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Personal finance

856 posts
PPersonal finance
Dentist, on £9.5k a month, using pension to cut tax
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Dentist, on £9.5k a month, using pension to cut tax

  • September 29, 2025
George Montgomery works as an NHS and private dentist. He believes the effective 60 per cent tax rate…
PPersonal finance
Steve Webb: Scroll down to find out how to ask him YOUR pension question
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My Catalan wife has lived in Britain for 45 years but gets no state pension – why is this? STEVE WEBB replies

  • September 29, 2025
My partner is a Catalan women who has been a resident in the UK for 45 years, and…
PPersonal finance
Singaporeans want ‘micro-retirement’ and ‘unretirement’, but lack investment plans: poll
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Singaporeans want ‘micro-retirement’ and ‘unretirement’, but lack investment plans: poll

  • September 29, 2025
T Rowe Price, which polled 1,000 Singapore residents, also launches retirement-focused products aimed at retail investors [SINGAPORE] The…
PPersonal finance
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Half of wealthy Malaysians plan mini retirements by age 46 — HSBC survey

  • September 29, 2025
KUALA LUMPUR (Sept 29): About half of affluent Malaysians plan mini retirements of one to two years, with…
PPersonal finance
Money worries are consuming days out of our lives, from Gen Z to the Baby Boomers and everyone in between
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Money worries are consuming days out of our lives, from Gen Z to the Baby Boomers and everyone in between

  • September 29, 2025
The ANU study found that the most common changes Australians have made to try and save money have…
PPersonal finance
Are you ready for your first year of retirement? Here are 5 things you might not see coming
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Are you ready for your first year of retirement? Here are 5 things you might not see coming

  • September 29, 2025
CarlosBarquero / Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
PPersonal finance
Here's Precisely How Much Social Security's 2026 Cost-of-Living Adjustment (COLA) Is Projected to Raise Benefits
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Here’s Precisely How Much Social Security’s 2026 Cost-of-Living Adjustment (COLA) Is Projected to Raise Benefits

  • September 29, 2025
In spite of an expected first for Social Security’s cost-of-living adjustment since 1997, next year’s raise is likely…
PPersonal finance
My sister died, leaving me as trustee for my 12-year-old nephew’s $100,000 inheritance — what do I need to do?
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My sister died, leaving me as trustee for my 12-year-old nephew’s $100,000 inheritance — what do I need to do?

  • September 29, 2025
When an adult inherits money, there is often freedom in how they can use it, unless specified otherwise…
PPersonal finance
Government flags clampdown on superannuation investment funds
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Government flags clampdown on superannuation investment funds

  • September 29, 2025
Tougher regulations to clamp down on dodgy superannuation funds are being flagged by the federal government in the…
PPersonal finance
Mr Glen Lee, chief executive of T. Rowe Price Singapore, says a common misconception among Singaporeans is viewing retirement planning as a linear process.
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T. Rowe Price deepens retail presence in Singapore with retirement funds for investors

  • September 29, 2025
SINGAPORE – T. Rowe Price, a US asset manager with a focus on retirement investment, has been expanding…
PPersonal finance
6 Key Investments for Boomers Planning To Retire on Their Own
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6 Key Investments for Boomers Planning To Retire on Their Own

  • September 29, 2025
Retirement is a sought-after goal for most. But ensuring that you’ve saved and invested properly is key to…
PPersonal finance
Why 50% of Financial Advisors Are Putting Client Investments Into Annuities
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Why 50% of Financial Advisors Are Putting Client Investments Into Annuities

  • September 29, 2025
Annuities have been all the rage lately among financial advisors. Research from ProtectedIncome.org revealed that 50% of financial advisors are allocating…
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