Personal finance News

Catherine Curtis sits on a sofa, holding a framed photograph of her late husband, Michael Curtis.

Kent widow losing sleep over Capita civil service pension limbo

Catherine Curtis, a widow from Kent, faces a dire financial situation nine months after the death of her husband, Michael. Despite submitting the required bereavement documentation, she has yet to receive payments from h…

LPL Financial corporate signage displayed prominently on a modern office building exterior during business hours.

6h ago

LPL's Good Life Deal Continues 'Sticky' Acquisition Strategy

Retired mine workers gather at Gregg Park in Vincennes, Indiana, to protest the termination of their health care benefits.

8h ago

Retired Mine Workers Protest Retirement Program Cut

Signage at the Social Security Administration main campus entrance in Woodlawn, Maryland.

8h ago

Who gets a Social Security payment on July 22? Here's who's next in line

Last July Social Security payment to be sent this week. Who gets paid?

The final round of Social Security payments for July is scheduled for disbursement this Wednesday, July 22. This specific distribution covers retirees, disabled workers, and surviv…

A birthday cake with lit candles representing the financial milestone decisions for Social Security retirement age.

SOCIAL SECURITY · 9h ago

3 Social Security Birthdays That Decide the Size of Your Check

Choosing when to file for Social Security benefits is one of the most significant financial decisions you will make in retirement. Your monthly check size depends heavily on the sp…

A stylized map of the United States showing color-coded median retirement savings data by state.

CENSUS · 9h ago

Average retirement savings by state: Where are Americans saving the most — and least?

New Census Bureau data highlights how median retirement savings differ across the United States. Geography acts as a significant factor in financial readiness, driven by local cost…

A close-up of a Social Security card on a wooden surface with a person holding a pen in the background.

SOCIALSECURITY · 10h ago

Why you won’t get a Supplemental Security Income check in August

If you are a Supplemental Security Income recipient, you might notice a change in your payment timing next month. Because August 1st falls on a Saturday, the Social Security Admini…

A stock market candlestick chart overlaid on a cloudy sky represents advisor concerns about the economic outlook.

WEALTHMANAGEMENT · 1d ago

Advisor Sentiment Index: Advisors See a Cloudier Economic Future

The latest Wealth Management IQ Advisor Sentiment Index indicates a shift in mood among financial professionals. While advisors maintain a baseline of optimism regarding market con…

A conceptual depiction of CPF savings symbols next to growing plant icons, representing financial growth.

CPFIS · 1d ago

Dividends for Life: How to Turn Your CPF Excess into a Monthly Cash Machine

For many Singaporeans, the Central Provident Fund serves as a reliable foundation for retirement. However, when individuals possess savings beyond their immediate housing and healt…

Two women backpacking through Europe while traveling by train in France.

JPMORGAN · 1d ago

For Gen Z, saving for vacation tops retirement: JPM study

A recent study from JPMorgan Asset Management highlights a shift in financial priorities among Gen Z workers. Data shows that nearly half of those aged 18 to 29 now prioritize vaca…

A stylized conceptual image representing a 401(k) retirement fund with complex financial charts and a protective shield.

LABOR DEPARTMENT · 1d ago

Big Changes Afoot for 401(k) Plans

The Department of Labor is pushing a new rule that could change how your 401(k) retirement plan is managed. If finalized, this proposal would provide legal protections for employer…

Financial planner Dana Anspach discussing investment strategies during a podcast interview about retirement.

SENSIBLEMONEY · 1d ago

How Your Plan Can Survive the Retirement Red Zone

The years immediately preceding and following your retirement date are critical. Financial planner Dana Anspach identifies this period as the retirement red zone. During these ten …

Thousands of uniformed Italian police and military personnel march together through the streets of Rome during a protest.

