Warning millions more could be stung by Reeves’ tax raid on pensions A 2,000-a-year cap on salary sacrifice contributions will come into effect from 2029 The Independent UK · Feb 6
Why Picking a Retirement Age Feels Impossible (and How to Finally Decide) Struggling with picking a date? Experts explain how to get out of your head and retire on your own terms. Kiplinger · Feb 6
7 Frugal Habits to Keep Even When You're Rich Some frugal habits are worth it, no matter what tax bracket you're in. Kiplinger · Feb 6
Retiring Next Year? Now Is the Time to Start Designing What Your Retirement Will Look Like This is when you should be shifting your focus from growing your portfolio to designing an income and tax strategy that aligns your resources with your purpose. Kiplinger · Feb 6
I'm a Financial Planner: This Layered Approach for Your Retirement Money Can Help Lower Your Stress To be confident about retirement, consider building a safety net by dividing assets into distinct layers and establishing a regular review process. Here's how. Kiplinger · Feb 6
How a TikTok trend is making personal finance admin a communal activity A personal finance expert shares tips on how to throw an admin night party with your friends The Independent UK · Feb 6
Warning issued over new salary sacrifice rules set to impact pensions The schemes enable people to maintain their take-home pay as they end up paying lower national insurance contributions The Independent UK · Feb 5
‘Slaughter’ of savings rates will sadden hard-pressed households, expert warns The Bank of England base rate was held on Thursday but Moneyfactscompare.co.uk said 70% of savings providers have already cut rates in 2026. The Independent UK · Feb 5
3 Smart Reasons to Use a Five-Year CD Before You Retire Learn when a 5-year CD makes sense, how it can protect your savings and the costly mistake to avoid. Kiplinger · Feb 5
Love and Legacy: What Couples Rarely Talk About (But Should) Couples who talk openly about finances, including estate planning, are more likely to head into retirement joyfully. How can you get the conversation going? Kiplinger · Feb 5
Your Savings Account May Be Costing You More Than You Think Still earning less than 1% on your savings? Learn where to keep your savings to earn more without sacrificing access. Kiplinger · Feb 4
We're 62 With $1.4 Million. I Want to Sell Our Beach House to Retire Now, But My Wife Wants to Keep It and Work Until 70. I want to sell the $610K vacation home and retire now, but my wife envisions a beach retirement in 8 years. We asked financial advisers to weigh in. Kiplinger · Feb 4
Want to Avoid Leaving Chaos in Your Wake? Don't Leave Behind an Outdated Estate Plan An outdated or incomplete estate plan could cause confusion for those handling your affairs at a difficult time. This guide highlights what to update and when. Kiplinger · Feb 4
I'm a Financial Adviser: This Is the $300,000 Social Security Decision Many People Get Wrong Deciding when to claim Social Security is a complex, high-stakes decision that shouldn't be based on fear or simple break-even math. Kiplinger · Feb 1
Kiplinger · Feb 1 4 Ways Washington Could Put Your Retirement at Risk (and How to Prepare) Legislative changes, such as shifting tax brackets or altering retirement account rules, could affect your nest egg, so it'd be prudent to prepare. Here's how.
Kiplinger · Jan 31 4 Psychological Tricks to Save More in 2026 Psychology and money are linked. Learn how you can use this to help you save more throughout 2026.
Kiplinger · Jan 31 Is Your Retirement Plan Built for 2026 — or Stuck in 2006? It's time to move away from the 4% rule and the 60/40 portfolio to an adaptable, tax-diversified strategy focused on reliable income and longevity.
The Independent UK · Jan 30 Is a membership to warehouse clubs like Costco or Sam’s worth it? Here’s what money experts think Warehouse clubs can be worth it for competitively-priced necessities and gas - and often have perks that provide more ways to save money
Kiplinger · Jan 30 This Surprisingly Versatile Account Should Be in Your Retirement Plan The Swiss Army knife of accounts can help provide tax-free income in retirement. "Be Prepared."
Kiplinger · Jan 30 How to Avoid Medicare Late Enrollment Penalties Forever Whether you are still working or planning to retire this year, understanding the 2026 late penalties for Parts A, B and D is essential for your financial health.
Kiplinger · Jan 30 The 'Take That, Uncle Sam' Rule of Retirement Spending Here's how to reduce your tax bill when you withdraw money in retirement.
Kiplinger · Jan 30 6 Key Ways to Plan for Financial Success in 2026 (and Avoid a Portfolio 'Death Spiral') Use last year's tax data to help guide you as you consider this year's taxes, asset allocation and sources of the regular income you'll need in retirement.
Kiplinger · Jan 30 A Financial Plan Is a Living Document: Is Yours Still Breathing? If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs regular TLC.
The Independent UK · Jan 30 Gen Z have big retirement dreams - but are failing to plan how to pay for them It’s important to start early so that compounding does the heavy lifting for retirement savings
The Guardian - UK · Jan 30 Lift with your legs — and label everything: 15 tips for moving house with minimum stress Very few things are more daunting than a house move. But it doesn’t have to be hell. Here is how to transport everything without breakages – or injuries