[en-US] Business : Personal finance – Latest

Money Diaries: A quality and compliance officer on €42K saving for a mortgage - The Journal

5 Cities You Need To Consider If You’re Retiring in 2026 - AOL.com

‘Retired at 65 years young.’ We have $1M in IRAs, $65K in a Roth IRA and $600K in a brokerage. Now we want a $40K SUV. What’s the smart way to get it? - MarketWatch

Exact date first of 3 Social Security checks up to $5,251 hit accounts in April - the-sun.com

1. Exact date first of 3 Social Security checks up to $5,251 hit accounts in April  the-sun.com
2. Social Security is paid out on Wednesday, April 8: Who benefits?  Diario AS
3. When to expect your Social Security payment for April. See schedule.  USA Today
4. When are Social Security payments sent out for April 2026? See schedule  The Oklahoman
5. May Social Security direct payment worth $994 goes out in 26 days  Washington Examiner

Limerick financial planner explores funds with different risk ratings - limerickleader.ie

Need to escape? Here’s how to financially plan for that - The Independent

You’re probably paying your financial adviser about 1%. Here’s exactly when that’s worth it — and when it’s not - MarketWatch

This Trump Administration Move May Cause Lasting Damage to Social Security - 24/7 Wall St.

401(k) hardship withdrawals are at a record high. Here’s what to do instead - San Francisco Chronicle

1. 401(k) hardship withdrawals are at a record high. Here’s what to do instead  San Francisco Chronicle
2. As 401(k) balances swell, financial advisors warn of retirement planning pitfalls  CNBC
3. 401(k) Balances Were Up at the End of 2025, But This Alarming Trend is On The Rise  AOL.com
4. 401(k) Balances Reach New Highs, But Hardship Withdrawals Also Rise  National Today
5. Record 6% of Americans Raid 401(k) Savings as Financial Emergencies Rise: Up From 2% Pre-Pandemic  International Business Times UK

Should you take CPP early or tap your RRSP first? What one couple's story reveals - Yahoo! Finance Canada

Spousal Social Security Benefits: 4 Things Retirees Need to Know in 2026 - The Motley Fool

Single mum-of-three saves £1,000 a month while working 20 hours a week - The Mirror

1. Single mum-of-three saves £1,000 a month while working 20 hours a week  The Mirror
2. Emma says she can afford 10 holidays a year and spend more time with her three boys  Facebook
3. Single mum-of-three saves £1k a month working 20 hours a week  Manchester Evening News
4. Single mum shares hack on saving £1k a month by only working 20 hours a week  Daily Record
5. Single mum saves £1k a month and takes 10 holidays a year with genius trick  Leeds Live

£20,000 in savings? Here’s how it could realistically be used to target £633 of passive income each month - Yahoo Finance UK

1. £20,000 in savings? Here’s how it could realistically be used to target £633 of passive income each month  Yahoo Finance UK
2. How to invest for a tax-free income  The Times
3. Turning a £20k ISA into a £2,400-a-year second income  The Motley Fool UK
4. How to invest £300 a month in UK shares to target a £51,359 annual second income  Yahoo Finance UK
5. How to aim for a £10,000-a-year passive income from a Stocks and Shares ISA  Yahoo Finance UK

Danantara Advances Asset Manager Merger With $159 Million Deal - Bloomberg.com

Over 12m people to benefit from state pension increase tomorrow - Sky News

What finance gurus are doing to save money amid soaring costs - The Courier Mail

TVA CEO announces retirement weeks after Trump recommends $500k pay cap - Local 3 News

1. TVA CEO announces retirement weeks after Trump recommends $500k pay cap  Local 3 News
2. TVA President and CEO Don Moul says he will retire after less than a year  WTVC
3. Tennessee Valley Authority president, CEO announces plans to retire  WVLT
4. TVA CEO Don Moul to retire as Trump targets pay across utility  Chattanooga Times Free Press
5. TVA president and CEO plans to retire  WCYB

