I asked ChatGPT to audit my ₹1.78 lakh monthly budget; it found ₹20,500 in savings
I asked ChatGPT how I can cut my monthly spending by ₹20,000 without significantly lowering my quality of…
ATO reveals average superannuation balance by age – and $86,300 retirement gap
The average super balance in Australia has increased from $173,000 to $183,000, new ATO data has revealed. ·…
What it really takes to serve ultra high net worth clients
Most firms think they are ready for the ultra high net worth market. Most are not. After more…
Eligible Canadians can get up to $1,500 from this government payment in June
It’s almost time for June payments of the Canada Pension Plan (CPP). Canadians who are eligible for this…
EPFO retains 8.25% interest rate for FY26; UPI-based withdrawals to launch soon
The Ministry of Finance has cleared an 8.25% interest rate on Employees’ Provident Fund (EPF) deposits for the…
Social Security Beneficiaries Could Receive Another Mega COLA Next Year
Social Security beneficiaries have received some extra-large cost-of-living adjustments in recent years, and next year could be another…
Frugal People’s Top Money-Saving Tips
“Over a couple weeks, she’d add all these smidges of vegetables on top of the previous vegetable dishes…
The $250,000 Nursing Home Bill Was Just the Start. Here’s What Happened to His Social Security Next.
© Pornpak Khunatorn / iStock via Getty Images A man in his early 70s watches his wife move…
How AI Will Impact RIA Valuations
While two-thirds of advisors have been using generative AI to summarize meetings, automate administrative tasks, draft client messaging…
The pros and cons of retiring overseas with your pension
Ray Merlehan and his wife are thinking about moving to Malaysia, Spain or Greece when they retire. Financially,…
Wealthcare Adds $1.8B in Assets a Year After Sale
About a year ago, Wealthcare, an integrated tech platform and hybrid registered investment advisory firm in West Chester,…
Call for higher pension rates as cost-of-living increases hit retirees
Retirees would benefit from faster increases in NZ Super, as the cost of living bites, retirement income provider…