SEO Friendly News Article What Happens to Your Money When There’s No Beneficiary or Legacy Contact? Introduction UTICA, N.Y. (WKTV) — As stock trades, cryptocurrency purchases, online banking and online retirement account management become more common on our smartphones, end-of-life planning can get dicey in the digital world if accounts aren’t set
Smaller Social Security COLA for 2024 Projected at 3.2% By [Author Name] Introduction Seniors on Social Security experienced a significant increase in their monthly benefits at the start of 2023, with an 8.7% rise. However, projections for the cost-of-living adjustment (COLA) in 2024 indicate a considerably smaller increase of 3.2%. This projected raise would result ...
SEO Friendly News Article Longtime Creative Planning Chief Investment Officer Jim Williams Passes Away at 46 Published on [Date] Sudden Demise of Jim Williams Longtime Creative Planning chief investment officer Jim Williams passed away suddenly on Saturday. He was 46 years old. Contributions to Creative Planning ‘He was one of the first few hires at ...
SEO Friendly News Article DWS fined $19m by SEC over ‘ESG misstatements’ The asset manager, which is majority owned by Deutsche Bank, also incurred a $6m penalty for shortcomings in its anti-money laundering procedures Monday, 25 September 2023 at 14:07 DWS has been fined $19m by the Securities and Exchange Commission for misstatements regarding its ...
An Estate Plan That’s Too Detailed Can Lead to Problems An estate plan can be too detailed or rigid. When that happens there’s a good chance at least some of it won’t be followed. That’s especially true when assets are left in a trust or to charity. The Case of the Barnes Foundation A good ...
September Social Security Payments: What You Need to Know Introduction In September, Social Security beneficiaries receive multiple rounds of payments, with the next disbursement occurring this week. Those receiving Supplemental Security Income (SSI) already received their payments on September 1st and will receive another this month. The timing of these payments varies based on birthdates, ...
Asset Management: DWS boss defends decisions after greenwashing claims Asset Management: DWS boss defends decisions after greenwashing claims Introduction DWS chief executive Stefan Hoops has defended the asset manager’s handling of greenwashing allegations, saying it made the “right decisions” to stabilise the business. Bouncing back after criticism DWS, a leading asset management company, is determined ...
Herbert V. Kohler Jr.’s Properties Passed to His Children Herbert V. Kohler Jr.’s Properties Passed to His Children Introduction SHEBOYGAN COUNTY – Two properties formerly owned by the late Herbert V. Kohler Jr. passed to two of his children following his death last year. Herbert, grandson of Kohler Co. founder John Michael Kohler, passed away ...
SEO Friendly News Article McCready: 10 Weekend Thoughts, presented by Sego Wealth Management Introduction In this article, we will discuss the weekend thoughts presented by Sego Wealth Management. Let’s dive into the key points and insights. 1. Lane Kiffin and Brian Kelly paid like they’re elite. Now, coach like it Lane Kiffin and Brian Kelly ...
SEO Friendly News Article Should I Sell My Paid-Off Home and Invest the Proceeds? Introduction Dear MarketWatch, I’m in my early 60s, and I have a paid-off home, valued under $200,000, in a rust-belt city that I’d like to move out of. On the upside, I’ve saved $950,000, which is invested with an investment firm, ...
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