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US to probe petrol price gouging claims, Trump says BBCBrent falls below $76, notching its lowest level since day before U.S.-Iran war CNBCTrump calls for probe into gasoline price 'gouging' ReutersTrump Says Justice Department Looking Into Gasoline Prices Bloomberg.com
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Seth Klarman of The Baupost Group sees a supply-demand imbalance as companies demand capital that could prove difficult for investors.
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Nature-based climate investment firm Livelihoods has launched its fourth carbon fund, targeting €150m to finance large-scale ecosystem restoration projects. The Livelihoods Carbon Fund 4 (LCF4) has already secured an initial raise of €124m, with a final target of €150m. The fund aims to sequester or avoid between 7 and 10 million tonnes of CO2 across […]
The post Livelihoods launches €150m nature-based climate fund appeared first on AltAssets Private Equity News.
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7 Minnesota providers among 455 charged in nationwide $6.5B 'health care fraud takedown' 5 EYEWITNESS NEWSExclusive | Justice Department Unveils $6.5 Billion Healthcare Fraud Crackdown WSJHouston woman added to FBI's most wanted fraudster list, accused of nearly $100 million in healthcare fraud, bureau officials say ABC13 HoustonJustice Dept. Unveils Medicare Fraud Charges as Part of Larger Health Care Prosecutions The New York Times
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The department is taking aim at pricey "skin substitutes," an overused wound care treatment that cost the government nearly $15 billion in 2025.
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Future Standard, a global alternative asset manager, has announced its successful final close of its PA Secondary Fund V. The fund closed with approximately $3bn in total committed capital, which makes it its largest private fund closing in the businesses' 30-year history. According to Future Standard, PASF V is dedicated to acquiring interests in U.S. […]
The post Future Standard locks in largest private fund to date at $3bn appeared first on AltAssets Private Equity News.
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Effective retirement planning reaches beyond investments and the numbers related to various accounts a person owns. First, it's about understanding the scope of one's future financial needs and goals. And from that framework, it's about putting all areas of the plan together so that they complement one another and function as an integrated whole.
SEE MORE Find Out in 5 Minutes If You Have Enough to Retire
Sometimes the financial world can seem segmented to clients, with professionals designated as experts in just one area of the plan — investments, insurance, taxes, estate planning, etc. But holistic financial planning includes and ties together every aspect pertinent to the retirement strategy. It analyzes and seeks to optimize each part of a person's plan by making those pieces work together congruently.
One way to think about holistic planning is that most people have several pieces that comprise their retirement puzzle, and they all need to fit together to form a complete picture. But I find when talking about holistic planning in seminars, it's eye-opening for people because they really haven't thought about it in that context. Here are the fundamental elements in most people's retirement situations:
Social SecurityTax planning
Medicare
Investments (401(k) plans, Roth IRAs, nonqualified accounts, etc.)
Income plan (mapping out a strategy for how to use your money)
Estate plan
All those pieces need to function together. You can't maximize your situation if you're looking at each of those aspects in a vacuum.
Putting the pieces together: Starting with Social Security
You have to view Social Security in the context of three of the bullet points mentioned above: investments, income plan and tax planning. You also have to figure out how
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