Social Security Issues Major Warning to Retirees - AOL.com

Reeves HMRC Inheritance Tax increase to hit households from Monday April 6 - Daily Express

1. Reeves HMRC Inheritance Tax increase to hit households from Monday April 6  Daily Express
2. New UK farm inheritance tax rule will cause ‘significant challenges’, say accountants  The Guardian
3. Farmers Weekly Podcast Ep 299: Help on new inheritance tax rules  Farmers Weekly
4. Business property relief changes: tax and succession planning  Business & Accountancy Daily
5. ‘Axe the Tax’ call as Devon family farms face ruin  South West Farmer

The Retirement Number Nobody Talks About -- and Why $1 Million May Not Be Enough in 2036 - Yahoo Finance

1. The Retirement Number Nobody Talks About -- and Why $1 Million May Not Be Enough in 2036  Yahoo Finance
2. The 'magic number' for a comfortable retirement just got bigger  USA Today
3. Retirement 'magic number' jumps as Americans grow anxious about their financial futures  Fox Business
4. Fidelity says $1 million won’t save your retirement  thestreet.com
5. What it takes to retire comfortably in America: Nearly $1.5 million, Northwestern Mutual says  fortune.com

Liz Weston: Couple feels real estate holdings will see them comfortably through retirement. But will they? - OregonLive.com

1. Liz Weston: Couple feels real estate holdings will see them comfortably through retirement. But will they?  OregonLive.com
2. We just retired at 67 with $4.1 million. My husband insists on keeping half our portfolio in stocks. I say it's not worth the risk. Who's right?  Kiplinger
3. Should we be investing in stocks after retirement?  Los Angeles Times

Life After Work Needs Purpose Not Just Financial Planning, Say Health Experts - Outlook India

1. Life After Work Needs Purpose Not Just Financial Planning, Say Health Experts  Outlook India
2. Enjoy your nest egg without going broke  The Seattle Times
3. The emotional landscape of retirement: Planning for life, not just money  Nevada Appeal
4. Week’s Best: How Not to Run Out of Money in Retirement  Barron's
5. Tips: Prepare for retirement  WFMZ.com

How I learned to spend a little. My guide to spending without guilt: Money Talks - Cleveland.com

Plan for Major 401(k) Changes Gets Boost: List of Sponsors - Newsweek

This Roth IRA rule confuses most savers — and could trigger surprise taxes. How to make sure you don’t get caught - Yahoo Finance

1. This Roth IRA rule confuses most savers — and could trigger surprise taxes. How to make sure you don’t get caught  Yahoo Finance
2. Fidelity, AARP sound alarm on 401(k) plans, IRAs  thestreet.com
3. This overlooked rule could make some of your Roth IRA savings taxable  MSN
4. AARP issues urgent warning over knee-jerk 401k moves  the-sun.com
5. 3 reasons not having a Roth IRA in retirement could cost you  MSN

How My Widowed 77-Year-Old Mom Lost Social Security Benefits For Five Months - Forbes

‘A gut feeling.’ When my husband had a stroke, I took over our finances. I now suspect we’ve been ripped off by our adviser. Now what? - MarketWatch

Wills, power of attorney and more: What Pennsylvania estate planning lawyers want you to know - WHYY

What's the real retirement age in America? Here are 4 guesses. - USA Today

1. What's the real retirement age in America? Here are 4 guesses.  USA Today
2. Retirement Milestones in 2026: Social Security, Medicare, and Full Retirement Age - News and Statistics  IndexBox
3. Retirement Ages in America Remain Fuzzy  National Today
4. 3 Things Financial Advisors Won't Tell You About Retiring in 2026  The Globe and Mail
5. America's 4 retirement ages — and the 76% benefit gap between 62 and 70  MSN

The young couples choosing financial freedom over having children - The Telegraph

The Sandwich Generation Is Caught in the Middle. Money Is a Huge Strain. - Barron's

