Smart Investor: What’s Next for Bond Yields, 40 Newly Cheap Stocks, and Tech IPOs
With just a couple of days to go in 2024, the Morningstar US Market Index is on track for a second consecutive year of ...
Forget the 4% rule. Consider this new magic number for retirement withdrawals instead.
The time-honored - and sometimes controversial - 4% rule suggests that a retiree should be able to withdraw 4% of their savings and investments in their first year of retirement and then adjust the ...
'I've always been very good with money': Should I put my wife on the title of my home, investment property and my late father's house?
My wife and I have been best friends since we were in our teens (we are 45 now). In 2008, before our friendship turned romantic, my wife was in a tight spot. She broke up with her boyfriend of eight ...
'I worked hard for my savings': I'm 71 and a retired teacher. I want to give my kids money - but my daughter spends lavishly and my son is wealthy.
Give each child an equal amount and allow them to make their own mistakes. If you don't trust your daughter to spend the money wisely, have a separate conversation with each child about their needs, ...
'I don't want to spend my remaining days living hand to mouth': I divorced my husband and remarried. Can I claim his Social Security?
If you don't pursue this because you are afraid, then you may as well still be in the marriage feeling unhappy and powerless. This is the time to stand up for yourself and claim what you are entitled ...
'I'm nervous about the market': We're living off my pension as practice for retirement, but I'm afraid of a market correction
You might find, after careful analysis of your spending needs and savings goals, that it is OK to withdraw some of your investments to in order to delay claiming Social Security. Ultimately, it's a ...
Want to retire abroad? Read this instead of the usual 'best places to retire' lists.
Every year, various publications reveal new "best places to retire abroad" lists. Providing snapshot overviews and gorgeous photos of top expat countries, these articles are wildly popular whether ...
'He's 70 and fairly wealthy': I met the love of my life three years ago. How do I politely ask that he include me in his will?
I'll get right to it. I met the love of my life and we are now in an almost three-year relationship. He's 70 and fairly wealthy. I'm 77 and independent, but not wealthy. I own my own home, as does he.
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Why 2025 looks like a great year to retire
The coming year may not be the perfect moment to switch your retirement account's strategy from growth to drawing down, and therefore from stocks to bonds. But, by the standards of modern history, ...
Lumps of coal for Wall Street money managers - again
The most and least popular asset classes among big investors emerge from the highly regarded monthly Bank of America Securities Global Fund Manager Survey, which typically talks to about 200 asset ...
'I'm betting on another 22 spins around the sun': I'm 65 and have $3.9 million. How much should I realistically spend on a house?
I'm betting on another 22 spins around the sun, given all relevant factors. I would like to settle down. My question: Responsibly, how much can I afford to spend to buy a home? Related: 'Don't be ...
The second-season curse: Why Round 2 of 'Squid Game' may not be a winner for Netflix
Netflix has certainly done its share to promote the second season: It not only gave it a prime holiday spot on the calendar - it debuted the day after Christmas - but it also has created a free mobile ...