How to save for short-term goals while keeping long-term ones in mind You shouldn’t have to cross your fingers and hope for a strong stock market to coincide with your short-term goals The Independent UK · Apr 29, 2025
Advisers, Take Note: How 2025 Social Security Changes May Impact Your Clients What financial advisers might need to know to help their clients navigate Social Security in 2025. Kiplinger · Apr 29, 2025
Labor defends plan to save $6.4bn by cutting more consultants as experts call it a ‘lazy option’ While the government’s savings are a ‘worthy target’, achieving them ‘may not be a straightforward process’, some say The Guardian - AU · Apr 29, 2025
Five expert tips on how to manage your money when you’re self-employed Budgeting, taking care of tax and even planning for retirement are all down to you when you work for yourself The Independent UK · Apr 28, 2025
Social Security Is Taxable, But There Are Workarounds If you're strategic about your retirement account withdrawals, you can potentially minimize the taxes you'll pay on your Social Security benefits. Kiplinger · Apr 28, 2025
The Role of the Dollar in Retirement: Is It Secure? Protect your retirement from de-dollarization, because “capital always goes where it is treated best." Kiplinger · Apr 27, 2025
To Stay on Track for Retirement, Consider Doing This Writing down your retirement and income plan in an investment policy statement can help you resist letting a bear market upend your retirement. Kiplinger · Apr 27, 2025
How to Make Changing Interest Rates Work for Your Retirement Higher (or lower) rates can be painful in some ways and helpful in others. The key is being prepared to take advantage of the situation. Kiplinger · Apr 27, 2025
Market turmoil has many afraid to check retirement savings As President Donald Trump's trade war has injected turmoil in financial markets, many retired and near-retired Americans are anxiously looking on, worried about outliving their savings or having to put off entries on their bucket lists The Independent UK · Apr 27, 2025
‘Waspi’ women warned over fake compensation websites Sites ask for personal details for claims to process payouts that do not exist as government has ruled them out The Guardian - UK · Apr 27, 2025
Within Five Years of Retirement? Five Things to Do Now If you're retiring in the next five years, your to-do list should contain some financial planning and, according to current retirees, a few life goals, too. Kiplinger · Apr 26, 2025
Doing This With Your 401(k) Could Cost You $18,000 Your old 401(k) accounts may be slowly bleeding money — because the power of compounding can work against you, too. Kiplinger · Apr 25, 2025
State pension: How to check yours, how to buy missing years and everything else you need to know Figuring out what you’ll have saved up for retirement can be a daunting task – here’s what you need to know The Independent UK · Apr 25, 2025
Inheritance tax rules have changed - here are three ways to give gifts without creating a big bill Giving gifts to your loved ones during your lifetime could help trim any eventual IHT bill The Independent UK · Apr 24, 2025
International Business Times UK · Apr 24, 2025 Women Face Higher Risks of Missing Retirement Goals Amid Trump's Tariff-induced Market Turmoil Women earn much less than men and face challenges in saving money adequately while managing caregiving responsibilities. A market crash triggered by Trump's tariff play and federal changes is adding to these existing problems.
The Independent UK · Apr 24, 2025 Six ISA mistakes to avoid this tax year - from choosing the right account to tracking your fees Keeping tabs on how your investments are performing is important - but so too is having a long-term plan to stick to
Kiplinger · Apr 24, 2025 How to Put Together Your Personal Net Worth Statement Now that tax season is over for most of us, it's the perfect time to organize your assets and liabilities to assess your financial wellness.
The Independent UK · Apr 23, 2025 Workers could get a £1,000 pension boost as DWP proposes new rule for providers Millions of workers are missing out on their hard-earned pension savings
Kiplinger · Apr 23, 2025 In Trump’s Economy, Should 401(k) Savers 'Set It and Forget It?' It’s hard to bury your head in the sand when the markets are volatile. Here’s when it makes sense and when it doesn’t.
The Independent UK · Apr 23, 2025 Watchdog partially upholds complaints about ‘misleading’ Octopus Energy ads The ASA said the ads were not clear that those on a fixed tariff with another supplier might not necessarily save if they switched to Octopus.
The Independent UK · Apr 22, 2025 Does a 529 plan affect financial aid? 529 assets can impact college financial aid packages, but there are nuances
Evening Standard · Apr 22, 2025 UK state pension age to increase to 67 in 2026: who is affected? Another increase in the UK state pension age is planned between 2044 and 2046. Will these changes impact you, and how can you check your state pension age?
Kiplinger · Apr 22, 2025 Retiring Without a Partner? How Singles Can Maximize Their Savings Retirement can be expensive, especially when you do it alone. But there are ways to maximize your retirement savings even when facing your second act without a partner.
Tom’s Guide · Apr 22, 2025 10 ways to save energy at home — small changes that will make a big impact on your energy bill From energy-monitoring smart home devices to home maintenance habits, these changes can make a meaningful difference on your energy consumption and costs.
Evening Standard · Apr 21, 2025 Illegal and potentially dangerous ‘eco plugs’ still widely available – Which? The so-called energy-saving devices have been the subject of multiple Government recalls, while Which? testing found no evidence that they worked.