1. The Sandwich Generation Is Caught in the Middle. Money Is a Huge Strain.  Barron's
2. I’m a ‘sandwich-generation’ caregiver. Chances are you will be, too  The Independent
3. Navigating the sandwich generation: Caring for aging parents while raising children  WLBT
4. Sandwich generation struggles to balance children, careers, aging parents  SFGATE

Growth, national recognition at IRA Financial - KELOLAND.com

1. Growth, national recognition at IRA Financial  KELOLAND.com
2. Six in KC area make Inc. ranking of fast-growing companies in the Midwest  The Business Journals
3. Inc. Names IRA Financial to Its 2026 List of the Fastest-Growing Private Companies in the Midwest  Yahoo Finance
4. Inc. Names Franchise FastLane to Its 2026 List of the Fastest-Growing Private Companies in the Midwest  PR Newswire
5. Inc. Names Best Version Media to Its 2026 List of the Fastest-Growing Private Companies in the Midwest  Morningstar

Warning sign? Retirement saving habits eroding, payroll firm says - The Hill

1. Warning sign? Retirement saving habits eroding, payroll firm says  The Hill
2. Americans are reducing their retirement savings. That's a "warning sign," experts say.  CBS News
3. Retirement Progress Reverses as Saving, Participation Rates Slip in 2025: Dayforce Report  401k Specialist
4. Everyone but Gen Z is saving less for retirement. What's happening?  USA Today
5. American Retirement Savings Are Alarmingly Low—What Steps Can You Take Today To Improve Yours?  Investopedia

State pension age starts rising to 67 - here's how much you get and when - BBC

1. State pension age starts rising to 67 - here's how much you get and when  BBC
2. Retirement in the United Kingdom: minimum age rises to 67, affecting millions of future retirees in England  Mix Vale
3. Full list of dates pensioners need to know as DWP State Pension age rising  Birmingham Live
4. UK State Pension Age Rises To 67 As Millions Affected  Evrim Ağacı
5. DWP State Pension Age change hits this week – and it could leave thousands struggling  North Wales Chronicle

A 74-Year-Old Was Forced To End Retirement And Go Back To Work After Just 2 Years And The Reason Is Deeply Unsettling - YourTango

I retired at 64 with a generous pension and a calendar full of plans — and by month three I was staring at my phone realizing I had nobody to call just to talk, not because I needed something - Silicon Canals

1. I retired at 64 with a generous pension and a calendar full of plans — and by month three I was staring at my phone realizing I had nobody to call just to talk, not because I needed something  Silicon Canals
2. Psychology says the most isolating part of retirement isn't being alone — it's realizing that most of your relationships were held together by proximity, routine, and utility, not genuine curiosity about who you are  Silicon Canals
3. The reason men over 60 struggle to make new friends has nothing to do with personality — it's that their entire social life was built around a workplace they no longer walk into  VegOut
4. Psychologists explain that people who feel neglected in retirement aren't necessarily being ignored — they're experiencing the sudden absence of the role-based relationships that made them feel valued for forty years  Silicon Canals
5. Psychology says the reason aging people feel like they don't matter isn't about what they've lost — it's that society defines mattering as productivity and visibility, and the moment you step outside those narrow roles, your value becomes invisible even to people  Silicon Canals

We Asked 5 Retirees Their No. 1 Regret — Here’s What We Learned - Yahoo Finance

Elrich unhappy with changes to county pension system, but won’t veto them - Bethesda Magazine

Radhika Bhachu left BlackRock and returned home to rethink wealth - TechCabal

My mom was much richer than I realized, and left me more than I could have imagined. How do I manage this much money? - Yahoo Finance

Dave Ramsey Left Speechless as 26 and 27-Year-Olds Pay Off $184,000 House in 32 Months - 24/7 Wall St.

Gen-Z YouTuber Hammers Home Financial Responsibility - The Daily Economy

Dave Ramsey Tells Unmarried Mom With $25,000 She's One Breakup Away From Being Homeless - 24/7 Wall St.

