Showing 1 to 12 of 172 results
Sharp Rise in UK Pension Withdrawals Amidst Budget Uncertainty
UK pension savers withdrew £70bn in 2024-25, a 36% increase, with £18.3bn being tax-free cash (62% rise), driven by budget jitters and speculation about potential pension tax changes.
Sharp Rise in UK Pension Withdrawals Amidst Budget Uncertainty
UK pension savers withdrew £70bn in 2024-25, a 36% increase, with £18.3bn being tax-free cash (62% rise), driven by budget jitters and speculation about potential pension tax changes.
Progress
32% Bias Score
Financial Preparedness for Retirement in 10 Years
A couple in their mid-50s with $800,000 in RRSPs, $100,000 in TFSAs, and a $600,000 house ($200,000 mortgage) seeks advice on retirement readiness in 10 years.
Financial Preparedness for Retirement in 10 Years
A couple in their mid-50s with $800,000 in RRSPs, $100,000 in TFSAs, and a $600,000 house ($200,000 mortgage) seeks advice on retirement readiness in 10 years.
Progress
20% Bias Score
Debunking Retirement Investment Myths
The Federal Reserve's 2024 report highlights that 67% of U.S. adults have retirement income assets, dispelling common investment myths and emphasizing long-term strategies for a financially secure retirement.
Debunking Retirement Investment Myths
The Federal Reserve's 2024 report highlights that 67% of U.S. adults have retirement income assets, dispelling common investment myths and emphasizing long-term strategies for a financially secure retirement.
Progress
36% Bias Score
€100,000 Investment Milestone: A Key to Wealth Building
Reaching €100,000 in savings marks a significant milestone for investors, enabling the power of compound interest and offering a financial safety net, according to multiple financial experts.
€100,000 Investment Milestone: A Key to Wealth Building
Reaching €100,000 in savings marks a significant milestone for investors, enabling the power of compound interest and offering a financial safety net, according to multiple financial experts.
Progress
32% Bias Score
Protecting Your Social Security Benefits in Retirement
This article details how to protect Social Security benefits from reduction or loss due to work before full retirement age, garnishment, taxation, or changes in eligibility, and suggests alternative income strategies like annuities and reverse mortgages.
Protecting Your Social Security Benefits in Retirement
This article details how to protect Social Security benefits from reduction or loss due to work before full retirement age, garnishment, taxation, or changes in eligibility, and suggests alternative income strategies like annuities and reverse mortgages.
Progress
44% Bias Score
Rising UK Downsizer Numbers Driven by Financial Incentives and Cost of Living Crisis
The number of downsizers in the UK has risen to a record high in 2024-25, driven by financial incentives like potential inheritance tax changes and increased living costs, with downsizers freeing up £21.8 billion.
Rising UK Downsizer Numbers Driven by Financial Incentives and Cost of Living Crisis
The number of downsizers in the UK has risen to a record high in 2024-25, driven by financial incentives like potential inheritance tax changes and increased living costs, with downsizers freeing up £21.8 billion.
Progress
24% Bias Score
Hidden Costs of Scattered Retirement Savings
Many high earners unknowingly hold retirement assets across numerous accounts, leading to hidden costs like increased fees and inefficient investment strategies, hindering effective retirement planning, according to John D. Davis, CEO of Legacy Wealth Management.
Hidden Costs of Scattered Retirement Savings
Many high earners unknowingly hold retirement assets across numerous accounts, leading to hidden costs like increased fees and inefficient investment strategies, hindering effective retirement planning, according to John D. Davis, CEO of Legacy Wealth Management.
Progress
24% Bias Score
Investing in Health: Higher Returns Than Wall Street?
This article contrasts traditional financial investment with investments in health and life experiences, arguing that prioritizing health and personal fulfillment yields superior long-term returns.
Investing in Health: Higher Returns Than Wall Street?
This article contrasts traditional financial investment with investments in health and life experiences, arguing that prioritizing health and personal fulfillment yields superior long-term returns.
Progress
48% Bias Score
High U.S. Stock Market Valuation Poses Retirement Risk
High U.S. stock market valuations, nearing 1999 and 1929 peaks based on several metrics, threaten retirement plans due to potential poor returns and sequence-of-return risk, impacting global markets significantly because the U.S. accounts for 65% of the world's market capitalization.
High U.S. Stock Market Valuation Poses Retirement Risk
High U.S. stock market valuations, nearing 1999 and 1929 peaks based on several metrics, threaten retirement plans due to potential poor returns and sequence-of-return risk, impacting global markets significantly because the U.S. accounts for 65% of the world's market capitalization.
Progress
44% Bias Score
Forensic Pathologist's Financial Journey: From £30,000 to £300,000+
A forensic pathologist details his financial life, from a modest upbringing to a high-earning career, including significant investments in property and the challenges of unexpected expenses.
Forensic Pathologist's Financial Journey: From £30,000 to £300,000+
A forensic pathologist details his financial life, from a modest upbringing to a high-earning career, including significant investments in property and the challenges of unexpected expenses.
Progress
0% Bias Score
UK Pensioners Scramble to Protect Savings Amidst Tax Fears
Concerns over potential tax changes on pensions and inheritance are prompting many UK retirees to withdraw their savings early, impacting retirement plans and potentially straining public services.
UK Pensioners Scramble to Protect Savings Amidst Tax Fears
Concerns over potential tax changes on pensions and inheritance are prompting many UK retirees to withdraw their savings early, impacting retirement plans and potentially straining public services.
Progress
68% Bias Score
Financial Planning for Retirement: A Case Study of Luke and Lori
Luke, 56, and Lori, 55, are planning for retirement with substantial savings and a defined benefit pension, aiming for $75,000 annual after-tax income; a financial planner confirms the plan's feasibility and suggests strategies for tax optimization.
Financial Planning for Retirement: A Case Study of Luke and Lori
Luke, 56, and Lori, 55, are planning for retirement with substantial savings and a defined benefit pension, aiming for $75,000 annual after-tax income; a financial planner confirms the plan's feasibility and suggests strategies for tax optimization.
Progress
36% Bias Score
Showing 1 to 12 of 172 results