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Personal finance

4776 posts
PPersonal finance
Tax Office imposes death tax on family homes by stealth
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Tax Office imposes death tax on family homes by stealth

  • February 4, 2026
Matthew Burgess, director of View Legal, said overall TD2026/D1 is a helpful summary of key rules in this…
PPersonal finance
Why Inheriting a Home May Not Make You Rich
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Why Inheriting a Home May Not Make You Rich

  • February 4, 2026
Key Takeaways An inherited home can cost more than expected, as expenses such as taxes, insurance, and mortgage…
PPersonal finance
My Wealthiest Clients Retired Early After Doing These 3 Things
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My Wealthiest Clients Retired Early After Doing These 3 Things

  • February 4, 2026
Ever wonder how some people manage to walk away from work years before everyone else? On average, Americans…
PPersonal finance
Dave Ramsey Tells 57-Year-Old Investing $2,800 Monthly to Cut Retirement Contributions in Half
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Dave Ramsey Tells 57-Year-Old Investing $2,800 Monthly to Cut Retirement Contributions in Half

  • February 4, 2026
Investing 35% in retirement prevented saving for a home down payment before the husband retires in 7 years.…
PPersonal finance
Less than half of non-retired Canadians have workplace pension plan
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Less than half of non-retired Canadians have workplace pension plan

  • February 3, 2026
Updated: February 03, 2026 at 9:20AM EST Published: February 03, 2026 at 9:20AM EST WINNIPEG — A new report says…
PPersonal finance
Why taking Social Security at 62 might make sense for you. Even if the ‘basic math’ says otherwise
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Why taking Social Security at 62 might make sense for you. Even if the ‘basic math’ says otherwise

  • February 3, 2026
wavebreakmedia/Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. If…
PPersonal finance
Canadian pension plan faces governance crisis amid executive departures
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Canadian pension plan faces governance crisis amid executive departures

  • February 3, 2026
Board chair Don Smith has been suspended from his position by the Ontario Public Service Employees Union (OPSEU),…
PPersonal finance
Old age security reform can’t be political ‘third rail,’ group urges - National
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Old age security reform can’t be political ‘third rail,’ group urges – National

  • February 3, 2026
Reforming old age security shouldn’t be seen as the Canadian political “third rail any longer,” says advocacy group…
PPersonal finance
HMRC refunds £46million to pensioners hit by emergency tax codes
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HMRC refunds £46million to pensioners hit by emergency tax codes

  • February 3, 2026
HM Revenue and Customs (HMRC) refunded £46.26million to pensioners who were overtaxed on pension withdrawals during the final…
PPersonal finance
Inheritance tax warning as millions face 'serious consequences' over one missing document
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Inheritance tax warning as millions face ‘serious consequences’ over one missing document

  • February 3, 2026
Millions of families could experience inheritance delays and be charged extra costs over missing documents in their estate…
PPersonal finance
I’m 61. My wife and I have $1M saved and will get $14K a month in pensions. We own 3 homes — but won’t pay them off for 28 years. Can I retire next year?
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I’m 61. My wife and I have $1M saved and will get $14K a month in pensions. We own 3 homes — but won’t pay them off for 28 years. Can I retire next year?

  • February 3, 2026
Question: “I’m 61 and plan to retire when I turn 62. I will get a $3,375 monthly from…
PPersonal finance
A magnifying glass enlarges the holographic image of Parliament Hill
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Less than half of non-retired Canadians have workplace pension plan: report

  • February 3, 2026
Workplace pension plan? The Canadian Press – Feb 3, 2026 / 7:02 am | Story: 597535 Photo: The…
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