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Browsing Tag

trusts

18 posts
PPersonal finance
‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?
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‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

  • January 24, 2026
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
PPersonal finance
‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?
Read More

‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

  • January 23, 2026
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
AArtificial intelligence
The consequences of AI slop and a hopeful look at what will follow it
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The consequences of AI slop and a hopeful look at what will follow it

  • January 3, 2026
Published: Jan. 2, 2026 at 12:43 p.m. ET You may already be familiar with the term “AI slop,” with…
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
‘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…
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
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
American Billionaire Sues Taiwan Relatives Over Handling Of Family Trusts
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American Billionaire Sues Taiwan Relatives Over Handling Of Family Trusts

  • November 21, 2025
“I think he expected to live to a hundred,” Walter Wang says about his famous father Y.C. Wang…
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…
Ireland
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