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Personal finance

7031 posts
PPersonal finance
Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions
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Here’s why most US retirees with less than $2,000,000 should avoid Roth conversions

  • February 5, 2026
Envato/YuriArcursPeopleimages Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Roth…
PPersonal finance
CAAT Pension Plan board chair removed as trustee amid upheaval over governance
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CAAT Pension Plan board chair removed as trustee amid upheaval over governance

  • February 5, 2026
Open this photo in gallery: CAAT is a multiemployer pension plan that serves Ontario’s colleges and more than…
PPersonal finance
Understanding Charlie Munger’s Wealth Threshold and Why It Changes Everything
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Understanding Charlie Munger’s Wealth Threshold and Why It Changes Everything

  • February 5, 2026
Key Takeaways Legendary investor Charlie Munger called the first $100,000 difficult to earn, but he also pointed out…
PPersonal finance
‘Is a million dollars enough for us to retire if we maintain our current lifestyle?’
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‘How should I choose a financial adviser and set a plan?’

  • February 5, 2026
Open this photo in gallery: Illustration by The Globe and Mail Q: With so many financial advisers out…
PPersonal finance
Probate solicitor struck off after making HMRC payments for his own £77,000 tax bill from client funds
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Probate solicitor struck off after making HMRC payments for his own £77,000 tax bill from client funds

  • February 5, 2026
A solicitor who ran up client account shortages of more than £1m through a series of unauthorised payments…
PPersonal finance
Higher Income or Higher Risk?
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“You Could Live Another 30 Years” to 70-Year-Old With $500k Nest Egg

  • February 5, 2026
The S&P 500 (SPY) gained 14.3% over the past year as stocks dramatically outperformed bonds over the past…
PPersonal finance
Dr. Oz Says Americans Starting Work 'Right Out Of High School' Or Retiring One Year Later Would 'More Than Remove' The National Debt
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Dr. Oz Says Americans Starting Work ‘Right Out Of High School’ Or Retiring One Year Later Would ‘More Than Remove’ The National Debt

  • February 5, 2026
Dr. Mehmet Oz believes a healthier America isn’t just about living longer, it’s about working longer, too. Speaking…
PPersonal finance
Two men looking out on water
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Son Expected To Get Half Of His Stepmother’s Assets As An Inheritance, But When He Found Out He Won’t Get Anything, He Stopped Speaking To His Father » TwistedSifter

  • February 5, 2026
Unsplash, Reddit Leaving your children with an inheritance is always something parents want to do, but it is…
PPersonal finance
Cork Beo
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Cork-linked online pensions startup looking to disrupt Irish market

  • February 5, 2026
First ever fully digital, app-based pension 13:28, 04 Feb 2026Updated 13:28, 04 Feb 2026 Ailish Dooley, Co-founder and…
PPersonal finance
Hong Kong teachers withdrew HK$8.4 billion from pension funds in past school year
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Hong Kong teachers withdrew HK$8.4 billion from pension funds in past school year

  • February 5, 2026
Hong Kong public school teachers withdrew HK$8.4 billion (US$1.1 billion) from two retirement fund schemes in 2024-25, down…
PPersonal finance
First‑time buyers need £23,000 deposit and six years of saving as ‘small, achievable steps’ remain key
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First‑time buyers need £23,000 deposit and six years of saving as ‘small, achievable steps’ remain key

  • February 5, 2026
Getting on the property ladder remains a serious challenge for first‑time buyers, with new research from Nationwide revealing…
PPersonal finance
Pension auto-enrolment deadline looms for employers
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Protest next week over An Post and eir pensions

  • February 5, 2026
The Communications Workers’ Union (CWU) is to stage a protest outside Leinster House next Tuesday over delays in…
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