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Search resuls for: "Doug Boneparth"


3 mentions found


☆ Millennials love cash, but too much can be bad, says Bone Fide Wealth's Doug Boneparth
  + stars: | 2024-06-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMillennials love cash, but too much can be bad, says Bone Fide Wealth's Doug BoneparthDoug Boneparth, Bone Fide Wealth president, joins 'Power Lunch' to discuss what he's advising clients in this bull market.
Persons: Doug Boneparth Doug Boneparth
☆ ‘Sorry I am dead’: Why a ‘death note’ is as important as having a will, advisor says
  + stars: | 2024-02-02 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +4 min
This is how Doug Boneparth, a certified financial planner, starts what he calls a "death note" to his wife, Heather. Sun refers to this concept not as a death note, but as the assembly of one's "financial first aid kit." Don't forget social media accounts, physical itemsOne's online presence is also an important element of a death note, the advisors said. For example, how would you like your social media accounts and professional websites managed after you die? Importantly, don't keep your note secret — tell your loved ones that you've drafted it and where to find it, they said.
Persons: Kathrin Ziegler, Doug Boneparth, Heather, one's, Boneparth, —, Franklin, Matthew Perry's, they're, Winnie Sun, It's, Sun, you've Organizations: Digitalvision, Finance, Sun Group Wealth Partners Locations: New York, Irvine , California
☆ Social Security's trust funds are running dry. Here are 4 things to know
  + stars: | 2023-09-11 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +3 min
The vast majority of older Americans get Social Security benefits, which either partially or even fully fund their income in retirement. Social Security is 'America's pension safety net'Virtually every retiree receives some sort of guaranteed income stream — and Social Security is "by far" the most prominent of these income sources, Blanchett said. About 97% of Americans age 60 and older either receive or will collect Social Security benefits, according to Social Security Administration data. Workers would continue to pay Social Security payroll taxes, and those collected funds would still be payable to retirees. There will be 'losers'Congress will almost surely tweak Social Security to fix the solvency problem.
Persons: MoMo, David Blanchett, Blanchett, Doug Boneparth, Lorie Konish Organizations: CNBC's, Finance, Security, U.S, Social Security, Prudential Financial, CNBC, Social Security Administration, Insurance, Workers, Social, SSA Locations: PGIM, New York
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