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Browsing Tag

PersonalFinance

2782 posts
PPersonal finance
I’m 45 with a $200K sum I want to invest so I can retire by 67 with $100K/year. Should I focus on dividends or growth?
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I’m 45 with a $200K sum I want to invest so I can retire by 67 with $100K/year. Should I focus on dividends or growth?

  • November 4, 2025
Imagine getting a $200,000 windfall — maybe through an inheritance, lotto winnings or even a lawsuit ruled in…
PPersonal finance
Governments eye citizens’ pension savings to ease debt strain
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Governments eye citizens’ pension savings to ease debt strain

  • November 4, 2025
As fiscal pressures deepen from aging populations and pandemic-era debt, governments are increasingly tapping into a tempting source…
PPersonal finance
Are you underweight the asset class driving the best performing portfolios in the world? - Stephanie Gardner
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Are you underweight the asset class driving the best performing portfolios in the world? – Stephanie Gardner

  • November 4, 2025
Every few years, markets remind investors that diversification isn’t a static formula. When traditional assets become highly correlated,…
PPersonal finance
8 things the new middle class can no longer afford that were normal 10 years ago – VegOut
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8 things the new middle class can no longer afford that were normal 10 years ago – VegOut

  • November 4, 2025
I remember sitting in my apartment in Sydney back in 2015, fresh from signing a lease on a…
PPersonal finance
Birmingham Live
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HMRC warning over change to pension tax rules which kicked in on September 1

  • November 4, 2025
HMRC has tweaked pension tax rules – with a change from September 1. The taxman, now working under…
PPersonal finance
dave ramsey smiling at the camera while wearing a black button down shirt
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Dave Ramsey & Rachel Cruze’s Money Debates

  • November 4, 2025
Commitment to Our Readers GOBankingRates’ editorial team is committed to bringing you unbiased reviews and information. We use…
PPersonal finance
Make this key money move now if you don't have kids, expert says
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Make this key money move now if you don’t have kids, expert says

  • November 4, 2025
If you don’t have children and don’t plan on having any, many of the “default” settings of personal…
PPersonal finance
Why Wesfarmers shares are a retiree's dream
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Why Wesfarmers shares are a retiree’s dream

  • November 4, 2025
Image source: Getty Images Owning Wesfarmers Ltd (ASX: WES) shares could be an excellent choice for retirees because…
PPersonal finance
Major changes needed to pension IHT plans to make them ‘fair’
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Major changes needed to pension IHT plans to make them ‘fair’

  • November 3, 2025
Former pensions minister and LCP partner, Steve Webb, is calling for major changes to plans for pensions to…
PPersonal finance
My father’s estate was awarded $50K in a class-action lawsuit. My brother, as executor, kept the money. What can we do?
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My father’s estate was awarded $50K in a class-action lawsuit. My brother, as executor, kept the money. What can we do?

  • November 3, 2025
“In New York state, shouldn’t the money be transferred over to my mom, since she was the sole…
PPersonal finance
Social Security COLA hike coming in 2026. What to know
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Social Security COLA hike coming in 2026. What to know

  • November 3, 2025
Cost of living: How to calculate and compare The cost of living is the amount of money it…
PPersonal finance
CT pension reports show mixed signs
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CT pension reports show mixed signs

  • November 3, 2025
Connecticut has more pension debt per capita than 48 other states, trailing behind only Illinois, per a study…
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