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Rate cuts on hold again – how your mortgage and savings will be affected
The Telegraph via Yahoo Finance· 1 day agoSavers will earn far more on interest with a fixed-rate account. The best rate on a bond that is...
How to Pay Yourself in Retirement
Morningstar· 1 day agoHigher inflation is not great for retirement plans. Higher interest rates are a positive for retirement portfolios. Annuities make sense as part of your...
Des Moines class-action lawsuit against property management company alleges illegal fees
The Des Moines Register via Yahoo News· 6 hours agoManagement, accusing it of charging fees that are illegal under state code and retaining security...
Death and Taxes…and Planning Opportunities
The National Law Review· 3 days agoInterest rates have risen but have not yet jumped to historical highs. The applicable federal rates ("AFRs") (used as safe harbors for loans between...
Do You Need More Than $1 Million to Retire Comfortably?
The Motley Fool via AOL· 6 hours agoBusiness income Some financial planners suggest replacing about 80% of your pre-retirement income to...
U.S. Supreme Court may force change in Iowa tax sales that could cost you your home equity
The Des Moines Register via Yahoo News· 6 hours agoBut in Iowa, the investors, or tax-sale certificate holders, not the county itself, typically...
Manulife, Prudential, MetLife: Undervalued Insurance Giants With Private Market Exposure
Forbes· 1 day agoIn the current investment landscape, astute investors are always on the lookout for undervalued...
‘A great deal of uncertainty’: 61% of older Americans would rather preserve their nest egg than grow...
MSN News· 1 day agoSafe doesn't always translate into security.
I'm 65 With $1 Million in a 401(k) and $2,500 Social Security Benefit. Can I Retire?
SmartAsset via Yahoo Finance· 6 days agoDo you have enough money to retire? There are many different ways to look at this, but the most...
Navigating the Sunset of the TCJA: Flexible Estate Planning Techniques for High-Net-Worth Clients
Forbes· 1 day agoAs the 2017 Tax Cuts and Jobs Act (TCJA) approaches its sunset on January 1, 2026, high-net-worth...
