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Personal finance

13100 posts
PPersonal finance
An older African American man with a grey beard and glasses, wearing a grey sweater, sits on the right, holding a paper and pointing. Beside him on the left, an older Caucasian woman with short grey hair, wearing a blue collared shirt, holds another paper and points at documents on the table. In front of them, an open silver laptop displays what appears to be a spreadsheet or financial application. A white, textured mug is on the table to the left of the laptop. The background shows a light-colored wall and door.
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Every Year a Retired Couple Leaves the $47,500 Tax-Free Space Empty, About $5,700 of Tax Moves Into Their 70s. Most Leave It Empty for Ten Years

  • September 10, 2026
Retired couples often assume doing nothing costs nothing, but the quiet years between the last paycheck and the…
PPersonal finance
Apple App Store
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Social Security’s 3.6% COLA Forecast for 2027 Brings Mixed Signals for Retirees

  • September 10, 2026
Key Points The Senior Citizens League’s current COLA estimate is 0.3% lower than in May. The annual COLA…
PPersonal finance
Ed Slott’s Retirement Tax-Planning Strategies: Don’t Waste Your Low-Tax Years
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Ed Slott’s Retirement Tax-Planning Strategies: Don’t Waste Your Low-Tax Years

  • September 10, 2026
Key TakeawaysWithholding taxes from retirement withdrawals can simplify tax payments and help avoid penalties.Retirees should take advantage of…
PPersonal finance
Modern Wealth Acquires $710M RIA Sanchez Wealth Management Group
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Modern Wealth Acquires $710M RIA Sanchez Wealth Management Group

  • September 10, 2026
Modern Wealth Management, an acquisitive registered investment advisor co-founded by former United Capital executives, has acquired Sanchez Wealth…
PPersonal finance
Most Advisors Never Ask Clients to Consolidate Assets
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Most Advisors Never Ask Clients to Consolidate Assets

  • September 10, 2026
Most advisors would welcome the chance to manage a greater share of their clients’ assets, yet a majority…
PPersonal finance
Older couple looking at financial paperwork in their living room.
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Social Security Faces Steep Benefit Cuts for Couples Without Reform

  • September 10, 2026
Many people rely on Social Security for a good portion of their retirement income. Unfortunately, seniors could soon…
PPersonal finance
mint
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Rule of 70 for retirement: How this simple formula helps estimate when savings may double

  • September 10, 2026
Planning for retirement requires careful consideration of how quickly your savings can grow over time. This estimate can…
PPersonal finance
As KiwiSaver balances hit new milestone, tell us much you have and how much you want by retirement - Stuff
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As KiwiSaver balances hit new milestone, tell us much you have and how much you want by retirement – Stuff

  • September 10, 2026
As KiwiSaver balances hit new milestone, tell us much you have and how much you want by retirement  StuffFirst-home…
PPersonal finance
mint
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8th Pay Commission: 5 key demands raised by Chennai GPO Pensioners Forum

  • September 10, 2026
The 8th Pay Commission concluded its meetings in Chennai on 7 and 8 September. It was a key…
PPersonal finance
Lessons for a happy retirement from a year interviewing Ireland’s top leaders – The Irish Times
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Lessons for a happy retirement from a year interviewing Ireland’s top leaders – The Irish Times

  • September 10, 2026
Who am I when I’m no longer working every day? Am I still a professional if I’ve retired…
PPersonal finance
How to invest your retirement corpus? 3-bucket strategy explained for retirees seeking regular income - livemint.com
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How to invest your retirement corpus? 3-bucket strategy explained for retirees seeking regular income – livemint.com

  • September 10, 2026
How to invest your retirement corpus? 3-bucket strategy explained for retirees seeking regular income  livemint.comIndian retirees missed out on…
PPersonal finance
GFF 2026 Highlights, The Estate Planning Question & More
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GFF 2026 Highlights, The Estate Planning Question & More

  • September 10, 2026
Global Fintech Fest 2026 Kicks Off Indian startups basked in the spotlight as the Global Fintech Festival 2026…
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