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Browsing Tag

financial services

51 posts
PPersonal finance
‘I could have done without those 2 things.’ I used to like my adviser, but here’s what he did. Now I feel his 0.9% fee isn’t worth it and it’s a ‘little scary to leave him.’
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‘I could have done without those 2 things.’ I used to like my adviser, but here’s what he did. Now I feel his 0.9% fee isn’t worth it and it’s a ‘little scary to leave him.’

  • November 20, 2025
Question: “I really liked my financial adviser, he was good, but after a few years managing both my…
PPersonal finance
The number of 401(k) millionaires just hit a record high: ‘People are staying the course.’
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The number of 401(k) millionaires just hit a record high: ‘People are staying the course.’

  • November 20, 2025
Jessica Hall is a retirement reporter for MarketWatch. She was an Age Boom Academy Fellow with Columbia University…
PPersonal finance
Labor is messing around with your super (again)
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Labor is messing around with your super (again)

  • November 20, 2025
The Albanese government has form in treating Australians’ superannuation as a policy tool for itself. In 2023, Treasurer…
PPersonal finance
‘I want to be sure I’m on the right path.’ I’m retiring in a few months with $145K, but I own my home and have no debt. I want to travel. What’s my move?
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‘I want to be sure I’m on the right path.’ I’m retiring in a few months with $145K, but I own my home and have no debt. I want to travel. What’s my move?

  • November 19, 2025
Question: “I was born and raised in New Zealand. I own my own home and have no debts.…
PPersonal finance
‘I want to be sure I’m on the right path.’ I’m retiring in a few months with $145K, but I own my home and have no debt. I want to travel. What’s my move?
Read More

‘I want to be sure I’m on the right path.’ I’m retiring in a few months with $145K, but I own my home and have no debt. I want to travel. What’s my move?

  • November 18, 2025
Question: “I was born and raised in New Zealand. I own my own home and have no debts.…
EEconomy
US warns others to avoid loans from Chinese state banks, but it is biggest recipient
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US warns others to avoid loans from Chinese state banks, but it is biggest recipient

  • November 18, 2025
WASHINGTON — For years, Washington has been warning others not to trust loans from Chinese state banks fueling…
PPersonal finance
‘Is it too late?’ I’m 40 and want to retire before 60. I have $12K in one of my retirement accounts, but no emergency fund. Is there hope?
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‘Is it too late?’ I’m 40 and want to retire before 60. I have $12K in one of my retirement accounts, but no emergency fund. Is there hope?

  • November 14, 2025
Question: “I am 40 and want to retire before I’m 60. I have six years of state service…
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…
PPersonal finance
Want to (legally) put off some RMDs? The QLAC can help — and we asked 4 money pros who should, and should not, use it
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Want to (legally) put off some RMDs? The QLAC can help — and we asked 4 money pros who should, and should not, use it

  • November 13, 2025
Typically, you hit 73 and are forced to take required minimum distributions from your traditional retirement accounts —…
PPersonal finance
4 key decisions for early retirement
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The Key to a Winning 401(k)

  • November 11, 2025
Retirement saving requires key decisions: when to start, how much to save, and where to invest. The investing…
PPersonal finance
‘We’re not happy.’ My wife and I are retired in Wisconsin with two pensions and $75K+ annual income. But our retirement funds dropped $45K this year. Help.
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‘We’re not happy.’ My wife and I are retired in Wisconsin with two pensions and $75K+ annual income. But our retirement funds dropped $45K this year. Help.

  • November 11, 2025
Question: “My wife and I are both retired in Wisconsin and we’re both collecting Social Security. I have…
PPersonal finance
I’m 49 and treated ‘unbearably’ at work. Though I don’t have as much money as I’d like, I want to work for myself. But how?
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I’m 49 and treated ‘unbearably’ at work. Though I don’t have as much money as I’d like, I want to work for myself. But how?

  • November 10, 2025
Question: “I’m turning 50 and don’t have as much money as I’d like but I am working. I…
Ireland
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