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Personal finance

10229 posts
PPersonal finance
Here's the Average Social Security Benefit at Ages 62 to 70
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Here’s the Average Social Security Benefit at Ages 62 to 70

  • August 21, 2026
Social Security is a major source of retirement income for millions of Americans, but the amount it provides…
PPersonal finance
Forget the 4% Rule: Why Retirees Should Spend Even More Conservatively
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Forget the 4% Rule: Why Retirees Should Spend Even More Conservatively

  • August 21, 2026
Earlier this month, I detailed a conversation I had with Bill Bengen, the creator of the 4% rule…
PPersonal finance
Two Social Security cards pictured with U.S. currency.
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Here’s the Average Social Security Benefit at Ages 62 to 70

  • August 21, 2026
Social Security is a major source of retirement income for millions of Americans, but the amount it provides…
PPersonal finance
Social Security’s Trust Fund Runs Dry in 2032. 3 Moves to Make Before Benefits Face a 22% Cut
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Social Security’s Trust Fund Runs Dry in 2032. 3 Moves to Make Before Benefits Face a 22% Cut

  • August 21, 2026
If you’ve been following Social Security in the news, you may be aware that the program is facing…
PPersonal finance
Broker referral pathways in focus as hawking rules tighten
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Broker referral pathways in focus as hawking rules tighten – Insurance Business

  • August 21, 2026
Broker referral pathways in focus as hawking rules tighten  Insurance BusinessTreasury: Protecting Consumers and the Promise of Superannuation in…
PPersonal finance
Financial expert explains fees in money management
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Financial expert explains fees in money management

  • August 21, 2026
Financial expert explains fees in money management Financial expert Kathryn McCall, a CAPTRUST vice president, joined KCRA 3…
PPersonal finance
Meg Heffron
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Downsizer super contributions: How they work and the common mistakes to avoid

  • August 21, 2026
Downsizer contributions are special super contributions that can be made by older people who sell a home. They…
PPersonal finance
Phillip Coorey
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Australian welfare age pension, Centrelink rates rise for third time since last year

  • August 21, 2026
Pensioners and other welfare recipients with assets will have their payments tightened again next month with the deeming…
PPersonal finance
The IPO Boom Is a Test for Advisors and Their Platforms
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The IPO Boom Is a Test for Advisors and Their Platforms

  • August 21, 2026
The IPO market is back. After a dearth of public listings over the past few years, companies are…
PPersonal finance
Fidelity’s 401(k) benchmark leaves many 50-year-olds short
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Fidelity’s 401(k) benchmark leaves many 50-year-olds short

  • August 21, 2026
Fidelity Investments’ first-quarter data puts the average balance in employer-sponsored 401(k) retirement plans for savers aged 50 to…
PPersonal finance
Osaic adds $367M multigenerational team from Ameriprise in Iowa
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Osaic adds $367M multigenerational team from Ameriprise in Iowa

  • August 20, 2026
From left: Chad Sarsfield, Brennan Dorighi, and Coy Sarsfield of IronGate Services in Cedar Rapids, Iowa. The multigenerational…
PPersonal finance
ABSA takes over GEPF custody: What pensioners need to know
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ABSA takes over GEPF custody: What pensioners need to know

  • August 20, 2026
JOHANNESBURG – Absa has taken over the safekeeping and administration of South Africa’s largest pension fund. The bank…
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