‘AI is a tool, not an authority’: Relying on AI for financial advice? Key risks investors should know
The use of AI for financial guidance has risen sharply in recent years. In the United Kingdom, around…
He waited 5 years to inherit his late dad’s 401(k) — now he’s being told a $30,000 tax bill threatens to eat his legacy
After nearly five years of waiting, Dan is finally on the verge of receiving his late father’s 401(k).…
Ending a corporate tax break pitched to offset federal healthcare cuts
SACRAMENTO — A corporate tax policy that costs California billions in lost tax revenue each year could be coming to…
Many US retirees are using 1 overlooked trick to turn required minimum distributions into a non-issue in 2026
If you’ve spent decades saving for retirement, your IRA and 401(k) balances probably feel like a financial safety…
Retiring Early With Index Funds. What the Math Says After Taxes
Dmitry Demidovich / Shutterstock.com · Dmitry Demidovich / Shutterstock.com Index funds have basically become the default recommendation for…
Year-End Money Moves to Strengthen Your Finances in 2026
Choreograph (Konstantin Yuganov) / Getty Images Smart year-end moves can strengthen your financial position heading into 2026. New…
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…
Smart ways to pass on wealth tax-free
For generations, inheritance was something handed down after death. Now, amid rule changes meaning more might be taxable,…