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Does an All-Equity Portfolio Make Sense for Retirement?
On this episode of The Long View, Ben Felix, chief investment officer for PWL Capital and co-host of the Rational Reminder ...
'I prepaid our mom's rent for a year': My sister is a millionaire and never helps our mother. How do I cut her out of her will?
If your mother were to disinherit her adult daughter voluntarily, it would be best to mention her by name that she has been disinherited, leave them a token amount and/or include a "no contest" clause ...
I help my elderly mother every day and drive her to appointments. Can I recoup my costs from her estate?
You have two choices. You can either view this time and, in part, the income you've lost as an expense that requires reimbursement or, better still, you can view it as quality time spent with your ...
'I am getting very frustrated': My mother's adviser has not returned my calls. He manages $1 million. Is this normal?
My elderly mother has just shy of $1 million in various accounts. I am the trustee of this account. I sent the adviser a message six days ago asking him to reach out to me as multiple CDs have matured ...
My new husband gave me a contract and told me to 'sign here' - but I refused. It was the best decision of my life.
My former husband started house hunting during our engagement. A few months into our marriage, he took me to meet who I thought was our prospective builder. It was a contract sabotage. My new husband ...
'I was pushed out of her life when she was 18': My estranged daughter, 29, misuses drugs. Should I leave her my Roth IRA?
I have a daughter who has had severe drug problems since she was 18; she's now 29. I got divorced when she was a baby. I was pushed out of her life when she was 18 by my ex-wife and my former in-laws.
I bought my mother-in-law a condo - and she took out a $30,000 car loan. Now she refuses to get a roommate.
I have a complicated money issue. About 3 years ago, my mother-in-law was widowed and she subsequently was evicted from her rental home that she could no longer afford. Even though her late husband ...
How reliable is U.S. economic data? It's a growing risk for investors awaiting the next Fed rate cut.
However, if the Fed had access to more accurate data earlier, it might have held off on one of the interest-rate hikes it delivered in 2023 while potentially moving more quickly to cut borrowing costs ...
I have $1,000 in credit-card debt. Will I be able to hide my inheritance from the bank?
So my recommendation to you is to pay that $1,000 debt after you receive your inheritance. Rather than negotiating with the credit-card company - something people do when they don't have money to ...
One of the first 'liberation day' losers reports earnings this week
On April 2, hours after President Donald Trump announced hefty new tariffs that shook markets, luxury furniture chain RH got caught in the crossfire when it reported quarterly results that afternoon.
Social Security's new commissioner, rule reversals and cost cuts: Here's everything that's happening at the agency
The Social Security Administration is about to get a new commissioner, but that's only the latest of a series of changes at the agency since the inauguration of President Donald Trump.
Supreme Court grants DOGE access to Social Security data, days after Musk stepped down
DOGE was recently led by Tesla (TSLA) Chief Executive Elon Musk up until May 30, when his time as a special government employee came to an end. Musk's high-profile relationship with President Trump ...