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Browsing Tag

financial planning

84 posts
PPersonal finance
‘Multi-asset allocation funds simplify the entire asset allocation process of MFDs/RIAs’
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The women clients who have left their mark on the industry’s top MFDs

  • March 9, 2026
Good MFDs change their clients’ lives. But sometimes it works the other way too. Cafemutual spoke to some…
PPersonal finance
Roth IRA rollover: 529 plans update: New rule lets families move up to $35,000 into a Roth IRA
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Roth IRA rollover: 529 plans update: New rule lets families move up to $35,000 into a Roth IRA

  • March 7, 2026
529 college savings plans are still one of the main tools families use to save money for education…
PPersonal finance
Poor coordination can cost couples retirement wealth: research
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Poor coordination can cost couples retirement wealth: research

  • March 3, 2026
Halfpoint Images | Moment | Getty Images Spouses who don’t ask one question — “your 401(k) or mine?”…
PPersonal finance
Cricket in L1
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Bengaluru corporate couple breaks down ₹1.5 lakh monthly budget: ‘We treat money as one household income’

  • February 27, 2026
A Bengaluru based corporate couple has opened up about their monthly expenses, financial planning strategy and life in…
PPersonal finance
Why young Canadians feel too broke to plan for tomorrow
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Why young Canadians feel too broke to plan for tomorrow

  • February 27, 2026
While over half (55 percent) are finding it difficult to navigate the complexities of their financial situation alone, less…
PPersonal finance
I'm retired at 62 with a secure nest egg — do I still need a financial advisor, or should I cut the fees and go solo?
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I’m retired at 62 with a secure nest egg — do I still need a financial advisor, or should I cut the fees and go solo?

  • February 17, 2026
Imagine you’re 62, freshly retired after decades of diligent saving. Your financial advisor helped you build a seven-figure…
PPersonal finance
‘We want to retire at 41 – how do we invest our £5mn?’
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‘We want to retire at 41 – how do we invest our £5mn?’

  • February 14, 2026
Being able to choose when to work and what to do is a life goal for many, and…
AArtificial intelligence
3 AI Stocks Poised to Surge on the January Effect - January 2, 2026
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2 AI Stocks Soaring Over 400% That Could Be the Next NVIDIA – February 13, 2026

  • February 14, 2026
Key Takeaways NVIDIA surged 427,191.5% since IPO, powered by AI GPU dominance and Blackwell demand.Micron rides HBM demand,…
PPersonal finance
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How to ensure your retirement corpus does not run out early

  • February 11, 2026
I plan to retire in October 2027 with a retirement corpus of about ₹1.50 crore spread across mutual…
PPersonal finance
terminal illness and your financial adviser
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Here’s why you need to tell your financial adviser if you are terminally ill

  • February 9, 2026
Nobody expects to suddenly get the news that they are terminally ill. Who do you tell first? What…
PPersonal finance
'Bradley on a Budget' saved $200,001 in one year. Here are his 5 extreme frugal habits.
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‘Bradley on a Budget’ saved $200,001 in one year. Here are his 5 extreme frugal habits.

  • February 3, 2026
You know the feeling. That gut-punch moment when you open a credit card statement or check your loan…
AArtificial intelligence
Buy or Wait? Evaluating SoundHound AI's Investment Case - October 13, 2025
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Why AMD Is Set to Outperform NVIDIA – A Top Buy AI Stock – February 2, 2026

  • February 2, 2026
Key Takeaways AMD shares jumped 107.1% over the past year, topping NVIDIA’s gains as AI demand boosts interest…
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