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PersonalFinance

7403 posts
PPersonal finance
Smart Retirement Moves for High-Income Professionals
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Smart Retirement Moves for High-Income Professionals

  • December 4, 2025
Transcription – WCI – 448 INTRODUCTION This is the White Coat Investor podcast where we help those who…
PPersonal finance
Record numbers becoming billionaires through inheritance, UBS report finds | The super-rich
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Record numbers becoming billionaires through inheritance, UBS report finds | The super-rich

  • December 4, 2025
The super-rich are inheriting record levels of wealth as they pass down billions of dollars to their children,…
PPersonal finance
Local financial firm purchased by Texas-based Bluespring Wealth Partners
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Local financial firm purchased by Texas-based Bluespring Wealth Partners

  • December 4, 2025
From left to right: Robin O’Sullivan, Ray Olson Jr. and Amanda Jewell. Photos courtesy Ray Olson October turned…
PPersonal finance
State pension age rise to 70 'necessary' due to 'unpredictable' triple lock, Labour told
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State pension age rise to 70 ‘necessary’ due to ‘unpredictable’ triple lock, Labour told

  • December 4, 2025
Raising the state pension age to 70 is a “necessary” proposal to tackling Britain’s retirement crisis as the…
PPersonal finance
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AI is making robo-advisors smarter and cheaper. Are they good?

  • December 4, 2025
Financial advisors have long held the keys to strategic advice that helps investors manage their money. But AI-powered…
PPersonal finance
Happy grandchildren and grandparents using a tablet in living room
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Will you pay inheritance tax?

  • December 4, 2025
Last year, the total amount of inheritance tax paid stood at £8.3 billion a year but, by 2030/31,…
PPersonal finance
How many Americans are 401(k) millionaires? How to kick-start your savings
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How many Americans are 401(k) millionaires? How to kick-start your savings

  • December 4, 2025
AlessandroBiascioli / Shutterstock Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
PPersonal finance
Babies born soon could see $1K grow to $500K in ‘Trump Accounts’
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Babies born soon could see $1K grow to $500K in ‘Trump Accounts’

  • December 4, 2025
NASHVILLE, Tenn. (WTVF) — The federal government is preparing to launch a new savings program that could provide…
PPersonal finance
Trump said he’s looking into an Australian-style retirement program for America. Here’s how it works
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Trump said he’s looking into an Australian-style retirement program for America. Here’s how it works

  • December 4, 2025
President Donald Trump in the Oval Office of the White House on November 21, 2025. – Andrew Harnik/Getty…
PPersonal finance
Government sending early retirement info to roughly 70,000 public servants - CTV News
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Government sending early retirement info to roughly 70,000 public servants – CTV News

  • December 4, 2025
Government sending early retirement info to roughly 70,000 public servants  CTV NewsOttawa informs 68,000 workers of early-retirement incentives in…
PPersonal finance
Canadian wealth management firms lag global peers on AI adoption, study shows
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Canadian wealth management firms lag global peers on AI adoption, study shows

  • December 4, 2025
Open this photo in gallery: Part of Canada’s AI lag can be attributed to execs who have not…
PPersonal finance
Pension for Medal of Honor recipients to increase fourfold
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Pension for Medal of Honor recipients to increase fourfold

  • December 4, 2025
The pension for Medal of Honor recipients will grow from nearly $18,000 a year to around $67,500. (Elizabeth…
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