My father died in 2021 with no will. He shared a home with his second…
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Political/General News
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Retirement
I’m 69, retired and my husband and I have about $675,000 invested. I’ve gotten returns of about 3.94% but my financial adviser is charging 1.5%. What’s my move?
by adminby adminQuestion: I’m 69 and retired and my husband is 71. I have a financial planner…
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Retirement
I’m 73 and my adviser told me to buy $1.5 million in annuities. Should I do it?
by adminby adminI have $1.5 million in my 401(k) and $1.1 million in my IRA. I will…
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Personal Finance
Opinion: IBM reopened their defined-benefit plan. Will other companies follow?
by adminby adminPublished: Feb. 22, 2024 at 1:45 p.m. ET IBM announced last November that it would…
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Personal Finance
Paying too little tax — and 10 other common financial mistakes you should avoid
by adminby adminApple Computer founded on April 1, 1976, by Steve Jobs and Steve Wozniak. What’s less…
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Personal Finance
Managing billions while living paycheck to paycheck: Don’t do what I did
by adminby adminAnne Lester knows a thing or two about financially overreaching, overspending and living paycheck to…
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Personal Finance
I have $1.7 million, and in January alone paid my financial adviser $1,300. What gives?
by adminby adminQuestion: I have $1.7 million invested with our financial adviser who I really like, but…
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It looks like we had better ramp up our 401(k) and IRA contributions to the…
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Personal Finance
Do you think you’re ready to retire? What you don’t know should worry you.
by adminby adminDo you think you have plenty of money in savings and investments? Are you confident…
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