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The Latest Breaking News on Personal Finance

How to save with a home-swap holiday

Find the right platform, be flexible, and be prepared for less than impeccable

The Guardian - UK

Three Habits of My Most Successful Wealth Management Clients

Clients are more likely to meet their financial objectives if they’re totally honest, take action in a timely manner and are actively engaged.

Kiplinger

How to Write a Check for a Wedding Gift

There are some guidelines to writing a check for a wedding gift for newlyweds.

Kiplinger

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

‘We’re hugely worried’: UK private pension rule changes disrupt retirement plans

Banned from making transfers or told they must wait to retire, older people tell of fears for their life savings

The Guardian - UK

Three Mistakes to Avoid in Retirement Tax Planning

Having a good tax plan can help keep you on top of what you need to do to maximize your savings for your golden years.

Kiplinger

Best budget washing machines in 2024: Top affordable models

Head in a spin over which budget clothes cleaner to buy? Cycle through these six superb money-saving sud-makers…

Evening Standard

Super cash-ins lump taxpayers with $85b 'long COVID'

A key super fund body says taxpayers are on the hook for between $75 billion and $85 billion because of the Morrison government's early super access policy.

AAP

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Last-Minute Tax Savings Guide for 2023

April 15 is weeks away, so it's not too late to save your 2023 taxes.

Kiplinger

Financial Planning: The Best Defense Against Financial Fear

Worried about job loss, health crises and other issues? Proactive planning, especially with a financial adviser's help, can ease your anxiety about the future.

Kiplinger

Street Light Dimming Raises Concerns Over Safety Amidst Cost-Cutting Measures

Havering London Borough Council has indicated that it had to reduce the brightness of 4,000 lights along its main roads.

International Business Times UK

Avert a Tax Surprise in Retirement: Get Ready With a Roth

Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.

Kiplinger

A Challenging Retirement Plan Mission: Not Impossible

A reader makes a request that at first appears not achievable, but with some maneuvering of the retirement income plan building blocks, we find it can work.

Kiplinger

What to Do With Your 401(k) When You Leave Your Job

Instead of cashing out or leaving your 401(k) account behind, consider consolidating your savings in your new employer's plan. Here's how.

Kiplinger

Is Lowe's Companies (LOW) a Better Buy Than Home Depot (HD) Following Its Latest Earnings Report?

Technological advancements, rising adoption of smart homes and growing global demand for residential remodeling solutions are boosting the home improvement industry’s prospects. While leading home improvement stocks Lowe's Companies (LOW) and Home Depot (HD) should benefit from the industry tailwinds, let us determine which is the better buy.

StockNews.com

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news in one place.

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Kiplinger

Is a Roth Conversion for You? Seven Factors to Consider

The taxes you’re facing on your tax-deferred retirement savings don’t have to be so daunting. Check here to find out if you're a candidate for a Roth conversion.

Kiplinger

How Net Unrealized Appreciation Helps Save More of Your Retirement Savings

If you have employer stock in your 401(k), net unrealized appreciation is a strategy to minimize your taxes.

The Guardian - UK

Charges for loo roll, none for caviar: strange quirks of the UK’s VAT rules

The tax often goes unnoticed by shoppers. But what is charged, and on what, throws up curious anomalies

Kiplinger

Health Care Costs in Retirement: Budgeting for a Healthy Future

Many factors affect your health care costs as you age, including where you live, your Medicare selections and whether you have long-term care insurance.

Get all your
news in one place.

100's of premium titles.
One news app.

Kiplinger

The Three Basic Components of a Good Estate Plan

Getting your estate in order so everyone knows what you want when the time comes can save your loved ones confusion and stress.

International Business Times

With The Announcement Of Mint Closing, A New Technology Is Poised To Take The Personal Finance Industry By Storm

Qube Money pioneers a budgeting technology that merges digital banking convenience with the traditional cash envelope system, uniting your bank balance and spending plan in a single platform.

Kiplinger

Is Your Financial Adviser Listening to You?

Survey finds financial advisers and their clients might need to break out the talking stick. Repetition and summarizing are key to ensure your points are heard.

Kiplinger

Nine Steps You Can Take Right Now to Build a More Financially Stable Future

Taking even just one of these steps can set you on a better path toward financial success.

Kiplinger

529s: No Longer the Ho-Hum Investing Device for College

Changes to the plans allow for the savings to be rolled into a Roth IRA, as long as certain rules are met, if a child decides not to pursue their education.

Kiplinger

Best Conservative Investments for Retirees

The best conservative investments for retirees include low-cost mutual funds and ETFs that hold stocks and bonds as well as simple and safe money market funds.

Marie Claire

Home is where the smart is – 3 tech hacks to help keep costs down

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