#financial-planning — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #financial-planning, aggregated by home.social.
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Trust tax could hurt young, not just ultra-wealthy, tax advisors warn
By Nassim KhademThe federal budget includes a new 30 per cent minimum tax on discretionary trusts. Experts say it is not just the ultra-wealthy that will be hit.
#Tax #Budget #TaxEvasion #FinancialPlanning #PersonalFinance #FinancialAdvisers #SmallBusinesses #NassimKhadem
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Inside the course targeting young tradies with get-rich schemes
By Alice Angeloni"Escape the 9-5" content is blowing up on social media, but people who have gotten caught up in it warn of the costs.
https://www.abc.net.au/news/2026-05-11/the-course-selling-schemes-targeting-young-tradies/105670928
#SocialMedia #Teenagers #MentalWellbeing #FinancialAdvisers #FinancialPlanning #InformationTechnologyIndustry #InternetCulture #SelfEmployment #AliceAngeloni
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Wall Street Analysts Predict a 33.73% Upside in Central Garden (CENTA): Here’s What You Should Know – April 24, 2026 https://www.allforgardening.com/1730248/wall-street-analysts-predict-a-33-73-upside-in-central-garden-centa-heres-what-you-should-know-april-24-2026/ #financial #FinancialPlanning #garden #gardener #gardening #investing #investment #InvestmentAdvice #OnlineInvestment #OnlineStockTrading #OnlineTrading #quote #quotes #Stock #StockMarket #StockQuotes #stocks
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5 Last-Minute Tax-Filing Tips For Retirees Before Apr. 15
#TaxTips #RetirementPlanning #IRA #HSA #RMD #TaxSeason #FinancialPlanning #MoneySavingTips Maximize your tax filings and fight rising costs with essential retiree financial strategies. Learn quick tips for IRA and HSA contributions for 2025, and don't miss the new $1,000 deduction for those 65+. Yahoo Finance Senior Columnist Kerry Hannon goes over some last-minute tips for retirees before the April 15…
https://fllics.com/en/video/5-last-minute-tax-filing-tips-for-retirees-before-apr-15/
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So I've always been a financial planning DIYer. I understand American investing & personal finance pretty well. BUT now my UK nephew is asking me questions and I'm starting to look online for good software/apps/resources and at least so far, it would appear the US is far ahead of the UK in terms of tools, etc. Am I missing anything? I'm continuing to look. I've started researching UK taxes, etc. of course. Plus what retirement account types are available, etc. #FinancialPlanning #UKFinance
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Every so often I share how much I like the financial & retirement planning tool, Boldin. I'm not affiliated in any way. anyway, it has recently added guardrails for spending planning which is great. It's $140/year I think (I pay grandfathered in price) and frankly even if you have a financial advisor, I think it's a worthy add, because nobody will care more about being accurate about your financial planning than you will yourself. :) https://www.boldin.com #FinancialPlanning #Retirement #Boldin
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After Golden Cross, Central Garden (CENTA)’s Technical Outlook is Bright – March 3, 2026 https://www.allforgardening.com/1636279/after-golden-cross-central-garden-centas-technical-outlook-is-bright-march-3-2026/ #financial #FinancialPlanning #garden #gardener #gardening #investing #investment #InvestmentAdvice #OnlineInvestment #OnlineStockTrading #OnlineTrading #quote #quotes #Stock #StockMarket #StockQuotes #stocks
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A sudden financial windfall can be an opportunity—or a missed chance. Learn how to evaluate surplus funds, balance lumpsum and SIP investments, and use a lumpsum calculator to plan your wealth journey wisely. https://english.mathrubhumi.com/lifestyle/how-to/how-to-plan-lump-sum-investments-receiving-bonus-inheritance-rfk8w8at?utm_source=dlvr.it&utm_medium=mastodon #HowTO #LumpsumInvestment #SIPvsLumpsum #FinancialPlanning
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SEBI introduces Life Cycle Funds, replacing solution-oriented schemes for structured goal-based investing. https://english.mathrubhumi.com/news/money/sebi-introduces-new-life-cycle-funds-for-goal-based-investing-kk2pm7zn?utm_source=dlvr.it&utm_medium=mastodon #SEBI #LifeCycleFunds #MutualFundsIndia #FinancialPlanning
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10 tax-free income sources in India you should know https://english.mathrubhumi.com/news/money/tax-free-income-sources-epf-ppf-gratuity-agricultural-dzptm7ia?utm_source=dlvr.it&utm_medium=mastodon #TaxFreeIncome #IndiaTax #EPF #PPF #FinancialPlanning
