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Browsing Tag

Personal finance

10846 posts
PPersonal finance
I want to pay my late 60s parents $1,000 monthly for babysitting. They refuse the money: should I invest it for them instead?
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I want to pay my late 60s parents $1,000 monthly for babysitting. They refuse the money: should I invest it for them instead?

  • May 19, 2026
A listener named Carrie Anne wrote into the Rich Habits Podcast with a problem most adult children would…
PPersonal finance
How to Check If You're Getting the Right Social Security Benefit Amount
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How to Check If You’re Getting the Right Social Security Benefit Amount

  • May 19, 2026
Americans are eligible to start receiving Social Security benefits at age 62, but figuring out how much they’re…
PPersonal finance
Here Is Why I Would Tell a 71-Year-Old With $4 Million to Spend Down the Traditional IRA First
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Here Is Why I Would Tell a 71-Year-Old With $4 Million to Spend Down the Traditional IRA First

  • May 19, 2026
Quick Read A 71-year-old with $2.5M in a traditional IRA faces a $104,000 RMD at 73 that triggers…
PPersonal finance
Federal retirement numbers continue to rise
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Retirement: Advice from a year in

  • May 19, 2026
Treat retirement not as the end of all things, but as a new beginning. Even if you still…
PPersonal finance
Widows left in pension limbo after husbands' deaths - BBC
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Widows left in pension limbo after husbands' deaths – BBC

  • May 19, 2026
Widows left in pension limbo after husbands’ deaths  BBCCalls to kick Capita out of pensions  PressReader‘A paralysis of the UK…
PPersonal finance
The Tax-Loss Harvest That Cost a 66-Year-Old Retiree $2,400 in Wash-Sale Penalties She Never Saw Coming
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The Tax-Loss Harvest That Cost a 66-Year-Old Retiree $2,400 in Wash-Sale Penalties She Never Saw Coming

  • May 19, 2026
The retiree was 66, single, living in Pennsylvania, and relying on a $1.1 million brokerage account to supplement…
PPersonal finance
SEC Enforcement Actions Drop to 16-Year Low in First Half
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SEC Enforcement Actions Drop to 16-Year Low in First Half

  • May 19, 2026
Securities and Exchange Commission enforcement actions against public companies and subsidiaries hit a 16-year low for actions filed…
PPersonal finance
Here Is Why I Would Tell a 71-Year-Old With $4 Million to Spend Down the Traditional IRA First
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Here Is Why I Would Tell a 71-Year-Old With $4 Million to Spend Down the Traditional IRA First

  • May 18, 2026
© goodluz / Shutterstock.com The retiree we are modeling is single, 71, and sitting on $4 million split…
PPersonal finance
Social Security Insolvency Fears Grow As Trust Fund Reserves Face 2033 Depletion — Here’s What To Know
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Social Security Insolvency Fears Grow As Trust Fund Reserves Face 2033 Depletion — Here’s What To Know

  • May 18, 2026
Social Security insolvency has become a growing concern among Americans, many of whom worry their benefits could be…
PPersonal finance
House committee leaders press Trump to fill CFTC vacancies as Congress considers new crypto oversight
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NextEra, Dominion merger would create $25 billion in retirement assets, could spur record-keeper search – Pensions & Investments

  • May 18, 2026
NextEra, Dominion merger would create $25 billion in retirement assets, could spur record-keeper search  Pensions & InvestmentsA battery boom…
PPersonal finance
Need to lower your monthly expenses? Start by cutting these four costs, experts say
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Financial experts reveal four monthly expenses you should cut first to save money

  • May 18, 2026
For many Americans, summer’s vibes just aren’t vibing. Some 87 percent of consumers have anxiety about rising prices…
PPersonal finance
Couple in kitchen together, one using a laptop.
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Here’s the Maximum Social Security Benefit at 62 — and How to Know How Much You’ll Qualify For

  • May 18, 2026
62-year-old Social Security beneficiaries aren’t known for getting the largest monthly checks, but their benefits are slowly improving.…
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