End of year bonus: How much should you save or spend? – Limerick financial planner
IT’S that time of year again, when year-end bonuses have been or are about to be announced. And…
‘I’m feeling out of my depth.’ I have $20M in assets and pay about $126K a year in fees. But the managers haven’t changed my asset allocation. Am I getting ripped off?
Question: “I have assets under management of approximately $20 million. I’m paying a ‘platform fee’ of 45 basis…
‘I’m feeling out of my depth.’ I have $20M in assets and pay about $126K a year in fees. But the managers haven’t changed my asset allocation. Am I getting ripped off?
Question: “I have assets under management of approximately $20 million. I’m paying a ‘platform fee’ of 45 basis…
Senators’ war with Social Security continues — this time it’s about slashing visits to field offices
Published: Dec. 11, 2025 at 3:55 p.m. ET The war between a handful of senators and the Social Security…
Turkish officials, leaders discuss ‘future of finance’ at Turkuvaz summit
Türkiye’s top financial leaders and authorities gathered on Thursday at a major summit to discuss the strategies and…
‘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.
Question: “I’m 78 years old, a widow and have no children or grandchildren. I sold my house and…
‘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.
Question: “We are a married couple with return-to-office mandates. This leads to a number of issues as our…
‘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.
Question: “We are a married couple with return-to-office mandates. This leads to a number of issues as our…
Macquarie Asset Management appoints Prateek Jhawar as India head of real assets
Mumbai: Investment firm Macquarie Asset Management (MAM) has appointed Prateek Jhawar as head of real assets for India,…
Do you need an annuity in your 401(k) plan? 6 financial planners on who it works for — and who it doesn’t
The SECURE 2.0 Act helped pave the way for employers to offer workers annuities in their retirement plans.…
‘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.
Question: “I am a 68-year-old retired teacher. I have $4,500 in fixed monthly income from Social Security and…
Simon Harris in dilemma as no bidders emerge for PTSB
There is opposition to private equity, but what if no-one else comes forward? Finance Minister Simon Harris. Photo:…