CARABINIERI · 1d ago

Thousands of Italian military and police personnel march in Rome over pay and pensions

Around 6,000 members of Italy's armed forces, police, and security services marched through Rome on Saturday. The demonstration marks the first joint protest organized by the count…

Mississippi State Capitol building dome against a clear blue sky during the 2026 legislative session.

PERS · 1d ago

How much do Mississippi lawmakers earn in pensions?

The Public Employees Retirement System of Mississippi faces a significant financial challenge. Current reports indicate the pension fund suffers from a 26 billion dollar shortfall.…

Mikael Lemieux, a JPMorgan wealth advisor, speaking to college athletes in a locker room setting.

JPMORGAN · 2d ago

Meet the JPMorgan wealth planner in your college team's locker room

Mikael Lemieux is redefining how athletes manage their wealth by meeting them directly in the locker room. As a wealth advisor at JPMorgan, Lemieux focuses on educating young stars…

Financial advisor Drew White speaking during an interview about the advisor industry shortage in Wisconsin.

NORTHWESTERN MUTUAL · 2d ago

Financial advisor shortage, Northwestern Mutual looks to fill gaps

The financial services industry faces a significant challenge that may impact your long-term planning. Research from McKinsey & Company indicates the United States could experience…

Austin Reaves wearing a Lakers jersey during a basketball game at Crypto.com Arena.

LAKERS · 2d ago

"I struggle with that" - Austin Reaves says his financial adviser urged him to spend more money before the $180M extension

Austin Reaves continues to show that his mindset remains grounded even after signing a 180 million dollar contract extension with the Los Angeles Lakers. The guard, who began his c…

Close up of an official Social Security statement document sitting on a desk next to a calculator.

SOCIAL SECURITY · 2d ago

Social Security may send a $0 check for one common mistake

The Social Security Administration has released the updated earnings test thresholds for 2026. These figures dictate how much income a beneficiary can earn before their benefits ar…

A senior couple reviewing financial documents at a wooden table while looking at a laptop screen.

SOCIAL SECURITY · 2d ago

15 states where retirees would lose the most from Social Security cuts

A recent analysis highlights the financial impact of potential Social Security benefit reductions on retirees across the United States. With the solvency of the Social Security Tru…

Shiv Patel, Kelby Owens, and Caleb Robertson of Phase Financial stand together in a professional office setting.

PHASE FINANCIAL · 2d ago

Local Financial Firm Adds Associate

Phase Financial is growing its footprint in downtown Greensburg. The independent financial planning firm recently added Shiv Patel to its team as a financial associate. Patel is a …

An elderly person reviewing financial documents at a wooden table in a well-lit room.

SOCIAL SECURITY · 3d ago

15 states where retirees would lose the most from Social Security cuts

A new report identifies 15 states where retirees face the highest financial risk if Social Security benefits are reduced. As federal budget discussions continue, pensioners in thes…

An elderly worker in a professional setting looking at documents in a Greek office context.

EEFKA · 3d ago

More retirees are staying on the job

Greece has overhauled its labor regulations regarding retirees, creating new incentives for older adults to remain in the workforce. Since January 2024, the previous policy of impo…

Cory Sickles from Safe Harbor Wealth Advisors discussing retirement planning strategies in a television studio.

SAFE HARBOR WEALTH ADVISORS · 3d ago

Are you ten years out from retirement?

Approaching retirement is a milestone that requires specific planning, especially when you are ten years out from the date. While a decade feels like a long time to prepare, treati…

Social Security Administration office building exterior in Washington DC with federal signage displayed.

SSA · 3d ago

Social Security Changes Could Be Announced in October: What to Know

The Social Security Administration plans to release significant policy updates this October that will impact millions of Americans. These announcements arrive annually following th…

Close-up of a calculator and financial documents on a desk, representing the new Greek social security legislation.

GREECE · 3d ago

Auxiliary social security for general government workers

The Greek Labor Ministry has introduced new legislation to provide a path for public sector employees to access auxiliary social security. Previously, workers in various general go…

Edward Jones financial advisor Derek Burger in his office during the announcement of his 2026 Forbes ranking.

