Tag #Financial Planning

Showing 37 to 48 of 180 results

forbes.com
🌐 75% Global Worthiness
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Retirement Planning: Vision and Mental Time Travel Key to Success

Harvard and Indiana University researchers' studies reveal that a clear vision of retirement and connecting with one's future self are key to retirement success, significantly impacting happiness and savings; a mental time travel technique boosts long-term savings by 14% in one study.

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40% Bias Score

No Poverty
forbes.com
🌐 75% Global Worthiness
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Protecting Assets: Effective Strategies and Future Implications

This article details essential asset protection strategies, emphasizing proactive planning, multiple methods (insurance, trusts, exempt assets), and state-specific legal considerations to safeguard wealth from creditors and legal challenges.

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48% Bias Score

Reduced Inequality
nos.nl
🌐 75% Global Worthiness
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Nibud Proposes Single Day for Fixed Cost Payments in Netherlands to Combat Rising Debt

The Nibud proposes consolidating all fixed cost payments in the Netherlands to a single day to improve personal financial management amid rising problematic debt, impacting approximately 730,000 individuals.

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40% Bias Score

No Poverty
forbes.com
🌐 75% Global Worthiness
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Deferred Compensation Plans: Tax Advantages and Risks

Ashley Cline, an associate wealth advisor, explains how deferred compensation plans, especially non-qualified plans for executives, offer tax advantages and long-term wealth-building but carry risks related to employer financial stability and limited investment options.

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36% Bias Score

Reduced Inequality
nrc.nl
🌐 75% Global Worthiness
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Preparing for Disability in the Netherlands: Financial Planning and System Improvements

More than 800,000 people in the Netherlands received disability benefits last year, prompting the Nibud to advocate for proactive financial planning and open communication between employers and employees to navigate the complexities of disability and the Dutch 'Wet Verbetering Poortwachter'.

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20% Bias Score

Decent Work and Economic Growth
smh.com.au
🌐 20% Global Worthiness
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Impact of Home Transfer on Age Pension and Tax

A 68-year-old facing terminal illness considers transferring their home to their sister, executor, and primary beneficiary, prompting concerns about Centrelink's gifting rules, tax implications, and potential risks.

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40% Bias Score

Good Health and Well-being
cbsnews.com
🌐 65% Global Worthiness
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July 2025 CD Maturities: Avoiding Costly Renewal Mistakes

As numerous certificates of deposit (CDs) mature in July 2025, many face lower renewal rates (average 2.03% APY vs. previous 5%+), prompting experts to advise against auto-renewal and to suggest comparing rates and terms before committing to a new CD term or considering high-yield savings accounts.

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48% Bias Score

Reduced Inequality
nos.nl
🌐 65% Global Worthiness
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Nibud Proposes Single Fixed-Cost Payment Day in Netherlands

The Dutch Nibud agency proposed aligning all fixed cost payments (rent, insurance, utilities) to a single day, a move supported by many but facing challenges due to differing current payment schedules across various sectors, impacting millions.

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28% Bias Score

No Poverty
smh.com.au
🌐 75% Global Worthiness
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Mitigating Risk in ETF Investing: A Long-Term Strategy

To mitigate the risks of ETF investing, adopt a long-term perspective, diversify your portfolio across asset classes (growth and defensive assets), and maintain sufficient financial buffers to handle unforeseen events, thus transforming risk management into a tool for wealth building.

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52% Bias Score

Reduced Inequality
npr.org
🌐 85% Global Worthiness
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Trump Accounts: New Savings Plan for U.S. Children

The One Big Beautiful Bill provides each U.S.-born child through 2028 with a Trump Account containing $1,000; parents can contribute up to $5,000 annually, with employers also able to contribute. Funds can be used for college tuition, starting businesses, or buying a home, taxed at ordinary income r...

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28% Bias Score

Reduced Inequality
theguardian.com
🌐 75% Global Worthiness
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Gen Z Outpaces Previous Generations in Retirement Savings

A recent study reveals Gen Z's remarkable retirement savings, exceeding previous generations, driven by financial anxieties and proactive saving habits; however, additional employer-sponsored initiatives can further optimize their financial security.

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40% Bias Score

Reduced Inequality
npr.org
🌐 75% Global Worthiness
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Navigating Layoff: A Practical Guide to Financial and Career Resilience

Following an unexpected layoff, individuals should prioritize reviewing exit paperwork, securing benefits (including unemployment insurance and alternative healthcare), carefully planning their job search, and creating a financial plan with contingencies, potentially leading to career reevaluation.

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16% Bias Score

No Poverty

Showing 37 to 48 of 180 results