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Browsing Tag

Retirement planning

343 posts
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
‘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?
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
‘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.
Read More

‘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…
PPersonal finance
It’s time for a retirement checkup: 5 easy ways to stay on track
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It’s time for a retirement checkup: 5 easy ways to stay on track

  • December 29, 2025
Jessica Hall is a retirement reporter for MarketWatch. She was an Age Boom Academy Fellow with Columbia University…
PPersonal finance
YourTango
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3 Things That Make It Harder For Gen X To Retire

  • December 29, 2025
As retirement becomes a reality for Gen X, they may find that certain behaviors they pride themselves on…
PPersonal finance
How to Maximize Your Social Security in 2026
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How to Maximize Your Social Security in 2026

  • December 28, 2025
Miljan Živković / Getty Images When looking to maximize Social Security, remember that each person’s situation is unique,…
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