Finance expert explains considerations and pitfalls when planning a career break
More people may consider taking a break at some point in their career as work and retirement patterns…
Guidelines for the amount you can gift or inherit from someone – Limerick financial advisor
QuestionLiam, I’m leaving my current employer in November and I’ll be getting a redundancy payment, some of which…
We pay our financial adviser $26,000 a year. Is that too much?
My husband and I are retired with about $3 million in financial assets managed by an adviser. Their…
Here’s Precisely How Much Social Security’s 2026 Cost-of-Living Adjustment (COLA) Is Projected to Raise Benefits
The most anticipated announcement of the year for Social Security’s more than 70 million recipients will occur on…
Can Claiming Social Security at 70 Take the Place of Retirement Savings?
You’re entitled to your Social Security benefits without a reduction at full retirement age. Delaying your claim until…
Why some Canadians are asking to see death binders before agreeing to become an executor
Open this photo in gallery: A death binder is an instruction manual for a person’s life that includes…
Is Raising the Retirement Age in US Inevitable?
Social Security is facing questions about its long-term future, with the program’s trust funds projected to be depleted…
How Aussie couple boost retirement by $600,000 and cut tax by $18,000 in one year
Pivot Wealth’s Ben Nash said a few ‘small-but-meaningful shifts’ helped boost one Aussie couple’s retirement assets and cut…
Financial planning to upskilling: A man with 20 years of work experience shares lessons that has internet’s undivided attention
Workplace stress is something almost everyone deals with, but hearing survival tips from someone who’s been in the…
3 Real Reasons Middle-Class Americans Aren’t Saving for Retirement in 2025
Nearly 1 in 4 middle-class Americans haven’t saved a dime for retirement, and the reasons why reveal deeper…
6 Key Investments for Boomers Planning To Retire on Their Own
Retirement is a sought-after goal for most. But ensuring that you’ve saved and invested properly is key to…
My sister died, leaving me as trustee for my 12-year-old nephew’s $100,000 inheritance — what do I need to do?
When an adult inherits money, there is often freedom in how they can use it, unless specified otherwise…