Personal Finance Articles

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4621 Articles

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…

Christy Bieber | May 12, 2026 at 11:48 AM EDT

Some Social Security Retirees Could Get $1,000 Extra Thanks to this Social Security Rule Change

Social Security benefits are a critical source of income for older Americans. Unfortunately, in the past, certain rules prevented many…

Gerelyn Terzo | May 12, 2026 at 11:30 AM EDT

The Age 60 Rule That Could Cost a Widow $702,000 in Social Security Benefits

A 58-year-old widow collecting $1,950 a month on her late husband’s Social Security benefit meets someone wonderful and starts thinking…

Christy Bieber | May 12, 2026 at 11:00 AM EDT

May Dates Social Security Recipients Need To Circle On Their Calendars

May is well underway, but Social Security retirees still have some important days coming up. In fact, there are a…

Austin Smith | May 12, 2026 at 10:45 AM EDT

The 62-to-70 Window: Why This Is Your Most Valuable 401(k) Tax Opportunity

A retired couple, both 62, walked into the year with $1.6 million in a traditional 401(k), $750,000 in a Roth…

Ian Cooper | May 12, 2026 at 10:39 AM EDT

What Retirement Really Looks Like With $300,000 Income After Your Spouse Dies

A phone call from the accountant in year three after the funeral lands harder than the funeral did. The income…

Carl Sullivan | May 12, 2026 at 10:25 AM EDT

Suze Orman’s Sober Advice to Anyone Who’s Lost Their Spouse

Two weeks after her husband died unexpectedly at age 52, a 54-year-old widow who had been married for 27 years…

Jeremy Phillips | May 12, 2026 at 10:12 AM EDT

High School Students Are Taking $300,000 in Debt for $30,000 Jobs: Here’s the Math That Should Stop Them

A high schooler told George Kamel she planned to go $300,000 into debt for a sonography degree. When Kamel asked…

Gerelyn Terzo | May 12, 2026 at 10:05 AM EDT

The Spousal Benefit That Triples a Stay-at-Home Parent’s Social Security to $1,400 a Month at 67

Picture a couple in their late sixties at the kitchen table, looking at two Social Security statements that could not…

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Personal Finance Articles

All Personal Finance Articles

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

Some Social Security Retirees Could Get $1,000 Extra Thanks to this Social Security Rule Change

The Age 60 Rule That Could Cost a Widow $702,000 in Social Security Benefits

May Dates Social Security Recipients Need To Circle On Their Calendars

The 62-to-70 Window: Why This Is Your Most Valuable 401(k) Tax Opportunity

What Retirement Really Looks Like With $300,000 Income After Your Spouse Dies

Suze Orman’s Sober Advice to Anyone Who’s Lost Their Spouse

High School Students Are Taking $300,000 in Debt for $30,000 Jobs: Here’s the Math That Should Stop Them

The Spousal Benefit That Triples a Stay-at-Home Parent’s Social Security to $1,400 a Month at 67

57% Say They Haven’t Saved Enough, and the Data Confirms It

Warren Buffett: “People Still Don’t Want to Think It Will Work”

This Midstream ETF Yields 9.4% While Sidestepping K-1 Tax Forms

57% Say They Haven't Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again

57% Say They Haven’t Saved Enough, and the Data Confirms It

Warren Buffett: “People Still Don’t Want to Think It Will Work”

Personal Finance Articles

All Personal Finance Articles

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

Some Social Security Retirees Could Get $1,000 Extra Thanks to this Social Security Rule Change

The Age 60 Rule That Could Cost a Widow $702,000 in Social Security Benefits

May Dates Social Security Recipients Need To Circle On Their Calendars

The 62-to-70 Window: Why This Is Your Most Valuable 401(k) Tax Opportunity

What Retirement Really Looks Like With $300,000 Income After Your Spouse Dies

Suze Orman’s Sober Advice to Anyone Who’s Lost Their Spouse

High School Students Are Taking $300,000 in Debt for $30,000 Jobs: Here’s the Math That Should Stop Them

The Spousal Benefit That Triples a Stay-at-Home Parent’s Social Security to $1,400 a Month at 67

57% Say They Haven’t Saved Enough, and the Data Confirms It

Warren Buffett: “People Still Don’t Want to Think It Will Work”

This Midstream ETF Yields 9.4% While Sidestepping K-1 Tax Forms

Featured Reads

57% Say They Haven't Saved Enough, and the Data Confirms It

Family Limited Partnerships: How to Lock In $4 Million in Valuation Discounts Before Congress Acts Again