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Browsing Tag

Financial consulting

24 posts
PPersonal finance
Should you use a 401(k) to buy a home? Trump's 'not a huge fan'
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Should you use a 401(k) to buy a home? Trump’s ‘not a huge fan’

  • January 27, 2026
The Good Brigade | Digitalvision | Getty Images President Donald Trump last week took exception to a proposal…
PPersonal finance
Financial risks of supporting adult children, according to experts
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Financial risks of supporting adult children, according to experts

  • January 23, 2026
By some measures, Generation Z is the hardest hit by the affordability crisis. Even though young adults are…
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…
BBusiness
Most homebuyers don't shop around for mortgages. Why that's a bad idea
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Most homebuyers don’t shop around for mortgages. Why that’s a bad idea

  • December 21, 2025
Fstop123 | E+ | Getty Images For homebuyers, getting one preapproval for a mortgage that has palatable terms…
PPersonal finance
The required minimum distribution deadline is coming. What to know
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The required minimum distribution deadline is coming. What to know

  • December 9, 2025
As year-end approaches, many investors still need to take required withdrawals from retirement accounts — or face an…
EEconomy
Unemployment claims after a layoff
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Unemployment claims after a layoff

  • December 4, 2025
Thana Prasongsin | Moment | Getty Images This year has been the worst for layoffs since the start…
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
How to use your flexible spending account balance before it expires
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How to use your flexible spending account balance before it expires

  • December 1, 2025
Sturti | E+ | Getty Images Some workers with health flexible spending accounts may be on the verge…
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 18, 2025
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
PPersonal finance
What to do with your 401(k) after a layoff
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What to do with your 401(k) after a layoff

  • November 14, 2025
Jackyenjoyphotography | Moment | Getty Images More from Financial Advisor Playbook: Here’s a look at other stories affecting…
PPersonal finance
How to talk about money as a couple: 'Money Together' authors
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How to talk about money as a couple: ‘Money Together’ authors

  • November 8, 2025
Douglas and Heather Boneparth Photo: Sylvie Rosokoff Love is complicated. Add in money and it gets even more…
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