Showing 73 to 84 of 180 results
Longevity Planning: A Growing Opportunity for Wealth Managers
Since 1980, global life expectancy has risen by nearly a decade, but a Fidelity study reveals that most people underestimate how long they'll live and the associated costs, creating a significant opportunity for wealth managers to offer comprehensive longevity planning services.
Longevity Planning: A Growing Opportunity for Wealth Managers
Since 1980, global life expectancy has risen by nearly a decade, but a Fidelity study reveals that most people underestimate how long they'll live and the associated costs, creating a significant opportunity for wealth managers to offer comprehensive longevity planning services.
Progress
48% Bias Score
French 2024 Tax Changes: Flat Tax vs. Progressive System
In 2024, French financial investment income was subject to a 30% flat tax (PFU), but taxpayers could opt for progressive income tax by checking box "2OP" on their tax return; this choice impacts all PFU-eligible income and depends heavily on individual circumstances, requiring careful consideration ...
French 2024 Tax Changes: Flat Tax vs. Progressive System
In 2024, French financial investment income was subject to a 30% flat tax (PFU), but taxpayers could opt for progressive income tax by checking box "2OP" on their tax return; this choice impacts all PFU-eligible income and depends heavily on individual circumstances, requiring careful consideration ...
Progress
36% Bias Score
Optimal Parental Financial Support for Students: Balancing Needs and Self-Reliance
Experts debate the ideal level of parental financial support for students, weighing essential costs against supplemental extras like driving lessons and study abroad programs, emphasizing the importance of fostering self-reliance.
Optimal Parental Financial Support for Students: Balancing Needs and Self-Reliance
Experts debate the ideal level of parental financial support for students, weighing essential costs against supplemental extras like driving lessons and study abroad programs, emphasizing the importance of fostering self-reliance.
Progress
44% Bias Score
Mitigating Retirement Risk in Volatile Markets
Postponing retirement due to recent stock market declines is often unnecessary, as well-designed plans account for market volatility and incorporate stable income streams; several strategies can mitigate the risk of outliving one's savings.
Mitigating Retirement Risk in Volatile Markets
Postponing retirement due to recent stock market declines is often unnecessary, as well-designed plans account for market volatility and incorporate stable income streams; several strategies can mitigate the risk of outliving one's savings.
Progress
40% Bias Score
Americans' Retirement Savings Goal Falls to $1.26 Million Amid Cooling Inflation
A Northwestern Mutual study reveals Americans' ideal retirement savings goal decreased to \$1.26 million due to cooling inflation, yet concerns remain about rising prices and Social Security's future, with generational differences in savings habits and confidence.
Americans' Retirement Savings Goal Falls to $1.26 Million Amid Cooling Inflation
A Northwestern Mutual study reveals Americans' ideal retirement savings goal decreased to \$1.26 million due to cooling inflation, yet concerns remain about rising prices and Social Security's future, with generational differences in savings habits and confidence.
Progress
44% Bias Score
Home Equity Borrowing for Seniors: Weighing Risks and Rewards
Senior homeowners considering home equity loans or HELOCs should weigh affordability, risk tolerance, reverse mortgage options, and the urgency of their financial needs before borrowing against their home equity.
Home Equity Borrowing for Seniors: Weighing Risks and Rewards
Senior homeowners considering home equity loans or HELOCs should weigh affordability, risk tolerance, reverse mortgage options, and the urgency of their financial needs before borrowing against their home equity.
Progress
48% Bias Score
Retirement Planning: A Proactive, Self-Directed Approach
Retirement planning demands a proactive approach starting with calculating living expenses, mapping future income streams, strategizing housing, and understanding superannuation rules, requiring self-directed planning and learning.
Retirement Planning: A Proactive, Self-Directed Approach
Retirement planning demands a proactive approach starting with calculating living expenses, mapping future income streams, strategizing housing, and understanding superannuation rules, requiring self-directed planning and learning.
Progress
32% Bias Score
Retirement Investment Strategies and Income Shortfalls: A Case Study
A case study analyzing four retirement investment strategies for a 45-year-old earning \$100,000 reveals significant income shortfalls despite aggressive saving and investing, emphasizing the need for adjustments like increased savings or lifestyle changes to reach retirement income goals.
Retirement Investment Strategies and Income Shortfalls: A Case Study
A case study analyzing four retirement investment strategies for a 45-year-old earning \$100,000 reveals significant income shortfalls despite aggressive saving and investing, emphasizing the need for adjustments like increased savings or lifestyle changes to reach retirement income goals.
Progress
40% Bias Score
Fewer Retirees Rolling Over 401(k)s into IRAs
A declining number of retirees are rolling over their 401(k) assets into IRAs, opting instead to leave funds in employer plans due to technological improvements, cost reductions, and regulatory changes.
Fewer Retirees Rolling Over 401(k)s into IRAs
A declining number of retirees are rolling over their 401(k) assets into IRAs, opting instead to leave funds in employer plans due to technological improvements, cost reductions, and regulatory changes.
Progress
52% Bias Score
Senior Co-living Arrangement Offers Financial and Social Benefits
Four single women in Port Perry, Ont., known as the Golden Girls, share a custom-built home to save money and avoid isolation in retirement, highlighting a growing trend among seniors seeking alternative living arrangements.
Senior Co-living Arrangement Offers Financial and Social Benefits
Four single women in Port Perry, Ont., known as the Golden Girls, share a custom-built home to save money and avoid isolation in retirement, highlighting a growing trend among seniors seeking alternative living arrangements.
Progress
48% Bias Score
GROWTH Act Seeks to Reform Mutual Fund Capital Gains Tax
Reps. Beth Van Duyne and Terri Sewell introduced the GROWTH Act to correct the current tax system's impact on long-term mutual fund investors, where annual capital gains taxes are paid by investors even when they don't actively trade, thus reducing the benefits of compounding returns; the act will d...
GROWTH Act Seeks to Reform Mutual Fund Capital Gains Tax
Reps. Beth Van Duyne and Terri Sewell introduced the GROWTH Act to correct the current tax system's impact on long-term mutual fund investors, where annual capital gains taxes are paid by investors even when they don't actively trade, thus reducing the benefits of compounding returns; the act will d...
Progress
52% Bias Score
Credit Card Debt Forgiveness for Seniors: Avoiding Costly Mistakes
Seniors with $5,000-$10,000 in credit card debt and payment difficulties may qualify for debt forgiveness programs offering up to 50% debt reduction, provided they demonstrate financial hardship; however, they should avoid making minimum payments during application.
Credit Card Debt Forgiveness for Seniors: Avoiding Costly Mistakes
Seniors with $5,000-$10,000 in credit card debt and payment difficulties may qualify for debt forgiveness programs offering up to 50% debt reduction, provided they demonstrate financial hardship; however, they should avoid making minimum payments during application.
Progress
48% Bias Score
Showing 73 to 84 of 180 results