‘Every penny has a purpose’: the rise of zero-based budgeting Growing social media interest in method of tracking spending and saving prompts banks to get in on the act The Guardian - UK · Apr 20, 2024
Of course a society that demonises poverty will try to prosecute vulnerable, unpaid carers The scandal, revealed by the Guardian, didn’t occur in a vacuum. The right’s casting of the poor as parasitic benefits cheats underpins it all, says Guardian columnist Zoe Williams The Guardian - UK · Apr 19, 2024
Strategies to Optimize Your Social Security Benefits To maximize what you can collect, it’s crucial to know when you can file, how delaying filing affects your checks and the income limit if you’re still working. Kiplinger · Apr 18, 2024
What’s the Difference Between a CPA and a Tax Planner? CPAs do the important number crunching for tax preparation and filing, but tax planners look at the big picture and come up with tax-saving strategies. Kiplinger · Apr 18, 2024
Charitable Remainder Trust: The Stretch IRA Alternative The SECURE Act killed the stretch IRA, but a properly constructed charitable remainder trust can deliver similar benefits, with some caveats. Kiplinger · Apr 17, 2024
Three Ways to Take Control of Your Money During Financial Literacy Month Budgeting, building an emergency fund and taking advantage of a multitude of workplace benefits can get you on track and keep you there. Kiplinger · Apr 17, 2024
Why You Shouldn’t Let High Interest Rates Seduce You While increased interest rates are improving the returns on high-yield savings accounts, that may not be an effective place to park your money for the long term. Kiplinger · Apr 16, 2024
Need to Build an Emergency Fund? Seven Steps to Get There Having a safety net can mean peace of mind on top of being able to maintain your lifestyle if a financial emergency strikes. Kiplinger · Apr 15, 2024
Which Type of Life Insurance Is Right for You? Life insurance isn’t a one-size-fits-all option. Here are the differences between term life, whole life and indexed universal life insurance. Kiplinger · Apr 15, 2024
Your Kids' Tax Brackets Could Lead to Unequal Inheritances Sometimes, divvying things up equally means one child might end up with less because of tax implications. Here’s how to avoid that. Kiplinger · Apr 12, 2024
Is your home 'healthy'? Energy expert reveals the symptoms and solutions to improve your environment An energy expert shares the unique symptoms that show your home's unhealthiness, along with 6 tips to change things Woman & Home · Apr 12, 2024
Super fund sued over rail worker miscalculation claims Victorian transport workers are taking the state's dedicated government employee super fund to court, claiming they've been collectively short-changed millions. AAP · Apr 12, 2024
Traditional Retirement Accounts or Roth? How to Choose Let’s compare traditional IRAs, traditional 401(k)s, Roth IRAs and Roth 401(k)s. Which might work best for you could depend on your income and tax status. Kiplinger · Apr 11, 2024
11 Mindsets That May Actually Be Hurting Your Financial Progress To change your finances, you’ll first need to change your thinking. Kiplinger · Apr 10, 2024
Evening Standard · Apr 10, 2024 Birdnesting: meet the Londoners sharing a home with their exes to keep their family together after divorce Why some exes are making co-parenting work for them and easing disruption by keeping the family home alongside a smaller property
Evening Standard · Apr 8, 2024 'Frozen' state pension: who won't get the new rates this week? Those on the full new state pension can expect an annual increase of £902, but why will many miss out?
Evening Standard · Apr 8, 2024 DWP £812 loan: who is eligible and when do you pay it back? The amount you repay is based on your income — including any benefits you receive — and what you can afford
The Guardian - UK · Apr 8, 2024 UK state pensions and benefits: what do the changes in April mean for you? ‘Triple lock’ ensures hefty rise for pensions, while universal credit and other benefits also increase
Kiplinger · Apr 7, 2024 Five Mistakes High-Net-Worth Individuals Make in Retirement Just because wealthier people have a lot of money doesn’t mean they don’t make mistakes. Here are five common ones that this financial adviser sees.
The Guardian - UK · Apr 6, 2024 Salary sacrifice: how British workers can take home more by getting paid less Once a way to save money on a bike to work, the scheme is now a ‘life hack’ to lessen a tax bill or to qualify for free childcare
Kiplinger · Apr 6, 2024 Three Ways to Delay Claiming Social Security Benefits With Americans living longer these days, maximizing your Social Security is more important than ever. Here are some ways to make the most of your benefits.
Kiplinger · Apr 5, 2024 Is There a Best Day of the Year to Retire? Taking into consideration the time of the month and the time of the year can make a difference in your retirement income.
Kiplinger · Apr 5, 2024 Have You Reached 59½? Time to Rethink Your 401(k) Options A rollover IRA might be in order to help protect your retirement savings from potential (and potentially disastrous) market downturns.
Evening Standard · Apr 5, 2024 New ISA rules: When do they come into force and what has changed? The new rules include a new type of ISA and an increase to the minimum age to open an adult Cash ISA
GoodToKnow · Apr 5, 2024 More than half of parents want to do this important thing for their kid's education but can’t afford to, according to new research Pressures on the family budget are preventing parents from paying for educational support outside of school