Personal Finance

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What is a mortgagee clause?

10'000 Hours/Getty Images Key takeaways Many mortgage lenders require borrowers to have a homeowners insurance…

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What is the limit for a balance transfer card?

Key takeaways The amount you can transfer with a balance transfer credit card depends on…

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How to Semi-Retire Early: 5 Steps to Know

Semi-retiring early offers the best of both worlds: enjoying more leisure time while still maintaining…

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How To Break Free From A Cycle Of Debt

As a licensed wealth advisor, I've witnessed the heavy impact that debt has on individuals…

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Planning Can Help You Deal With The Unexpected

This is a published version of our weekly Forbes Tax Breaks newsletter. You can sign-up…

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Mortgage rates lower as talk of interest rate cuts intensify: Freddie Mac

Mortgage rates tumbled further this week as strong economic data and a positive inflation report…

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I’m a personal finance reporter — here’s how I did a mid-year financial checkup in under an hour

When life gets in the way, it’s easy to put pesky but important tasks —…

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What happens when you pay off your mortgage?

Luis Alvarez/Getty Images Key takeaways Owning your home free and clear carries both financial and…

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Upstart vs. Best Egg: Which offers better personal loans?

Morsa Images/Getty Images Key takeaways Best Egg is a good fit for debt consolidation and…

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I’m 64 With $1.2 Million in a 401(k) and $2,800 Social Security Benefit. What’s My Retirement Budget?

For an average single person planning to stop working at 64, a $1.2 million 401(k)…

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