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Browsing Tag

financial advisor

21 posts
PPersonal finance
A 78-Year-Old’s $1.2 Million Inherited Family Home Faces a $190,000 Capital Gains Surprise When the Heirs Missed the Step-Up
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A 78-Year-Old’s $1.2 Million Inherited Family Home Faces a $190,000 Capital Gains Surprise When the Heirs Missed the Step-Up

  • 12 May 2026
Quick Read An adult child clears out a parent’s house, sells within a year or two, and assumes…
PPersonal finance
Hindustan Times News
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₹6.75 crore to raise a child in India? Financial advisor breaks down rising costs, internet divided

  • 11 May 2026
Financial advisor and content creator Udayan Adhye has gone viral after claiming that raising a child in a…
PPersonal finance
A 60-Year-Old With $1.7 Million in a 401(k) Has Three Years to Execute the Most Consequential Tax Move of Retirement
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A 60-Year-Old With $1.7 Million in a 401(k) Has Three Years to Execute the Most Consequential Tax Move of Retirement

  • 10 May 2026
Quick Read $310,000 Roth conversion at 17% effective rate before age 63 beats 24% RMD tax plus IRMAA…
PPersonal finance
Goldman Sachs Retirement Survey 2025: Retirement Could Cost $2.5 Million by 2043, and Most Americans Are Not Saving Fast Enough to Keep Up
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Goldman Sachs Retirement Survey 2025: Retirement Could Cost $2.5 Million by 2043, and Most Americans Are Not Saving Fast Enough to Keep Up

  • 10 May 2026
Quick Read Goldman Sachs estimates the total cost of retirement will reach $2.57M by 2043, up from $1.75M…
PPersonal finance
mint
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5 reasons strong savings rate matters more than market returns in building a secure and sustainable retirement plan

  • 4 May 2026
If you are looking to build a solid retirement corpus, you should pay attention to several key concepts.…
PPersonal finance
55% of Americans now use AI for financial advice — and an MIT professor says most are doing it wrong
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55% of Americans now use AI for financial advice — and an MIT professor says most are doing it wrong

  • 29 April 2026
Not quite sure what to do with your money? More and more Americans are turning to artificial intelligence…
PPersonal finance
MoneyLion
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If You Have an Extra $1K, Consider These 8 Money Moves

  • 22 April 2026
What would you do with an extra $1,000? Not life-changing money, but enough to matter. The obvious advice:…
PPersonal finance
MoneyLion
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Money Pitfalls To Avoid in Every Decade of Life, According to Humphrey Yang

  • 17 April 2026
Sun, April 12, 2026 at 8:30 PM UTC In a recent video, financial advisor and influencer Humphrey Yang…
PPersonal finance
mint
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7 personal finance rules you can’t ignore to make your FY27 successful

  • 30 March 2026
As we move towards FY27, we are navigating not only difficult-to-manage personal finance goals but also a complex…
PPersonal finance
mint
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Starting retirement planning at 40? Here are 5 steps to build healthy corpus

  • 25 March 2026
If you are aiming to have a pleasant retirement, you must plan your finances well in advance. Beginning…
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