The Motley Fool

SEPTEMBER 4, 2023

Social Security is becoming a bigger concern for most Americans, with many starting to doubt that they'll receive benefits in retirement. As you plan for retirement, consider the potential changes to federal benefits and how you can prepare to manage those changes. Image source: Getty Images.

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The Motley Fool

JULY 6, 2023

Some sobering figures on retirement preparedness were published in June. In a survey conducted by Northwestern Mutual, around half of respondents said they don't expect to have enough saved by the time they reach retirement age. Set measurable goals There are a lot of variables that determine your required retirement savings.

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The Motley Fool

MARCH 30, 2024

The Roth 401(k) isn't even 20 years old yet, but it's already become a popular place for workers to stash their retirement savings. The answer depends a lot on you and your retirement plans. Roth accounts are attractive for those who expect that their incomes will either stay about the same or rise in retirement.

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The Motley Fool

JANUARY 22, 2024

Financial freedom and a comfortable retirement don't have to be a pipe dream. For example, if you begin investing at age 20 and put $200 a month into your portfolio, you should increase that amount to $400 a month when you turn 30. Here are the results: At age 30, your portfolio would be worth $37,820.

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The Motley Fool

JUNE 26, 2023

These factors can all make it tempting to alter your retirement planning , but it is important to not let short-term issues affect your long-term strategy. Here are three things you should definitely not do in the face of market turbulence while planning for retirement. Ultimately, you are just paying yourself back.

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The Motley Fool

AUGUST 22, 2023

The years leading up to retirement can be exciting. And once you're able to actually retire, you'll have complete control over your schedule without needing to report to work or meet a manager's demands. But the closer you get to retirement, the more important it becomes to buckle down and focus on certain financial matters.

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The Motley Fool

DECEMBER 27, 2023

If you're between 62 and your full retirement age (FRA), which is 67 for those born in 1960 or later and somewhere between 66 and 67 for those born from 1943 to 1959, you can do just that in the first 12 months after you start the payments. Simply click here to discover how to learn more about these strategies.

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The Motley Fool

MARCH 16, 2024

Retiring is something many people look forward to throughout their lifetime. But before you retire, you need to get your financial ducks in a row so you don't end up broke in your 80s. You can do this by: Making a budget : Estimate what your expenses will be in your retirement.

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The Motley Fool

SEPTEMBER 23, 2023

If you're at the point where you're two years away from retirement, you may be ready to start your weekly countdown. But it's really important to tackle certain financial moves when you're about two years from retirement because if you discover that changes need to be made on your part, you still have the time to pivot. million 401(k).

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The Motley Fool

NOVEMBER 25, 2023

Preparing the right way for retirement can help you avoid mistakes that could derail your plan. If you're a decade away from retirement, take these three steps now to help make sure that you're on course -- or to give yourself time to make some adjustments if you're not. Don't fall into that line of thinking.

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The Motley Fool

APRIL 26, 2024

How I'd allocate my money As a general rule of thumb, I subtract my age from 110 to determine the percentage of my assets that should be in stocks, with the rest in fixed income investments. I tend to think I have a somewhat high level of risk tolerance, so my actual stock allocation is closer to 80%.

Portfolios 130

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The Motley Fool

SEPTEMBER 8, 2023

The double whammy of inflation and roiled markets may be prompting a growing number of Americans to see retirement moving further out, or out of reach entirely. An Axios/Ipsos poll conducted in July had a lot of interesting findings about Americans and their retirement plans, including that about one in five don't think they ever will.

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The Motley Fool

JUNE 16, 2023

Planning for an early retirement is full of pitfalls that could put your timeline way off track if you don't course correct quickly. If you plan to retire early, it compresses your window for saving and investing, and compounds any mistakes you make. Are you one of them? Image source: Getty Images. Bonds are for capital preservation.

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The Motley Fool

DECEMBER 4, 2023

But while saving in a 401(k) could eventually set you up for a worry-free retirement, the wrong decisions on your part could stomp all over that goal. You may not be in a position to sock away $20,000 a year for retirement. Funding a 401(k) is a great way to set yourself up for a secure retirement.

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Pension Pulse

NOVEMBER 13, 2023

trillion in assets, are likely bidding up the paper to hedge for growing liabilities, strategists at Citigroup Inc. Rohan Khanna, head of euro rates strategy at Barclays, said bids from Dutch funds have “muddied the waters” for euro swap markets in the short term. The funds, by far the region’s largest with more than €1.5

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Pension Pulse

MARCH 13, 2024

percent for the year 2023, increasing its net assets to $112.6bn from $103.7bn at the end of 2022. in assets for every dollar owed in pensions. Despite the slight slowdown from 2022's growth, HOOPP achieved strong returns across multiple asset classes including fixed income, public equities, private equity, and private credit.

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Integrity Financial Planning

APRIL 2, 2023

For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments. [1]

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Fortune Financial

SEPTEMBER 29, 2022

In our planning with clients, we like to employ a “pay yourself first” approach, especially as it relates to retirement planning. This cycle can repeat itself over multiple years, resulting in minimal or no retirement savings. Planning for retirement is a multi-step process with continuous updates and monitoring.

Portfolios 52

Portfolios Investing Taxes Assets 52

The Motley Fool

FEBRUARY 22, 2024

As you know, Brian recently retired. And that continues to execute on its strategy, maintaining a strong balance sheet and high-quality books of insurance in force. billion earnings -- pre-tax earnings benefits in 2023 from LTC in-force rate actions and settlements were offset by higher claims as the blocks age.