EDWARDJONES · 3d ago

Centralia Edward Jones financial advisor Derek Burger named among best in state

Derek Burger, a financial advisor with Edward Jones in Centralia, earned a spot on the 2026 Forbes Best-in-State Wealth Advisors list for Washington. This marks his second appearan…

A Social Security office sign displayed in front of a government building during a fiscal policy announcement.

SOCIAL SECURITY · 3d ago

15 states where retirees would lose the most from Social Security cuts

A recent analysis identifies 15 states where retirees face the highest financial risk if Social Security benefits undergo mandatory reductions. These projections stem from current …

President Donald Trump speaks during an economic policy briefing at the White House.

WHITEHOUSE · 3d ago

Why is Trump interested in Australia's retirement system?

President Donald Trump and his economic team are currently investigating the Australian superannuation system as a potential model for American retirement policy. This system requi…

Graph showing the decline in American household retirement savings contributions compared to rising consumer price index.

BLOOMBERG · 3d ago

Americans Pull Back on Retirement Savings as Everyday Expenses Climb

Recent data from Bloomberg indicates a shift in American financial habits. Households are reducing their retirement savings contributions as the cost of daily necessities continues…

Federal lawmakers standing at a press conference to discuss the new Social Security solvency proposal.

SOCIAL SECURITY · 3d ago

New Social Security plan would ‘save the program,’ prevent $500 a month cuts, lawmaker says

A new proposal introduced by federal lawmakers aims to stabilize the Social Security program and avert looming benefit reductions. Recent projections indicate that without interven…

An elderly couple reviews financial documents at a kitchen table while discussing retirement income planning.

SOCIAL SECURITY · 3d ago

15 states where retirees would lose the most from Social Security cuts

A recent analysis identifies 15 states where retirees face the highest financial risk if Social Security benefits are reduced. As federal budget discussions continue, experts are e…

Casey Bear, Principal Wealth Advisor at Farther, formerly CEO of Cranbrook Wealth Management.

FARTHER · 4d ago

Farther adds veteran billion-dollar RIA chief as principal wealth advisor

Farther continues its expansion by bringing in veteran wealth advisor Casey Bear. Bear joins the firm as a principal wealth advisor after serving as the CEO of Cranbrook Wealth Man…

Financial advisor Rusty Burton posing for a portrait in his professional office setting.

EDWARDJONES · 4d ago

Rusty Burton earns fourth straight Forbes Best-in-State recognition

Rusty Burton of Edward Jones has earned a spot on the 2026 Forbes Best-in-State Wealth Advisors list. This marks the fourth consecutive year he has achieved this recognition. The …

Christine Benz of Morningstar discusses personal finance strategies for individuals retiring in one year or less.

MORNINGSTAR · 4d ago

5 Things to Do Now to Retire in One Year or Less

Retiring within the next year requires a shift from accumulation to preservation. Morningstar director of personal finance Christine Benz outlines five critical steps to ensure you…

An elderly couple reviews retirement financial documents and Medicare statements at a kitchen table.

FIDELITY · 4d ago

Fidelity warns Roth IRA conversions can backfire

Retirees often weigh the benefits of a Roth IRA conversion to minimize future tax liabilities. Moving traditional IRA assets into a Roth account requires paying income taxes on the…

The SEC building exterior in Washington D.C. as seen from the street.

SEC · 4d ago

SEC Proposes Rule Making E-Delivery the Default Option

The Securities and Exchange Commission is moving to change how investors receive regulatory documents. A new proposal aims to make electronic delivery the default option for firms …

June Horne from Transition Advisor Group discusses retirement planning for veterans during a television interview.

