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Personal finance

13015 posts
PPersonal finance
Here's the Average Woman's Social Security Benefit From Ages 62 to 70 -- And How Women Can Squeeze More From the Program
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Here’s the Average Woman’s Social Security Benefit From Ages 62 to 70 — And How Women Can Squeeze More From the Program

  • October 7, 2026
Data from the Social Security Administration (SSA) shows that women’s average benefits run lower than men’s across every…
PPersonal finance
Merit Financial Snags 10th Commonwealth Advisor Team
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Merit Financial Snags 10th Commonwealth Advisor Team

  • October 7, 2026
Merit Financial Advisors, an Atlanta-based hybrid registered investment advisor overseeing $32.9 billion in client assets, continues its streak…
PPersonal finance
IUL Retirement Income Projections May Mislead Clients
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IUL Retirement Income Projections May Mislead Clients

  • October 7, 2026
I’ve reviewed many attractive retirement income projections built on indexed universal life. Recently, one showed an indefinite retirement…
PPersonal finance
What's in the Conservatives' inheritance tax plan and who benefits? - BBC
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What's in the Conservatives' inheritance tax plan and who benefits? – BBC

  • October 7, 2026
What’s in the Conservatives’ inheritance tax plan and who benefits?  BBCKemi Badenoch says Tories would scrap inheritance tax on…
PPersonal finance
How much you need to retire in every state after Social Security
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How much you need to retire in every state after Social Security

  • October 7, 2026
$1.2 million. That’s how much Americans in workplace retirement plans say they’ll need to retire comfortably, according to…
PPersonal finance
401(k) Real Talk Episode 211: October 7, 2026
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401(k) Real Talk Episode 211: October 7, 2026

  • October 7, 2026
Welcome to this week’s edition of 401(k) Real Talk, where Fred Barstein, contributing editor for Wealth Management’s RPA…
PPersonal finance
UK wealth manager Rathbones secures Irish licence to operate across European Union – The Irish Times
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UK wealth manager Rathbones secures Irish licence to operate across European Union – The Irish Times

  • October 7, 2026
UK wealth manager Rathbones has secured an Irish licence to set up an EU hub to target clients…
PPersonal finance
Canadian retirees draw 40% of their income from government benefits: survey
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Canadian retirees draw 40% of their income from government benefits: survey

  • October 7, 2026
Participants expect employer-sponsored accounts to provide 22.5 percent of retirement income, against the 11.4 percent retirees reported.  Defined…
PPersonal finance
Mesirow taps Morningstar veteran to lead investment solutions
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Mesirow taps Morningstar veteran to lead investment solutions

  • October 7, 2026
Paul Arnold, Managing Director, Head of Investment Solutions at Mesirow Wealth Management Former Global Head of Multi-Asset Research…
PPersonal finance
A friend called wanting to borrow money. I knew I should say no
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A friend called wanting to borrow money. I knew I should say no

  • October 7, 2026
Opinion Nina HendyBusiness and finance journalist October 7, 2026 — 3:00pm October 7, 2026 — 3:00pm Save You…
PPersonal finance
FG clears N758bn pension arrears, 957,045 benefit
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FG clears N758bn pension arrears, 957,045 benefit

  • October 7, 2026
The Federal Government has cleared all inherited pension liabilities dating back to 2007 through a N758bn intervention bond,…
PPersonal finance
Badenoch expected to announce plan to cut inheritance tax and claim UK faces ‘battle of ideas’ over spending – UK politics live | Politics
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Badenoch expected to announce plan to cut inheritance tax and claim UK faces ‘battle of ideas’ over spending – UK politics live | Politics

  • October 7, 2026
What policies has Badenoch announced at conference, who gains, and what it says about Tory strategy When Ed…
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