Crookston diocese has found solution to underfunded pension plan - Grand Forks Herald

Trump Reaffirms No Tax on Social Security: What Retirees Must Do Next - Yahoo Finance

1. Trump Reaffirms No Tax on Social Security: What Retirees Must Do Next  Yahoo Finance
2. Seniors on Social Security: Do you need to file taxes in 2026? Here’s the crucial info  Diario AS
3. Retirees Could Get a Much Bigger Social Security Raise in 2027 -- Thanks to Inflation  The Motley Fool
4. Social Security raise shrinks fast: Medicare quietly takes a cut from your 2.8% COLA  The Economic Times
5. As oil prices surge, the Iran war could help boost Social Security checks in 2027. Why experts say that’s not actually good news for retirees  MSN

Financial Literacy: CEO Jacob Walthour Breaks Down His Best Money Moves In 2026 - Forbes

ATP Player Pension Plan strengthening long-term player security - ATP Tour

1. ATP Player Pension Plan strengthening long-term player security  ATP Tour
2. ATP announces increased pension contributions for athletes  Sports Business Journal
3. The ATP expands its pensions so that many more players benefit  Punto de Break
4. $28 million and counting: ATP doubles pension reach in major structural shift  Tennisuptodate.com

New York pension sweeteners could cost $1.5 billion a year - Gothamist

1. New York pension sweeteners could cost $1.5 billion a year  Gothamist
2. Hochul considering lowering retirement age for some workers to 55, The Post reports  FOX 5 New York
3. Teacher’s union lies to extort billions from taxpayers  New York Post
4. Local government groups say Tier 6 changes must be state-funded  Times Union
5. NY pension boost could cost taxpayers almost $1.5 billion a year  Newsday

Social Security has a $25 trillion hole, and Congress is deciding who fills it - thestreet.com

1. Social Security has a $25 trillion hole, and Congress is deciding who fills it  thestreet.com
2. They’re Coming For Your Social Security  Forbes
3. Commentary: A proposed new 'fix' for Social Security that harms workers and protects the rich  Los Angeles Times
4. Social Security needs money to fix its shortfall. The question is, who will pay?  CNBC
5. $100,000 in Social Security Benefits Is Too Much  Bloomberg.com

Iowa’s $45B IPERS retirement fund leader has been placed on leave amid an investigation - KCCI

1. Iowa’s $45B IPERS retirement fund leader has been placed on leave amid an investigation  KCCI
2. Second IPERS employee placed on leave amid misconduct investigation  The Des Moines Register
3. Two Iowa Public Employees Retirement System execs placed on leave  Radio Iowa
4. Two IPERS executives now on leave during misconduct inquiry  KWWL
5. New job postings for Waterloo and Cedar Falls job seekers  Waterloo-Cedar Falls Courier

How to beat the singles tax and prioritize yourself as a solo earner - CBC

1. How to beat the singles tax and prioritize yourself as a solo earner  CBC
2. The Single Tax: The "Hidden Fees" of Being Single  Yahoo

Cash In With the Money & Retirement Issue - Seven Days Vermont

1. Cash In With the Money & Retirement Issue  Seven Days Vermont
2. Treasury Announces President Donald J. Trump’s Signature to Appear on Future U.S. Paper Currency  U.S. Department of the Treasury (.gov)
3. Senate Democrats press Treasury Department on decision to add Trump name to currency  The Hill
4. Everything With Trump’s Name, Likeness and Signature  The New York Times
5. Senators press Treasury on Trump signature added to US paper money  USA Today

Foster & Foster Acquires Indiana-Based United Actuarial Services, Inc. - Business Wire

Asking Eric: My stepson is upset about his $1 million inheritance - MassLive

The Hidden 401(k) Tax Bomb Waiting for Anyone Who Retires With Over $1 Million - 24/7 Wall St.

