Savings Challenge: One couple wants to stop living paycheck to paycheck. A big obstacle: Nearly $40,000 in credit card debt
EDITOR’S NOTE: Mariza and Geffrey Gordon are among a handful of participants selected to work one-on-one with a…
€10 rise in State pension likely amid Budget talks
The Government looks set to agree on a €10 increase to the State pension and core welfare payments…
Wealth Manager from Dubai Gains a Foothold in Geneva
Geneva remains an attractive location for private banking. Today, Jupiter Wealth, an independent asset manager based in Dubai,…
Older Americans Are Afraid to Spend Their Retirement Savings: Survey
Millions of Americans save for decades for the day when they turn in their laptops and never have…
What is the social security benefit increase for 2027? COLA forecast rises – The Independent
What is the social security benefit increase for 2027? COLA forecast rises The IndependentSocial Security recipients on track for…
Where AI Belongs in Portfolio Analytics—and Where It Doesn’t
As AI becomes more embedded in wealth management technology, questions around accuracy, explainability and trust are becoming more…
HB Wealth enters Texas with physician-focused advisory team
A father-daughter trio managing approximately $700 million joins the Atlanta-based fee-only RIA, establishing its Austin foothold. HB Wealth,…
Sports Betting Could Create Social Security Conundrum for Gen Z
A growing number of Gen Z adults are treating sports betting as an investment strategy, prompting financial experts…
Can we make Social Security better for blue-collar workers? : The Indicator from Planet Money : NPR
Christophe Archambault/Getty Images Most workers can’t start collecting full Social Security benefits until age 67. But a new…
State Pension age 65 – government to respond to petition
The petition, created by Michelle Gill, argues that lowering the State Pension age could allow older workers to…
Upcoming Social Security COLA announcement could raise a $2K monthly check
Social Security recipients will soon learn how much their benefits could rise in 2027, though the eventual increase…
Bob and Mavis, both 75, donate $300,000 a year to charity. Who should help them with their financial planning?
Open this photo in gallery: Bob and Mavis’s retirement spending goal is $72,000 a year after tax, not…