Personal Finance Articles

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4614 Articles

Jeremy Phillips | May 13, 2026 at 4:11 AM EDT

That 8% Yield on JEPI Is Actually 5.5% After Taxes: Here’s Why High Earners Should Know the Difference

On a recent episode of the Rich Habits Podcast titled “169: Our Favorite Passive Income Strategy (2026),” co-host Austin laid…

Jeremy Phillips | May 13, 2026 at 3:46 AM EDT

I’m 69, Retired With $1.5 Million in 85% Stocks: Am I Taking Too Much Risk?

Francisco called into Talking Real Money with a $1.5 million Vanguard portfolio, an average expense ratio of 0.06%, about $42,000…

Jeremy Phillips | May 13, 2026 at 3:05 AM EDT

I’m 56 With $3.2M Saved for Retirement: My Husband Says Healthcare Costs Mean I Can’t Afford to Retire Early. Is He Right?

On a recent episode of HerMoney with Jean Chatzky, a 56-year-old listener named Louise laid out a problem that sounds…

Don Lair | May 13, 2026 at 2:24 AM EDT

Howard Marks Warned Me About S&P 500 Valuations: I Ignored Him and My Portfolio Doubled

On a recent episode of My First Million, Sam Parr told his co-host Shaan Puri that he keeps 80% of…

Don Lair | May 13, 2026 at 2:22 AM EDT

Why Roth Conversions Backfire for Most Retirees: The $12,000 Tax Bill Nobody Plans For

On the May 12 episode of The Clark Howard Podcast, financial advisor Wes Moss, CFP, told Clark Howard something most…

Don Lair | May 13, 2026 at 1:02 AM EDT

I’m 30 and My Lender Wants Me to Cash Out $36,000 in 401(k)s for a Down Payment: But That’s Actually a $1.2 Million Mistake

A 30-year-old caller named Dan phoned into The Ramsey Show with a question his lender had already half-answered for him:…

Don Lair | May 12, 2026 at 11:17 PM EDT

I Woke Up at 60 After 2 Divorces With $2.7 Million in the Bank: How Jessica Built Wealth From Poverty

Jessica wrote to Suze Orman with a line that stopped me cold: “I woke up at 60 after 2 divorces…

Don Lair | May 12, 2026 at 10:57 PM EDT

I’m 30 With $300,000 in Debt Living in My Parents’ House: How Did I Dig Myself Out and Become a Millionaire by 37?

Tiffany Aliche, the personal finance educator known as The Budgetnista, told podcast host Paula Pant on Afford Anything about the…

David Beren | May 12, 2026 at 5:29 PM EDT

Northwestern Mutual’s 2025 Planning & Progress Study Found That 69% of Millennials Say an Inheritance Is Critical to Their Retirement

Northwestern Mutual’s 2025 Planning & Progress Study turned up a number that should worry everyone who watches household balance sheets.…

David Beren | May 12, 2026 at 5:20 PM EDT

The Northwestern Mutual 2025 Study Says 74% of Millionaires Work with a Financial Advisor Versus Just 34% of Everyone Else

The headline number from Northwestern Mutual’s 2025 Planning & Progress Study is one of those statistics that sorts the country…

David Beren | May 12, 2026 at 4:35 PM EDT

The Northwestern Mutual 2025 Legacy Study Finds 77% of Parents Involve Their Kids in Advisor Meetings

The headline number from Northwestern Mutual’s 2025 Planning & Progress Study, Wave 5 on Leaving a Legacy, is the kind…

David Beren | May 12, 2026 at 4:10 PM EDT

63% of Americans Say Investing Needs Patience, Yet 43% Are Trading More Than Ever

A new contradiction sits at the center of how Americans say they invest versus how they actually invest. The Charles…

Marc Guberti | May 12, 2026 at 3:56 PM EDT

Why Side-Hustle Consultants Are Opening Solo 401(k)s and Sheltering Another $50,000 From Taxes

A 45-year-old hospital physician earning $300,000 in W-2 wages already maxes the workplace 401(k) every January and assumes the tax-shelter…

David Beren | May 12, 2026 at 2:27 PM EDT

Northwestern Mutual’s 2025 Planning & Progress Study Found That 64% of American Millionaires Don’t Consider Themselves Wealthy

The threshold sounds like a finish line: if you hit $1 million in investable assets, the math says you have…

David Beren | May 12, 2026 at 12:19 PM EDT

The Northwestern Mutual 2025 Study Says 79% of American Millionaires Are Self-Made

The popular image of an American millionaire often starts with a trust fund or a lucky break, but the data…

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Personal Finance Articles

All Personal Finance Articles

That 8% Yield on JEPI Is Actually 5.5% After Taxes: Here’s Why High Earners Should Know the Difference

I’m 69, Retired With $1.5 Million in 85% Stocks: Am I Taking Too Much Risk?

