Elizabeth O'Brien

Elizabeth O'Brien

Senior Writer

LATEST ARTICLES

Moving in Retirement: Should I Stay or Should I Go?

Moving in Retirement: Should I Stay or Should I Go?

Consider modifying your home and calculate the costs of moving or staying put.

2 minute read

Retiring Early? Consider These 3 Things First.

Retiring Early? Consider These 3 Things First.

Older workers are calling it quits in droves, jobs data show.

3 minute read

Your Company Is Offering You Stock. But Should You Buy It?

Your Company Is Offering You Stock. But Should You Buy It?

Most companies now offer stock purchase plans to employees. It can be great for retirement, but it pays to know the pros and cons.

4 minute read

Trump IRAs Are Coming. They’re No Silver Bullet for U.S. Retirement Savers.

Trump IRAs Are Coming. They’re No Silver Bullet for U.S. Retirement Savers.

A new platform will connect workers with accounts from private-sector companies. The funds come with lots of restrictions.

2 minute read

Retirees, Here’s What a Warsh Fed Could Mean for You

Retirees, Here’s What a Warsh Fed Could Mean for You

Stay the course in bonds and consider alternative ETFs that may hold up well if stocks and bonds falter.

3 minute read

Confidence in a Comfortable Retirement Is Faltering. Making a Plan Can Help.

Confidence in a Comfortable Retirement Is Faltering. Making a Plan Can Help.

Americans are worried their savings are no match for sticky inflation and rising healthcare costs.

3 minute read

Why You Should ‘Test-Run’ Retiring Abroad Before You Make the Leap

Why You Should ‘Test-Run’ Retiring Abroad Before You Make the Leap

More Americans are thinking of retiring outside the country. What to know before you make the move.

2 minute read

Dreaming of That Tuscan Villa? What to Know Before Retiring Abroad.

Dreaming of That Tuscan Villa? What to Know Before Retiring Abroad.

More Americans are thinking of retiring outside the country. What to know before you make the move.

4 minute read

Haven’t Filed Your Return? How to Get a Tax Break and Boost Your Savings.

Haven’t Filed Your Return? How to Get a Tax Break and Boost Your Savings.

Contributing to an IRA or HSA can lower your taxable income and lift your retirement savings. How to do it.

4 minute read

Private Credit Is Coming for Your 401(k). Is the Hype for Real ?

Private Credit Is Coming for Your 401(k). Is the Hype for Real ?

They offer diversification and the potential—but no guarantees—for higher returns than publicly traded stocks and bonds. A final rule is expected later this year.

3 minute read

Retirement Savers, Here’s How You Can Find a Trusted Advisor

Retirement Savers, Here’s How You Can Find a Trusted Advisor

The burden remains on investors to navigate the confusing landscape of financial advice.

4 minute read

This Retirement Planning Mistake Can Lead to Headaches in Your 70s

This Retirement Planning Mistake Can Lead to Headaches in Your 70s

About a quarter of Americans with retirement accounts maintain multiple accounts from their past or current jobs.

3 minute read

What the Fed’s Inflation Outlook Means for You and Your Portfolio

What the Fed’s Inflation Outlook Means for You and Your Portfolio

Retirees, who are particularly vulnerable to inflation, must shield their investments from major hits.

3 minute read

Tax Refunds Are Bigger This Year. How to Invest It Wisely.

Tax Refunds Are Bigger This Year. How to Invest It Wisely.

Balanced funds and “buffered” ETFs may be good bets in a market being rocked by the Iran war.

4 minute read

Social Security Payments Could Get a Boost From Higher Oil Prices, Analyst Says

Social Security Payments Could Get a Boost From Higher Oil Prices, Analyst Says

If higher energy prices persist, they could increase Social Security’s cost-of-living adjustment next year.

2 minute read

Retirees, Don’t Do Anything Rash With Your Portfolios

Retirees, Don’t Do Anything Rash With Your Portfolios

This market is volatile, but the S&P 500 is still up around 18% over the past 52 weeks.

2 minute read

Prescription Drugs Can Break the Bank. How to Get the Best Deals.

Prescription Drugs Can Break the Bank. How to Get the Best Deals.

TrumpRx and retailers like Costco can help. How to make the most of your drug coverage and avoid overpaying.

Long Read

Bonds Aren’t a Sure Bet for the Future. 2 Alternatives.

Bonds Aren’t a Sure Bet for the Future. 2 Alternatives.

Annuities and stocks can be better for long-term financial security. How to invest.

4 minute read

Health Insurance After Divorce Has Gotten Pricier. These Moves Can Help.

Health Insurance After Divorce Has Gotten Pricier. These Moves Can Help.

Buying coverage through ACA marketplaces is now costlier. How to ease the sting.

Long Read

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