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The Latest Breaking News on Personal Finance

Your Year-End Tax and Estate Planning Review Just Got Urgent

Changing tax rules and falling interest rates mean financial planning is more important than ever as 2025 ends. There's still time to make these five key moves.

Kiplinger

I'm a Financial Adviser: This Is How a Balanced Portfolio Builds Confidence Despite Market Storms

Headlines may spark anxiety, but long-term goals matter more than short-term swings. Diversify your portfolio and stay disciplined to help manage volatility.

Kiplinger

I'm a Financial Planner: If You're Not Doing Roth Conversions, You Need to Read This

Roth conversions and other Roth strategies can be complex, but don't dismiss these tax planning tools outright. They could really work for you and your heirs.

Kiplinger

From analysis to the latest developments in health,
read the most diverse news in one place.

Don't Get Caught by the Medicare Tax Torpedo: A Retirement Expert's Tips to Steer Clear

Better beware, because if you go even $1 over an important income threshold, your Medicare premiums could rise exponentially due to IRMAA surcharges.

Kiplinger

401(k) Millionaires Surge, Leaving You Asking 'Where's My $1 Million?'

Fidelity hits a record 654,000 retirement millionaires amid soaring stocks, but UBS says many savers spend like the middle class. What does it really take to join the elite club?

International Business Times UK

I'm an Investment Adviser: This Is the Tax Diversification Strategy You Need for Your Retirement Income

Spreading savings across three "tax buckets" — pretax, Roth and taxable — can help give retirees the flexibility to control when and how much taxes they pay.

Kiplinger

4 red flags of pension-related scams to look out for – and how to protect yourself

By staying informed and alert, you can safeguard your pension and secure the future you’ve worked so hard for.

The Independent UK

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I'm Retired With $2.2 Million Saved and Work 2 Retail Shifts a Week for Fun. My Young Colleague Just Got Her Hours Cut. Should I Quit So She Can Have My Shifts?

Should she quit her job so a struggling young colleague can take her shifts? We asked certified financial planners for advice.

Kiplinger

Don’t Settle for a Subpar Health Savings Account

Investors have a valuable escape hatch if their employer-provided HSA comes up short

The Independent UK

Could an Annuity Be Your Retirement Safety Net? 4 Key Considerations

More people are considering annuities to achieve tax-deferred growth and guaranteed income, but deciding if they are right for you depends on these key factors.

Kiplinger

Home movers in Great Britain could get just £30 of energy use without account

Ofgem proposes cutting debt by giving new residents with no supply deal limited credit before they are cut off

The Guardian - UK

How to not spend a fortune during the holidays

Budgeting advice, affordable gifts and more

The Guardian - US

Do You Have More Saved Than a Top 1% Retiree? Here's the Nest Egg It Takes To Be Rich In Retirement

Retirement money has a way of separating the hypothetical from the real. When the accounts people actually rely on enter the conversation, the tone shifts fast. That's why the Federal Reserve's Survey of Consumer Finances, translated into plain-English percentiles by financial website DQYDJ, hits like an audit you didn't know…

Benzinga

What is an offset mortgage and how much money could it save me in tax?

A rarely used tax-efficient tool might benefit you if you have a fair amount of cash savings

The Independent UK

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Kiplinger

I'm a Financial Pro Focused on Federal Benefits: These Are the 2 Questions I Answer a Lot

Many federal employees ask about rolling a TSP into an IRA and parsing options for survivor benefits, both especially critical topics.

Tom’s Guide

You asked: Can dish soap fix your clogged drain? A plumber explains the facts

You might have noticed your drains are getting blocked up, especially around the holiday season, but reaching for the dish soap might not be the answer. At least, that's what this expert has to say.

Kiplinger

I'm a Wealth Adviser: My 4 Guiding Principles Could Help You Plan for Retirement Whether You Have $10,000 or $10 Million

Regardless of your net worth, you deserve a detailed retirement plan backed by a solid understanding of your finances.

The Independent UK

Experts reveal how to avoid a financial hangover in January

‘It is possible to enjoy a warm, memorable Christmas without overspending or facing a financial hangover in January,’ one expert said

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news in one place.

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Kiplinger

If You're Retired or Soon-to-Be Retired, You Won't Want to Miss Out on These 3 OBBB Tax Breaks

The OBBB offers some tax advantages that are particularly beneficial for retirees and near-retirees. But they're available for only a limited time.

The Independent UK

Experts reveal why store credit cards are a tricky option for buying holiday gifts

Deferred interest and high annual percentage rates (APR) can make store credit cards costly

Kiplinger

4 Smart Ways Retirees Can Give More to Charity, From a Financial Adviser

For retirees, tax efficiency and charitable giving should go hand in hand. After all, why not maximize your gifts and minimize the amount that goes to the IRS?

Evening Standard

3.3m pension savers facing hit with salary sacrifice changes

HMRC said an estimated 7.7 million employees currently use salary sacrifice to make pension contributions.

How much does it cost to run an electric heater? I’ve done the maths so you don’t have to

Is it really more cost-effective to use an electric heater than turning on your heating?

International Business Times UK

IRS Annual Limits 2026: '$24,500 Cap Won't Rescue Middle-Class Savings,' Experts Say

The IRS raises 2026 401(k) contribution limits to $24,500, but experts warn this increase won't solve the retirement savings crisis facing middle-income Americans.

Benzinga

Do You Have An Upper-Class Nest Egg? Here's What The Top 20% Really Have Saved—It Might Not Be As Impressive As You Think

For many people earning a solid six‑figure salary, crossing into the so‑called "upper class" feels like a ticket to financial freedom. Maybe fewer fast-food lines, fewer impulse buys, and maybe a life of casual comfort. But what does that really look like when the paychecks stop and retirement rolls around?

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