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Browsing Tag

financial services

101 posts
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
Trump likes Australia’s retirement-savings program — but could it actually work in the U.S.? - MarketWatch
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Trump likes Australia’s retirement-savings program — but could it actually work in the U.S.? – MarketWatch

  • December 6, 2025
Trump likes Australia’s retirement-savings program — but could it actually work in the U.S.?  MarketWatch Trump Signals Interest in…
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),…
EEconomy
World shares mostly gain after Wall St sees first decline in 6 days
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World shares mostly gain after Wall St sees first decline in 6 days

  • December 2, 2025
BANGKOK (AP) — World shares were mixed on Tuesday after U.S. stocks gave back some of last week’s…
EEconomy
Fundies call for ASX to face penalties for tech outages — Capital Brief
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Fundies call for ASX to face penalties for tech outages — Capital Brief

  • December 2, 2025
The ASX should face penalties or provide compensation for outages to its core services, top fund managers say,…
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…
TTechnology
From orange to purple for International Day of Persons with Disabilities
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From orange to purple for International Day of Persons with Disabilities

  • December 1, 2025
This week, we’re acknowledging the International Day of Persons with Disabilities and sharing Through my lens – a…
PPersonal finance
‘We struggle.’ We’re 66, active and ready to retire — but we want out of Florida and California is too expensive. What’s our move?
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‘We struggle.’ We’re 66, active and ready to retire — but we want out of Florida and California is too expensive. What’s our move?

  • November 26, 2025
Question: “My husband and I are a young 66. We are very active and preparing for retirement. We…
PPersonal finance
I’m still working, but I’m over 59½ now and considering taking $20K from my 401(k) to get myself a new car. Thoughts?
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I’m still working, but I’m over 59½ now and considering taking $20K from my 401(k) to get myself a new car. Thoughts?

  • November 24, 2025
Question: “I am thinking of using my 401(k) to help pay for part of a new car loan.…
PPersonal finance
I’m still working, but I’m over 59½ now and considering taking $20K from my 401(k) to get myself a new car. Thoughts?
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I’m still working, but I’m over 59½ now and considering taking $20K from my 401(k) to get myself a new car. Thoughts?

  • November 24, 2025
Question: “I am thinking of using my 401(k) to help pay for part of a new car loan.…
PPersonal finance
Battle over plan to tap $4.3 trillion of worker savings to fund compensation scheme after super funds collapse
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Battle over plan to tap $4.3 trillion of worker savings to fund compensation scheme after super funds collapse

  • November 24, 2025
Assistant Treasurer Daniel Mulino revealed the government was considering getting the super sector to contribute to the Compensation…
Ireland
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