unsure if he should keep paying the equivalent…

Aaron Webber | Sep 27, 2024 at 12:30 PM EDT

My Wife and I Have Seen Our Incomes Explode but Are Worried About Leaving Friends Behind – What Should We Do?

In another episode of, “Why are Rich People So Weird,” we explore why rich people love to humble-brag so much.…

David Hanson | Sep 27, 2024 at 11:30 AM EDT

I’m 64 and planned to wait until 70 to claim Social Security – But can I afford to wait?

Meet Carol, a 64-year-old retiree who has been carefully planning her financial future for years. Carol initially intended to delay…

Aaron Webber | Sep 27, 2024 at 11:30 AM EDT

We’re in our 40s with nearly $10 million – what type of financial advisor should we use to avoid getting ripped off?

This post is coming from the subreddit r/fatFire (Retire with a fat stash). The title is: “At $10M NW, should…

Rich Duprey | Sep 27, 2024 at 9:35 AM EDT

My kids are 13 and 14 and I have only saved $200k for their college – am I wrong for wanting to also take on loans?

24/7 Wall St. Key Points: A Redditor wonders if fully funding a child’s college education is the right option. There…

Will Ashworth | Sep 27, 2024 at 9:31 AM EDT

Social Security 2025: We Know the COLA Number, But Here Is the Real Increase Next Year

The annual cost of living adjustment (COLA) by the Social Security Administration (SSA) to Social Security payments for 2025 is…

David Beren | Sep 27, 2024 at 9:14 AM EDT

We’re finally credit card debt-free but need home improvements – do we take out a home equity loan?

24/7 Insights This Redditor is considering making home improvements to their starter home. She and her husband recently paid off…

Chris MacDonald | Sep 27, 2024 at 8:51 AM EDT

How to Retire a Millionaire: 3 Strategies for Success

According to recent surveys and studies, it’s generally accepted that many Americans need at least $1 million to retire comfortably.…

David Hanson | Sep 26, 2024 at 11:54 AM EDT

Retirees Can Save Thousands If They Understand These Tax Breaks

The IRS offers several tax deductions for seniors, but not everyone knows about them.

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Personal Finance Articles

All Personal Finance Articles

I’m in my 40s and am worth $11 million – should I use a robo-advisor or traditional wealth advisor?

I make $240k more than my spouse and we keep finances separate – why do some people combine?

Here are 3 Reasons You Have to Make a Will Before You Die

If you’re over 50 years old and have a family, this is what should absolutely already be checked off on your financial checklist

I’m in my 40s with several millions saved so far – is it time to get an advisor?

If you haven’t started saving for retirement in your 40s, there’s still hope – but you need to follow these steps

‘He keeps me from making poor investment decisions’: Married couple worth millions is stuck wondering if their financial advisor is still worth it

My Wife and I Have Seen Our Incomes Explode but Are Worried About Leaving Friends Behind – What Should We Do?

I’m 64 and planned to wait until 70 to claim Social Security – But can I afford to wait?

We’re in our 40s with nearly $10 million – what type of financial advisor should we use to avoid getting ripped off?

My kids are 13 and 14 and I have only saved $200k for their college – am I wrong for wanting to also take on loans?

Social Security 2025: We Know the COLA Number, But Here Is the Real Increase Next Year

We’re finally credit card debt-free but need home improvements – do we take out a home equity loan?

How to Retire a Millionaire: 3 Strategies for Success

Retirees Can Save Thousands If They Understand These Tax Breaks

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

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

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

How Much Cash Should You Actually Keep in a HYSA

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

Personal Finance Articles

All Personal Finance Articles

I’m in my 40s and am worth $11 million – should I use a robo-advisor or traditional wealth advisor?

I make $240k more than my spouse and we keep finances separate – why do some people combine?

Here are 3 Reasons You Have to Make a Will Before You Die

If you’re over 50 years old and have a family, this is what should absolutely already be checked off on your financial checklist

I’m in my 40s with several millions saved so far – is it time to get an advisor?

If you haven’t started saving for retirement in your 40s, there’s still hope – but you need to follow these steps

‘He keeps me from making poor investment decisions’: Married couple worth millions is stuck wondering if their financial advisor is still worth it

My Wife and I Have Seen Our Incomes Explode but Are Worried About Leaving Friends Behind – What Should We Do?

I’m 64 and planned to wait until 70 to claim Social Security – But can I afford to wait?

We’re in our 40s with nearly $10 million – what type of financial advisor should we use to avoid getting ripped off?

My kids are 13 and 14 and I have only saved $200k for their college – am I wrong for wanting to also take on loans?

Social Security 2025: We Know the COLA Number, But Here Is the Real Increase Next Year

We’re finally credit card debt-free but need home improvements – do we take out a home equity loan?

How to Retire a Millionaire: 3 Strategies for Success

Retirees Can Save Thousands If They Understand These Tax Breaks

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

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

Featured Reads

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

How Much Cash Should You Actually Keep in a HYSA