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Browsing Tag

retirement planning

130 posts
PPersonal finance
January Social Security checks: 2026 benefits rise 2.8%
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January Social Security checks: 2026 benefits rise 2.8%

  • January 9, 2026
Ascent/ Pks Media Inc. | Photodisc | Getty Images Many Social Security beneficiaries will soon receive their first…
PPersonal finance
Older workers could use 401(k) money to buy annuities: bipartisan bill
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Older workers could use 401(k) money to buy annuities: bipartisan bill

  • January 6, 2026
Momo Productions | Digitalvision | Getty Images As part of an ongoing effort to give 401(k) investors more…
PPersonal finance
‘Where should I turn?’ My 401(k) has lost 23% in the past few years and now I only have $200K. What did I do wrong?
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‘Where should I turn?’ My 401(k) has lost 23% in the past few years and now I only have $200K. What did I do wrong?

  • January 5, 2026
Question: “My current 401(k) is only worth about $200,000 and I’ve lost about 23% in the last couple…
PPersonal finance
Estate planning helps limit costly mistakes: 'My Mother's Money' author
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Estate planning helps limit costly mistakes: ‘My Mother’s Money’ author

  • January 3, 2026
Miodrag Ignjatovic | E+ | Getty Images After Beth Pinsker’s father died, she had her mother set up…
PPersonal finance
‘He had an affair, divorced me and left me broke.’ I’m 63 and got a $100K inheritance that my boyfriend quickly spent. Now I have just $800 a month in Social Security. Help.
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‘He had an affair, divorced me and left me broke.’ I’m 63 and got a $100K inheritance that my boyfriend quickly spent. Now I have just $800 a month in Social Security. Help.

  • January 3, 2026
Question: “I am 63 and took Social Security early. My father left me a $100,000 inheritance for my…
PPersonal finance
‘Incompetent, lazy and hypocritical.’ I’m 55, single and maybe want to retire early, but after interviewing some advisers, I feel many are bad — and one ghosted me. What gives?
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‘Incompetent, lazy and hypocritical.’ I’m 55, single and maybe want to retire early, but after interviewing some advisers, I feel many are bad — and one ghosted me. What gives?

  • January 3, 2026
Question: “I have had dealings with a number of financial professionals and this latest experience does nothing to…
PPersonal finance
5 types of people who might need a financial adviser in 2026 — and those who don’t
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5 types of people who might need a financial adviser in 2026 — and those who don’t

  • January 3, 2026
You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…
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
3 big changes to your money that financial experts say to prepare for in 2026
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3 big changes to your money that financial experts say to prepare for in 2026

  • December 31, 2025
A brand new year comes with new resolutions, new opportunities — and new changes to your finances. Aside…
PPersonal finance
‘He had an affair, divorced me and left me broke.’ I’m 63 and got a $100K inheritance that my boyfriend quickly spent. Now I have just $800 a month in Social Security. Help.
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‘He had an affair, divorced me and left me broke.’ I’m 63 and got a $100K inheritance that my boyfriend quickly spent. Now I have just $800 a month in Social Security. Help.

  • December 31, 2025
Question: “I am 63 and took Social Security early. My father left me a $100,000 inheritance for my…
PPersonal finance
This RMD mistake costs investors up to $1.7 billion annually
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This RMD mistake costs investors up to $1.7 billion annually

  • December 31, 2025
D3sign | Moment | Getty Images A key year-end deadline is here for many investors — and skipping…
PPersonal finance
Secure 2.0 rule allows early 401(k) withdrawals for LTC insurance
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Secure 2.0 rule allows early 401(k) withdrawals for LTC insurance

  • December 30, 2025
Halfpoint Images | Moment | Getty Images Workers may have a new way to help prepare for a…
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