Personal Finance Articles

All Personal Finance Articles

4618 Articles

Drew Wood | May 15, 2026 at 3:45 PM EDT

A $900,000 Portfolio With 47 Percent in One Tech Stock Is the Retirement Time Bomb Most Couples Refuse to Defuse

The couple is 64. He spent 28 years at a major tech company, accumulating $423,000 in employer stock through ESPP…

Marc Guberti | May 15, 2026 at 3:27 PM EDT

How Your 401(k) Is Quietly Charging You $200,000 Over a Career and Most Workers Never Notice

A 30-year-old earning $90,000 who routes 10% of pay into a 401(k) assumes the system is working. Contributions go in,…

Gerelyn Terzo | May 15, 2026 at 3:10 PM EDT

How a Retired Texas Teacher’s Social Security Just Jumped From Zero to $1,640 a Month After the Fairness Act

Picture a 68-year-old retired math teacher in San Antonio. She spent 32 years in Texas classrooms, earned a $54,000 annual…

Carl Sullivan | May 15, 2026 at 2:46 PM EDT

At 50, This ER Doctor Didn’t Know What a Net Worth Was. How He Hit Financial Independence.

It’s not uncommon for middle-aged people to realize they’re not where they should be financially. “At 50, I didn’t know…

David Beren | May 15, 2026 at 1:55 PM EDT

Only 7% of Americans Can Pass a Basic Retirement Knowledge Test, According to a New 2025 Study

A new study from the TIAA Institute and the Global Financial Literacy Excellence Center sets a deliberately low bar for…

Carl Sullivan | May 15, 2026 at 1:51 PM EDT

Why Gen Z Says YOLO and Spends Everything, According to the Budgetnista Tiffany Aliche

Generation Z is understandably discouraged. There’s the horrible job market. There’s the home affordability crisis. For many, there are crushing…

Drew Wood | May 15, 2026 at 12:41 PM EDT

What Retirement Really Looks Like at 64 With $2.4 Million and a Father Moving Into the Guest Room Next Year

The retirement plan looked straightforward until March 2026. A 64-year-old couple in Pennsylvania had built a $2.4 million portfolio around…

David Beren | May 15, 2026 at 12:38 PM EDT

A New Study Shows Women Trail Men by 10 Points on Financial Literacy, Here’s Why That Gap Has to Close

A new measure of how Americans understand money has surfaced the same finding researchers have documented for nearly a decade:…

Drew Wood | May 15, 2026 at 12:17 PM EDT

If You Have $480,000 Saved at 67 and Just Sold a Restaurant for $1.1 Million Cash, Here Is the Income Plan That Actually Holds

After 22 years, a couple sold their restaurant and suddenly found themselves staring at a very different balance sheet. The…

Gerelyn Terzo | May 15, 2026 at 11:40 AM EDT

How a 67-Year-Old Father With a 12-Year-Old Can Trigger $1,400 a Month in Children’s Social Security Benefits

Plenty of fathers in their late 60s are still raising elementary or middle school kids. A second marriage, a blended…

Austin Smith | May 15, 2026 at 11:30 AM EDT

How Tech Executives Convert RSU Vests Into $700,000 of Tax-Free 401(k) Retirement Income

The $400,000 Vest That Quietly Builds Concentration Risk A 44-year-old VP at a public mega-cap tech company earns a $300,000…

Don Lair | May 15, 2026 at 11:14 AM EDT

I Hit Rock Bottom at 30 Facing Foreclosure and Credit Card Debt: Here’s How I Reached an Eight-Figure Year by 40

Tiffany Aliche was 30, the Great Recession was eating her job, her credit cards were maxed, and her condo was…

David Beren | May 15, 2026 at 10:43 AM EDT

Building Wealth Without Protecting It, The Number from Northwestern Mutual Study’s Most Overlooked Finding

Most of the coverage around the latest Northwestern Mutual Planning & Progress Study centered on retirement readiness and the anxiety…

Marc Guberti | May 15, 2026 at 10:27 AM EDT

Why I Would Tell a 50-Year-Old to Skip the $50,000 401(k) Loan and the $100,000 It Would Quietly Cost Her

A woman is 50, has $300,000 in her 401(k), and wants to renovate her kitchen. Her plan looks tidy on…

David Beren | May 15, 2026 at 10:22 AM EDT

The 2025 TIAA-GFLEC Study Found That Americans Have Made Zero Financial Literacy Progress in 8 Years

