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Browsing Tag

trusts

8 posts
PPersonal finance
‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?
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‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?

  • February 7, 2026
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
PPersonal finance
Cash Balance Plans, Trusts, and the $1 Million Debate
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Cash Balance Plans, Trusts, and the $1 Million Debate

  • February 5, 2026
In this episode, we talk through big-money topics like cash balance plans, revocable trusts, and what peak spending…
PPersonal finance
Tax Office imposes death tax on family homes by stealth
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Tax Office imposes death tax on family homes by stealth

  • February 4, 2026
Matthew Burgess, director of View Legal, said overall TD2026/D1 is a helpful summary of key rules in this…
PPersonal finance
‘We’re not happy.’ My wife and I are retired in Wisconsin with two pensions and $75K+ annual income. But our retirement funds dropped $45K this year. Help.
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‘We’re not happy.’ My wife and I are retired in Wisconsin with two pensions and $75K+ annual income. But our retirement funds dropped $45K this year. Help.

  • January 14, 2026
Question: “My wife and I are both retired in Wisconsin and we’re both collecting Social Security. I have…
PPersonal finance
American Billionaire Sues Taiwan Relatives Over Handling Of Family Trusts
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American Billionaire Sues Taiwan Relatives Over Handling Of Family Trusts

  • November 21, 2025
“I think he expected to live to a hundred,” Walter Wang says about his famous father Y.C. Wang…
PPersonal finance
If you want your kids bypass probate when you die, here are 5 assets to avoid putting in a living trust
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If you want your kids bypass probate when you die, here are 5 assets to avoid putting in a living trust

  • September 12, 2025
Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. If…
PPersonal finance
Social Security Old-Age and Survivors trust fund could run out of money sooner than expected, senator warns - MarketWatch
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Social Security Old-Age and Survivors trust fund could run out of money sooner than expected, senator warns – MarketWatch

  • August 7, 2025
Social Security Old-Age and Survivors trust fund could run out of money sooner than expected, senator warns  MarketWatchTrump’s megabill…
PPersonal finance
Do you need a trust for your family assets? Probably not - The Prosperity Project
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Do you need a trust for your family assets? Probably not – The Prosperity Project

  • July 28, 2025
He says many trusts like that were set up by couples in long-term marriages, working in low-risk jobs,…
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