Retirement and Well-Being

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

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

In an age of soaring real estate prices and high mortgage rates, many retirees may come out ahead by staying in place. Others can still profit from moving.

Qualified charitable distributions allow you to be charitable and shave your taxes at the same time.

Benefit caps on wealthy retirees could prevent Social Security insolvency, Maya MacGuineas writes.

Many people underestimate the work involved in settling an estate. Financial advisors share how they help clients get through it.

The handover of generational wealth presents challenges and opportunities for financial advisors. A new UBS report has advice.

While well-intentioned, the president’s latest retirement initiative lacks heft.

Apple polishes quarter earnings and sales beat, AI spending juices outlooks for power providers, and more news to start your day.

The administration’s efforts will include creating a new website that helps people find privately run individual retirement accounts that they can sign up for.

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

An Implan analysis estimates that retirements among older workers are creating a $4.18 billion drag on annual U.S. GDP growth.

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

The high inflation that characterized the ‘70s and ’80s ravaged retirement portfolios.

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

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

While gas pumps show the immediate hit, rising oil prices are quietly pushing up healthcare and utility costs for older Americans living on fixed incomes.

Barron’s talked to economists and financial advisors to explain both sides of the debate.

Most U.S. couples are close in age. But census data show that roughly 8% to 9% have age gaps of a decade or more,

Higher gas prices drove the uptick in the projected cost-of-living adjustment.

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

The Oracle of Omaha’s practical approach to investing focuses on finding undervalued stocks and holding them for the long term.

The latest annual survey from Northwestern Mutual shows Americans are growing more anxious about having enough money to retire.