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Browsing Tag

Finance

10424 posts
PPersonal finance
Our son recently cut us out of his life over politics — should we cut him out of his $5 million inheritance?
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Our son recently cut us out of his life over politics — should we cut him out of his $5 million inheritance?

  • August 29, 2026
Family relations can have enough friction without adding politics to the mix, but for Mike and Melissa, both…
PPersonal finance
Your Daily FinanceScope for August 29, 2026
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Your Daily FinanceScope for August 29, 2026

  • August 29, 2026
The best things in life are free, but we could all use some extra cash. Let us lead…
PPersonal finance
Municipal Employees Pension Fund appeal Samwu
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R5m bill stays after pension fund’s ‘gross negligence’ sinks appeal in SCA

  • August 29, 2026
The Municipal Employees Pension Fund had failed to file a notice of appearance to defend. The Municipal Employees…
PPersonal finance
Silicon Valley Wealth Managers Say Elite Techies Are Making These Money Moves
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Silicon Valley Wealth Managers Say Elite Techies Are Making These Money Moves

  • August 29, 2026
Workers at top AI companies are getting anxious about an AI bubble, and they’re scrambling for answers about…
PPersonal finance
She borrowed $11,000 from her 401(k) to transform a ‘total dump’ in South Philly
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She borrowed $11,000 from her 401(k) to transform a ‘total dump’ in South Philly

  • August 29, 2026
The buyer: Tessa Maropis, 29, property manager for her family’s realty business in Texas. The house: An 896-square-foot…
PPersonal finance
Winter Fuel Payment 2026 who will not get the payment
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Winter Fuel Payment 2026 who will not get the payment

  • August 29, 2026
The Winter Fuel Payment is set to provide vital help with heating bills this winter, but not everyone…
PPersonal finance
Two women sit at a wooden table in a well-lit office. The woman on the left has long gray hair, wears glasses on her head, and a blue denim shirt, looking at papers. The woman on the right has dark curly hair, wears black-rimmed glasses, an orange turtleneck, and a black jacket, pointing at a document with a pen while smiling. A silver laptop showing text is open on the table, along with other papers. The background features blurred windows and light fixtures.
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The Year Her Mother Went Into Care, She Converted $180,000 of the IRA to a Roth, and the Nursing Home Bills Erased the Entire Tax

  • August 29, 2026
A Roth conversion adds taxable income, and a nursing home bill generates a deduction that can absorb it,…
PPersonal finance
mint
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Step-up SIP explained: How an extra ₹1,000 can boost your retirement corpus

  • August 29, 2026
Systematic Investment Plans (SIPs) are widely considered a simple way to invest regularly for long-term wealth creation. However,…
PPersonal finance
A $1.9 Million Portfolio at 75: The Withdrawal Order That Keeps RMDs From Triggering IRMAA
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A $1.9 Million Portfolio at 75: The Withdrawal Order That Keeps RMDs From Triggering IRMAA

  • August 29, 2026
At 75, a $1.9 million portfolio and a mandatory IRS withdrawal create a collision course with Medicare surcharges…
PPersonal finance
A red umbrella stands higher than a crowd of black umbrellas.
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An Easy TFSA Strategy to Retire More Comfortably

  • August 29, 2026
The Tax-Free Savings Account (TFSA) is one of the most powerful tools Canadians have for building long-term wealth.…
PPersonal finance
September changes to hit millions: Centrelink JobSeeker, Age Pension, Rent Allowance and travel rules
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September changes to hit millions: Centrelink JobSeeker, Age Pension, Rent Allowance and travel rules

  • August 29, 2026
With winter all but behind us, the official calendar change into spring this coming week will also bring…
PPersonal finance
A flat lay image on a dark wood desk featuring beige and white financial documents. The top document is labeled 'Roth IRA', the middle '401(k)', and the bottom 'IRA' with 'Individual Retirement Account' underneath. A bright yellow sticky note with a large black question mark covers part of the left side. A black calculator is partially visible in the upper left, and a silver and yellow pen rests on the 'IRA' document on the right.
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VXUS Holders Lose the Foreign Tax Credit on Every Dividend Paid Inside an IRA

  • August 29, 2026
Most IRA investors tracking international dividends never notice the silent toll foreign governments collect before the money ever…
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