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Personal finance

10834 posts
PPersonal finance
Vanguard’s 8-for-1 Split Made VGT Look Cheaper. For Retirees Sitting on Decades of Tech Gains, the Passive Income Math Just Got More Interesting.
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Vanguard’s 8-for-1 Split Made VGT Look Cheaper. For Retirees Sitting on Decades of Tech Gains, the Passive Income Math Just Got More Interesting.

  • May 23, 2026
Quick Read The VGT stock split made covered calls far more accessible. Investors now need roughly $11,200 instead…
PPersonal finance
New dinosaur species 4 times larger than Tyrannosaurus rex discovered - AL.com
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SIP without outcome: Many investors do it randomly without linking to life goals; how to make it work – The Economic Times

  • May 23, 2026
SIP without outcome: Many investors do it randomly without linking to life goals; how to make it work  The…
PPersonal finance
Client-Led, Cross-Border, and Built to Adapt: Insights from Jessica Cutrera
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Client-Led, Cross-Border, and Built to Adapt: Insights from Jessica Cutrera

  • May 23, 2026
The most compelling cases for independent wealth management are rarely made in the abstract. They are made in…
PPersonal finance
Serving Wealthy Families Differently
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Serving Wealthy Families Differently

  • May 23, 2026
As RIAs pursue wealthier clients, the rules of engagement change dramatically. Ben Domingue, founder and managing partner of…
PPersonal finance
Why the 2.8% Social Security COLA Is Already Losing Ground to Inflation in 2026
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Why the 2.8% Social Security COLA Is Already Losing Ground to Inflation in 2026

  • May 23, 2026
When the Social Security Administration announced that benefits would be getting a 2.8% cost-of-living adjustment (COLA) in 2026,…
PPersonal finance
New retirement savings programs expand nationwide, with Hawaii next in line
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New retirement savings programs expand nationwide, with Hawaii next in line

  • May 23, 2026
Philadelphia is poised to launch the nation’s first city-sponsored retirement plan for workers whose employers don’t offer them.…
PPersonal finance
U.S. Bank $250,000 ERISA 401(k) Fees Class Action Settlement
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U.S. Bank $250,000 ERISA 401(k) Fees Class Action Settlement

  • May 23, 2026
U.S. Bank $250,000 ERISA 401(k) Fees Class Action Settlement Individuals who are or were participants in or beneficiaries…
PPersonal finance
The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years
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The 401(k) Mega Backdoor Roth Strategy a Tech Worker Used to Build $750,000 of Roth Wealth in Six Years

  • May 23, 2026
Quick Read Meta (META) engineer earning $200k can convert $36,250 yearly after-tax 401(k) contributions to Roth, building $750,000…
PPersonal finance
How much emergency savings should you keep while paying off debt?
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How much emergency savings should you keep while paying off debt?

  • May 23, 2026
In today’s economic landscape, it’s important to balance paying off debt with building an emergency fund. Nora Carol…
PPersonal finance
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Fact Check Team: How much is needed to retire depends on where you live

  • May 23, 2026
WASHINGTON (TNND) — A new analysis is highlighting just how dramatically retirement costs vary across the United States…
PPersonal finance
A New Social Security Garnishment Is Coming, Courtesy of the Trump Administration -- and There Are 2 Perfectly Legal Ways You Can Avoid It
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A New Social Security Garnishment Is Coming, Courtesy of the Trump Administration — and There Are 2 Perfectly Legal Ways You Can Avoid It

  • May 23, 2026
For most aging workers, Social Security provides more than just a monthly check. The payout they receive serves…
PPersonal finance
If Your Advisor Said to Add Bonds at 65, They Were Right — in 1995. Here’s What That Advice Should Sound Like in 2026.
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A Couple With $4 Million Discovers State’s Estate Tax Could Cost Heirs $280,000

  • May 23, 2026
© Studio Romantic / Shutterstock.com With the federal estate and gift tax exemption sitting at $15 million per…
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