Showing 13 to 24 of 180 results
Optimizing Tax Efficiency for Business Owners Investing Excess Earnings
Business owners with excess income can maximize tax advantages by prioritizing RRSP and TFSA contributions before considering corporate investment, using a holding company to further optimize and protect assets while being mindful of potential small business deduction reductions and employing life i...
Optimizing Tax Efficiency for Business Owners Investing Excess Earnings
Business owners with excess income can maximize tax advantages by prioritizing RRSP and TFSA contributions before considering corporate investment, using a holding company to further optimize and protect assets while being mindful of potential small business deduction reductions and employing life i...
Progress
36% Bias Score
Preparing Businesses for Economic Downturns
This article emphasizes the importance of proactive business strategies for navigating economic downturns, focusing on financial preparedness, consistent marketing, diversified income, and strong client relationships to ensure survival and growth.
Preparing Businesses for Economic Downturns
This article emphasizes the importance of proactive business strategies for navigating economic downturns, focusing on financial preparedness, consistent marketing, diversified income, and strong client relationships to ensure survival and growth.
Progress
40% Bias Score
Financial Strategies for Assisting Children with Homeownership
This article provides expert advice on assisting children with property purchases, emphasizing the importance of mortgage pre-qualification, strategic property selection, avoiding joint ownership, and utilizing government schemes while addressing tax implications for SMSFs and inheritance.
Financial Strategies for Assisting Children with Homeownership
This article provides expert advice on assisting children with property purchases, emphasizing the importance of mortgage pre-qualification, strategic property selection, avoiding joint ownership, and utilizing government schemes while addressing tax implications for SMSFs and inheritance.
Progress
36% Bias Score
Australia's $4.9 Trillion Inheritance Transfer: Risks and Opportunities
In Australia, a massive $4.9 trillion intergenerational wealth transfer is expected, with most money flowing from parents (29%) and grandparents (17%), mainly cash (78%) and homes (76%), creating risks for both givers and receivers.
Australia's $4.9 Trillion Inheritance Transfer: Risks and Opportunities
In Australia, a massive $4.9 trillion intergenerational wealth transfer is expected, with most money flowing from parents (29%) and grandparents (17%), mainly cash (78%) and homes (76%), creating risks for both givers and receivers.
Progress
52% Bias Score
Retirement Income Strategies: Social Security, Annuities, and Reverse Mortgages
Many seniors are reevaluating their retirement plans due to longer lifespans, rising costs, and market volatility; Social Security often needs supplementation; annuities offer guaranteed income, but have high fees; reverse mortgages tap home equity but require eventual repayment.
Retirement Income Strategies: Social Security, Annuities, and Reverse Mortgages
Many seniors are reevaluating their retirement plans due to longer lifespans, rising costs, and market volatility; Social Security often needs supplementation; annuities offer guaranteed income, but have high fees; reverse mortgages tap home equity but require eventual repayment.
Progress
28% Bias Score
Post-Mortgage Financial Planning for Canadians
Canadians paying off their mortgages, averaging $776,400, should strategically reallocate freed-up funds towards debt reduction, retirement savings, and long-term financial planning, considering ongoing homeownership costs and individual financial goals.
Post-Mortgage Financial Planning for Canadians
Canadians paying off their mortgages, averaging $776,400, should strategically reallocate freed-up funds towards debt reduction, retirement savings, and long-term financial planning, considering ongoing homeownership costs and individual financial goals.
Progress
36% Bias Score
Pre-Tax vs. Roth 401(k): Tax Implications for High Earners
The decision between pre-tax (traditional) and Roth 401(k) contributions depends on current and projected tax brackets, retirement income, and state taxes; high-income earners should consult a tax advisor due to complexities and potential changes in tax laws.
Pre-Tax vs. Roth 401(k): Tax Implications for High Earners
The decision between pre-tax (traditional) and Roth 401(k) contributions depends on current and projected tax brackets, retirement income, and state taxes; high-income earners should consult a tax advisor due to complexities and potential changes in tax laws.
Progress
36% Bias Score
UK Budget Deficit Spurs Widespread Tax Anxiety Among Savers and Homeowners
Facing a multibillion-pound budget deficit, the UK government is considering significant tax increases, including potential caps on lifetime gifts and changes to inheritance tax reliefs, prompting widespread anxiety among savers and homeowners who are rushing to seek financial advice and make preemp...
UK Budget Deficit Spurs Widespread Tax Anxiety Among Savers and Homeowners
Facing a multibillion-pound budget deficit, the UK government is considering significant tax increases, including potential caps on lifetime gifts and changes to inheritance tax reliefs, prompting widespread anxiety among savers and homeowners who are rushing to seek financial advice and make preemp...
Progress
52% Bias Score
Annuities: High Fees, Complexity, and Inflation Risks
Annuities offer guaranteed income but have high fees (1-3% annually), surrender charges (7-10%), and complexity, impacting returns and creating risks for retirees; inflation erodes fixed payments' value over time.
Annuities: High Fees, Complexity, and Inflation Risks
Annuities offer guaranteed income but have high fees (1-3% annually), surrender charges (7-10%), and complexity, impacting returns and creating risks for retirees; inflation erodes fixed payments' value over time.
Progress
48% Bias Score
Estate Planning Urgency for Black Millennial Women
Over 300,000 Black millennial women left the workforce in 2024, highlighting the urgent need for estate planning; only 33% of U.S. adults have wills, with Black households significantly less likely; new platforms like InHeirit aim to simplify the process.
Estate Planning Urgency for Black Millennial Women
Over 300,000 Black millennial women left the workforce in 2024, highlighting the urgent need for estate planning; only 33% of U.S. adults have wills, with Black households significantly less likely; new platforms like InHeirit aim to simplify the process.
Progress
40% Bias Score
High Travel Costs Prompt 80% of Russians to Forgo Vacations, Prioritize Savings
Rising travel costs in Russia and abroad, coupled with modest average salaries (99,000 rubles pre-tax in April 2025), lead 80% of Russians to prioritize saving their vacation pay instead of leisure travel; 33% save up to 100,000 rubles annually, and 29% save 100,000-200,000 rubles by skipping vacati...
High Travel Costs Prompt 80% of Russians to Forgo Vacations, Prioritize Savings
Rising travel costs in Russia and abroad, coupled with modest average salaries (99,000 rubles pre-tax in April 2025), lead 80% of Russians to prioritize saving their vacation pay instead of leisure travel; 33% save up to 100,000 rubles annually, and 29% save 100,000-200,000 rubles by skipping vacati...
Progress
56% Bias Score
Flexible Australian Retirement: No Fixed Age, Increased Personal Choice
Australia's retirement system offers flexibility, with superannuation access at 60 and the age pension at 67, allowing individuals to choose their retirement age based on their financial situation, unlike systems in countries like the UK, US, and New Zealand.
Flexible Australian Retirement: No Fixed Age, Increased Personal Choice
Australia's retirement system offers flexibility, with superannuation access at 60 and the age pension at 67, allowing individuals to choose their retirement age based on their financial situation, unlike systems in countries like the UK, US, and New Zealand.
Progress
52% Bias Score
Showing 13 to 24 of 180 results