[en-US] Business : Personal finance – Latest

How Much Americans in Their 30s Spend Annually—and the Costs Driving Their Budgets Most - Investopedia

Exodus from labor market continues - eKathimerini.com

WealthManagement.com Celebrates Top Companies, Executives at 2026 Industry Awards - Wealth Management

Schroders Wealth Management picks StanChart’s Jyane Quek to lead Asia wealth marketing - Marketing-Interactive

The Nest Egg You Need to Retire Comfortably With a Paid-Off Home in Each State - Investopedia

I asked my husband to pay into my pension when we had a child - here's why - BBC

WSJ Readers Share the Life Lessons Learned From Saving for Retirement - WSJ

1. WSJ Readers Share the Life Lessons Learned From Saving for Retirement  WSJ
2. Young People Are Obsessed With This Simple Retirement-Savings Formula  WSJ
3. Her retirement account hit $300,000 when she was 31 — she says she'll never add another dime. Is this a smart plan?  Yahoo Finance
4. How to ‘Coast FI’: The simple retirement strategy striking a chord with Gen Z  The Independent
5. Young Americans Are Embracing This Retirement Hack to Gain Financial Freedom Years Earlier — But Advisers  Benzinga

Do I Have to Leave All My Stepchildren Equal Shares of the Inheritance? - nytimes.com

I retired last year with $3.4M after 31 years in law enforcement. I’ll get $8.4K a month in income. What are my next moves for retirement? - MarketWatch

How to create a ‘forever paycheck’ without paying for an annuity - MarketWatch

1. How to create a ‘forever paycheck’ without paying for an annuity  MarketWatch
2. Annuities have gotten a bad rap. Here's why Jean Chatzky likes them.  Yahoo Finance
3. Jean Chatzky Has Spent Decades Teaching Us How to Save for Retirement. Now She’s Given Us A Blueprint For Spending It  HerMoney
4. Jean Chatzky outlines ways to create regular retirement income in the US  UA.NEWS
5. Jean Chatzky on How to Plan for the 'Forever Paycheck'  Yahoo

How Much Social Security Do Women Receive? Data Highlights Ongoing Gender Gap in Retirement Benefits - aol.com

Vanguard’s Deal for Altruist a ‘Trojan Horse’ to Push RIA Vendors - Wealth Management

The TSP’s F Fund was supposed to offer a little more return in exchange for a little more risk - federalnewsnetwork.com

Social Security Update: Major Proposed Change Gets Boost Ahead of Midterms - Newsweek

1. Social Security Update: Major Proposed Change Gets Boost Ahead of Midterms  Newsweek
2. Josh Turek calls for lifting income cap on Social Security to sustain program  Iowa Capital Dispatch
3. Josh Turek, Lindsay James: Eliminate cap on Social Security taxes  thegazette.com
4. U.S. Senate candidate Turek wants wealthier people to pay more Social Security taxes  KTIV
5. See photos as Josh Turek talks Social Security at Des Moines town hall  The Des Moines Register

The Real Cost of Retiring in Florida on Social Security and a Small Pension - Yahoo Finance

How Advisors Can Help Women Close the Giving Purpose Gap - Wealth Management

7 Reasons Going Independent May Not Be Right for Every Advisor - Wealth Management

I’m 52 with $1.2M. I want to retire in 3 to 5 years. Can I make this happen myself? - MarketWatch

Retirees accuse investment fund of withholding millions - thestreet.com

1. Retirees accuse investment fund of withholding millions  thestreet.com
2. Retirees sue fund linked to public Dogecoin miner Z Squared  Protos | Informed crypto news

Retirees with $500K IRAs face a tax trap at age 73 - thestreet.com

1. Retirees with $500K IRAs face a tax trap at age 73  thestreet.com
2. A $500,000 IRA Forces an $18,900 Withdrawal at 73 Whether You Need the Money or Not. Here's the Tax Math  24/7 Wall St.
3. RMDs Can Drain Retirement Savings, But These 7 Mistakes Let the IRS Take More Than It Should  FinanceBuzz
4. Turning 73? The RMD Deadline You Can't Afford to Miss.  The Motley Fool

