Retirement & Investing

401(k)s, IRAs, HSAs, asset allocation, and long‑term wealth building.

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northjersey.com > story > news > 09/15/2026 > social-security-cola-2027-forecast-benefit-increase-cost-of-living-adjustment-projection > 91771855007

Social Security COLA 2027 forecast updated: How much will benefits increase?

1+ hour, 11+ min ago   (47+ words) Bergen Record Social Security beneficiaries are seeing a flood of headlines about a new 2027 cost-of-living adjustment forecast, and the latest projections suggest next year's increase could be larger than the one retirees received this year....


ca.news.yahoo.com > state-pensioners-set-breach-tax-080255979.html

State pensioners set to breach tax threshold under ‘triple lock’ boost

5+ hour, 51+ min ago   (1082+ words) People relying solely on the full new state pension are on course to breach the personal tax allowance for the first time after official earnings data put some pensioners in line for a potential rise of nearly £500 a year from…...


shots.net > news > view > current-account-switch-service-level-ups-with-new-campaign

Current Account Switch Service level ups with new campaign

3+ hour, 27+ min ago   (303+ words) The second installment of Call the Shots stars emerging artist Nova May in a genre-bending music video that turns switching bank accounts into a financial power move. Wonderhood Studios has launched the latest instalment of Call the Shots, its campaign…...


thepost.co.za > business > jobs > 2026-09-14-public-servants-tap-r15bn-in-retirement-savings

Public servants tap R15 billion in retirement savings

6+ hour, 21+ min ago   (464+ words) National Treasury expects government to spend about R758 billion on employee compensation in 2026/27. More than half a million government employees tapped into their retirement savings in just seven months, withdrawing about R15 billion under the two-pot system despite being among South Africa’s…...


247wallst.com > personal-finance > 09/15/2026 > he-depreciated-the-duplex-for-27-years-and-would-have-owed-the-irs-180000-in-recapture-the-day-he-sold-he-never-sold-his-kids-did-and-owed-nothing

He Depreciated the Duplex for 27 Years and Would Have Owed the IRS $180,000 in Recapture the Day He Sold. He Never Sold. His Kids Did, and Owed Nothing

38+ min ago   (794+ words) The IRS spent 27 years tracking every depreciation deduction on that duplex, building a six-figure tax bill that would trigger the moment it sold. There is a tax code provision that can make the entire ledger disappear, and most landlords… Life…...


ofdollarsanddata.com > what-was-the-best-portfolio-over-the-last-50-years > amp

What Was the Best Portfolio Over the Last 50 Years?

2+ hour, 18+ min ago   (1030+ words) A few months ago, I analyzed U.S. stock returns over the last century. Today, I’m going to determine the best portfolio over the last 50 years among the following asset classes: To do this, I examined the BullionVault annual return data from…...


wpri.com > rhode-show > euclid-financial-home-of-the-retirement-factory-2 > amp

Euclid Financial home of The Retirement Factory

6+ hour, 4+ min ago   (24+ words) WPRI.com As New England’s “Go-To” Retirement & InsuranceProfessionals, We Can Help You Get ThereHead here for more information....


wired-gov.net-gov.net

Almost 7 million adults in the dark about their State Pension | HM Revenue and Customs

3+ hour, 44+ min ago   (484+ words) HMRC is encouraging people to check their State Pension forecast using the HMRC app during Pension Awareness Week. Almost 7 million adults could be missing out on information to help prepare them for their retirement. This Pension Awareness Week (15 to 18 September…...


retire.ly > 09/14/2026 > social-security-benefits-could-see-a-3-5-cola-boost-in-2027

Social Security Benefits Could See a 3.5% COLA Boost in 2027

21+ hour, 14+ min ago   (26+ words) Key PointsSocial Security recipients are due for an increase in their payments at the beginning of the coming year.The size of this rise will be announced...


moneymarketing.co.uk > news > advised-women-less-likely-to-feel-financially-insecure-after-career-break

Advised women less likely to feel financially insecure after career break

4+ hour, 1+ min ago   (522+ words) Women receiving financial advice are almost half as likely (11%) to feel financially insecure following a career break as those who don’t (20%), according to research from St James’s Place (SJP). The findings come as SJP analysis showed the long-term cost of…...