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Personal finance

9299 posts
PPersonal finance
mint
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Smart tax planning for retirees: Pensioner ITR 2026 guide to deductions, benefits, and tax regimes

  • July 3, 2026
Even after retirement, tax responsibilities remain. Especially for individuals who receive a pension, who continue to generate income.…
PPersonal finance
canada-life-logo
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Canada Life closes £48m buy-in with oil and gas industry pension scheme

  • July 3, 2026
Canada Life, a UK insurer providing life insurance and pension risk transfer services, has completed a £48 million…
PPersonal finance
Former workers: Coastal Pediatric withheld 401(k) funds; some still unpaid
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Former workers: Coastal Pediatric withheld 401(k) funds; some still unpaid

  • July 3, 2026
CHARLESTON, S.C. (WCSC) — Several former employees of a now-defunct Lowcountry pediatric office claim the company has withheld…
PPersonal finance
Image source: Rochu_2008/stock.adobe.com
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How did Australia’s two largest funds perform?

  • July 3, 2026
Australia’s two-largest superannuation funds have shared their FY25-26 performance. AustralianSuper, which has $410 billion funds under management, said…
PPersonal finance
Makinde, Oyo
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Oyo State Rewrites Pension Scheme: A Model for Other States

  • July 3, 2026
GOVERNOR Seyi Makinde’s decision to commence the Contributory Pension Scheme in Oyo State is a welcome policy shift…
PPersonal finance
He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It
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He Inherited $250,000 in His Wife’s Roth, and Then Taxes Wiped Out Part of It

  • July 3, 2026
© Vitalii Vodolazskyi / Shutterstock.com A widower inherits his late wife’s Roth IRA. The balance shows $250,000, and…
PPersonal finance
Image: New Africa/stock.adobe.com.au
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Unqualified advisers identified in ASIC education crackdown

  • July 2, 2026
Six months on from the adviser education deadline, the regulator has announced the results of its review into…
PPersonal finance
WealthTHINK India 2026: Private Wealth Moves From Growth To Institutional Discipline
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WealthTHINK India 2026: Private Wealth Moves From Growth To Institutional Discipline

  • July 2, 2026
India’s private wealth industry is entering a more demanding phase. The growth story remains powerful, driven by entrepreneurial…
PPersonal finance
The 4% withdrawal rule for retirees is dead. Long live the 4.7% rule
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The 4% withdrawal rule for retirees is dead. Long live the 4.7% rule

  • July 2, 2026
Open this photo in gallery: AndreyPopov/iStockPhoto / Getty Images My husband and I started working in 2006, invested…
PPersonal finance
Orion Achieves ISO 42001 AI Certification Standard
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Orion Achieves ISO 42001 AI Certification Standard

  • July 2, 2026
Orion has announced attainment of the ISO/IEC 42001 certification, an international standard for artificial intelligence management systems. It…
PPersonal finance
Are You Wealthier Than You Realize? Understanding Net Worth, Debt, and True Financial Security
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Are You Wealthier Than You Realize? Understanding Net Worth, Debt, and True Financial Security

  • July 2, 2026
Income is not as reliable a measure of wealth as metrics like net worth and levels of debt.Credit:…
PPersonal finance
Wealth Enhancement Poaches Two Teams From Shufro Rose
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Wealth Enhancement Poaches Two Teams From Shufro Rose

  • July 2, 2026
Wealth Enhancement, a registered investment advisor aggregator based in Minneapolis, announced this week it had poached two advisor…
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