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Browsing Tag

financial advisor

24 posts
PPersonal finance
mint
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Did you know EPF once offered 12%? A look back at historical returns as govt clarifies on interest rate hike demand

  • April 3, 2026
The Employees’ Provident Fund (EPF) has always been a key instrument for retirement and wealth preservation in India,…
PPersonal finance
mint
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Planning your daughter’s future? Here are 10 money moves parents must make

  • March 28, 2026
Daughters are a blessing. Securing their future and ensuring access to essential opportunities is a responsibility every parent…
PPersonal finance
mint
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Starting retirement planning at 40? Here are 5 steps to build healthy corpus

  • March 25, 2026
If you are aiming to have a pleasant retirement, you must plan your finances well in advance. Beginning…
PPersonal finance
mint
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Planning for retirement by 2030? How to build a sustainable income

  • March 19, 2026
I plan to retire early in 2030 at 48. With annual expenses of ₹20 lakh, major future goals,…
PPersonal finance
Once you’ve saved $2M for retirement, can you protect your wealth? Here’s how to avoid these common money traps
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Once you’ve saved $2M for retirement, can you protect your wealth? Here’s how to avoid these common money traps

  • February 25, 2026
Matthew Peyton / Getty Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the…
PPersonal finance
AOL
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7 simple estate documents people regret not having sooner

  • February 16, 2026
Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning…
PPersonal finance
Financial advisors have offered automated options for at least a decade, but clients haven’t used them much, said Morningstar's Sean Dunlop.
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Are AI tools a threat to financial services firms?

  • February 13, 2026
Jittery investors continue to punish stocks of companies that may or may not face disruption from artificial intelligence. …
PPersonal finance
It’s Kind of Insane More Americans Don’t Know The One Factor That Doubles Retirement Savings
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It’s Kind of Insane More Americans Don’t Know The One Factor That Doubles Retirement Savings

  • December 18, 2025
simon jhuan / Shutterstock.com Americans working with a financial advisor average $132,000 in retirement savings, versus $62,000 for…
PPersonal finance
Ramsey’s 8% Retirement Rule Sounds Nuts At First
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One Factor Doubles Retirement Savings For Americans, And It’s Not Which Stocks They Picked

  • December 16, 2025
fadfebrian / Shutterstock.com 58% of Americans will be unable to maintain their standard of living in retirement. Americans…
PPersonal finance
I’m 46 With a $1 Million 401(k). How Can I Get to $2 Million at a Normal Retirement Age?
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I’m 46 With a $1 Million 401(k). How Can I Get to $2 Million at a Normal Retirement Age?

  • November 11, 2025
hynci / iStock via Getty Images You can easily double a $1 million nest egg in 20 years.…
PPersonal finance
Fidelity’s new policy leaves some 401(k) customers locked out of accounts
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Fidelity’s new policy leaves some 401(k) customers locked out of accounts

  • November 8, 2025
PHOENIX (AZFamily) — Some Fidelity customers say they’ve been locked out of their 401(k) retirement accounts after the…
PPersonal finance
4 ‘Common Sense’ Money Habits That Aren’t So Smart: What To Do Instead
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4 ‘Common Sense’ Money Habits That Aren’t So Smart: What To Do Instead

  • November 6, 2025
We’ve all heard the same old money advice: “Cut out lattes,” “pay off all debt ASAP,” “buy a…
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