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Browsing Tag

financial planners

13 posts
PPersonal finance
Elon Musk Says AI Will Make Saving for Retirement Unnecessary. Experts Say That's Wrong
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Elon Musk Says AI Will Make Saving for Retirement Unnecessary. Experts Say That’s Wrong

  • February 5, 2026
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Quick…
PPersonal finance
Retiring at 62 With $2 Million Means Burning Through $380,000 Before Social Security Even Starts
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Retiring at 62 With $2 Million Means Burning Through $380,000 Before Social Security Even Starts

  • January 26, 2026
The couple must withdraw $380K over five years before guaranteed income of $82K annually starts at 67. Success…
PPersonal finance
8 Key Signs You’re Ready To Retire Early (Even If Your Financial Advisor Disagrees)
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8 Key Signs You’re Ready To Retire Early (Even If Your Financial Advisor Disagrees)

  • January 21, 2026
For many Americans, the dream of early retirement can feel out of reach, especially when financial advisors warn…
PPersonal finance
What investors need to know
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What investors need to know

  • January 11, 2026
Damircudic | E+ | Getty Images As more older Americans near retirement, many are eager to boost 401(k)…
PPersonal finance
5 big purchases retired boomers wish they could undo. Here’s how to avoid the same fate
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5 big purchases retired boomers wish they could undo. Here’s how to avoid the same fate

  • January 10, 2026
Lucigerma / Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
PPersonal finance
Politics is now the No. 1 money worry, financial planners say
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Politics is now the No. 1 money worry, financial planners say

  • December 4, 2025
Sdi Productions | Istock | Getty Images On the heels of the longest-ever federal government shutdown, shifting tariff…
PPersonal finance
Here are some of the biggest required minimum distribution mistakes
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Here are some of the biggest required minimum distribution mistakes

  • November 24, 2025
Luis Alvarez | Digitalvision | Getty Images As December approaches, some older Americans must soon take required withdrawals…
PPersonal finance
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
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Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it

  • November 19, 2025
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
PPersonal finance
These inherited IRA mistakes could reduce your windfall, advisors say
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These inherited IRA mistakes could reduce your windfall, advisors say

  • November 2, 2025
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
PPersonal finance
Year-end is popular for Roth conversions — when to make an exception
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Year-end is popular for Roth conversions — when to make an exception

  • October 20, 2025
Prasit photo | Moment | Getty Images As the calendar winds down, some investors may be eyeing Roth…
JJobs
In This Economy, ‘Job Hugging’ Is in, Job Hopping Is Out
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In This Economy, ‘Job Hugging’ Is in, Job Hopping Is Out

  • October 14, 2025
Hugging conjures friendship, intimacy, support. But lately, it has cropped up in a less warm and fuzzy context:…
PPersonal finance
5 Retirement Moves You’ll Regret in 10 Years
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5 Retirement Moves You’ll Regret in 10 Years

  • October 10, 2025
Financial planners help people make better retirement decisions, but through their years of experience, they often see the…
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