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September 2025 MyPlanIQ Portfolio Update
- Stock and Bond Returns in the Next Decade
- Conservative Allocation Funds Review
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
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Saving and Investing for College in a World of Runaway Tuition
- Latest in Retirement Savings & Personal Finance: Runaway College Tuitions, Vanguard Now Recommends 30% Stocks 70% Bonds
- Social Security at Risk: Saving and Investing for College in a World of Runaway Tuition
- Tools & Tips: 529 Plan Tax Savings Calculator
- Market Overview
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Home Rent vs. Buy: That’s A Great Question
- Latest in Retirement Savings & Personal Finance: Social Security COLA Expected to 2.7%, Consumers Hit 70% Tariff by October
- Social Security at Risk: Home Rent vs. Buy: That’s A Great Question
- Tools & Tips: Home Rent vs. Buy Calculator
- Market Overview
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Social Security at Risk: 2033 Deadline and What to Do
In this issue:
- Latest in Retirement Savings & Personal Finance: U.S. Household Debt Breakdown, Student Loan Reform, Private Equity & Crypto in 401(k)s
- Social Security at Risk: 2033 Deadline and What to Do
- Tools & Tips: Credit Card Balance Transfer Optimizer
- Market Overview
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Chasing Income with Those High Yield ETFs. Smart or Misleading?
In this issue:
- Latest in Retirement Savings & Personal Finance: Missed Car Loan at a Record Level, Employment Numbers Revised Down Sharply, 31% of Retirees Considering Returning to Work
- Chasing Income with Those High Yield ETFs. Smart or Misleading?
- Tools & Tips: ULTY or MSTY Dividend Calculators
- Market Overview
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August 2025 MyPlanIQ Portfolio Update
In this issue:
- Residential Real Estate vs. Stock Investments
- Fund Analysis: PIMCO Multisector Bond ETF PYLD
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
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The Most Reliable Retirement Savings: Why $1.8 Million is a Popular Lie
In this issue:
- Latest in Retirement Savings & Personal Finance: Retirement Savings Still Fall Short, Sluggish Home Sales & The Most Overvalued Stock Market
- The Most Reliable Retirement Savings Needed: Why $1.8 Million is a Popular Lie
- Tools & Tips: Retirement Spending Calculator Based on a Portfolio, Fund, or Stock
- Market Overview
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The Best Age (62, 67, or 70) to Claim Your Social Security Benefits
In this issue:
- Latest in Retirement Savings & Personal Finance: Social Security Benefit Tax in One Big Beautiful Bill, The Worst US Treasury Bond Returns in History!
- The Best Age (62, 67, or 70) to Claim Your Social Security Benefits
- Tools & Tips: Social Security Benefit Claim Age Calculator
- Market Overview
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Retirement Withdrawals in Optimal Order
In this issue:
- Latest in Retirement Savings & Personal Finance: Amazon Prime Day Record Sales, Inflation Rise Again? Underestimating Hobby and Pastime Costs
- Retirement Withdrawals in Optimal Order
- Tools & Tips: Retirement Withdrawal Optimal Calculator
- Market Overview
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Retirement Milestone Cheat Sheet
In this issue:
- Latest in Retirement Savings & Personal Finance: OBBB Tax Changes, More Debt Among Millennials, Adult Children Living at Home
- Retirement Milestone Cheat Sheet
- Tools & Tips: Main ETFs You Can Use
- Market Overview
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Savings Hacks
In this issue:
- Latest in Retirement Savings & Personal Finance: Crypto in 401(k), Private Investments in Target Date Funds, BNPL Credit Score Impact
- Savings Hacks Using BNPL & Others
- Tools & Tips: Money Market Fund Center
- Market Overview
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July 2025 MyPlanIQ Portfolio Update
In this issue:
- Residential Real Estate vs. Stock Investments
- Fund Analysis: PIMCO Multisector Bond ETF PYLD
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
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Annuity Income Payout vs. Invest & Withdraw
In this issue:
- Latest in Retirement Savings & Personal Finance: Annuity Is Back, HSA & Retirement Healthcare Improvement, Growing Medical Debt Crisis
- Tools & Tips: Annuity vs Invest Calculator
- Annuity Income Payout vs. Invest & Withdraw
- Market Overview
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What $1 Million Really Buys You in Retirement: Annuity vs. Investment Strategy
Most investors think about returns first. But what gets less attention, and probably deserves more, is volatility. Risk adjusted returns matter more. Being comfortable with portfoiio swings is the key to investment success.
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Public Pay Might Be Higher Than You Think (Once You Do the Math)
In this issue:
- Latest in Retirement Savings & Personal Finance: High 401(k) Savings Rate, The Big Beautiful Bill’s Deficit Increase & Who Are Affected by the BBB
- Public Pay Might Be Higher Than You Think (Once You Do the Math)
- Tools & Tips: Retirement Pension Value Calculator
- Market Overview
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Why Managing Volatility Matters
Most investors think about returns first. But what gets less attention, and probably deserves more, is volatility. Risk adjusted returns matter more. Being comfortable with portfoiio swings is the key to investment success.
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Stock Compensation 101: How People Build Wealth (or Blow It)
In this issue:
- Latest in Retirement Savings & Personal Finance: Review and Get Rid of Your Unused Subscriptions, Private Equity & Crypto Investments in Your Retirement Accounts, Germany’s Early Start Pension
- Stock Compensation 101: How People Build Wealth (or Blow It)
- Tools & Tips: RSU Calculator
- Market Overview
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How to Take Advantage of Your ESPP (Employer Stock Purchase Plan)
In this issue:
- Latest in Retirement Savings & Personal Finance: Workplace Benefits like Flexible Spending & Telemedicine, AI Taking over Jobs?
- How to Take Advantage of Your ESPP (Employer Stock Purchase Plan)
- Tools & Tips: ESPP Tax and Cost Basis Calculator
- Market Overview
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June 2025 MyPlanIQ Portfolio Update
In this issue:
- MyPlanIQ Composite Allocation Indicator & Applications
- Fund Analysis: Factor Funds & Healthcare Industry Trend
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
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Simple 401(k) Investment Guide
In this issue:
- Latest in Retirement Savings & Personal Finance: College Education Affordability Declined, Rising Debt Puts Your 401(k) Retirement Savings in a Pickle
- Simple 401(k) Investment Guide
- Tools & Tips: 401(k) Investment Assistant
- Market Overview
