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Rate cuts on hold again – how your mortgage and savings will be affected
The Telegraph via Yahoo Finance· 2 days agoSavers will earn far more on interest with a fixed-rate account. The best rate on a bond that is...
How to Pay Yourself in Retirement
Morningstar· 2 days agoHigher inflation is not great for retirement plans. Higher interest rates are a positive for retirement portfolios. Annuities make sense as part of your...
Death and Taxes…and Planning Opportunities
The National Law Review· 4 days agoInterest rates have risen but have not yet jumped to historical highs. The applicable federal rates ("AFRs") (used as safe harbors for loans between...
Blue Owl Capital Inc. (OWL): Did Recent Strategic Acquisitions Provide a Bull Case for the Firm?
Insider Monkey via Yahoo Finance· 4 hours agoWe recently compiled a list of the 10 Best Robinhood Stocks Under $20. In this article, we are going...
Des Moines class-action lawsuit against property management company alleges illegal fees
The Des Moines Register via Yahoo News· 1 day agoManagement, accusing it of charging fees that are illegal under state code and retaining security...
Morningstar Investment Conference 2024: From AI Investing to Annuities
Morningstar· 18 hours agoMorningstar’s editorial director for financial advice Sheryl Rowling offers her picks for financial...
I’m confused: Pay tax now or later on retirement savings? And from what funds?
Market Watch· 3 hours agoThe theory is to use nonretirement funds to pay the taxes on the rollovers and let the Roth continue...
Manulife, Prudential, MetLife: Undervalued Insurance Giants With Private Market Exposure
Forbes· 2 days agoIn the current investment landscape, astute investors are always on the lookout for undervalued...
I'm 65 With $1 Million in a 401(k) and $2,500 Social Security Benefit. Can I Retire?
SmartAsset via Yahoo Finance· 7 days agoDo you have enough money to retire? There are many different ways to look at this, but the most...
Jackson Financial Inc. (NYSE:JXN) Shares Sold by B. Riley Wealth Advisors Inc.
ETF DAILY NEWS· 3 days agoB. Riley Wealth Advisors Inc. trimmed its stake in shares of Jackson Financial Inc. (NYSE:JXN – Free Report) by 14.2% during the fourth quarter, HoldingsChannel reports. The fund owned 35,212 ...