Morningstar’s 2025 research sets a 3.9% base safe withdrawal rate for a 60/40 portfolio, but flexible strategies push it to 5.7%. The tradeoff: greater income variability, lower bequest potential, and materially different risk profiles over a 30-year retirement horizon.

Entry requirements for dual nationals are being updated as part of broader changes to entry requirements in the United Kingdom. The sudden change, announced quietly in the fall, has caught citizens off-guard and left many confused and frustrated by the requirements.

How to reach millionaire status.

It's about more than just earning six-figures.

Where your pension is invested could mean the difference between retiring as a millionaire or being left with less than a penny, new analysis shows. The personal finance site Investing Insiders looked at the performance of almost 13,000 pension funds, creating league tables to show the best and worst performing across different risk profiles (high, medium and low). It found that taking a “select and forget” approach to funds may not just mean a slightly smaller pot — it could leave it empty.

The Mississippi Lottery is introducing a new game this weekend: Millionaire for Life.

The Illinois Constitution faces a proposed amendment that would implement a new surtax on income exceeding $1 million. Filed by Chicago Democratic Rep. LaShawn Ford, who serves the state's 8th House District, Illinois House Joint Resolution Constitutional Amendment 26 would put a 3% surtax on any income Illinoisans make beyond $1 million. In simple terms, a person who makes $1.2 million would be surtaxed 3% on $200,000.

A common belief among many investors is that fortune favours the brave. That stops being true past a certain, quite limited point

Students in Ontario say they’re prepared to challenge the changes to post-secondary tuition and financial aid announced by Doug Ford’s government last week.