Section
Personal Finance
‘I turned my property into my pension when I downsized’
Louise Purchase, aged 76, downsized twice in a Hampshire retirement complex to raise funds for her financial security following her husband's death. Her case highlights…
Rollovers From 529 to Roth May Face a Hitch
A provision in the SECURE 2.0 Act allows transfers of up to $35,000 from 529 college savings plans to Roth IRAs after the account has…
Rising costs are putting early retirement plans to the test
Bob Lai and others pursuing early retirement through the FIRE movement are adjusting their timelines and spending habits due to rising living costs, particularly groceries…
Add TFSAs to your retirement readiness list
Canadian retirees are increasingly using Tax-Free Savings Accounts (TFSAs), with those aged 65 to 69 contributing an average of $13,538 in 2023, exceeding the annual…
Young people use AI to manage finances amid budgeting struggles
Nearly half of UK adults have used AI tools to assist with personal finance, with usage especially high among 25-to-34-year-olds who report significantly greater savings.…