UBS Global Wealth Management lifts S&P 500 target on strong consumer spending, AI demand
May 22 (Reuters) – UBS Global Wealth Management raised its 2026 year-end target for the S&P 500 to…
Here’s how a sudden stock market crash could help you retire early
Image source: Getty Images Ever thought about the possibility of knocking years off the date at which you…
The WealthStack Podcast: Moving AI Beyond Efficiency to Strategy
Everyone in wealth management is talking about artificial intelligence, but too much of the conversation still centers on…
Modern retirement was invented in 1889 by a 74-year-old German Chancellor named Otto von Bismarck, who set the eligible age at 70 in a country where the average male life expectancy at birth was around 40
An American who reaches 65 today can expect, on average, to live roughly another 18 to 20 years.…
Super fund income: Shake-up could change how you spend in retirement
Opinion Bec WilsonMoney contributor May 23, 2026 — 5:01am May 23, 2026 — 5:01am Save You have reached…
A Couple With $4 Million Discovers State’s Estate Tax Could Cost Heirs $280,000
Quick Read Twelve states and D.C. impose their own estate taxes with exemption thresholds far below the $15…
Superannuation: ‘There is no way I will ever receive the state pension’ – Mary Holm
All the experts, at Treasury and elsewhere, who project the country’s future finances always include Super payments. They…
FINRA Warns Finfluencers Pose Growing Risk to Investors
In the so-called “Wild West” space of social media financial influencers (or “finfluencers”), FINRA regulators warned that investors…
Supreme Court backs flexibility for underfunded multiemployer plans calculating withdrawal liabilities – Pensions & Investments
Supreme Court backs flexibility for underfunded multiemployer plans calculating withdrawal liabilities Pensions & InvestmentsJustices agree that actuaries can use…
Retiring in 2035? Here’s What to Do With Your Savings Right Now.
If you’re aiming to retire in 2035, you may be in an interesting place right now. It’s too…
Finfluencers call it a ‘no brainer’ to grab Social Security right at 62, despite the penalties — many experts disagree
It’s one of the most important questions that Americans have to answer as they near retirement: What age…
Social Security Claiming at 62, 65 and 70: The Costs Retirees Need to Know in 2026
When it comes to Social Security, the age at which you claim has a massive impact on retirement…