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Browsing Tag

Financial planner

11 posts
PPersonal finance
Superannuation switching trend sees billions flow out of retail funds, at a risk
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Superannuation switching trend sees billions flow out of retail funds, at a risk

  • June 29, 2026
For many Australians, superannuation doesn’t occupy their routine thoughts until they hit their 40s. By that time, people…
PPersonal finance
'Dead money': 3 financial advisors reveal where they're parking cash as inflation hits a 3-year high
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‘Dead money’: 3 financial advisors reveal where they’re parking cash as inflation hits a 3-year high

  • June 10, 2026
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Inflation is…
PPersonal finance
MoneyLion
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If You Have an Extra $1K, Consider These 8 Money Moves

  • April 22, 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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If You Have an Extra $1K, Consider These 8 Money Moves

  • April 22, 2026
What would you do with an extra $1,000? Not life-changing money, but enough to matter. The obvious advice:…
PPersonal finance
I’m 58 With $1.2 Million Saved. A Financial Planner Said I’m Making One Critical Mistake
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I’m 58 With $1.2 Million Saved. A Financial Planner Said I’m Making One Critical Mistake

  • March 17, 2026
A 58-year-old with a $1.2M portfolio faces sequence-of-returns risk from an equity-heavy allocation, where a 20% market drop…
PPersonal finance
I Asked ChatGPT To Plan a $100,000 a Year Retirement — Then Had a Financial Planner Review It
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I Asked ChatGPT To Plan a $100,000 a Year Retirement — Then Had a Financial Planner Review It

  • February 22, 2026
People use artificial intelligence (AI) for many things: meal planning, budgeting and interior design. But can you use…
PPersonal finance
Old-school financial advice that no longer applies to modern day life
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Old-school financial advice that no longer applies to modern day life

  • February 10, 2026
Buying a starter home, living on one income and staying in the same job for 40 years —…
PPersonal finance
Pay Down Debt or Save for Retirement? What Financial Experts Actually Recommend
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Pay Down Debt or Save for Retirement? What Financial Experts Actually Recommend

  • November 6, 2025
You’re juggling student loans, car payments, and credit card balances while trying to save for retirement — and…
PPersonal finance
5 Financial Frights Every Adult Needs To Plan How To Survive
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5 Financial Frights Every Adult Needs To Plan How To Survive

  • October 26, 2025
The scariest horrors in life don’t come in costumes. They slash your wallet, often when you least expect…
PPersonal finance
A woman and her husband won $1M off a scratch ticket — Dave Ramsey explains how to manage a sudden windfall
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A woman and her husband won $1M off a scratch ticket — Dave Ramsey explains how to manage a sudden windfall

  • September 7, 2025
Dave Ramsey on The Ramsey Show A Chicago woman recently called into The Ramsey Show with life-changing news:…
United States
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