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4 days ago | 
marketwatch.com | Morey Stettner
FA CenterMost of us can’t be as philanthropic as Gates, but we should plan for our legacyPublished: May 10, 2025 at 7:50 a.m. ETMicrosoft co-founder Bill Gates will leave a fraction of his wealth to his heirs. Photo: Getty ImagesGates’s announcement is a springboard to consider the value of giving away more money now, not later.
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4 days ago | 
finance.yahoo.com | Morey Stettner
Microsoft co-founder Bill Gates will leave a fraction of his wealth to his heirs. - Getty Images Posting on his blog last Thursday, Bill Gates shocked the philanthropic world with a stunning announcement: the Microsoft MSFT co-founder will accelerate his plans to give away almost all of his wealth over the next 20 years. He vowed to reduce his net worth (currently estimated at roughly $168 billion) by 99%, donating it all through his Gates Foundation. In 20 years, the foundation will shut down.
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1 week ago | 
investors.com | Morey Stettner
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1 week ago | 
investors.com | Morey Stettner
It starts with the ability to notice slight deviations between what's normal and what's out of place. If something is amiss, it arouses their curiosity. This often happens during an interrogation. When a suspect's words and nonverbal cues do not align, it can trigger more intense questioning.
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1 week ago | 
marketwatch.com | Morey Stettner
Many grandparents live frugally so they can help support their grandchildren. You’re a prudent saver with a foolproof retirement plan. You stick to a budget, invest wisely and maximize your contributions to tax-advantaged retirement accounts. But there’s a variable that can stymie your best-laid plans: your grandkids.
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1 week ago | 
investors.com | Morey Stettner
When Frank Jobe joined the Los Angeles Dodgers in 1964, it wasn't big news. But over a 44-year career, his impact on the team — and all of baseball — proved incalculable. An orthopedic surgeon, his first medical procedure as a consultant for the Dodgers involved removing a bone chip from the elbow of star pitcher Johnny Podres. It went well.
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2 weeks ago | 
marketwatch.com | Morey Stettner
FA CenterFollow your money: Older investors especially might end up in worse financial shape than if they did nothingPublished: April 26, 2025 at 7:55 a.m. ETKnow the total cost of a proposed rollover before going ahead with it. Photo: Getty ImagesIf you ask 10 financial advisers how and where you should invest your tax-advantaged retirement savings, you may get 10 different answers. There are many options and it’s not easy to know which one makes the most sense.
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2 weeks ago | 
morningstar.com | Morey Stettner
By Morey Stettner Follow your money: Older investors especially might end up in worse financial shape than if they did nothing Rolling over a 401(k), IRA or similar plan can hit you with hidden fees, tax penalties, loss of investment options and other protections. If you ask 10 financial advisers how and where you should invest your tax-advantaged retirement savings, you may get 10 different answers. There are many options and it's not easy to know which one makes the most sense.
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2 weeks ago | 
investors.com | Morey Stettner
John Walton Smith came tantalizingly close to winning a gold medal at the Olympics. But fate intervened. A track star, Smith was ranked No. 1 in the world in the early 1970s. He broke the record in the 440-yard dash in 1971 with a time of 44.5 seconds.
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3 weeks ago | 
marketwatch.com | Morey Stettner
FA CenterAt some point, even the most levelheaded advisers will lose their bearingsPublished: April 23, 2025 at 8:05 a.m. ET Photo: Getty Images/iStockphotoWhen financial markets tumble, advisers typically urge calm. They assure clients that their financial plan can withstand the current market shocks. They plead with investors not to sell stocks out of fear. They might even frame the turbulence as a healthy reset and remind you that bear markets occur every so often.