This is the most underrated retirement savings rule, says the head of advice at BNY Wealth - MarketWatch

Can Netlist's Financial Flexibility Support Its Growth Initiatives? - Yahoo Finance

Social Security's 3.6% COLA Forecast for 2027 Brings Mixed Signals for Retirees - aol.com

1. Social Security's 3.6% COLA Forecast for 2027 Brings Mixed Signals for Retirees  aol.com
2. Social Security benefit changes in 2027: Update on what to expect for next year's checks, COLA, and more  Fast Company
3. Social Security Checks Are on Track for a $73 Raise in 2027 and Medicare's Premium Hike Could Take a Big Bite Out of It  24/7 Wall St.
4. Social Security changes for 2027: what will benefits look like next year?  WXLV
5. Is a 4% Social Security COLA Off the Table for 2027? Here's the Truth.  Currently.com

2 Retirement Income Machines I'm Buying Now On The Dip - Seeking Alpha

Exclusive: BlackRock replaces PM trio in global equity shake-up - citywire.com

OnePoint BFG Wealth Partners Welcomes Bast Financial Group, Expanding Florida Presence - Business Wire

1. OnePoint BFG Wealth Partners Welcomes Bast Financial Group, Expanding Florida Presence  Business Wire
2. New Jersey wealth group acquires $400M Tampa firm  The Business Journals
3. OnePoint BFG, Modern Wealth expand Florida presence  InvestmentNews
4. OnePoint BFG Wealth Partners purchases Tampa wealth management team, growing Florida presence  ROI-NJ

Modern Wealth Grows Florida Footprint With Addition of $710 Million Jacksonville Team - Business Wire

1. Modern Wealth Grows Florida Footprint With Addition of $710 Million Jacksonville Team  Business Wire
2. Deals Of The Day: The Latest In Wealth Management M&A – Modern Wealth, Sanchez  Family Wealth Report
3. Modern Wealth Acquires $710 Million Florida RIA  advisorhub.com
4. Modern Wealth Acquires $710 Million Sanchez Wealth Management in Jacksonville  citybiz
5. Modern Wealth buys $710m Jacksonville RIA  citywire.com

Ed Slott: Don’t Waste Your Low-Tax Years in Retirement - Morningstar

1. Ed Slott: Don’t Waste Your Low-Tax Years in Retirement  Morningstar
2. How to Play the Retirement Tax Guessing Game  WSJ
3. $1.5 million in your 401(k)? Here’s what your RMD taxes will look like — and the very best trick to lower them  aol.com
4. Social Security Tax Gap Widens for Married Disabled Beneficiaries  Legis1

Where You Hold JEPQ and O Matters More Than You Think: The Taxable vs. IRA Math - 24/7 Wall St.

How to Resist the Constant Urge to Shop - The Cut

1. How to Resist the Constant Urge to Shop  The Cut
2. Best Life: No Spend Challenge  Action News 5
3. How to prevent unnecessary splurging with the 48-hour rule  The Star
4. ‘No-spend challenge’ urges shoppers to curb impulse buys  News4JAX

She put money into CalPERS for decades. It demanded she repay $1 million over a part-time job - CalMatters

Exclusive | Wall Street’s Favorite AI Startup Sets Its Sights on Wealth Management - WSJ

1. Exclusive | Wall Street’s Favorite AI Startup Sets Its Sights on Wealth Management  WSJ
2. Rogo secures strategic investments from Citi, Barclays, BNP Paribas and Société Générale  Capital Brief
3. Rogo raises $30M from four banks as AI moves from experiment to infrastructure  Dealroom
4. Wall Street’s Favorite AI Startup Sets Its Sights on Wealth Management  Yahoo Finance

Dave Ramsey's Blunt Advice for Anyone Who's Counting on Social Security - aol.com

