I'm a financial planner and dad. A Trump Account isn't the right choice for me but it could be for you — here's why.

Tech Insider : Business, Environment
a man walks down the street with his daughter
Eric Roberge and his daughter.

Courtesy of Eric Roberge

I needed to save money, so I challenged myself to a 30-day spending freeze. I learned a lot about my financial habits.

Tech Insider : Economy, Business
a woman pulling out dollars from her wallet
The author decided to stop spending money for a month.

iiievgeniy/Getty Images

Elon Musk says retirement savings 'won't matter' in 20 years. We asked 7 personal finance and AI gurus what they think.

Tech Insider : Business, Economy, Environment
Photo collage featuring Elon Musk
The Tesla board has proposed a pay package for Elon Musk that could be worth up to $1 trillion.

ALLISON ROBBERT/Getty Images; Getty Images; Tyler Le/BI

They left their jobs in their 50s to reconnect with their kids. It helped them rethink their long-term career plans.

Tech Insider : Travel, Travel, Business
A selfie of a man, a woman, and their three sons in Turkey.
Pablo Slough and Karen Gilchrist quit their tech jobs in mid-2024 to take a gap year to spend time with their sons.

Pablo Slough and Karen Gilchrist.

I saved $3 million but was afraid to spend it when I retired. Here's how I changed my mindset after being frugal for decades.

Tech Insider : Business, Technology, Travel
Scott Scovel posing in front of a group of wildebeest and zebras.
Scovel is aiming to pay himself $50,000 a year for fun experiences in retirement.

Courtesy of Scott Scovel

A 25-year banking pro says to be skeptical of social media tips and start investing 'any amount' you can

Tech Insider : Business
Headshot of Racquel Oden
Racquel Oden is the US head of wealth and private banking at HSBC.

Photo courtesy of Racquel Oden

My wife and I pay $1,200 a month for a house manager. Buying back my time, peace, and energy is more valuable than money.

Tech Insider : Business
a family of three on a park bench
Eric Roberge and his family.

Beyond Your Hammock

Boomers who want to transfer wealth to their adult kids should make sure their finances can pass a stress test

Tech Insider : Economy
Man taking a photo of woman near the ocean
Financial planners say baby boomers need to make sure they're financially set before passing down wealth.

AscentXmedia/Getty Images

Boomer dad, who is 6 months away from retirement, has already started gifting his Gen X and millennial kids their inheritance

Tech Insider : Economy
An older couple enjoying a cup of coffee on their deck overlooking the mountains
More boomers are proactively transferring their wealth to their adult kids.

Jordan Siemens/Getty Images

Americans are facing a retirement 'financial vortex,' says Goldman Sachs. Not having a plan makes it worse.

Tech Insider : Economy, Economy
A hand puts coins into a jar labeled
Americans are worried they won't be able to retire when they want to.

Pinkomelet/Getty Images

Subscribe to financial-planning