Retirement is a slippery slope, not a cliff

Amy Arnott's collage art with images and shapes

In this section of The Long ViewBill Yount, practicing emergency physician and podcast co-host Up to Fidiscusses his biggest financial mistakes, how he found financial independence later in life, and the importance of planning for a smooth retirement. Here are some excerpts from Yount’s interview with Morningstar’s Christine Benz. Why Financial Independence is the Tonic … Read more

Should we invest in stocks after retirement?

Should we invest in stocks after retirement?

Dear Liz: My wife and I have been blessed with a very large income from real estate that will provide us with enough money to live comfortably for the rest of our lives. That leaves retirement accounts and Social Security as a lot of discretionary or extra money. Right now, we have 90% of our … Read more

HELOC and mortgage rates Sunday, March 29, 2026: Little movement in rates this week

HELOC and mortgage rates Sunday, March 29, 2026: Little movement in rates this week

Home equity line of credit (HELOC) and home equity loan rates remain steady after the Federal Reserve’s second rate cut in 2026. Prime rates are unchanged and second mortgage rates remain close to a three-year low. According to real estate firm Curinos, the average HELOC rate is 7.20%. The lowest 52-week HELOC was 7.19% in … Read more

DWP Minister gives update on upcoming change to state pension

DWP Minister Torsten Bell speaks to MPs

DWP Minister Torsten Bell spoke to MPs about the state pension (Image: UK Parliament) A senior government minister has shared news about a major change in government pensions. DWP Minister Torsten Bell spoke to the Work and Pensions Committee about upcoming changes to the DWP benefit eligibility rules. He was asked about a range of … Read more

Martin Lewis council tax warning as thousands could pay more

Street

You could be one of thousands of households paying too much in your council tax (Image: Getty) People are encouraged to check their tax bills, as many families may be entitled to a large refund. The warning comes as council tax rates across the country are expected to rise on April 1, with most local … Read more

‘Bank accounts are being deleted’ are three messages

Hands of a man holding a smartphone. A person who uses a mobile phone for social media, watching video, reading data or playing an online game

It can be easy to get caught (Photo: WinnieVinzence via Getty Images) Experts are warning about three scam messages that could ruin your bank account after an elderly man was swindled just weeks before his death. Internet fraud cost victims hundreds of billions worldwide last year, with more than half of adults reporting being targeted … Read more

Rachel Reeves’ new law from 6 April 2026 sees ‘triple taxation’

Chancellor of the Exchequer Rachel Reeves leaves 11 Downing Street after attending a meeting of

Rachel Reeves made an amendment to the November Budget (Photo: Wiktor Szymanowicz/Future Publishing via Getty Images) Tax experts focus on the changes that will come into effect next week that will affect those who hold investments. Tax rates on dividends exceeding an annual income of £500 will rise by two per cent for basic and … Read more