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Browsing Tag

financial services

101 posts
PPersonal finance
I need ‘a plan for the rest of my life.’ I’m 78 with $185K in my 401(k) and Social Security of $2.8K a month. So now what?
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I need ‘a plan for the rest of my life.’ I’m 78 with $185K in my 401(k) and Social Security of $2.8K a month. So now what?

  • December 19, 2025
Question: “I am 78 years old and I have $185,000 in my 401(k). I take a $1,800 withdrawal…
PPersonal finance
I’m only 54 and my 401(k) plan is emailing me about buying annuities. Is this something I should do? - MarketWatch
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I’m only 54 and my 401(k) plan is emailing me about buying annuities. Is this something I should do? – MarketWatch

  • December 17, 2025
I’m only 54 and my 401(k) plan is emailing me about buying annuities. Is this something I should…
PPersonal finance
‘We never know what we’ll get.’ I’m 60 with no savings and just $20K invested. I’m worried my brother is mishandling my trust — and now it won’t last for life
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‘We never know what we’ll get.’ I’m 60 with no savings and just $20K invested. I’m worried my brother is mishandling my trust — and now it won’t last for life

  • December 17, 2025
Question: “I am 60 years old with no savings. I have $20,000 in an online investment account. I…
PPersonal finance
Gen X-ers are lagging behind in retirement saving and planning. Here’s how to catch up.
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Gen X-ers are lagging behind in retirement saving and planning. Here’s how to catch up.

  • December 15, 2025
Jessica Hall is a retirement reporter for MarketWatch. She was an Age Boom Academy Fellow with Columbia University…
PPersonal finance
‘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?
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‘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?

  • December 12, 2025
Question: “I have assets under management of approximately $20 million. I’m paying a ‘platform fee’ of 45 basis…
PPersonal finance
‘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?
Read More

‘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?

  • December 12, 2025
Question: “I have assets under management of approximately $20 million. I’m paying a ‘platform fee’ of 45 basis…
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…
HHealthcare
Opinion: When your health insurer owns your doctor, you’re left paying the price
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Opinion: When your health insurer owns your doctor, you’re left paying the price

  • December 11, 2025
Neal K. Shah is a healthcare researcher specializing in artificial intelligence. He is the principal investigator on the…
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…
TTechnology
KMWorld Covers
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dtSearch adds variety of updates to its search portfolio

  • December 10, 2025
dtSearch is releasing version 2025.02 of its enterprise and developer product line for instantly searching terabytes of online…
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
‘I would prefer to kick the can down the road.’ My wife passed away at 59, but the adviser mishandled her $400K IRA and now I think I must take RMDs earlier than I’d like. Help.
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‘I would prefer to kick the can down the road.’ My wife passed away at 59, but the adviser mishandled her $400K IRA and now I think I must take RMDs earlier than I’d like. Help.

  • December 9, 2025
Question: “My wife passed away in January of 2023. She was 59 and had a traditional IRA of…
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