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Browsing Tag

funds

15 posts
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
Investing with confidence: How to make your money work harder
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Investing with confidence: How to make your money work harder

  • December 2, 2025
A quick guide – how to start investing Set clear goals: Define what you’re investing for (retirement, children’s…
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…
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?
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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 18, 2025
Question: “I was born and raised in New Zealand. I own my own home and have no debts.…
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
‘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
Are you aware of the ‘3 layers of costs’ your financial adviser may be charging you? (Hint: Many are not.)
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Are you aware of the ‘3 layers of costs’ your financial adviser may be charging you? (Hint: Many are not.)

  • November 5, 2025
With so much industry jargon in the personal finance world, it can be hard to know exactly what…
PPersonal finance
Bain Capital in Talks to Acquire Perpetual’s Wealth Management Unit
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Bain Capital in Talks to Acquire Perpetual’s Wealth Management Unit

  • November 5, 2025
SYDNEY—Australian investment manager Perpetual said it is in talks with Bain Capital for a potential sale of its…
PPersonal finance
My husband and I have $7K in Social Security and $2.5 million in stocks. What could go wrong?
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My husband and I have $7K in Social Security and $2.5 million in stocks. What could go wrong?

  • October 27, 2025
Published: Oct. 27, 2025 at 8:08 a.m. ET Dear Quentin, I am retiring next year, but I hope to…
PPersonal finance
I’m 53 and was forced to retire. I have $700K invested that currently kicks off $50K a year in distributions, as well as $320K in retirement funds. Now what?
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I’m 53 and was forced to retire. I have $700K invested that currently kicks off $50K a year in distributions, as well as $320K in retirement funds. Now what?

  • October 27, 2025
Question: “I am 53 years old and was forced to retire earlier than expected from my heavy equipment…
MMarkets
Picture of a German self-propelled howitzer firing
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Germany’s FNG Label polls market on changing defence exclusions

  • October 13, 2025
Germany’s national sustainable fund label is polling market participants on whether to adjust its exclusion of conventional weapons…
Ireland
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