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Personal finance

12567 posts
PPersonal finance
5 Monthly Dividend Payers That Belong in Your Roth IRA
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5 Monthly Dividend Payers That Belong in Your Roth IRA

  • August 24, 2026
At the 24% federal bracket, a $500,000 portfolio spread evenly across the five monthly payers below throws off…
PPersonal finance
Some Retirees Pay State Income Tax on Social Security in These 8 States
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Some Retirees Pay State Income Tax on Social Security in These 8 States

  • August 24, 2026
Just about all of us have Social Security benefits to look forward to each month — or we…
PPersonal finance
Inshorts
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What is retirement-income replacement rate that Indians are lagging in?

  • August 24, 2026
PFRDA chief S Ramann told The Hindu that India’s retirement-income replacement rate is currently around 35-40%, well below…
PPersonal finance
Social Security Overpayments
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Social Security Overpayments: SSA Withholds 50% of a Check, 10% for SSI, and Three Forms Can Change It

  • August 24, 2026
The rate is a default, not a verdict: three separate forms exist, and each one asks the agency…
PPersonal finance
How can I convince NHS pensions that I am not dead? | Pensions
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How can I convince NHS pensions that I am not dead? | Pensions

  • August 24, 2026
I stopped receiving my NHS pension in May and, when I rang to ask why, I was informed…
PPersonal finance
State Pension tax HMRC rules and Personal Allowance changes
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State Pension tax HMRC rules and Personal Allowance changes

  • August 24, 2026
The briefing examines calls to increase the tax-free Personal Allowance, reintroduce a special allowance for pensioners and change…
PPersonal finance
The next stage of pension reform cannot wait
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The next stage of pension reform cannot wait

  • August 24, 2026
Too many Jamaicans have no formal pension arrangements. On Friday, July 10, 2026 the Senate debated The Pensions…
PPersonal finance
Indian Women’s $763 Billion Inheritance Bonanza – Barclays Private Bank
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Indian Women’s $763 Billion Inheritance Bonanza – Barclays Private Bank

  • August 24, 2026
The report from the bank found that a clear majority of women expecting to inherit have started to…
PPersonal finance
Social Security’s 2027 COLA Forecast Narrows to 3.4% to 3.6% – What US Retirees Should Watch Next
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Social Security’s 2027 COLA Forecast Narrows to 3.4% to 3.6%

  • August 24, 2026
Social Security’s 2027 COLA is coming into sharper focus after July inflation data cooled expectations that had climbed…
PPersonal finance
The Committee for a Responsible Federal Budget Estimates Social Security Cuts for Couples if the System Is Not Fixed
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The Committee for a Responsible Federal Budget Estimates Social Security Cuts for Couples if the System Is Not Fixed

  • August 24, 2026
The math behind Social Security’s looming funding gap is becoming painfully real for retirees. Congress has known for…
PPersonal finance
America’s Fastest Growing Retirement Town Is Not in Florida or Arizona
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America’s Fastest Growing Retirement Town Is Not in Florida or Arizona

  • August 23, 2026
Quick Read St. George retirement at 65 demands a $525,000 paid-off home plus $450,000 in invested assets, assuming…
PPersonal finance
Why Social Security Can't Be the Center of Your Retirement Income Plan
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Why Social Security Can’t Be the Center of Your Retirement Income Plan

  • August 23, 2026
I was talking to some friends the other day about juggling college and retirement savings, and one of…
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