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Browsing Tag

financial services

95 posts
PPersonal finance
‘I’m torn.’ I want to retire in 6 months, but how much professional help do I really need – and what’s the cost – to make it happen?
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‘I’m torn.’ I want to retire in 6 months, but how much professional help do I really need – and what’s the cost – to make it happen?

  • January 27, 2026
Question: “I currently have investments with a large investment company and plan to retire in six months. My…
PPersonal finance
I’m 59 ½ and rolled $800K over from my previous employer plan into a Roth. But was that actually the right move? 
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I’m 59 ½ and rolled $800K over from my previous employer plan into a Roth. But was that actually the right move? 

  • January 27, 2026
Question: “I am 59 ½ and have $800,000 rolled over from my previous employer to a Roth. I…
PPersonal finance
9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?
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9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?

  • January 26, 2026
You’re not the only one who wishes they’d learned some of life’s key money lessons earlier on. Indeed,…
PPersonal finance
‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?
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‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

  • January 24, 2026
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
PPersonal finance
YouTube star MrBeast planning a financial 'education' channel as he expands into banking, raising question of conflict
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YouTube star MrBeast planning a financial ‘education’ channel as he expands into banking, raising question of conflict

  • January 20, 2026
YouTube megastar Jimmy “MrBeast” Donaldson has built an empire on viral stunts and massive cash giveaways. Now, according…
AArtificial intelligence
Britain needs 'AI stress tests' for financial services, lawmakers say
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Britain needs ‘AI stress tests’ for financial services, lawmakers say

  • January 20, 2026
LONDON, Jan 20 (Reuters) – Britain’s financial watchdogs are not doing enough to stop artificial intelligence from harming…
PPersonal finance
Godrej Industries eyes wealth management push with fresh subsidiary
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Godrej Industries eyes wealth management push with fresh subsidiary

  • January 15, 2026
The listed holding company, Godrej Industries Ltd, last week incorporated a new subsidiary, Godrej Investment Ltd, which will…
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 11, 2026
You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…
PPersonal finance
I’m 50 and I want to retire at 60. What should I be doing 2, 5 and 10 years out? When is the right time to hire an adviser?
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I’m 50 and I want to retire at 60. What should I be doing 2, 5 and 10 years out? When is the right time to hire an adviser?

  • January 11, 2026
Question: “I just turned 50 and am planning to retire when I’m 60. I need advice on my…
PPersonal finance
We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?
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We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?

  • January 7, 2026
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
PPersonal finance
We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?
Read More

We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?

  • January 7, 2026
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
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.…
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