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SmartAsset

SmartAsset is a U.S.-based personal finance technology company founded in 2012. It offers online tools, calculators, and educational content to help users make informed decisions about mortgages, retirement, taxes, and investing. The platform also connects consumers with financial advisors through its SmartAdvisor matching service, serving millions of users seeking personalized financial guidance.

Dave Ramsey Gives Advice To A 'Broke' Couple Who Spent $30,000 On Solar Panels — 'You Need To Lock Arms And Write Down A Pledge In Blood That Says I'm Going To Quit Buying Crap I Can't Afford'

Dave Ramsey Gives Advice To A 'Broke' Couple Who Spent $30,000 On Solar Panels — 'You Need To Lock Arms And Write Down A Pledge In Blood That Says I'm Going To Quit Buying Crap I Can't Afford'

Does The 4% Retirement Rule Still Apply In 2024, Or Do You Need An Updated Withdrawal Strategy?

Does The 4% Retirement Rule Still Apply In 2024, Or Do You Need An Updated Withdrawal Strategy?

I Have A $300,000 Mortgage, $100,000 In My Savings And No Life Insurance. Will My Children Be Responsible For My Debt?

I Have A $300,000 Mortgage, $100,000 In My Savings And No Life Insurance. Will My Children Be Responsible For My Debt?

Does The 4% Retirement Rule Still Apply In 2024, Or Do You Need An Updated Withdrawal Strategy?

Does The 4% Retirement Rule Still Apply In 2024, Or Do You Need An Updated Withdrawal Strategy?

I Have A $300,000 Mortgage, $100,000 In My Savings And No Life Insurance. Will My Children Be Responsible For My Debt?

I Have A $300,000 Mortgage, $100,000 In My Savings And No Life Insurance. Will My Children Be Responsible For My Debt?

I Earn $75,000 Per Year And Have $150,000 In My Retirement Account, But My Husband Doesn't Work — How Can I Plan For Our Retirement?

I Earn $75,000 Per Year And Have $150,000 In My Retirement Account, But My Husband Doesn't Work — How Can I Plan For Our Retirement?

Will Your $1.5 Million Nest Egg Last If You Retire Early At 62?

Will Your $1.5 Million Nest Egg Last If You Retire Early At 62?

I Earn $75,000 Per Year And Have $150,000 In My Retirement Account, But My Husband Doesn't Work — How Can I Plan For Our Retirement?

I Earn $75,000 Per Year And Have $150,000 In My Retirement Account, But My Husband Doesn't Work — How Can I Plan For Our Retirement?

Will Your $1.5 Million Nest Egg Last If You Retire Early At 62?

Will Your $1.5 Million Nest Egg Last If You Retire Early At 62?

Can They Seize Our Family Home If My Spouse Goes To A Nursing Home While I Still Live There?

Can They Seize Our Family Home If My Spouse Goes To A Nursing Home While I Still Live There?

I'm 65 And Have A $150K Mortgage With $250,000 In My Retirement Account. Should I Use Retirement Funds To Pay Off The Mortgage?

I'm 65 And Have A $150K Mortgage With $250,000 In My Retirement Account. Should I Use Retirement Funds To Pay Off The Mortgage?

SmartAsset Recent News

I Want To Give My Daughter $50,000 To Help Pay For Her Wedding — Will I Need To Worry About Triggering A Gift Tax?

I Want To Give My Daughter $50,000 To Help Pay For Her Wedding — Will I Need To Worry About Triggering A Gift Tax?

I'm 58 And My Husband Is 64. Can I Collect Spousal Social Security Now And Switch To My Benefits At 67? Understanding Your Options For Retirement As A Couple

I'm 58 And My Husband Is 64. Can I Collect Spousal Social Security Now And Switch To My Benefits At 67? Understanding Your Options For Retirement As A Couple

Do I Get A Break On My Property Taxes Because I Am A Senior?

Do I Get A Break On My Property Taxes Because I Am A Senior?

I Plan To Convert $100K In My 401(k) To A Roth IRA. Is There A Way To Avoid Taxes?

I Plan To Convert $100K In My 401(k) To A Roth IRA. Is There A Way To Avoid Taxes?

How Much Money Do You Need To Make To Be Among The Top 1%, 5% Or 10% Based On Income? The Answer Is Less Than You'd Expect

How Much Money Do You Need To Make To Be Among The Top 1%, 5% Or 10% Based On Income? The Answer Is Less Than You'd Expect

Only 65.8% Of U.S. Households Feel Confident In Handling An Unexpected $2,000 Expense — Federal Reserve Reveals How Economically Fragile People Are Now

Only 65.8% Of U.S. Households Feel Confident In Handling An Unexpected $2,000 Expense — Federal Reserve Reveals How Economically Fragile People Are Now

I'm Married And We Earn $250,000 Per Year Combined — This Exceeds The Roth IRA Limit But Can We Still Contribute Using A Backdoor Roth?