Nine years of data have produced the same disappointing result. U.S. adults correctly answered just 49% of questions on the…

1 … 39 40 41 42 43 … 309

Personal Finance Articles

All Personal Finance Articles

A $900,000 Portfolio With 47 Percent in One Tech Stock Is the Retirement Time Bomb Most Couples Refuse to Defuse

How Your 401(k) Is Quietly Charging You $200,000 Over a Career and Most Workers Never Notice

How a Retired Texas Teacher’s Social Security Just Jumped From Zero to $1,640 a Month After the Fairness Act

At 50, This ER Doctor Didn’t Know What a Net Worth Was. How He Hit Financial Independence.

Only 7% of Americans Can Pass a Basic Retirement Knowledge Test, According to a New 2025 Study

Why Gen Z Says YOLO and Spends Everything, According to the Budgetnista Tiffany Aliche

What Retirement Really Looks Like at 64 With $2.4 Million and a Father Moving Into the Guest Room Next Year

A New Study Shows Women Trail Men by 10 Points on Financial Literacy, Here’s Why That Gap Has to Close

If You Have $480,000 Saved at 67 and Just Sold a Restaurant for $1.1 Million Cash, Here Is the Income Plan That Actually Holds

How a 67-Year-Old Father With a 12-Year-Old Can Trigger $1,400 a Month in Children’s Social Security Benefits

How Tech Executives Convert RSU Vests Into $700,000 of Tax-Free 401(k) Retirement Income

I Hit Rock Bottom at 30 Facing Foreclosure and Credit Card Debt: Here’s How I Reached an Eight-Figure Year by 40

Building Wealth Without Protecting It, The Number from Northwestern Mutual Study’s Most Overlooked Finding

Why I Would Tell a 50-Year-Old to Skip the $50,000 401(k) Loan and the $100,000 It Would Quietly Cost Her

The 2025 TIAA-GFLEC Study Found That Americans Have Made Zero Financial Literacy Progress in 8 Years

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

The Severance Negotiation Move That Cut a 56-Year-Old VP's Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Personal Finance Articles

All Personal Finance Articles

A $900,000 Portfolio With 47 Percent in One Tech Stock Is the Retirement Time Bomb Most Couples Refuse to Defuse

How Your 401(k) Is Quietly Charging You $200,000 Over a Career and Most Workers Never Notice

How a Retired Texas Teacher’s Social Security Just Jumped From Zero to $1,640 a Month After the Fairness Act

At 50, This ER Doctor Didn’t Know What a Net Worth Was. How He Hit Financial Independence.

Only 7% of Americans Can Pass a Basic Retirement Knowledge Test, According to a New 2025 Study

Why Gen Z Says YOLO and Spends Everything, According to the Budgetnista Tiffany Aliche

What Retirement Really Looks Like at 64 With $2.4 Million and a Father Moving Into the Guest Room Next Year

A New Study Shows Women Trail Men by 10 Points on Financial Literacy, Here’s Why That Gap Has to Close

If You Have $480,000 Saved at 67 and Just Sold a Restaurant for $1.1 Million Cash, Here Is the Income Plan That Actually Holds

How a 67-Year-Old Father With a 12-Year-Old Can Trigger $1,400 a Month in Children’s Social Security Benefits

How Tech Executives Convert RSU Vests Into $700,000 of Tax-Free 401(k) Retirement Income

I Hit Rock Bottom at 30 Facing Foreclosure and Credit Card Debt: Here’s How I Reached an Eight-Figure Year by 40

Building Wealth Without Protecting It, The Number from Northwestern Mutual Study’s Most Overlooked Finding

Why I Would Tell a 50-Year-Old to Skip the $50,000 401(k) Loan and the $100,000 It Would Quietly Cost Her

The 2025 TIAA-GFLEC Study Found That Americans Have Made Zero Financial Literacy Progress in 8 Years

The Severance Negotiation Move That Cut a 56-Year-Old VP’s Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI

Forget High-Flying Oil Drillers: 1 Fee-Based Midstream Giant to Buy Right Now

Featured Reads

The Severance Negotiation Move That Cut a 56-Year-Old VP's Tax Bill on Her $480,000 Package by $112,000

How a 73-Year-Old Built a Monthly Paycheck Around O, MAIN, and SPYI