Pension Reforms Key to Deeper Capital Markets - Apollo Global Management

1. Pension Reforms Key to Deeper Capital Markets  Apollo Global Management
2. The German pension revolution asset managers can’t ignore  Financial News London
3. Germany’s 401(k) or ISA moment: How new retirement accounts will reshape the market  Deloitte
4. Germany's State-Backed Pension Push Hands Vanguard's All-World ETF a Fresh Audience of 45 Million  ad-hoc-news.de

Social Security Faces Steep Benefit Cuts for Couples Without Reform - The Motley Fool

1. Social Security Faces Steep Benefit Cuts for Couples Without Reform  The Motley Fool
2. 'Flat-rate' COLA cuts Social Security for most Americans, critics say  USA Today
3. As Social Security fund runs dry, some Republicans say it’s time to raise taxes  The Washington Post
4. There’s a Simple Fix for Social Security. Will Congress Get on Board?  Barron's
5. What Social Security Promises  National Review

Most Advisors Never Ask Clients to Consolidate Assets - Wealth Management

1. Most Advisors Never Ask Clients to Consolidate Assets  Wealth Management
2. Advisors can boost growth by reducing tax drag and consolidating assets with better tech and personalized advice.  Pluang
3. The AUM-Boosting Question Advisors Aren't Asking  ThinkAdvisor
4. 88% of wealthy investors keep some money away from advisors  Stock Titan

Luminary Raises $22M to Expand AI Platform - Wealth Management

1. Luminary Raises $22M to Expand AI Platform  Wealth Management
2. Luminary Raises $22 Million to Power the Data Infrastructure Behind Wealth Transfer  Morningstar
3. Rudy Adolf-backed estate planning startup raises $22m  citywire.com
4. Luminary raises $22M to bring AI to wealth transfer planning  Dealroom
5. Luminary Raises $22M to Scale AI Wealth Transfer Planning Platform  Yahoo Finance

Succession spends £718k on legal fees over adviser restricted covenants - citywire.com

A $2.6 Million 401(k) at 74 Produces a $102,000 RMD That Lands a Retiree in the 24% Bracket - Yahoo Finance

Family Offices Are Rethinking How They Choose a Jurisdiction, TMF Group Data Shows - Hubbis

Your Daily FinanceScope for September 10, 2026 - Yahoo

1. Your Daily FinanceScope for September 10, 2026  Yahoo
2. Horoscopes Today, September 11, 2026  USA Today
3. Your Daily Horoscope by Madame Clairevoyant: September 11, 2026  The Cut
4. Horoscope for Friday, 09/11/26 by Christopher Renstrom  SFGATE
5. Daily Horoscope - Friday, September 11, 2026  National Post

Dave Ramsey Says Taking Social Security at 62 Is Actually Smart - But Only If You're in This Group - FinanceBuzz

1. Dave Ramsey Says Taking Social Security at 62 Is Actually Smart - But Only If You're in This Group  FinanceBuzz
2. How Social Security Payments Change From Age 62 to 90—And Why Waiting Until 70 Yields the Highest Average Benefit  Yahoo Finance
3. 841,000 Americans Can’t Be Wrong, or Can They?  Money Talks News
4. Consumer Alert: Why those 50 and older should set up their Social Security account now  WHEC.com
5. Spend the IRA First and Delay Social Security, or the Reverse? The Wrong Order Costs Six Figures and These 4 ETFs Fund the Wait  24/7 Wall St.

Local Edward Jones Financial Advisor Named To Forbes List - yankton.net

1. Local Edward Jones Financial Advisor Named To Forbes List  yankton.net
2. Murray named to Forbes/SHOOK Best-in-State Gen Wealth Advisors  The Lufkin Daily News

He Retired With Room for a $100,000 Roth Conversion. Social Security Could Make the Same Move Much More Expensive. - aol.com

With GPO and WEP Gone, Report Assesses Impact of Repealing Social Security Reductions - FEDweek

How a Married Couple Could Collect $10,362 Per Month in Social Security in 2026 - aol.com