I'm Married And We Earn $250,000 Per Year Combined — This Exceeds The Roth IRA Limit But Can We Still Contribute Using A Backdoor Roth?

Married and finding yourself in the frustrating position of earning above the Roth IRA limit? Don't worry, you're not alone.

An Increasing Number Of Americans Are Taking Early Withdrawals From Their Retirement Accounts — What You Can Do Instead

An Increasing Number Of Americans Are Taking Early Withdrawals From Their Retirement Accounts — What You Can Do Instead

This Bank Is Offering A $20,000 Bonus If You Open An Account In January — Plus Other Banks That Reward You For A New Account

This Bank Is Offering A $20,000 Bonus If You Open An Account In January — Plus Other Banks That Reward You For A New Account

Partner Content

People Over 75 Are The Fastest-Growing Demographic In The Workforce — And The Number Is Expected To Continue Increasing

People Over 75 Are The Fastest-Growing Demographic In The Workforce — And The Number Is Expected To Continue Increasing

The older workforce, numbering roughly 11 million today, has nearly quadrupled since the mid-1980s.

Millennials Are The Most Likely Of All Generations To Experience Financial Hardships And Money Troubles, According To Survey

Millennials Are The Most Likely Of All Generations To Experience Financial Hardships And Money Troubles, According To Survey

Millennials grew up and entered the workforce during tumultuous economic times.

Are You Rich? Here's What Americans Think You Need To Be Considered Wealthy

Are You Rich? Here's What Americans Think You Need To Be Considered Wealthy

In the United States, the concept of being rich is often a subject of discussion, curiosity and, sometimes, aspiration.

Is A Roth IRA Conversion Right for You? Here Is A Way You Can Reduce Some Of The Immediate Taxes

Is A Roth IRA Conversion Right for You? Here Is A Way You Can Reduce Some Of The Immediate Taxes

One of the key financial strategies in 2024 is the Roth IRA conversion.

Can A Nursing Home Legally Take My $100,000 IRA, Home, Personal Savings Or Other Assets?

Can A Nursing Home Legally Take My $100,000 IRA, Home, Personal Savings Or Other Assets?

Can Living Off Interest From A $1 Million Investment Support Your Retirement Dreams?

Can Living Off Interest From A $1 Million Investment Support Your Retirement Dreams?

Living off a $1 million portfolio requires a strategic balance between securing steady income and managing investment risks.

I Want To Help My Son Buy A House — If I Give Him $30,000 For The Down Payment, Will I Pay A Gift Tax? Do I Need To Report This To The IRS?

I Want To Help My Son Buy A House — If I Give Him $30,000 For The Down Payment, Will I Pay A Gift Tax? Do I Need To Report This To The IRS?

Considering assisting your son with a $30,000 contribution toward the down payment on his first home?

I'm Downsizing For Retirement And Selling My Primary Home For $1 Million — Will I Owe Capital Gains Taxes?

I'm Downsizing For Retirement And Selling My Primary Home For $1 Million — Will I Owe Capital Gains Taxes?

Can I Retire At 62 With $600,000 In A Roth IRA, $1,700 In Monthly Rental Income And By Taking Early Social Security Benefits?

Can I Retire At 62 With $600,000 In A Roth IRA, $1,700 In Monthly Rental Income And By Taking Early Social Security Benefits?

Retirement planning is a complex process that requires careful consideration of various income sources and expenses.

Does Your Net Worth Become 'Meaningless' When You Retire?

Does Your Net Worth Become 'Meaningless' When You Retire?

Some financial experts believe that the idealized view of retirement frequently contrasts with the experience. In particular, the significance of net worth undergoes a considerable shift.

If You Want To Retire With $1 Million This Is When You Need To Start Saving — Most Americans Don't Start At This Age

If You Want To Retire With $1 Million This Is When You Need To Start Saving — Most Americans Don't Start At This Age

Young adults need to start saving regularly by age 25 at the latest to accumulate at least $1 million by retirement.

Can I Retire At 62 With A $1 Million Roth IRA, $22,172 Annual Pension And $1,827 Monthly Social Security?

Can I Retire At 62 With A $1 Million Roth IRA, $22,172 Annual Pension And $1,827 Monthly Social Security?

Retirement planning is an intricate process that requires understanding and integrating various income sources.

Will My Retirement Benefits Count Against Me For Social Security? Does Social Security Count My Retirement Income, And Can It Impact My Benefits?

Will My Retirement Benefits Count Against Me For Social Security? Does Social Security Count My Retirement Income, And Can It Impact My Benefits?

Average Retirement Income In America Revealed — Will You Make Enough Each Month?

Average Retirement Income In America Revealed — Will You Make Enough Each Month?