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UNBELIEVABLE: 2 - The Untold Story

This Changes Your Social Security Decision (Especially if You're in the 2% Club)

If you have a pension and $1 million-plus saved, deciding when to take Social Security is about optimizing your taxes, legacy planning and long-term income.

Kiplinger

Trump Accounts Arrive Soon: Are They the Right Fit for Your Family?

Trump Accounts have pros and cons, but having one could be a good way to educate your child about finances while also providing a financial safety net.

Kiplinger

Millions of Brits urged to submit meter readings by midnight ahead of price cap rise

The energy price cap is set to rise by 13% on Wednesday, with the bill for a typical household increasing from £1,641 to £1,862

Evening Standard

From analysis to the latest developments in health,
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The Asset Location Rule: Where to Put Income Investments in Retirement?

Where you hold your investments is as important as what you're investing in. Here's how to optimize your asset location for a more tax-efficient retirement.

Kiplinger

An IRA playbook to build wealth

Savvy investors know that an IRA has a life cycle that must evolve as they do

The Independent UK

Rise of industry funds: shake-up ahead for Aussie super

Consultation group Deloitte has published a report on the future of Australia's superannuation sector, predicting mergers and strong growth for industry funds.

AAP

Most People Save Money — But They're Missing This Important Step

Turn good saving habits into lasting financial progress by setting goals you can track, adjust and achieve. We'll show you how.

Kiplinger

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The wrong savings account could cost you hundreds in interest - here’s what you need to check

Don’t be afraid to move your money out of ‘your’ bank - challengers often pay more to get you to move

The Independent UK

7 Key Financial Steps to Take Before You File for a Gray Divorce

Contemplating a gray divorce? Before calling in the lawyers, take time to understand your financial situation and the impact of dividing assets later in life.

Kiplinger

Annuities Can Have Unpleasant Tax Side Effects: Here's the Surprising Antidote

If you hold money in a non-qualified annuity, the IRS will eventually come calling for its share of any gains. It pays to explore tax efficiency ahead of time.

Kiplinger

‘Buy the haystack’: how tracker funds beat searching for shares

Designed to mirror the stock market, they are an easy way to save. Here’s how to start investing in them

The Guardian - UK

Super platforms warned, again, to protect client funds

A regulator is on the warpath after a review of superannuation platform trustees came up short for the second time, potentially leaving clients exposed.

AAP

Retirement Won't Make You as Happy as You Expect: A Financial Planner Explains Why

Heard of the hedonic treadmill? It's the reason why feelings of happiness can be short-lived. How you manage it can be the key to a successful retirement.

Kiplinger

I'm a Retirement Coach: Why 'Healthy Fear' is Good For Your Future

Retirees worry about outliving their money, burdening their children, or making the wrong market move. But the right kind of fear can lead to better planning — and more peace of mind.

Kiplinger

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Kiplinger

An Expert Guide to Calculating How Much Money You Really Need in Retirement

Rather than fixating on a savings goal, pre-retirees should focus on building an income strategy that accounts for actual expenses and can adapt to changes.

Bangkok Post

Guru's daily horoscope for June 27

The day of the week you were born on can reveal a lot... Read on.

International Business Times

Wealth Is More Than a Number: Why Financial Confidence Matters

According to Hines, many individuals postpone financial planning until a major life event forces them to confront it. By that stage, uncertainty may have already taken hold.

Kiplinger

5 Assets You Should Sell First in Retirement (If You Need the Cash)

Don't raid your nest egg for unexpected bills. From brokerage accounts to underutilized lifestyle vehicles, here is how to unlock cash without jeopardizing your future.

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news in one place.

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The Independent UK

Experts criticise Treasury plans to tax interest on cash in stocks and shares ISAs

Rachel Reeves’s ISA raid complicates what is supposed to be a simple product

International Business Times UK

Could Americans Be Forced to Work Until 70? Social Security Funding Gap Fuels Retirement Debate

Germany's proposal to raise the retirement age to 70 has sparked a global debate, with implications for the US as it faces Social Security funding challenges.

The Independent UK

The key rating most Brits believe will be important when buying a house

‘Buyers increasingly look for a minimum of an EPC C rating,’ a property analyst has said

The Guardian - UK

Make pension tax relief only available to savers prepared to invest in UK, Andy Haldane says

British Chambers of Commerce chief calls for ‘home bias’ on retirement savings to close funding gap for SMEs

International Business Times UK

Your Mortgage Could Cost You £268,000 in Retirement: The Hidden Price of Higher Rates

Rising UK mortgage rates may jeopardise your retirement savings by up to £268,000. Here are the strategies to balance mortgage repayments and pension contributions to secure your financial future.

The Guardian - AU

1 July changes: minimum wage rises, payday super, parental leave tweaks and everything else coming for 2026–27

New financial year will also see a tax cut, more anti-price-gouging measures and SMS sender ID changes designed to protect against scam texts

Kiplinger

5 Hidden Sam's Club Perks That Can Save You Time and Money

If you're considering a Sam's Club membership, don't overlook these benefits that go beyond discounted groceries and fuel.

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