1. How a Married Couple Could Collect $10,362 Per Month in Social Security in 2026  aol.com
2. Social Security Max Contribution 2026: How much do you have to add to get $3,000 a month in Social Security?  MARCA
3. If You Earn $200,000 a Year, Social Security Might Pay You Over $4,000 Each Month in Retirement  24/7 Wall St.
4. Social Security Spousal Benefits Could Be Headed for a Big Increase: What Married Retirees Need to Know  aol.com
5. Could a Married Couple Really Collect $10,362 a Month From Social Security in 2026?  capitolskyline.com

Sharon Osbourne files to remove accountant as executor to Ozzy's estate - Accounting Today

1. Sharon Osbourne files to remove accountant as executor to Ozzy's estate  Accounting Today
2. Sharon Osbourne asks court to remove executor of late husband Ozzy’s $187 million fortune  Nine.com.au
3. Mystery as Sharon Osbourne asks court to REMOVE late husband Ozzy's accountant as an executor of his will  the-sun.com
4. Sharon Osbourne and team seek to remove longtime family accountant Colin Newman as executor  Lambgoat
5. Feud Erupts Over Ozzy Osbourne’s $100 Million Fortune Over A Year After His Death  Yahoo

CogniCor Focuses on RIA Segment With Launch of New Advisory Board - advisorhub.com

Conquest Planning Rebrands, Expands Beyond Financial Planning - Wealth Management

Views from 6,320: AI Won’t Replace Financial Advisors. It Could Make Them More Human - Wealth Management

1. Views from 6,320: AI Won’t Replace Financial Advisors. It Could Make Them More Human  Wealth Management
2. RIAs Plan to Add Jobs as AI Boosts Capacity: Cerulli  ThinkAdvisor
3. AI raises the bar for advisers  Professional Wealth Management
4. Can AI Unlock Organic Growth for Advisors?  ETF.com
5. AI and advice: Greater automation shouldn't mean less control  Professional Adviser

Aqua Raises $18.8M to Expand Alts Platform for RIAs - Wealth Management

1. Aqua Raises $18.8M to Expand Alts Platform for RIAs  Wealth Management
2. Aqua raises $18.8m to build alternatives infrastructure  FinTech Global
3. Aqua Raises $15M in Series A Funding  FinSMEs
4. Aqua raises $15M to bring alternative investments to wealth managers  Dealroom
5. Google, Y Combinator back Aqua’s alts platform launch  Private Banker International

Spark Capital Private Wealth Management Strengthens Team with Eight Senior Bankers as It Accelerates Growth Across India - Hubbis

Do you need to be a millionaire to retire? Experts weigh in on the 15% rule. - Yahoo Finance

1. Do you need to be a millionaire to retire? Experts weigh in on the 15% rule.  Yahoo Finance
2. Kevin O’Leary says if you earn $68,000 a year and follow this rule, you’ll retire a millionaire  Fortune
3. Kevin O’Leary’s Retirement Rule: Is $500,000 Really Enough?  ebc.com
4. Can Average Earners Retire Comfortably? Experts Revisit the 15% Savings Rule - EPS Guidance Update  dars.gov.et
5. Kevin O’Leary Says 15% Makes You a Millionaire — I’m a CPA, and He’s Only Half Right  Money Talks News

Edelman Financial Engines Expands Access to Fiduciary Advice with Integrated Retirement Plan Solution for Small and Mid-Sized Businesses and Their Employees - Business Wire

Envestnet agrees to buy portfolio software biz Vestmark: Sources - citywire.com

1. Envestnet agrees to buy portfolio software biz Vestmark: Sources  citywire.com
2. Bain Capital (mostly) funds Envestnet buy of Vestmark to surpass $10 trillion and define 'adaptive modularity' strategy, leaving Orion a clear RIA lane  RIABiz
3. ENVESTNET TO ACQUIRE VESTMARK, EXTENDING ITS CAPABILITIES TO MEET THE ADVISOR MARKET'S GROWING DEMAND FOR INCREASINGLY SOPHISTICATED TRADING AND TAX SOLUTIONS  PR Newswire
4. Ropes & Gray Advised Bain Capital Portfolio Company Envestnet in Acquisition of Vestmark  Ropes & Gray LLP
5. Why Envestnet-Vestmark Deal Matters For Advisors  ThinkAdvisor

