Personal Finance Articles

All Personal Finance Articles

5326 Articles

David Beren | Oct 1, 2024 at 5:45 AM EDT

We’re in our mid-30s with $2.8 million saved and want to retire in 15 years – are we on track?

from 24/7: This Redditor wonders if they are on track to have a $7 million net worth. The plan is…

Joey Frenette | Oct 1, 2024 at 5:45 AM EDT

We’re in our 30s and want to retire soon with no debt – should we lock in our stock market gains and pay off the house?

The FIRE (financial independence, retire early) movement may have taken a few backward steps amid inflation. With the costs of…

Ian Cooper | Sep 30, 2024 at 3:25 PM EDT

If you’ve been working for 10 years, this is how much you should have saved by now

If you’re thinking about retiring, make sure you can do so peacefully. Right now, half of Americans can’t. In fact,…

Rich Duprey | Sep 30, 2024 at 8:02 AM EDT

We’re 35 and about to start a family – with an income of $280k, how much life insurance do we need?

24/7 Wall St. Insights: How much life insurance you need is a very personal decision influenced by individual considerations that…

Kristin Hitchcock | Sep 30, 2024 at 5:30 AM EDT

I recently came into $4 million and want to hire a financial advisor – how do I get comfortable with the cost?

24/7 Wall St. Key Insights: A financial advisor doesn’t just manage investments, though that is their main function. Working as…

Aaron Webber | Sep 30, 2024 at 5:30 AM EDT

I’m worth millions and enjoy picking up the tab when out with friends – how do I make it not awkward?

Those who have been fortunate enough to make significant amounts of money should feel no shame in taking care of…

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?

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

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…

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Personal Finance Articles

All Personal Finance Articles

We’re in our mid-30s with $2.8 million saved and want to retire in 15 years – are we on track?

We’re in our 30s and want to retire soon with no debt – should we lock in our stock market gains and pay off the house?

If you’ve been working for 10 years, this is how much you should have saved by now

We’re 35 and about to start a family – with an income of $280k, how much life insurance do we need?

I recently came into $4 million and want to hire a financial advisor – how do I get comfortable with the cost?

I’m worth millions and enjoy picking up the tab when out with friends – how do I make it not awkward?

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?

The HSA Move High Earners Are Prioritizing Over 401(k) Catch-Up Contributions in 2026

The $82 Annual Fee Is Just the Start: TQQQ’s Hidden Cost Structure Explained

SCHD’s 6 Basis Point Fee Hides a 38% Decade-Long Performance Gap

The HSA Move High Earners Are Prioritizing Over 401(k) Catch-Up Contributions in 2026

Your First Required IRA Withdrawal at 73 Can Push You Past the IRMAA Cliff for a Full Year

QYLD’s $10,000 Problem: How a Covered-Call ETF Left Investors With a Fraction of Nasdaq Gains

The HSA Move High Earners Are Prioritizing Over 401(k) Catch-Up Contributions in 2026

Personal Finance Articles

All Personal Finance Articles

We’re in our mid-30s with $2.8 million saved and want to retire in 15 years – are we on track?

We’re in our 30s and want to retire soon with no debt – should we lock in our stock market gains and pay off the house?

If you’ve been working for 10 years, this is how much you should have saved by now

We’re 35 and about to start a family – with an income of $280k, how much life insurance do we need?

I recently came into $4 million and want to hire a financial advisor – how do I get comfortable with the cost?

I’m worth millions and enjoy picking up the tab when out with friends – how do I make it not awkward?

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?

The HSA Move High Earners Are Prioritizing Over 401(k) Catch-Up Contributions in 2026

The $82 Annual Fee Is Just the Start: TQQQ’s Hidden Cost Structure Explained

SCHD’s 6 Basis Point Fee Hides a 38% Decade-Long Performance Gap

Featured Reads

The HSA Move High Earners Are Prioritizing Over 401(k) Catch-Up Contributions in 2026

Your First Required IRA Withdrawal at 73 Can Push You Past the IRMAA Cliff for a Full Year