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Personal finance

6992 posts
PPersonal finance
How the Biggest Wealth Shift Ever Could Change Your Financial Future
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How the Biggest Wealth Shift Ever Could Change Your Financial Future

  • January 9, 2026
Key Takeaways Baby boomers are set to pass on approximately $84 trillion in wealth to heirs by 2045,…
PPersonal finance
A jar of $100 dollar bills next to a jar of coins labeled
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I’m a Boomer: My Best $500 Retirement Moves

  • January 9, 2026
©Shutterstock.com Commitment to Our Readers GOBankingRates’ editorial team is committed to bringing you unbiased reviews and information. We…
PPersonal finance
Warren Buffett's advice for building wealth
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Warren Buffett’s advice for building wealth

  • January 9, 2026
By the time he stepped down as CEO of Berkshire Hathaway at the end of 2025, Warren Buffett…
PPersonal finance
Couple that makes $245K is struggling after husband quit his job, cashed out his 401(k). Ramit Sethi offers his advice
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Couple that makes $245K is struggling after husband quit his job, cashed out his 401(k). Ramit Sethi offers his advice

  • January 9, 2026
Managing money can be challenging, but it can be even more so as a couple — especially if…
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
Why some families build wealth for generations: 7 habits no one teaches in school
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Why some families build wealth for generations: 7 habits no one teaches in school

  • January 9, 2026
Ever notice how some families seem to have this wealth thing figured out? Like, three generations in and…
PPersonal finance
Elon Musk: Saving for Retirement 'Irrelevant' in Abundant Future
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Elon Musk: Saving for Retirement ‘Irrelevant’ in Abundant Future

  • January 9, 2026
Saving for retirement has been a cornerstone of personal finance for well over a century. It could become…
PPersonal finance
Can Retirees Count on JEPQs 10.4% Dividend and Monthly Payments?
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Can Retirees Count on JEPQs 10.4% Dividend and Monthly Payments?

  • January 9, 2026
PeopleImages / Getty Images JEPQ generates an 11.5% yield through covered call premiums on Nasdaq-100 stocks rather than…
PPersonal finance
New 401(k) rule allows penalty-free withdrawals for long-term care before age 60 :: WRAL.com
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New 401(k) rule allows penalty-free withdrawals for long-term care before age 60 :: WRAL.com

  • January 9, 2026
New 401(k) rule change to help pay for long-term care, before age 60 A new change tied to…
PPersonal finance
How buying a retirement property could help you save on your inheritance tax bill
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How buying a retirement property could help you save on your inheritance tax bill

  • January 9, 2026
Older people now hold almost £3trn in housing wealth, according to data from Savills Moving into a retirement…
PPersonal finance
Myopia in the Zeitgeist | Insights
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2025 by Sector | Insights

  • January 9, 2026
With the MSCI World Index up 21.1% in 2025, how did its sectors perform under the hood?[i] As…
PPersonal finance
Washington Wants to Make 2 Big Changes to Social Security. Here's What Retirees Need to Know.
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Washington Wants to Make 2 Big Changes to Social Security. Here’s What Retirees Need to Know.

  • January 9, 2026
Earlier this year, members of Congress introduced legislation that would eliminate federal income tax on Social Security. Additionally,…
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