My sister died, leaving me as trustee for my 12-year-old nephew’s $100,000 inheritance — what do I need to do?
When an adult inherits money, there is often freedom in how they can use it, unless specified otherwise…
T. Rowe Price deepens retail presence in Singapore with retirement funds for investors
SINGAPORE – T. Rowe Price, a US asset manager with a focus on retirement investment, has been expanding…
Here’s Precisely How Much Social Security’s 2026 Cost-of-Living Adjustment (COLA) Is Projected to Raise Benefits
In spite of an expected first for Social Security’s cost-of-living adjustment since 1997, next year’s raise is likely…
Why 50% of Financial Advisors Are Putting Client Investments Into Annuities
Annuities have been all the rage lately among financial advisors. Research from ProtectedIncome.org revealed that 50% of financial advisors are allocating…
Trump’s new executive order could dramatically change your retirement account — why you need to be careful now
New rules are expanding what Americans can hold in their 401(k)s and other tax-advantaged retirement accounts. An executive…
How Aussie couple boost retirement by $600,000 and cut tax by $18,000 in one year
Pivot Wealth’s Ben Nash said a few ‘small-but-meaningful shifts’ helped boost one Aussie couple’s retirement assets and cut…
It’s Not Your Retirement Savings—It’s You
On this episode of The Long View, Dana Anspach, founder and CEO of Sensible Money, and Fritz Gilbert,…
Can Claiming Social Security at 70 Take the Place of Retirement Savings?
You’re entitled to your Social Security benefits without a reduction at full retirement age. Delaying your claim until…
Generation X’s money woes take spotlight in new book
The following is an excerpt from the forthcoming book “Retirement Bites: A Gen X Guide to Securing Your…
Is Raising the Retirement Age in US Inevitable?
Social Security is facing questions about its long-term future, with the program’s trust funds projected to be depleted…
People Are Absolutely Losing It Over This Woman Who’s Demanding $30,000 Of Her Sister’s Inheritance To Help Pay For Her Destination Wedding, Or She Won’t Invite Her
Family dynamics can get tricky, and this story about two sisters, a hefty inheritance, and a destination wedding…
11 money-saving habits that quietly define the Boomer generation – VegOut
When we think about generational differences, money habits are one of the clearest markers. Boomers grew up in…