TRANSITION ADVISOR GROUP · 4d ago

Transition Advisor Group: Military Veterans & Retirement Planning

As our nation marks its 250th anniversary, it remains important to acknowledge the contributions of those who have served in the military. Transitioning from service back to civili…

The Social Security Administration office exterior with signage visible on a clear day.

SOCIAL SECURITY · 4d ago

Newly retired couples may lose $16,900/year in Social Security in 2033

Dual-income couples planning for retirement within the next six years face a significant financial adjustment. According to the Committee for a Responsible Federal Budget, these ho…

Gaurav Mallik and Shelly Kapoor, the new CIO and COO of Modera Wealth Management, in a professional portrait.

MODERA · 4d ago

People Moves: Modera Hires State Street Alum as CIO, Adds COO

Modera Wealth Management is making significant leadership changes as it manages 17.5 billion dollars in assets. The firm announced the appointment of Gaurav Mallik as chief investm…

Ameriprise Financial corporate headquarters sign displayed outside their office building.

AMERIPRISE · 4d ago

Experienced Advisory Team With $470 Million in Assets Joins Ameriprise Financial for Long-Term Growth and Client-Focused Culture

A financial advisory team managing $470 million in client assets recently transitioned to Ameriprise Financial. This move highlights a trend where experienced wealth managers prior…

A retiree sits at a desk while using a calculator to review financial documents.

SOCIAL SECURITY · 4d ago

Social Security Recipients May Be in Line for Another Outsized COLA Boost

Social Security recipients are tracking toward a payment increase in January. Recent consumer inflation data shows price levels remain high, which dictates the annual cost-of-livin…

Bethany Michel stands in front of a suburban home in Florida while fighting an HOA lawsuit regarding her residency.

ARBOR MILL · 4d ago

Florida daughter says HOA is trying to force her out of 55-plus community after inheriting home from dad

A 28-year-old Jacksonville resident is fighting to keep her home after the local homeowners association moved to sue her for living in a 55-plus community. Bethany Michel inherited…

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ALLEGHENYCOUNTY · 4d ago

Report on Allegheny County pension system warns of insolvency without major overhaul

A report regarding the Allegheny County pension system indicates a path toward insolvency unless significant structural changes occur soon. Analysts identified that the fund faces …

A legal document summary showing the difference between property ownership and residency in a 55-plus neighborhood.

HOA · 5d ago

Can you inherit a home in a 55-plus community? Attorney explains what the law says after Jacksonville HOA dispute

A recent legal dispute in Jacksonville highlights a common point of confusion for homeowners. Many residents wonder how they can inherit a property in a 55-plus community yet remai…

Chung Yin O speaking at the Hubbis Wealth Planning and Structuring Forum regarding legal strategies for trust management.

CONEMARSHALLGROUP · 5d ago

Architects of Legacy: Cone Marshall Group’s Chung Yin O on Legal Precision, Independence, and Global Trust Structuring

Chung Yin O of the Cone Marshall Group recently addressed industry professionals in Singapore to challenge the standard approach to ultra-high-net-worth wealth management. He argue…

Morgan Stanley building sign during a business day in a financial district.

MORGAN STANLEY · 5d ago

Wells Fargo, Morgan Stanley See Q2 Earnings Gains

Large financial firms are reporting strong growth for the second quarter of 2026. Wells Fargo and Morgan Stanley both recorded significant gains in wealth management revenue as mar…

Tony Sirianni, CEO of AdvisorHub, participates in an interview for the For Advisors By Advisors podcast.

ADVISORHUB · 5d ago

Interview with Tony Sirianni, CEO of AdvisorHub on PE, Gold Rush, AI, and the Future of Wealth Management

Tony Sirianni, CEO and Publisher of AdvisorHub, recently joined the For Advisors By Advisors podcast to analyze the current state of the wealth management industry. The discussion …

Finance Minister Satsuki Katayama addresses a press briefing regarding potential changes to Japanese pension investments.

