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Browsing Tag

retirement planning

117 posts
PPersonal finance
Want to retire from a soul-sucking job? Here are the financial factors to consider.
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Want to retire from a soul-sucking job? Here are the financial factors to consider.

  • January 9, 2026
Published: Jan. 9, 2026 at 2:33 p.m. ET In the Help Me Retire column, Alessandra Malito answers questions from…
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
‘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
‘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?
Read More

‘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…
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