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Browsing Tag

financial advisor

115 posts
PPersonal finance
Moneywise
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We lost $185K in retirement savings within a matter of months — and discovered no one had been managing our account. What can we do about it?

  • May 5, 2026
Mature couple reviewing their finances Retirement money is accrued over the course of a career. It’s that special…
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

  • May 4, 2026
If you are looking to build a solid retirement corpus, you should pay attention to several key concepts.…
PPersonal finance
A couple lost $185K in retirement savings because no advisor was actually managing their account
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A couple lost $185K in retirement savings because no advisor was actually managing their account

  • May 4, 2026
Retirement money is accrued over the course of a career. It’s that special account that can’t be touched…
PPersonal finance
That $95,000 Retirement Income Only Looks Stable Until Year 15 When the Pension Runs Out
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That $95,000 Retirement Income Only Looks Stable Until Year 15 When the Pension Runs Out

  • April 30, 2026
Quick Read A 65-year-old retiree with $95,000 annual income faces a 32% drop at age 80 when a…
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

  • April 28, 2026
Not quite sure what to do with your money? More and more Americans are turning to artificial intelligence…
PPersonal finance
Confusing Social Security Rule Could Strip Retirees of Benefits
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If You Have $750,000 Saved at 58, Here Is the Monthly Income You Can Actually Count On

  • April 26, 2026
At 62 with $750,000, the 3.5% safe withdrawal rate ($26,250/year) plus $2,100 Social Security yields roughly $3,700/month after-tax…
PPersonal finance
A 66-Year-Old With $1.1 Million Discovers the Tax Bomb Hiding Inside Her Traditional IRA
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A 66-Year-Old With $1.1 Million Discovers the Tax Bomb Hiding Inside Her Traditional IRA

  • April 22, 2026
A $1.1 million traditional IRA combined with $33,600 in Social Security income triggers taxation of 85% of her…
PPersonal finance
MoneyLion
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If You Have an Extra $1K, Consider These 8 Money Moves

  • April 21, 2026
What would you do with an extra $1,000? Not life-changing money, but enough to matter. The obvious advice:…
PPersonal finance
5 money habits cost him over C$1M — Canadians should avoid these wealth-draining traps
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5 money habits cost him over C$1M — Canadians should avoid these wealth-draining traps

  • April 19, 2026
Humphrey Yang Humphrey Yang — who spent years as a financial advisor and now shares personal finance advice…
PPersonal finance
MoneyLion
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Money Pitfalls To Avoid in Every Decade of Life, According to Humphrey Yang

  • April 17, 2026
Sun, April 12, 2026 at 8:30 PM UTC In a recent video, financial advisor and influencer Humphrey Yang…
PPersonal finance
MoneyLion
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Money Pitfalls To Avoid in Every Decade of Life, According to Humphrey Yang

  • April 13, 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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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,…
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