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因CPI累計漲幅達調整門檻，明年遺贈稅免稅額可望調高
由於物價累計漲幅達調整門檻，明年遺產稅及贈與稅免稅額預計將調高。根據計算，遺產稅免稅額將從1333萬元調高至至少1482萬元，贈與稅免稅額從244萬元調高至至少271萬元，實際調整額度預料更高。
建设银行开展防范非法金融活动宣传月活动
建设银行于6月起在全行范围内开展防范非法金融活动宣传月活动，通过网点宣传、数字平台、社区走访等多种形式，向老年人、新市民、快递员等重点人群普及金融知识，揭示诈骗套路，守护群众“钱袋子”。
新制勞退基金4月獲利大爆發，低薪族「紙上富貴」難進口袋
新制勞退基金4月獲利達7609.9億元，前4月平均分紅8.12萬元創歷史新高。然而，高薪勞工自提率高、低薪族自提率低，導致未來老人貧富差距擔憂
Taiwan's FSC to tighten rules on insurers' foreign government bond investments
Taiwan's Financial Supervisory Commission (FSC) will amend regulations to require life insurers to invest in foreign government bonds with a credit rating of BBB- or higher. This move aims to enhance risk management and capital adequacy, affecting approximately NT$374.4 billion in existing holdings.
住房公积金：是存是取？算清这笔账，避免损失
文章分析了住房公积金的存取策略。公积金年利率为1.5%，高于多数银行一年期定存。近3-5年有购房计划者应避免提取以保证贷款额度；账户余额超出贷款上限部分可考虑提取；确定不买房者可在符合法定情形下提取；急需用钱周转者也可在满足条件后提取。违规提取将面临法律风险和信用影响。
Experts: Spring's psychological fatigue makes saving money difficult
Japanese experts identify spring (April-May) as a prime time for difficulty saving money due to increased expenses from life changes and psychological fatigue. Stress leads to "reward consumption" and "decision fatigue," hindering financial planning.