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Central Garden & Pet Company Ups Share Buyback Authorization – February 18, 2026 https://www.allforgardening.com/1614511/central-garden-pet-company-ups-share-buyback-authorization-february-18-2026/ #financial #FinancialPlanning #garden #investing #investment #InvestmentAdvice #OnlineInvestment #OnlineStockTrading #OnlineTrading #quote #quotes #Stock #StockMarket #StockQuotes #stocks
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Important Dates in March – Financial, Travel and Healthcare Deadlines to Know
Stay Ahead: Key March 2026 Dates You Shouldn’t Miss
March isn’t just about spring weather and St. Patrick’s Day celebrations — it’s also a crucial month for financial planning, healthcare decisions, and travel savings. Whether you’re budgeting, planning summer trips, or reviewing health coverage, these important March 2026 dates can help you stay organized and save money.
March 1 — Start Planning Summer Travel & Activities
Early March is an ideal time to begin booking summer camps, flights, and vacation plans.
Why it matters:
Many summer camps offer early-bird discounts of 10–20% for families who register before spring deadlines. Airline tickets can be up to 25% cheaper when booked about three months ahead of travel. Setting up airfare alerts helps track price drops and deals.
Helpful tip:
Create travel price alerts and start comparing options now to avoid peak-season price spikes.
March 15 — Flexible Spending Account (FSA) Deadline
If your employer offers a grace period for 2025 FSA funds, March 15 is commonly the last day to spend remaining balances.
Key details:
FSA funds can cover eligible healthcare expenses such as dental care, vision services, prescriptions, and medical supplies. Contributions are pre-tax, often saving about 30% on healthcare costs. Unused funds may expire after the deadline depending on your plan rules.
Check your FSA balance now and schedule eligible purchases or appointments before the cutoff.
March 31 — Medicare Advantage Open Enrollment Ends
March 31 marks the final day of the Medicare Advantage open-enrollment period.
What this means:
You can switch Medicare Advantage plans or return to Original Medicare. Updated 2026 plan changes include cost adjustments and benefit updates. Reviewing coverage ensures your healthcare plan matches your current needs.
Recommendation:
If you or a loved one is enrolled in Medicare Advantage, review options before the deadline to avoid waiting until the next enrollment period.
Why These March Dates Matter
Staying aware of financial and healthcare deadlines can help you:
Save money on travel and summer programs Maximize tax-advantaged health benefits Avoid coverage gaps or missed enrollment windows Improve overall financial planning
Final Takeaway
March 2026 offers several opportunities to make smart financial, travel, and healthcare decisions. A little planning now can mean lower costs, better benefits, and fewer last-minute surprises later in the year.
Stay connected with DoRaleigh.com for more practical tips, local updates, and resources to help you stay informed year-round.
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#BudgetPlanning #DoRaleighTips #FinancialPlanning #FSADeadline #HealthCarePlanning #ImportantDates #March2026 #MedicareEnrollment #News #SummerTravelDeals #TravelTips -
Wall Street Analysts Think Central Garden (CENTA) Could Surge 37.35%: Read This Before Placing a Bet – February 12, 2026 https://www.allforgardening.com/1604417/wall-street-analysts-think-central-garden-centa-could-surge-37-35-read-this-before-placing-a-bet-february-12-2026/ #financial #FinancialPlanning #garden #gardener #gardening #investing #investment #InvestmentAdvice #OnlineInvestment #OnlineStockTrading #OnlineTrading #quote #quotes #Stock #StockMarket #StockQuotes #stocks
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Credit cards now dominate as shoppers plan record holiday spending: TransUnion Q4 2025 study shows 42% of Americans will rely on credit cards for holiday purchases, up from 38% last year, as 58% plan to spend over $250 despite inflation. https://ppc.land/credit-cards-now-dominate-as-shoppers-plan-record-holiday-spending/ #CreditCards #HolidaySpending #ConsumerTrends #TransUnion #FinancialPlanning
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Teil drei unserer Blogserie zur Konferenzorganisation ist draußen! Hier gibts Infos rund um das liebe Geld: https://blog.junge-sprachwissenschaft.de/2025/11/16/Konferenzorga-Geld-MK.html
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🧑🏫 THIS WEEK - come along to our CPC-CG/CRA webinar with Dr Spela Mocnik who will discuss how factors like financial mindsets, access to knowledge, and social context interact to influence financial resilience in later life, based on findings from the #ESRC-funded 'Promoting inclusivity in #pension protection and other forms of #saving among men and women from black and #minority #ethnic communities in the UK' project.
