YOU WONT BELIEVE: 35 - You Need To See This

Social Security’s $65,160 Limit: Why Birthdays Matter

If you plan to keep working while collecting Social Security before full retirement age, the month and year of your birthday can mean the difference...

Saving Advice · Jun 30

​Quote of the day by Will Smith: 'Whatever your dream is, every extra penny you have needs to be going to...' - motivational life lesson by Oscar-winning actor of King Richard and The Pursuit of Happyness teaches why every financial decision should support your dream and goals​

Quote of the day by Will Smith: Hollywood star Will Smith believes every spare penny should fuel your biggest dreams, emphasizing financial discipline and long-term planning over immediate gratification. His quote underscores the importance of consistent, small financial decisions in achieving ambitious goals.

The Economic Times · Jun 30

7 Retirement Moves Families Should Make Before a Parent Leaves Work in 2026

Retirement is one of the biggest transitions a family will experience, and preparing before a parent leaves work in 2026 can make that change far less stressful. While many people focus on savings alone, retirement planning for families also involves healthcare, legal documents, income timing, and open communication. Taking action…

Budget and the Bees · Jun 30

Is Rs 2 crore enough for retirement? See the monthly income you can generate and how long your corpus may last

Retirement planning India: Retiring with Rs 2 crore? Experts advise a prudent 3.5-4% withdrawal rate, yielding around Rs 60,000-Rs 70,000 monthly. This sustainable income hinges on lifestyle, inflation, and investment strategy, with a balanced portfolio of equities and bonds crucial. Avoiding common pitfalls like excessive early withdrawals and neglecting healthcare…

The Economic Times · Jun 30

Which mutual funds are best for SWP? Expert explains, also decodes STP tax implications

Choosing the right mutual funds for a Systematic Withdrawal Plan (SWP) hinges on individual financial goals, investment horizon, and risk tolerance, not a universal list. Experts advise aligning fund choices with withdrawal timelines, suggesting equity/hybrid for long-term wealth building and debt funds for immediate income needs. Understanding tax implications of…

The Economic Times · Jun 30

The 'Bank of Mum and Dad' Now Helps More Than Half of UK First-Time Buyers Get on the Property Ladder

More than half of UK first-time buyers receive family support, with £11bn helping bridge deposit gaps as affordability reshapes the housing market.

International Business Times UK · Jun 30

Need Rs 1 lakh urgently? Think again before withdrawing it from your retirement fund as it could cost you Rs 30 lakh later

Retirement planning: Dipping into your retirement corpus for urgent needs can be a costly mistake, potentially costing you lakhs by retirement. Experts emphasize building a robust emergency fund, ideally covering six months to two years of expenses. This fund, held in low-risk, easily accessible instruments like savings accounts or liquid…

The Economic Times · Jun 30

7 Oregon College Savings Tax Benefit Rules Families Should Review Before Making Contributions

Saving for college in Oregon comes with a tax break many families don’t realize they qualify for. Oregon residents who contribute to the state’s 529 plan can earn a refundable state income tax credit worth up to $190 for single filers or $380 for married couples filing jointly, depending on…

Everybody Loves Your Money · Jun 29

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 · Jun 29

Water firms asking vulnerable customers for ‘equivalised income’, MPs told

Martin Lewis, the founder of MoneySavingExpert, told the Public Accounts Committee that he still did not know what the term meant.

Evening Standard · Jun 29