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Browsing Tag

Finance

12022 posts
PPersonal finance
Manulife Wealth & Asset Management Appoints Fraser Wiswell as New Head of Canada Retirement
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Manulife Wealth & Asset Management Appoints Fraser Wiswell as New Head of Canada Retirement

  • May 20, 2026
TORONTO, May 19, 2026 /CNW/ – Manulife Wealth & Asset Management (Manulife WAM) today announced the appointment of…
PPersonal finance
Daily Mirror
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Martin Lewis household finances warning as this ‘can affect your credit score’

  • May 20, 2026
He said you may need to ‘come clean’ about your financial situation Martin Lewis shared some tips on…
PPersonal finance
Money Diaries: How is your spending and saving going? Would you like to keep a diary for us?
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Money Diaries: How is your spending and saving going? Would you like to keep a diary for us?

  • May 20, 2026
We need your help now Support from readers like you keeps The Journal open. You are visiting us…
PPersonal finance
A 71-Year-Old Widower Discovers a Single Decision About His Late Wife’s $890,000 IRA Could Cost Him $54,000 in 2026 Taxes Alone
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A 71-Year-Old Widower Discovers a Single Decision About His Late Wife’s $890,000 IRA Could Cost Him $54,000 in 2026 Taxes Alone

  • May 20, 2026
Quick Read A 71-year-old widower inheriting a $890,000 traditional IRA can avoid a $54,000 federal tax hit and…
PPersonal finance
Bill Ackman, Charles Schwab back campaign touting Trump's American Dream Accounts
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Bill Ackman, Charles Schwab back campaign touting Trump’s American Dream Accounts

  • May 19, 2026
WASHINGTON — An initiative backed by billionaires Bill Ackman and Charles Schwab is launching a six-figure advertising campaign…
PPersonal finance
The Guardian view on saving for old age: alarming shortfalls set the scene for a pensions overhaul | Editorial
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The Guardian view on saving for old age: alarming shortfalls set the scene for a pensions overhaul | Editorial

  • May 19, 2026
Recommendations from the government-backed Pensions Commission are not due until next year. But its interim warning that at…
PPersonal finance
He waited 5 years to inherit his late dad's 401(k) — now he's being told a $30,000 tax bill threatens to eat his legacy
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He waited 5 years to inherit his late dad’s 401(k) — now he’s being told a $30,000 tax bill threatens to eat his legacy

  • May 19, 2026
After nearly five years of waiting, Dan is finally on the verge of receiving his late father’s 401(k).…
PPersonal finance
A 67-Year-Old Single Retiree With $920,000 Can Stretch It to Age 95 If the COLA Holds Above 2 Percent
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A 67-Year-Old Single Retiree With $920,000 Can Stretch It to Age 95 If the COLA Holds Above 2 Percent

  • May 19, 2026
© LightField Studios / Shutterstock.com A 67-year-old retiree with $920,000 in savings and a $2,800 monthly Social Security…
PPersonal finance
Envestnet To Launch Platform Aimed at Speeding Client Prep
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Envestnet To Launch Platform Aimed at Speeding Client Prep

  • May 19, 2026
Envestnet is preparing to launch a new artificial-intelligence-driven platform to help speed client preparation and presentation for advisors,…
PPersonal finance
Social Security recipients could receive a large COLA adjustment, forecasters say. Here's how they can earn 4% on their money now.
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Social Security recipients could receive a large COLA adjustment, forecasters say. Here’s how they can earn 4% on their money now.

  • May 19, 2026
Social Security recipients may get a big COLA adjustment at the end of the year, but they don’t…
PPersonal finance
Stifel Settles Structured Notes Dispute
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Stifel Settles Structured Notes Dispute

  • May 19, 2026
Stifel Financial has reached a confidential agreement to settle with investors who won a Financial Industry Regulatory Authority…
PPersonal finance
funding
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Moment Raises $78 Million to Meld AI and Wealth Management

  • May 19, 2026
Investment management-focused AI startup Moment has raised $78 million in new funding. The company’s Series C round, announced Tuesday (May 19), comes…
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