Fidelity says your 401(k) rollover check may come up short - thestreet.com

Hightower Signature Wealth adds $1.6B Boston-area firm - InvestmentNews

1. Hightower Signature Wealth adds $1.6B Boston-area firm  InvestmentNews
2. Hightower Signature Wealth Expands with Addition of $1.6B AUM Boston Hill Advisors  Yahoo Finance
3. Hightower Advisors Adds $1.6B Practice to W-2 Advisory Channel  connectmoney.com
4. Hightower merges $1bn Boston-area affiliate into Signature Wealth biz  citywire.com
5. Hightower Signature Wealth Adds $1.6 Billion Firm Boston Hill Advisors  Pulse 2.0

401(k) Real Talk Episode 207: September 9, 2026 - Wealth Management

RFG Advisory Supports Strategic Merger Creating WFA Volare, a More Than $750 Million Wealth Management Firm - Business Wire

Major Social Security change could boost benefits for millions of working seniors - AL.com

1. Major Social Security change could boost benefits for millions of working seniors  AL.com
2. Social Security change would boost benefits for millions of working seniors  Cleveland.com
3. Tax Trap Working Retirees on Social Security Miss  moneylion.com
4. Congress is looking to repeal a Social Security rule that impacts retirees who are still earning — is it the right move?  Yahoo Finance
5. He Poured Stadium Foundation in December. His $7,500 January Paycheck Still Counted Against Social Security’s Old Limit.  Yahoo Finance

How Real Families Are Handling The Great Wealth Transfer - Yahoo Finance

1. How Real Families Are Handling The Great Wealth Transfer  Yahoo Finance
2. Money can cause family strife. That's why parents must talk about it  USA Today
3. Expecting an inheritance? Don’t count on it.  MarketWatch
4. Why So Many Families Are Unprepared for the Great Wealth Transfer — and What You Can Do About it  Kiplinger
5. The families winning the wealth transfer challenge share one habit, and it costs nothing  Professional Wealth Management

Colorado’s retired police and firefighters are still waiting for benefits approved in 2014 - The Colorado Sun

Paycheck-to-Paycheck Consumers Have Already Cut the Lattes - pymnts.com

Social Security is being paid out on Wednesday, September 9: who gets benefits today? - Diario AS

1. Social Security is being paid out on Wednesday, September 9: who gets benefits today?  Diario AS
2. Social Security October payment schedule: Some will get extra check next month  AL.com
3. Social Security checks go out this week. Who will get paid?  Detroit Free Press
4. Who gets their Social Security check on Sept. 9?  USA Today
5. Social Security: Payments of up to $5,181 Coming This Week  Yahoo

A 62-Year-Old Built a $6,400 Monthly Paycheck the Easy Way - Yahoo Finance

He helps parents prepare their kids for inheritance. He used the same 3-step process with his. - businessinsider.com

Social Security’s full retirement age hits 67 in 2027: That’s an important age to remember - AL.com

How AI Is Reshaping Retirement—and How to Prepare - Barron's

1. How AI Is Reshaping Retirement—and How to Prepare  Barron's
2. Senior Moments: Old dogs learning new tricks with AI  Brainerd Dispatch
3. AI Vs. Advisors: The Retirement Test  Benzinga
4. AI Tools Changing Retiree Entrepreneurship  TAPinto
5. Why more retirees are turning to AI chatbots than ever  The News International

Here's how 6 Americans became 401(k) millionaires - USA Today

1. Here's how 6 Americans became 401(k) millionaires  USA Today
2. 401(k) savers are setting records. How to catch up if you're behind.  Yahoo Finance
3. Record 401(k) balances signal strong investor confidence: Fidelity  BenefitsPRO
4. RMD Taxes on a $1.5M 401(k): What Retirees Face at Age 73 — and Strategies That Could Cut the Bill  dars.gov.et
5. Fidelity Just Counted a Record 769,000 401(k) Millionaires. Most of Them Are Sitting on a Tax Bill That Comes Due at 73 or 75  24/7 Wall St.

Private Equity’s Pension Heist - Jacobin