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Liabilities Legal Taxes Debt 130

The Motley Fool

MAY 3, 2024

They spent some time touting we're opening assets, we're developing assets all around the world so really diversifying our manufacturing. They spent some time touting we're opening assets, we're developing assets all around the world so really diversifying our manufacturing. Two stocks worth watching: Five Below and UPS.

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Fortune Financial

FEBRUARY 28, 2023

Thinking about the amount of savings needed for a financially secure retirement can be overwhelming when you think about the unknowns. Unknown global markets and volatility could erode retirement accounts. It could cost more than the projected amount if all retirement funds are in a pre-tax account.

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Taxes Accounting Mutual Funds Exchange-Traded Funds 52

The Motley Fool

DECEMBER 31, 2023

Motley Fool host Alison Southwick and personal finance expert Robert Brokamp open the listener mailbag and answer a question about saving in a portfolio of only stocks for retirement. Now I think the attention has been split for quite a while in trying to salvage the assets. Ricky Mulvey: Toy prices fall and so has a luxury retailer.

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The Motley Fool

JANUARY 28, 2024

Mary Long: I'm Mary Long, and that's Jules van Binsbergen, a professor at Wharton, who studies asset pricing and the history of markets. Ricky Mulvey: The way many people plan for retirement in the United States is through a 4019(k) and the primary investment vehicle that people use in a 4019(k) is a target date fund.

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Stock Market Stock Market Funds Returns 130

Fortune Financial

JANUARY 30, 2023

trillion in assets, according to a report by Capitalize. Leaving behind a 401(k) account can cost an individual, in some cases, hundreds of thousands of dollars in foregone retirement savings over a lifetime due to potentially keeping a higher-fee plan and having poorly allocated investments.

Assets 52

Assets Taxes Consultants Consulting 52

The Motley Fool

NOVEMBER 9, 2023

We now have CareScout quality network coverage for approximately 50% of the age 65-plus Texas population with providers that have met our quality credentialing standards and agreed to negotiate at discount rates. Enact again had a very strong quarter with adjusted operating income of 134 million to Genworth. life insurance companies.

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Liabilities Legal Taxes Debt 100

The Motley Fool

APRIL 25, 2024

Jim will then provide an update on key milestones for our long-term strategy, which positions us well to deliver growth through the cycle. We also advanced our long-term strategy with our higher return, highly capital-efficient Path2Zero project in Fort Saskatchewan, Alberta, where construction started earlier this month.

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The Motley Fool

MAY 1, 2024

We continue to find ways to derisk the block through our hedging strategy and repositioning, two levers we further utilized in the first quarter. Unum Group (NYSE: UNM) Q1 2024 Earnings Call May 01, 2024 , 8:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Thank you for standing by.

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Bell Investment Advisors

JUNE 16, 2022

Gifting can be a wonderful thing for the right family with the right strategy at the right time, which begs the question, “Is now the right time for your family?” At a minimum, be sure your assets will cover your lifetime needs even if you give some away. Considering giving assets instead of cash? Push Pause. Tax Matters.

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Taxes Education Assets Startups 52

Pension Pulse

SEPTEMBER 6, 2023

Private assets are popular in Australia's A$2.4 trillion professional pension sector, with some funds holding almost half their assets in private markets. Since 2021, the regulator has pushed the sector to improve how it values assets that range from venture capital to office blocks.

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Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Pension Pulse

NOVEMBER 17, 2023

The Securities and Exchange Commission requires anyone managing at least $100 million in publicly traded assets to disclose their holdings within 45 days of the end of each quarter. One of the most dramatic moves in the third quarter was Chris Hohn’s TCI Fund Management selling its entire stake in Microsoft, which had previously totaled 11.8

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Hedge Funds Funds Asset Management Stakes 59

The Motley Fool

MAY 13, 2024

We know that ad tier is going to be an important component to that strategy. You'd like to see a little bit more of a straightforward strategy here I think. Ricky Mulvey: What do you think about the capital allocation story? But it's a new day and age. You're listening to Motley Fool Money. Jason, thanks for being here.

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The Motley Fool

APRIL 24, 2024

For the past several quarters you have heard us reaffirm Hasbro's strategy to refocus on play with our fewer, bigger, better principles. In our Q1 results, we're seeing Hasbro's strategy come to life. And we're continuing to invest in innovation across toys and games, appealing to consumers of all ages across play patterns.

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The Motley Fool

JANUARY 5, 2024

Building a million-dollar retirement fund isn't easy, but it is possible. million to retire comfortably, according to a 2023 survey from Charles Schwab. There's no single best way to build long-term wealth, as your strategy will depend on your personal preferences and risk tolerance. Image source: Getty Images.

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Mutual Funds Funds Portfolios Returns 246

The Motley Fool

JANUARY 29, 2024

In part one, they discuss what to consider when planning a withdrawal rate for retirement. But basically the way accounting works is they put that transaction on their books and it's considered an asset but they have to make a determination whether that asset is impaired or not. trillion in assets. Bright and early.

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The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. So I applied to Maryland State retirement. She can go anywhere, do anything. It’s a little bit letter better of a lifestyle.

Asset Management 57

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The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. And then of course as a CEO, doesn’t matter the size of the company, you’re always talking about where to allocate capital. RITHOLTZ: Okay, where in Jersey?

Mutual Funds 86

Mutual Funds Mergers and Acquisitions Asset Management Assets 86

The Motley Fool

APRIL 29, 2024

If you're young and already investing for retirement, congratulations. And that can lead to a massive difference in your ultimate retirement savings. That's why the following exchange-traded funds (ETFs) should be considered for every young person's retirement portfolio. You have just won the investing lottery.

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