Showing 61 to 72 of 172 results
Long-Term ETF Investment vs. Smoking Costs: A €500,000 Potential
A Verivox model shows that substituting daily cigarette expenses (€8.70/pack) with an MSCI World ETF investment for 30 years could generate over €500,000, while smoking costs could exceed €169,000 over the same period, assuming a 3.7% annual cigarette price increase and a 7.5% annual ETF return.
Long-Term ETF Investment vs. Smoking Costs: A €500,000 Potential
A Verivox model shows that substituting daily cigarette expenses (€8.70/pack) with an MSCI World ETF investment for 30 years could generate over €500,000, while smoking costs could exceed €169,000 over the same period, assuming a 3.7% annual cigarette price increase and a 7.5% annual ETF return.
Progress
48% Bias Score
Strategic Roth Conversions: A Tax-Saving Strategy for Retirement
Many retirees face higher taxes than expected in retirement due to RMDs and Social Security; strategic Roth conversions, coordinated with healthcare and Social Security planning, offer a solution to potentially save six or seven figures in lifetime taxes by carefully managing income to stay within l...
Strategic Roth Conversions: A Tax-Saving Strategy for Retirement
Many retirees face higher taxes than expected in retirement due to RMDs and Social Security; strategic Roth conversions, coordinated with healthcare and Social Security planning, offer a solution to potentially save six or seven figures in lifetime taxes by carefully managing income to stay within l...
Progress
56% Bias Score
Thiel Strategy: High-Growth Roth IRA Investing and its Risks
The Thiel Strategy, using Roth IRAs to invest in high-growth illiquid assets like startup equity, offers significant tax advantages but demands navigating complex regulations and inherent risks; Peter Thiel famously grew his Roth IRA from $2,000 to over $5 billion using this method.
Thiel Strategy: High-Growth Roth IRA Investing and its Risks
The Thiel Strategy, using Roth IRAs to invest in high-growth illiquid assets like startup equity, offers significant tax advantages but demands navigating complex regulations and inherent risks; Peter Thiel famously grew his Roth IRA from $2,000 to over $5 billion using this method.
Progress
48% Bias Score
Home Equity: A Strategic Tool for Retirement Planning Amidst Inflation
For Americans nearing retirement, high home equity (averaging \$313,000) offers strategic financial options, including HELOCs, downsizing, refinancing, and reverse mortgages, to navigate rising costs and interest rates, though reverse mortgages carry risks.
Home Equity: A Strategic Tool for Retirement Planning Amidst Inflation
For Americans nearing retirement, high home equity (averaging \$313,000) offers strategic financial options, including HELOCs, downsizing, refinancing, and reverse mortgages, to navigate rising costs and interest rates, though reverse mortgages carry risks.
Progress
48% Bias Score
Home Equity Strategies for Retirement Planning Amidst Economic Uncertainty
For Americans nearing retirement, high home equity (averaging \$313,000) offers strategic financial options such as HELOCs, downsizing, refinancing, or reverse mortgages, to supplement income and manage rising costs and interest rates, but careful planning and consideration of individual circumstanc...
Home Equity Strategies for Retirement Planning Amidst Economic Uncertainty
For Americans nearing retirement, high home equity (averaging \$313,000) offers strategic financial options such as HELOCs, downsizing, refinancing, or reverse mortgages, to supplement income and manage rising costs and interest rates, but careful planning and consideration of individual circumstanc...
Progress
36% Bias Score
Proactive Planning Crucial for Solo Aging Among U.S. Seniors
Approximately 15.2 million Americans aged 65+ live alone (25% of seniors), with successful aging correlating to proactive planning (estate, community engagement, health) versus isolation and lack of planning.
Proactive Planning Crucial for Solo Aging Among U.S. Seniors
Approximately 15.2 million Americans aged 65+ live alone (25% of seniors), with successful aging correlating to proactive planning (estate, community engagement, health) versus isolation and lack of planning.
Progress
64% Bias Score
Australia's Retirement Advice Crisis: A System Failing Everyday Australians
Australia's retirement advice system is failing many, leaving those with up to \$500,000 in superannuation without access to affordable, personalized guidance on crucial retirement decisions; this is due to conflicting interests between super funds, financial advisors, and delayed government reforms...
Australia's Retirement Advice Crisis: A System Failing Everyday Australians
Australia's retirement advice system is failing many, leaving those with up to \$500,000 in superannuation without access to affordable, personalized guidance on crucial retirement decisions; this is due to conflicting interests between super funds, financial advisors, and delayed government reforms...
Progress
56% Bias Score
HELOCs vs. Reverse Mortgages: Best Home Equity Options for Seniors
Senior homeowners can access home equity through HELOCs (averaging 8% interest) for short-term needs or reverse mortgages for income supplementation, each with distinct repayment structures and long-term implications.
HELOCs vs. Reverse Mortgages: Best Home Equity Options for Seniors
Senior homeowners can access home equity through HELOCs (averaging 8% interest) for short-term needs or reverse mortgages for income supplementation, each with distinct repayment structures and long-term implications.
Progress
44% Bias Score
Diversification Benefits Revealed Amid April 2024 Market Volatility
Despite April 2024's stock market volatility driven by US-China trade tensions, the S&P 500 remained flat, while corporate bonds, especially within closed-end funds like PGIM Global High Yield Fund (GHY) with a 9.7% yield, significantly outperformed, highlighting the benefits of diversification for ...
Diversification Benefits Revealed Amid April 2024 Market Volatility
Despite April 2024's stock market volatility driven by US-China trade tensions, the S&P 500 remained flat, while corporate bonds, especially within closed-end funds like PGIM Global High Yield Fund (GHY) with a 9.7% yield, significantly outperformed, highlighting the benefits of diversification for ...
Progress
48% Bias Score
Italy's Gender Pension Gap and Looming Retirement Crisis
In Italy, women receive significantly lower pensions than men due to labor market disadvantages, while the overall pension replacement rate is projected to decline to 66-67% by 2050, necessitating increased participation in complementary pension plans.
Italy's Gender Pension Gap and Looming Retirement Crisis
In Italy, women receive significantly lower pensions than men due to labor market disadvantages, while the overall pension replacement rate is projected to decline to 66-67% by 2050, necessitating increased participation in complementary pension plans.
Progress
40% Bias Score
Financial Planning for a Secure Retirement: Addressing Stress and Longevity Risks
The Healthy Aging 2025 conference highlighted financial stress as a major concern for pre-retirees and retirees, especially women, emphasizing the need for proactive financial planning to balance income and expenses and manage longevity risks.
Financial Planning for a Secure Retirement: Addressing Stress and Longevity Risks
The Healthy Aging 2025 conference highlighted financial stress as a major concern for pre-retirees and retirees, especially women, emphasizing the need for proactive financial planning to balance income and expenses and manage longevity risks.
Progress
44% Bias Score
Market Volatility Impacts Vary by Investor Life Stage
President Trump's "reciprocal tariffs" caused market volatility, impacting investors differently based on their life stage and financial preparation; young investors should see it as a buying opportunity, while those nearing retirement need to ensure they have enough cash reserves and diversificatio...
Market Volatility Impacts Vary by Investor Life Stage
President Trump's "reciprocal tariffs" caused market volatility, impacting investors differently based on their life stage and financial preparation; young investors should see it as a buying opportunity, while those nearing retirement need to ensure they have enough cash reserves and diversificatio...
Progress
44% Bias Score
Showing 61 to 72 of 172 results