A quiz asks readers to test their knowledge of UK income tax, which raises more than a quarter of the government’s total income each year.
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They Retired With $10 Million. Should They Invest Aggressively?
Financial planners say a wealthy retired couple may be able to keep a stock-heavy portfolio, but spending, risk tolerance and taxes matter.
Rate Hikes Are Back: What It Means For Retirees
A Kiplinger report outlines how higher interest rates may affect retirees’ cash, annuities, adjustable debt, home sales and family support.
Mortgage Rates Are Rising: What Homeowners Should Do Now
Freddie Mac’s reported rates reached 7.28% for 30-year loans. Here is what homeowners should weigh before refinancing, moving or changing loan terms.
We Gifted Our House To Our Daughters – Will They Still Face IHT Bill And Should I Take Ownership Back?
A widow who gave her home to her daughters in 2012 still lives there. A tax expert says continued occupation without market rent can leave it in her estate.
Is Downsizing In Retirement A Bad Idea For You?
Selling a retirement home may not free as much cash as expected. Compare moving costs with annual savings and calculate a realistic break-even period.
Don’t Wait Until 68 To Make A Power Of Attorney
A Which? survey found many respondents had no power of attorney, while those who had one made it at an average age of 68.
There Are Tough Times Ahead – And The First Surge In Household Bills Is Weeks Away. Here’s What I’m Doing To Prepare As Best I Can: JEFF PRESTRIDGE
Jeff Prestridge says the first rise in household bills is weeks away and outlines how he is preparing. The source gives no specific bill figures or dates.
Ready To Retire? Ask Your Spouse These 3 Questions First
A Kiplinger report says couples should discuss shared finances, time at home and typical weekdays before choosing a retirement date.
Fixed Annuity Payouts Are Spiking: Is It Time To Lock In?
Reported MYGA rates reached 6.95% for seven-year terms on Oct. 1, 2026. Here are the trade-offs savers face when deciding whether to lock in.