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Browsing Tag

financial planning

138 posts
EEconomy
A quarter of young Boomers and Gen Xers who’ve been laid off in the last decade are still unemployed—and 11% have taken pay cuts to work
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Laid-off Gen Xers and young boomers are stuck—a quarter still can’t find work, 11% took pay cuts

  • July 4, 2026
Americans want to work longer to support themselves as the cost of living climbs and 401(k) benefits are…
PPersonal finance
mint
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How much should a 30-year-old invest monthly to retire comfortably? Expert guides

  • June 27, 2026
Are you in your 30s? Or late 20s? It is natural that, for you, retirement can seem far…
PPersonal finance
'AI is a tool, not an authority': Relying on AI for financial advice? Key risks investors should know
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‘AI is a tool, not an authority’: Relying on AI for financial advice? Key risks investors should know

  • June 23, 2026
The use of AI for financial guidance has risen sharply in recent years. In the United Kingdom, around…
PPersonal finance
mint
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Why life insurance continues to be a key pillar of financial protection and long-term financial planning

  • June 20, 2026
Financial planning now is a broader concept. It can no longer be associated only with the idea of…
PPersonal finance
What it really takes to serve ultra high net worth clients
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What it really takes to serve ultra high net worth clients

  • June 19, 2026
Most firms think they are ready for the ultra high net worth market. Most are not. After more…
CCanada
FP Canada™ Launches Second Year of Diversity in Action Scholarship
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FP Canada™ Launches Second Year of Diversity in Action Scholarship

  • June 16, 2026
The initiative reflects FP Canada’s ongoing efforts to expand access to financial planning careers and support a more…
PPersonal finance
HNW time management with HSBC Life
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HNW time management with HSBC Life

  • June 15, 2026
As affluence grows, so does the awareness of what money cannot buy. It is this tension that HSBC…
PPersonal finance
mint
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My wife doesn’t want to work for 2 years: I asked ChatGPT how to plan finances around pregnancy, investments and more

  • June 7, 2026
I acted as a working professional whose wife, also a salaried professional, is going on a sabbatical. I…
TTechnology
Tech ETFs to Buy as NVIDIA Sets Foot Into PC Market via New AI Chip - June 3, 2026
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Tech ETFs to Buy as NVIDIA Sets Foot Into PC Market via New AI Chip – June 3, 2026

  • June 3, 2026
Key Takeaways NVDA launched RTX Spark, bringing local AI agents to Windows PCs through Microsoft partnerships. NVIDIA says…
PPersonal finance
GIF of a balloon inflating
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Inflation Isn’t Retiring Anytime Soon. Your Clients Should Be

  • June 3, 2026
Inflation is proving that clients hitting their “golden years” may actually need more gold in their portfolio than…
PPersonal finance
Bridging the tax border: How to manage inheritance across Northern Ireland and the Republic – The Irish News
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Bridging the tax border: How to manage inheritance across Northern Ireland and the Republic – The Irish News

  • May 26, 2026
QUESTION: I’m nearing retirement and have worked hard over the years to build up a business and investment…
PPersonal finance
mint
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How to redesign a ₹12 crore portfolio for clarity and long-term stability

  • May 24, 2026
I am a 42-year-old entrepreneur with a portfolio of around ₹12 crore spread across equity mutual funds (55%),…
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