A Couple With $4 Million Discovers State’s Estate Tax Could Cost Heirs $280,000
© Studio Romantic / Shutterstock.com With the federal estate and gift tax exemption sitting at $15 million per…
‘After 50, you see big transitions in women’s lives’ – finance expert
In the latest in our Finances after 50 series, we talk to Sumita Paul, a financial advisor whose…
PHOTOS: Free Financial Literacy Event Takes Place At The Ashe Hotel
. Stephen Stack, Helen Reidy, Helen Klose, Cian O’Brien, Eimear Minogue, Dean O’Connell, Aileen McCarthy and Pat Pigott…
Superannuation: ‘There is no way I will ever receive the state pension’ – Mary Holm
All the experts, at Treasury and elsewhere, who project the country’s future finances always include Super payments. They…
FINRA Warns Finfluencers Pose Growing Risk to Investors
In the so-called “Wild West” space of social media financial influencers (or “finfluencers”), FINRA regulators warned that investors…
Retiring in 2035? Here’s What to Do With Your Savings Right Now.
If you’re aiming to retire in 2035, you may be in an interesting place right now. It’s too…
Finfluencers call it a ‘no brainer’ to grab Social Security right at 62, despite the penalties — many experts disagree
It’s one of the most important questions that Americans have to answer as they near retirement: What age…
I only have $200,000 in my 401(k) but I’m really sick of working. How can I use this money to retire soon at 60?
A lot of Americans appear to be eager to leave the workplace grind behind. Around 59% of them…
Bank sat on $100K of Florida couple’s flood insurance for a year, forcing them to take $250K from their 401(k)
Chris and Analia DeHayes lost their Ruskin, Florida home to flooding during Hurricane Helene two years ago. What…
Social Security Claiming at 62, 65 and 70: The Costs Retirees Need to Know in 2026
When it comes to Social Security, the age at which you claim has a massive impact on retirement…
EPFO to allow PF withdrawal via UPI soon: Here’s how instant EPF withdrawals will work
The Employees Provident Fund Organisation (EPFO) will soon allow its members to withdraw Provident Fund (PF) money directly…
A 62-Year-Old Engineer’s $1.1 Million Portfolio That Pays $5,800 a Month and Drops to $3,400 When Social Security Kicks In at 67
© megaflopp / Shutterstock.com A 62-year-old engineer retiring today with $1.1 million and planning to wait until 67…