Showing 121 to 132 of 172 results
Early Retirement Desire Challenges Germany's Labor Market and Pension System
A YouGov survey of 2,000 Germans aged 18-67 revealed that 27 percent want early retirement, despite labor shortages and potential pension cuts; higher pay was the top factor to incentivize delayed retirement; the survey highlights challenges to Germany's labor market and pension system.
Early Retirement Desire Challenges Germany's Labor Market and Pension System
A YouGov survey of 2,000 Germans aged 18-67 revealed that 27 percent want early retirement, despite labor shortages and potential pension cuts; higher pay was the top factor to incentivize delayed retirement; the survey highlights challenges to Germany's labor market and pension system.
Progress
52% Bias Score
Planning Retirement Together: A Comprehensive Guide for Couples
To prepare for retirement, couples should align on their vision, understand their combined finances, create a joint budget, maximize Social Security, coordinate account withdrawals, plan for healthcare, communicate about estate planning, and check in regularly, potentially using a financial advisor.
Planning Retirement Together: A Comprehensive Guide for Couples
To prepare for retirement, couples should align on their vision, understand their combined finances, create a joint budget, maximize Social Security, coordinate account withdrawals, plan for healthcare, communicate about estate planning, and check in regularly, potentially using a financial advisor.
Progress
24% Bias Score
Defensive Assets: Mitigating Market Risks and Maximizing Opportunities
Defensive assets, including security and opportunity funds, help mitigate market volatility; Cash Value Life Insurance provides guaranteed growth and liquidity, proving crucial for wealth preservation and inheritance planning.
Defensive Assets: Mitigating Market Risks and Maximizing Opportunities
Defensive assets, including security and opportunity funds, help mitigate market volatility; Cash Value Life Insurance provides guaranteed growth and liquidity, proving crucial for wealth preservation and inheritance planning.
Progress
48% Bias Score
Shrinking Public Stock Market: Mergers, Private Equity, and Investor Implications
The number of publicly traded U.S. companies has fallen from roughly 8,800 in 1997 to 3,952 by 2024, primarily due to increased mergers and acquisitions and a decrease in initial public offerings, fueled by the rise of private equity and stricter regulations.
Shrinking Public Stock Market: Mergers, Private Equity, and Investor Implications
The number of publicly traded U.S. companies has fallen from roughly 8,800 in 1997 to 3,952 by 2024, primarily due to increased mergers and acquisitions and a decrease in initial public offerings, fueled by the rise of private equity and stricter regulations.
Progress
48% Bias Score
Understanding TFSA Contribution Room and Investment Strategies
Withdrawing from a TFSA adds the amount to your contribution room the following January 1st, usable in any TFSA; however, CRA data is often outdated, causing potential overcontribution penalties (1% monthly tax on the excess); therefore, accurate personal record-keeping is essential for optimal TFSA...
Understanding TFSA Contribution Room and Investment Strategies
Withdrawing from a TFSA adds the amount to your contribution room the following January 1st, usable in any TFSA; however, CRA data is often outdated, causing potential overcontribution penalties (1% monthly tax on the excess); therefore, accurate personal record-keeping is essential for optimal TFSA...
Progress
32% Bias Score
ETF Experts Recommend Core-Satellite Strategy for RRSPs
Three ETF experts recommend a core-satellite strategy for RRSPs, suggesting core holdings of broad market and high-quality U.S. equity ETFs, actively managed short-term corporate bonds for fixed income, and satellite holdings of international high-dividend and U.S. equity ETFs for diversification an...
ETF Experts Recommend Core-Satellite Strategy for RRSPs
Three ETF experts recommend a core-satellite strategy for RRSPs, suggesting core holdings of broad market and high-quality U.S. equity ETFs, actively managed short-term corporate bonds for fixed income, and satellite holdings of international high-dividend and U.S. equity ETFs for diversification an...
Progress
12% Bias Score
Insured Annuities: Boosting Retirement Income While Addressing Estate Planning
A 70-year-old with $250,000 in GICs earning 3.5% annually can increase after-tax income from $5,688 to $16,335 by using an insured annuity; however, this depletes capital at death, which can be offset by purchasing life insurance.
Insured Annuities: Boosting Retirement Income While Addressing Estate Planning
A 70-year-old with $250,000 in GICs earning 3.5% annually can increase after-tax income from $5,688 to $16,335 by using an insured annuity; however, this depletes capital at death, which can be offset by purchasing life insurance.
Progress
56% Bias Score
Five-Year Plan for Wealthy Retirement
A five-year plan to achieve wealthy retirement involves defining retirement goals, assessing current finances, increasing income through various means, maximizing investments for high returns, optimizing tax strategies, mastering money management, and regularly tracking progress.
Five-Year Plan for Wealthy Retirement
A five-year plan to achieve wealthy retirement involves defining retirement goals, assessing current finances, increasing income through various means, maximizing investments for high returns, optimizing tax strategies, mastering money management, and regularly tracking progress.
Progress
48% Bias Score
Sandwich Generation Faces Crushing Financial Strain
The sandwich generation faces financial strain from elder care, children's expenses, and insufficient retirement savings, forcing difficult choices and impacting well-being; proactive steps include setting limits, exploring financial assistance, and prioritizing self-care.
Sandwich Generation Faces Crushing Financial Strain
The sandwich generation faces financial strain from elder care, children's expenses, and insufficient retirement savings, forcing difficult choices and impacting well-being; proactive steps include setting limits, exploring financial assistance, and prioritizing self-care.
Progress
44% Bias Score
Surge in Older Workers: Aging Population and Systemic Shifts Drive Workforce Growth
The number of Americans aged 65 and older working increased by over 33% from 2015-2024, driven by an aging population, shifts in retirement systems, and increased Social Security full retirement age, creating a larger, experienced workforce but also highlighting financial pressures faced by retirees...
Surge in Older Workers: Aging Population and Systemic Shifts Drive Workforce Growth
The number of Americans aged 65 and older working increased by over 33% from 2015-2024, driven by an aging population, shifts in retirement systems, and increased Social Security full retirement age, creating a larger, experienced workforce but also highlighting financial pressures faced by retirees...
Progress
40% Bias Score
Women Over 50: Redefining Entrepreneurship and Retirement
Women over 50 are launching businesses at a record pace, outperforming younger entrepreneurs in long-term success due to experience and a desire for purpose-driven ventures, challenging traditional retirement models and societal norms.
Women Over 50: Redefining Entrepreneurship and Retirement
Women over 50 are launching businesses at a record pace, outperforming younger entrepreneurs in long-term success due to experience and a desire for purpose-driven ventures, challenging traditional retirement models and societal norms.
Progress
48% Bias Score
Preretirees and Retirees Misprioritize Key Retirement Decisions
A Stanford Center on Longevity study shows that while many preretirees and retirees seek investment advice, they often overlook more impactful decisions such as retirement timing and Social Security claiming, which significantly affect their financial security.
Preretirees and Retirees Misprioritize Key Retirement Decisions
A Stanford Center on Longevity study shows that while many preretirees and retirees seek investment advice, they often overlook more impactful decisions such as retirement timing and Social Security claiming, which significantly affect their financial security.
Progress
44% Bias Score
Showing 121 to 132 of 172 results