I’m 56 With $3.2M Saved for Retirement: My Husband Says Healthcare Costs Mean I Can’t Afford to Retire Early. Is He Right?

Howard Marks Warned Me About S&P 500 Valuations: I Ignored Him and My Portfolio Doubled

Why Roth Conversions Backfire for Most Retirees: The $12,000 Tax Bill Nobody Plans For

I’m 30 and My Lender Wants Me to Cash Out $36,000 in 401(k)s for a Down Payment: But That’s Actually a $1.2 Million Mistake

I Woke Up at 60 After 2 Divorces With $2.7 Million in the Bank: How Jessica Built Wealth From Poverty

I’m 30 With $300,000 in Debt Living in My Parents’ House: How Did I Dig Myself Out and Become a Millionaire by 37?

Northwestern Mutual’s 2025 Planning & Progress Study Found That 69% of Millennials Say an Inheritance Is Critical to Their Retirement

The Northwestern Mutual 2025 Study Says 74% of Millionaires Work with a Financial Advisor Versus Just 34% of Everyone Else

The Northwestern Mutual 2025 Legacy Study Finds 77% of Parents Involve Their Kids in Advisor Meetings

63% of Americans Say Investing Needs Patience, Yet 43% Are Trading More Than Ever

Why Side-Hustle Consultants Are Opening Solo 401(k)s and Sheltering Another $50,000 From Taxes

Northwestern Mutual’s 2025 Planning & Progress Study Found That 64% of American Millionaires Don’t Consider Themselves Wealthy

The Northwestern Mutual 2025 Study Says 79% of American Millionaires Are Self-Made

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

These Investors Earned 20% to 33% Returns Using The Same Philosophy on Completely Different Stocks

The Augusta Rule: How a Small Business Owner Pays Herself $20,000 of Tax-Free Income for Renting Her Own Home to Her Company

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

These Investors Earned 20% to 33% Returns Using The Same Philosophy on Completely Different Stocks

Personal Finance Articles

All Personal Finance Articles

That 8% Yield on JEPI Is Actually 5.5% After Taxes: Here’s Why High Earners Should Know the Difference

I’m 69, Retired With $1.5 Million in 85% Stocks: Am I Taking Too Much Risk?

I’m 56 With $3.2M Saved for Retirement: My Husband Says Healthcare Costs Mean I Can’t Afford to Retire Early. Is He Right?

Howard Marks Warned Me About S&P 500 Valuations: I Ignored Him and My Portfolio Doubled

Why Roth Conversions Backfire for Most Retirees: The $12,000 Tax Bill Nobody Plans For

I’m 30 and My Lender Wants Me to Cash Out $36,000 in 401(k)s for a Down Payment: But That’s Actually a $1.2 Million Mistake

I Woke Up at 60 After 2 Divorces With $2.7 Million in the Bank: How Jessica Built Wealth From Poverty

I’m 30 With $300,000 in Debt Living in My Parents’ House: How Did I Dig Myself Out and Become a Millionaire by 37?

Northwestern Mutual’s 2025 Planning & Progress Study Found That 69% of Millennials Say an Inheritance Is Critical to Their Retirement

The Northwestern Mutual 2025 Study Says 74% of Millionaires Work with a Financial Advisor Versus Just 34% of Everyone Else

The Northwestern Mutual 2025 Legacy Study Finds 77% of Parents Involve Their Kids in Advisor Meetings

63% of Americans Say Investing Needs Patience, Yet 43% Are Trading More Than Ever

Why Side-Hustle Consultants Are Opening Solo 401(k)s and Sheltering Another $50,000 From Taxes

Northwestern Mutual’s 2025 Planning & Progress Study Found That 64% of American Millionaires Don’t Consider Themselves Wealthy

The Northwestern Mutual 2025 Study Says 79% of American Millionaires Are Self-Made

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

These Investors Earned 20% to 33% Returns Using The Same Philosophy on Completely Different Stocks

The Augusta Rule: How a Small Business Owner Pays Herself $20,000 of Tax-Free Income for Renting Her Own Home to Her Company

Featured Reads

How Closed-End Funds at a 12% Discount Can Turn $300,000 Into $30,000 a Year

In 2026, RMDs Are Still Costing Retirees Six Figures, And the New One Big Beautiful Bill Did Nothing About It