Personal Finance

Personal Finance Articles

A caller named Alice called the Dave Ramsey show recently to talk about her upcoming potential marriage with her boyfriend. The caller said she makes $650,000 per year and her boyfriend makes $150K...
When you can afford to send your kids to private school, should you do so? This is a question that a Reddit user is currently facing. The Redditor has a $10 million net worth in his late 30s and he...
Generational wealth will play an increasing role as the great generational wealth transfer (from Baby Boomers to Millennials) continues on. Indeed, many Boomers who are well-off, with swollen...
As part of any retirement planning scenario, you will look at all the options available. Whether this is maintaining a portfolio complete with stocks, ETFs, 401(k), or real estate, there is no...
It seems an obvious idea today, now that it’s been expressed, but Charles Dickens is said to be the first author to put into words the advice: “Never say never” (in his first novel, the 1837...
The aftermath of a loved one’s passing is a somber occasion. While a family may still be in mourning, handling the deceased’s affairs can be an emotionally difficult period. Nevertheless, the...
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. In 2025, the age-old debate between investing and saving...
Baby Boomers are currently between the ages of 61 and 79. Many people within this age group are already receiving Social Security while a good number have yet to claim their benefits.  For those who...
Aspiring retirees spend many years saving up money so they have a large enough nest egg for retirement. It’s common for young investors to pour their money into growth-oriented stocks and funds....
Most years, tax returns are due on April 15 unless that date happens to fall out over a weekend. And because April 15 is a Tuesday this year, that’s precisely when your 2024 tax return needs to be...
When it comes to retirement, there are some longstanding rules of thumb many people rely on. Unfortunately, finance expert Suze Orman has a warning about one of those rules. Orman has urged people to...
Once you turn 65, you’re generally entitled to Medicare coverage. But you don’t have to stick with original Medicare (Parts A and B plus a Part D drug plan). Instead, you could sign up for a...
A caller to the Dave Ramsey Show commented recently that she feels like she’s falling behind her peers in terms of her possessions. The caller explained to Ramsey that she sees other people with...
Everyone has an idea about what the perfect investment and retirement strategy is, everybody feels like they have everything figured out. The thing is, the American financial system is so complicated...
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