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Personal finance

9578 posts
PPersonal finance
Social Security Fiscal Year 2025: Trust Fund Balance, Income, Outgo, Deficit, and Interest Rates
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Social Security Fiscal Year 2025: Trust Fund Balance, Income, Outgo, Deficit, and Interest Rates

  • November 19, 2025
The deficit doubled, as benefit payments spiked in part due to the expansion of Social Security, while income…
PPersonal finance
PA Awards 2026: Adviser category shortlists revealed!
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PA Awards 2026: Adviser category shortlists revealed!

  • November 19, 2025
Following a year of record entries, huge congratulations to each and every individual and firm who have made…
PPersonal finance
New inheritance tax rules could destroy businesses, warns entrepreneur
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New inheritance tax rules could destroy businesses, warns entrepreneur

  • November 19, 2025
Huw ThomasWales business correspondent Family photo Alex Lovén (centre) said new inheritance tax rules could force family firms…
PPersonal finance
Pensioners to get £575 boost in 2026
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Pensioners to get £575 boost in 2026 — Those born before this year may miss out

  • November 19, 2025
Pensioners to get £575 boost in 2026, proving that the upcoming new year will be full of surprises.…
PPersonal finance
$200B Cresset Poaches $1.8B Goldman Team
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$200B Cresset Poaches $1.8B Goldman Team

  • November 19, 2025
Cresset, a nearly $200 billion multifamily office and wealth manager owned by its employees and clients, has expanded…
PPersonal finance
A family group standing outdoors in front of the remains of an old stone wall, part of an historic ruin or castle. The people are dressed in outdoor clothing, including jackets and boots, and the man in the centre is carrying a small child. Behind the group there is a scenic view of green fields stretching into the distance under a partly cloudy sky.
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New inheritance tax rules could destroy businesses, warns entrepreneur

  • November 18, 2025
The impact will be “life-changing” for owners, said Andrew Evans, a tax partner at law firm Geldards. “I…
PPersonal finance
Dud superannuation options could cost retirees up to $205,000, Super Consumers warns
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Dud superannuation options could cost retirees up to $205,000, Super Consumers warns

  • November 18, 2025
With the number of retirees on superannuation projected to more than double over the next decade, analysis by…
PPersonal finance
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
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Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it

  • November 18, 2025
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
PPersonal finance
Yahoo lifestyle home
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Her Dad’s A Financial Advisor And She Has A Master’s In Economics, Yet Her Finances Are Such A Mess That An Auditor Asked Her If She’s Dumb

  • November 18, 2025
A 26-year-old woman from Austin, Texas, with two degrees in economics and a father who works as a…
PPersonal finance
Retired professor, 75, fumbled to learn her finances when her husband died. What to do before a catastrophe strikes
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Retired professor, 75, fumbled to learn her finances when her husband died. What to do before a catastrophe strikes

  • November 18, 2025
When Alice Stone Nakhimovsky’s husband, Alexander, passed away unexpectedly last year from a brain aneurysm, she lost more…
PPersonal finance
Pension reform row threatens Germany’s coalition government | Germany
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Pension reform row threatens Germany’s coalition government | Germany

  • November 18, 2025
A row over pension reform is threatening the future of the German coalition government, with a youth wing…
PPersonal finance
'Not now': Badenoch backs triple lock pension for the moment | Politics News
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‘Not now’: Badenoch backs triple lock pension for the moment | Politics News

  • November 18, 2025
Kemi Badenoch has said she does not want to scrap the triple lock “now” but said “lets see…
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