1. The Hidden 401(k) Tax Bomb Waiting for Anyone Who Retires With Over $1 Million  24/7 Wall St.
2. The Roth Conversion Window Is Open -- But Not Forever  Yahoo Finance
3. 4 Tax Tips Every Retiree Should Know To Keep More of Their Money  gobankingrates.com
4. The Hidden Retirement Costs Tax Planning Can Help You Avoid  AOL.com
5. Kirk Borne: Roth conversion strategies to minimize future taxes for retirement and heirs  Traders Union

Bankers have poor personal finances in 2026. Private equity professionals are doing worse - efinancialcareers.com

10 things to stop paying for to save money now - Fox News

I’m a personal finance reporter who never budgeted. Then my boyfriend got laid off. - MarketWatch

Man, 29, Says Girlfriend Took $40K From Inheritance — Dave Ramsey Says 'You're Not Going To Get Your Money Back' - Yahoo Finance

A woman found out she won't inherit her husband's $2M trust. Here's what The Ramsey Show recommends - Yahoo Finance

Federation Asset Management’s mea culpa - rampart.news

Unveiled: FNZ Select… higher fees, better service? - Citywire

1. Unveiled: FNZ Select… higher fees, better service?  Citywire
2. TheWealthNet - Global wealth platform adds to service proposition  Pam Insight
3. FNZ launches premium service with higher service levels  Financial Planning Today
4. FNZ launches Select premium service with priority access  Money Marketing
5. FNZ Introduces Premium Tiered Service Offering With FNZ Select  TipRanks

New registered investment adviser firm launched in Milwaukee - BizTimes - Milwaukee Business News

1. New registered investment adviser firm launched in Milwaukee  BizTimes - Milwaukee Business News
2. Significance Capital Launches with a Focus on Navigating Market Inflection Points  Business Wire

US Labor Department proposes opening 401(k) plans to crypto to implement Trump order - The Block

1. US Labor Department proposes opening 401(k) plans to crypto to implement Trump order  The Block
2. Employers that want to offer 401(k) participants access to private equity get new rule  CNN
3. Opinion | Trump Wants to Liberate 401(k)s  WSJ
4. 401(k) Plans Could Add Riskier Investments Like Private Credit and Crypto Under Proposed Rule  The New York Times
5. Did 401(k) ‘Innovation’ Just Get Set Up to Fail?  Bloomberg.com

Korea’s $1 Trillion Pension to Flex Voting Power in Reform Push - Bloomberg.com

1. Korea’s $1 Trillion Pension to Flex Voting Power in Reform Push  Bloomberg.com
2. NPS fails to sway Korea financial groups as board, pay votes pass - CHOSUNBIZ  Chosunbiz
3. Korea's $1 Trillion NPS Signals Shift Toward Active Shareholder Governance  TradingView
4. Walter Cho Wins Reappointment as Inside Director of Hanjin Group Despite NPS Opposition, with 93% Approval  매일경제
5. Cho Won-tae Reelected as Hanjin KAL Inside Director, Vows to Complete Airline Merger  Seoul Economic Daily

Millennial Parents Are Sharing Their Endless Financial Struggles, And It's Painfully Relatable - BuzzFeed

I’m a 73-year-old boomer dad with two kids. Here’s what I teach them about money - MarketWatch

I retired at 64 with a decent pension and good health and spent the first six months feeling like I had become invisible — not because people ignored me, but because I finally understood that my entire identity had been built on being useful to a system that repl - VegOut

Former financial advisor admits years of money mistakes will cost him $750K. Avoid these bad habits to grow your wealth - Yahoo Finance

COLAs, reforms, both or neither? Pension policy percolates in Oklahoma Legislature - NonDoc Media

1. COLAs, reforms, both or neither? Pension policy percolates in Oklahoma Legislature  NonDoc Media
2. Oklahoma senators signal teacher pay raises could no longer come from Teachers' Retirement System  KOCO
3. Oklahoma Senate passes $2,000 teacher pay raise  Oklahoma Voice
4. Oklahoma Has Led the Way on Teacher Pension Funding. Can It Keep It Up?  Yahoo
5. Oklahoma Senate passes bill for teacher pay raises  KOKH