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Personal finance

11102 posts
PPersonal finance
Why the 4% Withdrawal Rule Breaks Down for Retirees Who Retire at 55
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Why the 4% Withdrawal Rule Breaks Down for Retirees Who Retire at 55

  • July 25, 2026
Quick Read Bengen’s 2025 research drops the safe withdrawal rate to 4.2% for a 50-year retirement, undercutting the…
PPersonal finance
What Social Security COLA Changes Could Mean for Your $2,000 Benefit Check in 2027
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What Social Security COLA Changes Could Mean for Your $2,000 Benefit Check in 2027

  • July 25, 2026
With less than three months to go until the official 2027 Social Security cost-of-living adjustment (COLA) announcement, you’re…
PPersonal finance
Gen Z is prioritizing saving for vacations over retirement, new report shows
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Gen Z is prioritizing saving for vacations over retirement, new report shows

  • July 25, 2026
Gen Z is prioritizing travel spending over all else, a new study has found, prompting worry about the…
PPersonal finance
How Much Do You Need Invested to Match the Maximum Social Security Benefit With Dividends?
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How Much Do You Need Invested to Match the Maximum Social Security Benefit With Dividends?

  • July 24, 2026
© zimmytws / Shutterstock.com The maximum Social Security benefit for a worker who claims at age 70 in…
PPersonal finance
Social Security COLA change could reduce 75-year shortfall by half
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Social Security COLA change could reduce 75-year shortfall by half

  • July 24, 2026
OpenTheBooks CEO John Hart joins Varney & Co. to discuss long-term Social Security and Medicare deficits as fiscal…
PPersonal finance
How should Faye, 68, and Ava, 60, draw down their RRSPs given their $108,000 spending target?
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How should Faye, 68, and Ava, 60, draw down their RRSPs given their $108,000 spending target?

  • July 24, 2026
Open this photo in gallery: Faye and Ava’s retirement spending goal is $108,000 a year after tax, rising…
PPersonal finance
More than 9,100 federal workers apply for early retirement as deadline arrives
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More than 9,100 federal workers apply for early retirement as deadline arrives

  • July 24, 2026
More than 9,100 federal public servants have applied for the government’s early retirement incentive program ahead of today’s…
PPersonal finance
Deals & Moves: RFG Caps Record Recruiting Run with $100M Advisor
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Deals & Moves: RFG Caps Record Recruiting Run with $100M Advisor

  • July 24, 2026
RFG Advisory Nears $9B in Client Assets With $100M Advisor From Farther RFG Advisory crossed $1.5 billion in…
PPersonal finance
Ex-Baird Managers’ RIA Recruits $1.4B Team From Former Firm
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Ex-Baird Managers’ RIA Recruits $1.4B Team From Former Firm

  • July 24, 2026
A team led by a father-and-son duo overseeing $1.4 billion at Baird Wealth Management has departed the regional…
PPersonal finance
Astrology.com
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Your Daily FinanceScope for July 24, 2026

  • July 24, 2026
The best things in life are free, but we could all use some extra cash. Let us lead…
PPersonal finance
Campaign urges Budget inheritance tax reform
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Campaign urges Budget inheritance tax reform

  • July 24, 2026
A campaign group has described Ireland’s inheritance tax system as “unfair” and “discriminatory” towards childless people, amid reports…
PPersonal finance
Manchester Evening News
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Andy Burnham issues commitment to state pensioners over £12,570 tax rule

  • July 24, 2026
State pensioners with no other income will be exempt from tax, the new Prime Minister has confirmed Prime…
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