Showing 73 to 84 of 172 results
Market Volatility Prompts Reconsideration of CPP Benefit Timing
Facing market downturn pressures, some Canadian retirees are considering taking CPP benefits early, despite financial planners advising against it as a short-term fix due to significant long-term payment reductions, while others suggest alternative strategies.
Market Volatility Prompts Reconsideration of CPP Benefit Timing
Facing market downturn pressures, some Canadian retirees are considering taking CPP benefits early, despite financial planners advising against it as a short-term fix due to significant long-term payment reductions, while others suggest alternative strategies.
Progress
40% Bias Score
Pension Consolidation: Hidden Fees Cost Savers £100,000
A study found that 1.5 million UK workers annually consolidate their pensions, often unaware that seemingly small differences in annual fees can significantly reduce their retirement savings; this highlights a need for greater transparency and consumer education.
Pension Consolidation: Hidden Fees Cost Savers £100,000
A study found that 1.5 million UK workers annually consolidate their pensions, often unaware that seemingly small differences in annual fees can significantly reduce their retirement savings; this highlights a need for greater transparency and consumer education.
Progress
56% 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
Protecting Retirement Savings in a Volatile Market
Experts advise reviewing retirement savings, maintaining a long-term investment strategy, building emergency funds (3-6 months expenses), having a cash buffer for those nearing retirement, and cautiously considering portfolio rebalancing.
Protecting Retirement Savings in a Volatile Market
Experts advise reviewing retirement savings, maintaining a long-term investment strategy, building emergency funds (3-6 months expenses), having a cash buffer for those nearing retirement, and cautiously considering portfolio rebalancing.
Progress
52% Bias Score
Pape's Investment Advice: Europe, ETFs, Currency Exchange, and Tariffs
Gordon Pape's investment column answers reader questions on European stocks, the iShares S&P Global Base Metals Index ETF (XBM), currency exchange for US$240,000 transfer to Canada, RRIFs, preferred shares and tariff impacts.
Pape's Investment Advice: Europe, ETFs, Currency Exchange, and Tariffs
Gordon Pape's investment column answers reader questions on European stocks, the iShares S&P Global Base Metals Index ETF (XBM), currency exchange for US$240,000 transfer to Canada, RRIFs, preferred shares and tariff impacts.
Progress
40% Bias Score
Millennials, Life Changes, and Financial Planning
Financial planners are adapting to the growing number of millennial clients seeking major life changes, advising phased transitions, runway funds, and realistic financial projections to navigate career shifts and entrepreneurial pursuits.
Millennials, Life Changes, and Financial Planning
Financial planners are adapting to the growing number of millennial clients seeking major life changes, advising phased transitions, runway funds, and realistic financial projections to navigate career shifts and entrepreneurial pursuits.
Progress
36% Bias Score
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
Market Downturn Delays Retirement Plans for Millions
The S&P 500's over 7% drop since President Trump's inauguration is causing anxiety among Americans nearing retirement, forcing many to delay their plans due to market uncertainty and rising costs; this impacts approximately 4 million Americans annually.
Market Downturn Delays Retirement Plans for Millions
The S&P 500's over 7% drop since President Trump's inauguration is causing anxiety among Americans nearing retirement, forcing many to delay their plans due to market uncertainty and rising costs; this impacts approximately 4 million Americans annually.
Progress
36% 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
Retirees' Market Anxiety: Diversification and Cash Reserves Key to Mitigating Risks
Heightened retiree anxiety about market declines, despite modest damage, prompts financial planner Daryl Diamond to advise diversification, including cash reserves, to avoid depleting savings during market downturns.
Retirees' Market Anxiety: Diversification and Cash Reserves Key to Mitigating Risks
Heightened retiree anxiety about market declines, despite modest damage, prompts financial planner Daryl Diamond to advise diversification, including cash reserves, to avoid depleting savings during market downturns.
Progress
44% Bias Score
Average Tax Refund of $3,116 Opens Investment Opportunities in Gold
The average 2024 US tax refund is $3,116, offering investment choices like stocks, bonds, and gold (priced at $3,331.77/ounce), with Gold IRAs and physical gold providing diversification and inflation hedging.
Average Tax Refund of $3,116 Opens Investment Opportunities in Gold
The average 2024 US tax refund is $3,116, offering investment choices like stocks, bonds, and gold (priced at $3,331.77/ounce), with Gold IRAs and physical gold providing diversification and inflation hedging.
Progress
60% Bias Score
Showing 73 to 84 of 172 results