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7 Things the Middle Class Won’t Be Able To Afford in the Next 5 Years
MSN News· 8 hours agoSay you're riding high -- financially speaking. You've acquired a middle class lifestyle and...
How Much Money in the Bank Makes You Poor?
GoBankingRates via AOL· 4 days agoThe concept of being "poor" is often seen as a black-and-white, yes-or-no state of being. You're either poor or you're not. However, the reality is that...
New York Life Investment Management LLC Sells 230 Shares of Brighthouse Financial, Inc. (NASDAQ:BHF)
ETF DAILY NEWS· 6 days agoNew York Life Investment Management LLC reduced its stake in Brighthouse Financial, Inc. (NASDAQ:BHF...
401(k) Real Talk Transcript for May 15, 2024
WealthManagement.com· 2 days agoThis is Fred Barstein contributing editor at WealthManagement.com’s RPA omnichannel and CEO at TRAU, TPSU & 401kTV - I review all of last week’s stories and select the most important and interesting ...
27 Ugly Truths About Retirement
GOBankingRates via Yahoo Finance· 5 days agoFrom dealing with unexpected medical costs to supporting adult children, Americans often find themselves facing expenses they weren't anticipating in...
This Is When It's Worth Hiring a Financial Advisor For Your Pension
SmartAsset via Yahoo Finance· 1 day agoIf your job comes with a pension, your employer is responsible for funding the pension plan and...
I’m an Average Middle-Class Retiree: Here’s How Much Savings I Have
GoBankingRates via AOL· 6 days agoThough your pre-retirement income alone isn't enough to determine whether you'll retire comfortably,...
We're 60, Have $1.3 Million in 401(k)s and Will Receive $5,100 Monthly From Social Security. What's...
SmartAsset via AOL· 3 days agoAt its most basic, creating a retirement budget is all about money in vs. money out. You figure out...
JD Supra: Trusts 101, Part 3 – Trust Acronyms Explained
JD Supra· 5 days agoTrusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...
The Tax Consequences of Offshore Mutual Funds for US Expats and Taxpayers | JD Supra
JD Supra· 17 hours agoWhat are the tax consequences of offshore mutual funds for US expats and taxpayers? US expatriates have faced a substantial number of challenges over the past several years as a result of FATCA ...