Register to join: https://www.cpc.ac.uk/activities/full_events_calendar/961/CPC_CGCRA_Webinar__Spela_Mocnik
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A research dissemination event led by CPC-CG's Athina Vlachantoni has brought findings from an #ESRC-funded project to stakeholders, contributing important insights to #academic and #policy debate about #pension protection and #pensionreform.
Read the full story: https://www.cpc.ac.uk/news/latest_news/?action=story&id=863
#demography #socialscience #economics #financialplanning #ageing #gerontology #workinglives #retirement #retirementplanning
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Experts share 8 budget hacks people can implement in one day to stop wasting money
https://web.brid.gy/r/https://www.upworthy.com/experts-8-saving-money-tips
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🧭 "Your strategy is your compass — don’t trade without direction."
#InvestmentStrategy #StayTheCourse #SmartInvesting #FinancialPlanning #PurposeDrivenWealth #StoneCapitalGrowth #SocialMedia #Markets
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📌 Save the Date!
CPC-CG member Athina Vlachantoni is a speaker at an #NCRM Data Resources Training Network webinar on 9 November:
‘Exploring #ageing through national datasets’
#demography #population #socialscience #methodolgy #researchmethods #datasets #nationaldatasets #pension #pensions #gendergaps #retirement #financialplanning #healthyageing
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📺You may have also missed coverage of our work with #BBC South News on rising public health #funeral rates, with findings suggesting that reducing deprivation among older people could lower the need.
Catch up in section 3 of the latest #ChangingPopulations
https://sway.cloud.microsoft/urKHaLPBnmc5tC1p#ageing #publichealth #dying #mortality #endoflife #deprivation #poverty #pensionerpoverty #olderage #oldage #oldpeople #loneliness #financialplanning #retirement #demography #population #socialscience #economy
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🗞️ 🗞️ Away for the summer and missed the latest #ChangingPopulations magazine?
If so, you missed lots of articles about our latest research and activities, including the article on UK ethnic #pension gaps leaving minority ethnic communities worse off in #retirement, with women more disadvantaged than men - head to section 8 to read more, then stay to read the rest:
▶️ https://sway.cloud.microsoft/urKHaLPBnmc5tC1p?ref=Link
#demography #socialsciences #population #economics #ageing #financialplanning #pensions
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Crimson Wine Group Posts Q2 Loss as Sales Decline Y/Y, Margins Contract – August 18, 2025
Shares of Crimson Wine Group (CWGL Quick QuoteCWGL – Free Report)…
#dining #cooking #diet #food #Wine #financial #financialplanning #investing #investment #investmentadvice #onlineinvestment #onlinestocktrading #onlinetrading #quote #quotes #Stock #stockmarket #stockquotes #stocks
https://www.diningandcooking.com/2238484/crimson-wine-group-posts-q2-loss-as-sales-decline-y-y-margins-contract-august-18-2025/ -
Crimson Wine Group Posts Q2 Loss as Sales Decline Y/Y, Margins Contract – August 18, 2025 https://www.diningandcooking.com/2238484/crimson-wine-group-posts-q2-loss-as-sales-decline-y-y-margins-contract-august-18-2025/ #financial #FinancialPlanning #investing #investment #InvestmentAdvice #OnlineInvestment #OnlineStockTrading #OnlineTrading #quote #quotes #Stock #StockMarket #StockQuotes #stocks #Wine