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Browsing Tag

Personal finance

12060 posts
NNew Zealand
Two Lotto players win $500k each, Powerball jackpot rolls to $25m
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Two Lotto players win $500k each, Powerball jackpot rolls to $25m

  • May 28, 2026
Two Lotto players — one in Auckland’s south and one in South Taranaki — are half a million…
BBusiness
Kiwibank first to make rate change after OCR decision
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Kiwibank first to make rate change after OCR decision

  • May 28, 2026
Kiwibank has made changes to its term deposit rates – the first significant move since the official cash…
PPersonal finance
Penny Pennington | Fortune
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Penny Pennington | Fortune

  • May 28, 2026
Penny Pennington is the only woman in the U.S. leading a brokerage firm of Edward Jones’s scale. Since…
PPersonal finance
A person in a supermarket produce aisle.
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Here’s What Too Many Retirees Are Getting Wrong About the New $6,000 Senior Tax Deduction

  • May 28, 2026
The desire to pay less in taxes doesn’t tend to magically disappear in retirement. You may not have…
PPersonal finance
Bond Yields Near 5% Change the Math for This Early Retiree’s Gap Period Strategy
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Bond Yields Near 5% Change the Math for This Early Retiree’s Gap Period Strategy

  • May 27, 2026
© Golubovy / Shutterstock.com A 53-year-old listener wrote into The Retirement and IRA Show with a plan that…
PPersonal finance
The Number 1 Guaranteed Reason Financial Advisors Say Delaying Social Security to 67 Beats Taking It at 62
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The Number 1 Guaranteed Reason Financial Advisors Say Delaying Social Security to 67 Beats Taking It at 62

  • May 27, 2026
Quick Read Waiting from 62 to 67 delivers a guaranteed 8% to 10% annual increase in your monthly…
PPersonal finance
My husband is totally obsessed with his retirement savings. We're only in our 40s!
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My husband is totally obsessed with his retirement savings. We’re only in our 40s!

  • May 27, 2026
Pay Dirt is Slate’s money advice column. Have a question? Send it to Kristin and Ilyce here. (It’s…
PPersonal finance
Avoid the 'Summer Spending Trap': Simple ways Arizona families can save money and still have fun
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Avoid the ‘Summer Spending Trap’: Simple ways Arizona families can save money and still have fun

  • May 27, 2026
Summer costs can add up fast. Financial experts share tips to avoid overspending and highlight free and low-cost…
PPersonal finance
How, and how not, to use AI for money management, financial advice and investment guidance
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How, and how not, to use AI for money management, financial advice and investment guidance

  • May 27, 2026
Photo: 123RF Would you swap your investment adviser for ChatGPT? Your mortgage adviser for Claude? A growing number…
PPersonal finance
Affluent Investors Rely on Advisors for Private Markets Exposure
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Affluent Investors Rely on Advisors for Private Markets Exposure

  • May 27, 2026
A 2026 Wealth Pulse survey from FTSE Russell found that a large majority of affluent investors rely on…
PPersonal finance
Field Launches as the Foundation for Modern Wealth
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Field Launches as the Foundation for Modern Wealth

  • May 27, 2026
NEW YORK, May 27, 2026 (GLOBE NEWSWIRE) — Field launched today as the wealth management technology company building…
PPersonal finance
Why Client Onboarding Matters More Than You Think
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Why Client Onboarding Matters More Than You Think

  • May 27, 2026
Most RIAs realize that competition in the advisory business has intensified.  Industry-wide organic growth was less than 2%…
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