Tag: retirement planning

Retirement Planning

Salary Sacrifice Pension Cap: 3.3 Million Hit from 2029

The government just confirmed that 3.3 million workers will lose part of their salary sacrifice tax break from 2029 –...

05/12/2025

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Retirement Planning

How Much Should You Pay a Financial Adviser in 2025?

Some advisers now charge up to 3% of your portfolio just to manage it. Sounds steep, right? But is it...

05/12/2025

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Passive Income

The New 4% Rule for 2026: Safe Retirement Withdrawals

Retiring in 2026? The famous 4% rule might be letting you withdraw too much—or too little—from your pension. New analysis...

04/12/2025

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Retirement Planning

Rising Health Care Costs Are Crushing Retirement Dreams in 2026

Even people earning $100k+ are now raiding emergency funds and slashing 401(k) contributions because health-care bills are rising faster than...

01/12/2025

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Retirement Planning

Salary Sacrifice Pension Cap: £2,000 Limit From 2029

The government just confirmed a £2,000 cap on salary sacrifice into pensions starting 2029. They say most basic-rate taxpayers won’t...

26/11/2025

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Retirement Planning

What Is the Ideal Wealth Level for Freedom?

Ever wondered how much money you really need to stop chasing paychecks and start living on your terms? The answer...

11/11/2025

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Retirement Planning

Pensions IHT Reform: Major Changes Urged by Experts

Big shifts coming to how pensions face inheritance tax in 2027—but experts say the plan has flaws that could hurt...

03/11/2025

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Retirement Planning

CalPERS’ $330M Clean Energy Loss: What Went Wrong?

CalPERS lost $330M in clean energy, but why? Dive into the risks of private equity and what it means for...

29/10/2025

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Retirement Planning

Could Pension Tax-Free Cash Drop to £100k?

Whispers of slashing pension tax-free cash to £100k have retirees panicking. But rushing to withdraw could trigger a 55% tax...

29/10/2025

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Retirement Planning

Invest HSA Funds for Retirement Health Savings

Imagine retiring with a six-figure fund that covers health costs tax-free. Most HSA holders spend immediately, but investing could change...

28/10/2025

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