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The Latest Breaking News on Personal Finance

I'm a Financial Professional: This Is the Roth Conversion Mistake Too Many People Make

Converting your traditional IRA to a Roth can be a fantastic tax-saving move, but you've got to be smart about two things: how much and when.

Kiplinger

Financial Advice and Retirement Confidence: What's Wealth Got to Do With It?

This retirement researcher notes that retirement confidence increases the most for those with access to advice who have a lower total level of savings.

Kiplinger

Timing Is Everything for Roth Conversions: An Expert's Guide to the Right Strategy

Understanding the nuances of Roth conversions can help you avoid forking over more money in taxes than you need to.

Kiplinger

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

Are You Ready for the Emotional Side of Retirement?

Financial adviser warns that life after work is coming, so start preparing … mentally, as well as financially. If you're nervous, take heart. Some simple strategies could ease the way.

Kiplinger

Scottish couple lose court case to overturn Winter Fuel Payment cut

A COATBRIDGE couple have lost their legal challenge against the UK and Scottish Government decisions to axe winter fuel payments.

The National (Scotland)

Four Ways to Help Prevent a Market Downturn From Scrambling Your Nest Egg

You may not be able to avoid a market decline when you're newly retired and starting to rely on your nest egg for income, but you can plan for that risk.

Kiplinger

Why you should do a mid-year review of your finances

Whether you’re striving to save more or invest for the future, a mid-year review can help give you the clarity and control to finish the year strong.

The Independent UK

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Budget gurus reveal how to curb unnecessary spending on subscriptions

Lost money thanks to misleading subscriptions? Experts suggest what to do

The Independent UK

Are You On Track For College Savings?

You don't need a Ph.D. to know that paying for college is a heavy lift. Building college savings is a major goal.

Investors Business Daily

A Financial Adviser's Defense of Annuities: They're Just Misunderstood

Annuities can offer retirement income stability and security against market volatility, though some do have drawbacks. The key is to understand their features before buying.

Kiplinger

The Average Retirement Savings by Age

Think you may have more retirement savings than your peers? Here's your answer.

Kiplinger

What does the change to the winter fuel payment mean for pensioners?

The government is reinstating the winter fuel payment to most pensioners in England and Wales. We explain how it will work based on individual and household incomes

The Guardian - UK

Eight Estate Planning Steps to Protect Your Loved Ones (and Your Legacy)

Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later.

Kiplinger

How much do I need to save to build a £100,000 ISA pot?

Both saving and investing can help you reach big sums – but if time is on your side, the latter might be better

The Independent UK

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Kiplinger

The Six Pros This Adviser Says You Need to Sell Your Business

Selling your business isn't as simple as getting the best price and walking away. These are the six professionals you'll need to get a deal across the finish line.

The Independent UK

Men have hundreds more saved in ‘rainy day’ funds than women, research indicates

IE Hub also found a fifth of people surveyed said they have no savings to call upon in an emergency.

Kiplinger

A Financial Adviser's Guide to Solving Your Retirement Puzzle: Five Key Pieces

If retirement's a puzzle you're struggling with, try answering these five questions. The answers will guide you toward a solution.

The Guardian - UK

Pensions report cuts Reeves’ planned growth funds from £160bn to £11bn

Chancellor had anticipated surpluses from final salary schemes would boost investment in UK economy

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news in one place.

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Kiplinger

A Financial Expert's Tips for Lending Money to Family and Friends

What starts as a lifeline can turn into a minefield if the borrower ghosts the lender. Following these three steps can help you avoid family feuds over funds.

The Guardian - UK

UK mortgages: 100% loans are back – will they work for you?

The controversial loan has returned. We look at the deals and explain why it’s worth saving up a 5% deposit or more

The Independent UK

Most new homes must have solar panels and heat pumps under Government proposals

The future homes standard (FHS), set to be published in autumn, will likely require new builds to have solar panels and heat pumps by default.

Kiplinger

What the HECM? Combine It With a QLAC and See What Happens

Combining a reverse mortgage known as a HECM with a QLAC (qualifying longevity annuity contract) can provide longevity protection, tax savings and liquidity for unplanned expenses.

The Independent UK

What pensioners need to know about income tax

Tax on income you receive from a pension is calculated in the same way as earnings from employment

The Guardian - AU

Worried about the tax on $3m plus super balances? Here’s how you’ll survive

Our analysis reveals the fate of your annual European holidays and your smashed avocado brekkies under Labor’s proposal

Kiplinger

I'm 60 With a $4.2 Million Nest Egg. Can I Stop Saving and Start Spending Until I Retire at 65?

Should I continue contributing to my 401(k) or treat myself now?

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