JAPAN · 5d ago

Japan signals chance of pension allocation shift, offers scant details

Japanese policymakers are hinting at potential adjustments to the asset allocation of the nation's massive state pension funds. Finance Minister Satsuki Katayama noted on Tuesday t…

A close-up of a person counting United States paper currency to represent retirement benefit payments.

SOCIAL SECURITY · 5d ago

New Social Security COLA projections released for 2027 adjustment

A new projection for the 2027 Social Security Cost of Living Adjustment, or COLA, estimates a potential increase of 3.8 percent for beneficiaries. This latest forecast comes from T…

Alvina Lo of BNY Wealth discussing wealth transfer planning strategies at a professional advisory event.

BNY WEALTH · 5d ago

Why half of wealthy families still don't have a complete wealth transfer plan: BNY

New research from BNY Wealth reveals a significant gap in the transition of family fortunes. While the financial industry has long anticipated the Great Wealth Transfer as a singul…

Social Security Administration building sign displayed on a federal government office exterior.

SSA · 5d ago

Bad news for retirees: Social Security’s new COLA prediction is out

Social Security recipients face a smaller cost of living adjustment for 2026. Financial analysts at the Senior Citizens League project a 2.6 percent increase for next year. This fi…

A Social Security card displayed next to U.S. Treasury checks on a desk in Washington D.C.

SOCIALSECURITY · 5d ago

Social Security Update—Congress Forced to Make Major Changes Under Proposal

A bipartisan group of senators introduced the PROMISE Act, legislation created to break the cycle of inaction regarding Social Security. The program faces a funding shortfall proje…

Morgan Stanley office sign in front of a modern financial district building.

MORGANSTANLEY · 5d ago

Morgan Stanley wealth management boosted by SpaceX millionaires

Morgan Stanley has found a profitable niche in the wealth management sector by catering to SpaceX employees and stakeholders. As the private space industry grows, the bank has succ…

A chart showing the gap between the $1.2 million retirement target and the actual expected savings of American workers.

SCHRODERS · 5d ago

Americans say they need $1.2 million to retire comfortably, survey finds — but many expect to fall short

A new survey from Schroders highlights a growing disconnect between retirement expectations and financial reality. Americans surveyed state they need $1.2 million to live comfortab…

A chart showing the funding gap of the Illinois Teachers Retirement System compared to national averages.

ILLINOIS · 6d ago

Illinois teacher pensions 7th-worst funded in U.S.

Illinois teachers remain stuck in a pension crisis. Recent data shows the Teachers Retirement System has less than 50 cents on hand for every dollar owed to retirees. While the fun…

Governor Josh Shapiro speaks at a podium before the Pennsylvania General Assembly during the 2026 budget proposal.

PENNSYLVANIA · 6d ago

PA budget gives 60,000 state retirees first pension boost since 2001

Pennsylvania has finalized its 2026-2027 state budget, securing a long-awaited pension increase for 60,000 public retirees. This adjustment applies specifically to individuals who …

A close-up of a Social Security check or benefit statement with a calculator in the background.

SOCIAL SECURITY · 6d ago

New Social Security COLA projections released for 2027 adjustment

Social Security recipients may see a modest increase in their monthly benefits for 2027. The Senior Citizens League recently released a new projection estimating a 3.8% Cost of Liv…

An office worker reviews documents at a desk in a federal office setting as OPM transitions to digital retirement forms.

OPM · 6d ago

Retirement Processing Time Jumps Even Amid Shift to Online Applications

The Office of Personnel Management reports that average retirement application processing times increased to 96 days in June. This jump occurred even as the agency shifts from pape…

Wealth manager Christopher Elmore speaks to North Tulsa residents at a community financial workshop.

NORTHSIDE NEIGHBORS · 6d ago

North Tulsa workshop helps residents build stronger financial futures

North Tulsa residents are gaining direct access to financial tools through a new workshop series. Northside Neighbors launched these free sessions to provide the specific informati…

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