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Browsing Tag

PersonalFinance

10570 posts
PPersonal finance
Chinese billionaire heiress Kelly Zong loses appeal over $1.8B frozen bank account central to inheritance battle with half-siblings
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Chinese billionaire heiress Kelly Zong loses appeal over $1.8B frozen bank account central to inheritance battle with half-siblings

  • July 24, 2026
The city’s Court of Appeal upheld two prior orders preventing her from withdrawing funds from the account and…
PPersonal finance
A ward at the District General Hospital in Sri Lanka's Negombo city where dengue patients are getting treated. A nurse in green is seen taking notes in the foreground
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We split bills equally even when one of us earned a lot more

  • July 24, 2026
The couple’s system of sharing money remained the same even when Max was made redundant last year and…
PPersonal finance
How a 55-Year-Old Teacher Could Replace an $85,000 Salary With Dividend Growth Plus Covered Calls
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How a 55-Year-Old Teacher Could Replace an $85,000 Salary With Dividend Growth Plus Covered Calls

  • July 24, 2026
Quick Read Replacing an $85,000 salary requires anywhere from $708,000 at a 12% yield to over $2.4 million…
PPersonal finance
The Appeal of Direct Indexing in Today’s Markets
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The Appeal of Direct Indexing in Today’s Markets

  • July 24, 2026
An interview with Ken Lassner, CFA, direct indexing lead product strategist, Northern Trust Asset Management. Assets managed using…
PPersonal finance
How I’m using a £20k ISA to aim for a £9,982 yearly second income in retirement
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How much would a 35-year-old need to save to retire early with a second income?

  • July 24, 2026
Retiring early at 50 would mean giving a 35-year-old about 15 years to build a portfolio that can…
PPersonal finance
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Summer price creep: What it is and how to beat it to keep more money in your pocket

  • July 24, 2026
SEATTLE — Summer is a time for road trips, family gatherings, and eating out, but those everyday expenses…
PPersonal finance
Why your retirement experience may depend more on the agency than the benefit
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Why your retirement experience may depend more on the agency than the benefit

  • July 23, 2026
As federal employees transition into retirement, they also transition from familiar routines. After many years, if not many…
PPersonal finance
Advisors Use Direct Indexing for Index Fund Concentration Risk
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Advisors Use Direct Indexing for Index Fund Concentration Risk

  • July 23, 2026
With concerns rising over concentration risk as valuations for many large cap stocks appear too high and companies…
PPersonal finance
$1 Billion Team Joins Raymond James From Stifel
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$1 Billion Team Joins Raymond James From Stifel

  • July 23, 2026
A California-based team managing over $1 billion in assets is joining Raymond James’ independent advisor channel from Stifel,…
PPersonal finance
I am a 63-year-old semiretired physician. If I have saved $2 million for retirement, should Social Security be optional?
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I am a 63-year-old semiretired physician. If I have saved $2 million for retirement, should Social Security be optional?

  • July 23, 2026
Updated July 23, 2026, 1:15 p.m. ET Dear Quentin, I am a 63-year-old semiretired physician. Years ago I said…
PPersonal finance
Person looking at documents with a magnifying glass at a desk with a laptop
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A Mid-Year Money Checkup Can Help Fine-Tune Your Finances – Center for Retirement Research

  • July 23, 2026
I clean the filter on my septic system twice per year – an awful job that I handle…
PPersonal finance
$1B B/D Dempsey Lord Smith Joins Cambridge
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$1B B/D Dempsey Lord Smith Joins Cambridge

  • July 23, 2026
Dempsey Lord Smith, a former independent broker/dealer managing $1 billion in assets, has decided to join Cambridge Investment…
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