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Personal finance

6643 posts
PPersonal finance
5 financial planning tips to prioritise in 2026
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5 financial planning tips to prioritise in 2026

  • January 28, 2026
If you were driving from Cahersiveen to Malin Head for the very first time and you didn’t have…
PPersonal finance
Major 401(k) Change Coming in 2026 — High Earners Must Act Now
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The Typical 401(k) Contribution Rate From Workers vs. The Recommended Rate

  • January 28, 2026
The more you save for retirement — especially while you’re younger — the faster you’ll become “work optional”…
PPersonal finance
As most people's largest asset, removing the family home from your estate could significantly slash your inheritance tax liability
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Can I gift my daughter my house to beat IHT and live there rent-free after seven years?

  • January 28, 2026
If we gift my house to our daughter and continue to live in it, I understand we would…
PPersonal finance
In January, a 65-Year-Old Has $1.3 Million Saved but Still Faces Retirement’s Biggest Threat
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In January, a 65-Year-Old Has $1.3 Million Saved but Still Faces Retirement’s Biggest Threat

  • January 28, 2026
A 65-year-old retiring this month faces a financial puzzle: leaving work with $1.3 million saved, but entering retirement…
PPersonal finance
Don’t panic and stay invested: top tips to protect your pension in turbulent times | Money
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Don’t panic and stay invested: top tips to protect your pension in turbulent times | Money

  • January 28, 2026
Resist opting out early All employers must automatically enrol their employees in a workplace pension scheme if they…
PPersonal finance
'Ridiculous to pretend it does not exist'
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‘Ridiculous to pretend it does not exist’

  • January 28, 2026
Photo Credit: iStock A recent study from Zillow revealed that more than 80% of prospective homebuyers consider climate…
PPersonal finance
Why your retirement should be more taxing | Ageing
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Why your retirement should be more taxing | Ageing

  • January 28, 2026
Simon Jenkins is right to point out the growing feasibility of older people choosing to work into their…
PPersonal finance
What’s the Best Time of Year for a Roth Conversion?
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What’s the Best Time of Year for a Roth Conversion?

  • January 28, 2026
Editor’s Note: This story originally appeared on Boldin. Roth conversions are one of the most effective planning strategies…
PPersonal finance
86% of Older Savers Are Worried About Their Retirement — but It’s Not About the Amount of Their Savings
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86% of Older Savers Are Worried About Their Retirement — but It’s Not About the Amount of Their Savings

  • January 28, 2026
For decades, the financial industry has obsessed over that magical seven-figure balance in your 401(k) that supposedly signals…
PPersonal finance
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Wells Fargo $84M ESOP 401(k) Class Action Settlement

  • January 28, 2026
Current or former employees who participated in or held a portion of their account in the Wells Fargos…
PPersonal finance
€1 billion and counting for HSBC Global Asset Management (Malta) Ltd — The Business Picture
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€1 billion and counting for HSBC Global Asset Management (Malta) Ltd — The Business Picture

  • January 28, 2026
Company’s asset under management topped €1bn mark in 2025 Assets under management and distribution by HSBC Global Asset…
PPersonal finance
Superannuation change flagged for Aussies after $1 billion lost in dramatic fund collapses
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Superannuation change flagged for Aussies after $1 billion lost in dramatic fund collapses

  • January 28, 2026
Assistant Treasurer Daniel Mulino is reportedly eyeing new rules governing the movement of superannuation funds. (Source: AAP/Getty) The…
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