Showing 25 to 36 of 180 results
Spending Habits: The Cornerstone of Successful Retirement Planning
A successful retirement plan hinges on understanding monthly expenses; those who manage spending effectively, regardless of income, are better positioned for financial security than those who don't, highlighting the importance of behavioral adjustments over solely investment strategies.
Spending Habits: The Cornerstone of Successful Retirement Planning
A successful retirement plan hinges on understanding monthly expenses; those who manage spending effectively, regardless of income, are better positioned for financial security than those who don't, highlighting the importance of behavioral adjustments over solely investment strategies.
Progress
32% Bias Score
Financial Stress: Experts Urge Proactive Planning and Emotional Well-being
Financial stress, linked to health issues and relationship problems, is widespread due to economic uncertainty; experts advise proactive planning, addressing emotional factors, and building financial resilience through small steps.
Financial Stress: Experts Urge Proactive Planning and Emotional Well-being
Financial stress, linked to health issues and relationship problems, is widespread due to economic uncertainty; experts advise proactive planning, addressing emotional factors, and building financial resilience through small steps.
Progress
24% Bias Score
Profit Priorities for Sustainable Women Entrepreneurs
The article emphasizes that passion alone is insufficient for building a profitable business; women entrepreneurs often lack a profit strategy, leading to unsustainable ventures. Five key priorities are outlined to ensure financial success: niche selection, financial tracking, value-based pricing, s...
Profit Priorities for Sustainable Women Entrepreneurs
The article emphasizes that passion alone is insufficient for building a profitable business; women entrepreneurs often lack a profit strategy, leading to unsustainable ventures. Five key priorities are outlined to ensure financial success: niche selection, financial tracking, value-based pricing, s...
Progress
56% Bias Score
Mid-Year Tax Review: Optimizing Your Tax Strategy
A mid-year tax review, ideally in July, helps adjust income, deductions, and withholdings based on life changes (marriage, new job, home purchase) or financial shifts, optimizing tax strategies and avoiding year-end penalties, especially given the One Big Beautiful Bill Act (OBBBA) changes.
Mid-Year Tax Review: Optimizing Your Tax Strategy
A mid-year tax review, ideally in July, helps adjust income, deductions, and withholdings based on life changes (marriage, new job, home purchase) or financial shifts, optimizing tax strategies and avoiding year-end penalties, especially given the One Big Beautiful Bill Act (OBBBA) changes.
Progress
48% Bias Score
Cash-Flow Planning Improves Financial Outcomes
Financial planners are shifting from traditional budgeting to cash-flow planning, using a three-bucket system (committed expenses, spendables, and goals) to improve client financial outcomes by addressing behavioral spending habits and promoting savings.
Cash-Flow Planning Improves Financial Outcomes
Financial planners are shifting from traditional budgeting to cash-flow planning, using a three-bucket system (committed expenses, spendables, and goals) to improve client financial outcomes by addressing behavioral spending habits and promoting savings.
Progress
32% Bias Score
UK Inheritance Tax to Include Pensions from 2027
The UK government will tax pension assets as part of inheritance tax from 2027, impacting millions of families and potentially doubling the number of estates paying this tax by 2030, increasing government revenue by an estimated £1.5 billion annually.
UK Inheritance Tax to Include Pensions from 2027
The UK government will tax pension assets as part of inheritance tax from 2027, impacting millions of families and potentially doubling the number of estates paying this tax by 2030, increasing government revenue by an estimated £1.5 billion annually.
Progress
48% Bias Score
FHA's 60% Reverse Mortgage Rule: Impact on Senior Homeowners
The FHA's 60% reverse mortgage rule, implemented in 2013, limits upfront access to HECM loan proceeds to 60% in the first year for borrowers 62 and older, unless paying off existing debts exceeding that threshold, aiming to protect home equity and promote long-term financial stability.
FHA's 60% Reverse Mortgage Rule: Impact on Senior Homeowners
The FHA's 60% reverse mortgage rule, implemented in 2013, limits upfront access to HECM loan proceeds to 60% in the first year for borrowers 62 and older, unless paying off existing debts exceeding that threshold, aiming to protect home equity and promote long-term financial stability.
Progress
36% Bias Score
Planning for Early Retirement in Your 50s
Retiring in your 50s necessitates significant savings; a single person needs about £31,700 annually, while a couple needs £43,900, with annuities providing a guaranteed income stream but with payments decreasing the younger the retiree is.
Planning for Early Retirement in Your 50s
Retiring in your 50s necessitates significant savings; a single person needs about £31,700 annually, while a couple needs £43,900, with annuities providing a guaranteed income stream but with payments decreasing the younger the retiree is.
Progress
32% Bias Score
Inflation Down, But Cost of Living Remains High
New Zealand's annual inflation rate has dropped to 2.7 percent, the lowest since December 2021, but many consumers are still facing significant cost increases in areas like council rates, electricity, insurance, food, and health, despite a fall in transport costs.
Inflation Down, But Cost of Living Remains High
New Zealand's annual inflation rate has dropped to 2.7 percent, the lowest since December 2021, but many consumers are still facing significant cost increases in areas like council rates, electricity, insurance, food, and health, despite a fall in transport costs.
Progress
48% Bias Score
Roth vs. Traditional IRA Withdrawals: A Retirement Tax Analysis
This article analyzes the tax implications of Traditional and Roth IRA withdrawals during retirement, showing that Roth IRAs offer significantly higher after-tax income due to tax-free withdrawals and lower Social Security taxation. The example uses a single filer aiming for $75,000 post-tax annual ...
Roth vs. Traditional IRA Withdrawals: A Retirement Tax Analysis
This article analyzes the tax implications of Traditional and Roth IRA withdrawals during retirement, showing that Roth IRAs offer significantly higher after-tax income due to tax-free withdrawals and lower Social Security taxation. The example uses a single filer aiming for $75,000 post-tax annual ...
Progress
52% Bias Score
Trump IRA: Limited Financial Value Despite Tax Advantages
The Trump IRA, part of a recent bill, offers a $1,000 government contribution for children born between 2025-2028, plus annual contributions up to $5,000, with tax advantages and penalty-free withdrawals at 18; however, alternative savings methods such as 529 plans and whole life insurance may offer...
Trump IRA: Limited Financial Value Despite Tax Advantages
The Trump IRA, part of a recent bill, offers a $1,000 government contribution for children born between 2025-2028, plus annual contributions up to $5,000, with tax advantages and penalty-free withdrawals at 18; however, alternative savings methods such as 529 plans and whole life insurance may offer...
Progress
60% Bias Score
Defensive Budgeting: A Strategy for Handling Unpredictable Income
A Canadian woman shares her "defensive budgeting" strategy for handling unpredictable income due to her husband's contract work, prioritizing expenses, pre-paying irregular costs, and systematically saving for various goals.
Defensive Budgeting: A Strategy for Handling Unpredictable Income
A Canadian woman shares her "defensive budgeting" strategy for handling unpredictable income due to her husband's contract work, prioritizing expenses, pre-paying irregular costs, and systematically saving for various goals.
Progress
32% Bias Score
Showing 25 to 36 of 180 results