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Browsing Tag

Banking/Credit

50 posts
PPersonal finance
Senators’ war with Social Security continues — this time it’s about slashing visits to field offices
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Senators’ war with Social Security continues — this time it’s about slashing visits to field offices

  • December 11, 2025
Published: Dec. 11, 2025 at 3:55 p.m. ET The war between a handful of senators and the Social Security…
PPersonal finance
‘My income isn’t enough to enjoy life.’ I’m 78 and a widow with no kids. I need to live on $250K, Social Security, a pension and an annuity that ‘I regret.’ Help.
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‘My income isn’t enough to enjoy life.’ I’m 78 and a widow with no kids. I need to live on $250K, Social Security, a pension and an annuity that ‘I regret.’ Help.

  • December 11, 2025
Question: “I’m 78 years old, a widow and have no children or grandchildren. I sold my house and…
PPersonal finance
‘Wide array of challenges.’ My wife and I have aging parents, just $29K in a 401(k) and face return-to-office mandates but live hundreds of miles from the office. Help.
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‘Wide array of challenges.’ My wife and I have aging parents, just $29K in a 401(k) and face return-to-office mandates but live hundreds of miles from the office. Help.

  • December 10, 2025
Question: “We are a married couple with return-to-office mandates. This leads to a number of issues as our…
PPersonal finance
‘Wide array of challenges.’ My wife and I have aging parents, just $29K in a 401(k) and face return-to-office mandates but live hundreds of miles from the office. Help.
Read More

‘Wide array of challenges.’ My wife and I have aging parents, just $29K in a 401(k) and face return-to-office mandates but live hundreds of miles from the office. Help.

  • December 10, 2025
Question: “We are a married couple with return-to-office mandates. This leads to a number of issues as our…
PPersonal finance
Do you need an annuity in your 401(k) plan? 6 financial planners on who it works for — and who it doesn’t
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Do you need an annuity in your 401(k) plan? 6 financial planners on who it works for — and who it doesn’t

  • December 8, 2025
The SECURE 2.0 Act helped pave the way for employers to offer workers annuities in their retirement plans.…
PPersonal finance
‘I don’t want to live month to month.’ I’m a retired teacher, 68, with $800K saved, but I live in an expensive state. Help.
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‘I don’t want to live month to month.’ I’m a retired teacher, 68, with $800K saved, but I live in an expensive state. Help.

  • December 8, 2025
Question: “I am a 68-year-old retired teacher. I have $4,500 in fixed monthly income from Social Security and…
PPersonal finance
‘I would like to retire now.’ I’m 57 with $330K saved and an IUL, but over $100K in debt. Help.
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‘I would like to retire now.’ I’m 57 with $330K saved and an IUL, but over $100K in debt. Help.

  • December 5, 2025
Question: “I’m 57 years old and I would like to retire now. I have $300K in my 401(k),…
PPersonal finance
‘I lost everything.’ At a friend’s recommendation, I invested my life savings in a firm abroad — now it’s all gone and the CEO was in court. What now?
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‘I lost everything.’ At a friend’s recommendation, I invested my life savings in a firm abroad — now it’s all gone and the CEO was in court. What now?

  • December 4, 2025
Question: “I was introduced by a friend to a financial firm in the U.K. Shortly after transferring my…
PPersonal finance
‘Everyone treats me like I have a contagious disease.’ I have $500K in stock, earn $9.5K a month and want a good adviser to meet me in person. Help.
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‘Everyone treats me like I have a contagious disease.’ I have $500K in stock, earn $9.5K a month and want a good adviser to meet me in person. Help.

  • December 3, 2025
Question: “I have $500,000 in stock and income after taxes of $9,500 per month. My previous adviser passed…
PPersonal finance
‘I grew up very poor, so I’m very risk adverse.’ I’m 59 and ready to retire with $575K in my 401(k), $350K in CDs and $125K in cash. Is this a solid position to be in?
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‘I grew up very poor, so I’m very risk adverse.’ I’m 59 and ready to retire with $575K in my 401(k), $350K in CDs and $125K in cash. Is this a solid position to be in?

  • December 1, 2025
Question: “After working 27 years for the same great company, I am ready to retire at 59 ½…
AArtificial intelligence
Flood of AI Bonds Adds to Pressure on Markets
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Flood of AI Bonds Adds to Pressure on Markets

  • November 24, 2025
Wall Street is straining to absorb a flood of new bonds from tech companies funding their artificial intelligence…
PPersonal finance
‘I don’t know what to do.’ I’m 72 with a minimum wage job – but still helping my daughter financially and have $70K in debt. Who can help?
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‘I don’t know what to do.’ I’m 72 with a minimum wage job – but still helping my daughter financially and have $70K in debt. Who can help?

  • November 13, 2025
Question: “I’m a 72 year old female with no savings. I’m still working a minimum wage job and…
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