Retirement and Well-Being

Read the latest from Barron's on how to live well and retire confidently.


Get Off Your Butt. After Sitting 8 Hours, You Need to Do This.

Get Off Your Butt. After Sitting 8 Hours, You Need to Do This.

These Household Names Are Dividend Kings. They’re Rock-Solid For Income.

These Household Names Are Dividend Kings. They’re Rock-Solid For Income.

Companies like Coca-Cola have a long history of increasing their dividends. Why they’re solid for retirement income.

2 minute read

Japan Is an Investing Giant for Mom and Pop. It Just Needs to Convince Them.

Japan Is an Investing Giant for Mom and Pop. It Just Needs to Convince Them.

A shift in Japan’s large pool of household financial assets could reshape capital markets, one analyst says.

3 minute read

Beware the Social Security ‘Tax Torpedo.’ How to Protect Your Retirement Income.

Beware the Social Security ‘Tax Torpedo.’ How to Protect Your Retirement Income.

Converting your retirement account to a Roth could make all the difference.

3 minute read

SpaceX Is Coming To An Index Fund Near You. Will It Do More Harm Than Good?

SpaceX Is Coming To An Index Fund Near You. Will It Do More Harm Than Good?

The rocket and AI company won’t have a big impact on the S&P 500, but it’s a sign of things to come.

2 minute read

Week’s Best: Hardship Retirement Withdrawals on the Rise

Week’s Best: Hardship Retirement Withdrawals on the Rise

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

2 minute read

SpaceX Is Coming for Your Retirement Portfolio. Why You Shouldn’t Worry.

SpaceX Is Coming for Your Retirement Portfolio. Why You Shouldn’t Worry.

Investors in index funds will soon own a sliver of SpaceX. Consider these moves if you’re worried it’s a bubble.

4 minute read

Retirement Savings Are Up, But So Are Hardship Withdrawals

Retirement Savings Are Up, But So Are Hardship Withdrawals

More Americans have been dipping into their retirement savings, about half of them do so multiple times.

3 minute read

The Truth Behind Social Security's Finances

The Truth Behind Social Security's Finances

The program’s retirement trust fund will run dry sooner than previously forecast. What to know.

2 minute read

He’s 87 and Has Never Taken a RMD From His 401(k). Here’s His Secret.

He’s 87 and Has Never Taken a RMD From His 401(k). Here’s His Secret.

The still working exception allows workers to not make required minimum distributions at the retirement plan of their current employer.

4 minute read

Go Ahead, Take That Vacation. You May Be Spending Too Little in Retirement.

Go Ahead, Take That Vacation. You May Be Spending Too Little in Retirement.

New research indicates that retirees may be overly conservative in retirement spending. How to plan.

4 minute read

Inflation Is Boosting Next Year’s Social Security Raise. Here’s the New COLA Estimate.

Inflation Is Boosting Next Year’s Social Security Raise. Here’s the New COLA Estimate.

For now, many older adults are stretching their budgets on the basics.

2 minute read

Social Security’s Trust Fund Will Run Dry In 2032, Trustees Say. What It Means for Your Benefits.

Social Security’s Trust Fund Will Run Dry In 2032, Trustees Say. What It Means for Your Benefits.

The program’s “trust fund” is going to run dry even sooner than expected. Here’s what to know.

Long Read

Medicare Is a Maze. Here's How to Navigate It.

Medicare Is a Maze. Here's How to Navigate It.

The government’s guide to Medicare can you help with one of the more confusing choices: whether to buy Medigap coverage.

2 minute read

This Medicare Cost Can Be a Stealth Budget Buster. How Retirees Can Prepare.

This Medicare Cost Can Be a Stealth Budget Buster. How Retirees Can Prepare.

Costs for Medigap insurance are rising fast. Retirees have other options if it becomes unaffordable.

4 minute read

Public Comments Reveal Sharp Divide Over Labor Department Proposal to Put Alts in 401(k)s

Public Comments Reveal Sharp Divide Over Labor Department Proposal to Put Alts in 401(k)s

The nearly 45,000 comments include strong endorsements from industry groups and sharp criticism from investor advocates.

4 minute read

Avoid This Retirement Mistake. It Can Cost You Thousands in Taxes.

Avoid This Retirement Mistake. It Can Cost You Thousands in Taxes.

The order retirees withdraw money from taxable, tax-deferred, and Roth accounts can have a major impact on taxes and inheritances.

Long Read

Inflation Squeezes Retirement. 5 Smart Tips to Protect Yourself.

Inflation Squeezes Retirement. 5 Smart Tips to Protect Yourself.

Own stocks, TIPS and gold. And wait as long as possible to collect Social Security to max out your inflation-adjusted benefit.

Long Read

More Than 40% of Americans Retire Earlier Than Expected–or Intended

More Than 40% of Americans Retire Earlier Than Expected–or Intended

Only 21% of those who retired early said they did so because they had saved enough money. Others cited health issues or job loss as reasons.

2 minute read

You Can’t Avoid AI. But Don’t Let It Crowd Your Retirement Portfolio.

You Can’t Avoid AI. But Don’t Let It Crowd Your Retirement Portfolio.

The market’s reliance on AI stocks poses risk for retirees. Make these moves to protect yourself.

3 minute read

Retirement Savings Rate Reaches All-Time High: Fidelity

Retirement Savings Rate Reaches All-Time High: Fidelity

Workers socked away an average of 9.6% for retirement while employers kicked in another 4.8%, leading to a combined record 14.4% in 401(k) plans.

1 minute read

I Bonds Are Suddenly a Lot More Enticing

I Bonds Are Suddenly a Lot More Enticing

Rising inflation is putting a once-hot savings option back in the spotlight.

3 minute read

Live Longer and Better. Does ’Biohacking’ Really Work?

Live Longer and Better. Does ’Biohacking’ Really Work?

The longevity industry is booming with high-tech tests, drugs, and medical devices. What to know for your health—and personal finances.

Long Read

You Can’t Stop Your Fitness From Peaking in Your 20s. You Can Slow the Drop.

You Can’t Stop Your Fitness From Peaking in Your 20s. You Can Slow the Drop.

Doctors and exercise scientists say aging inevitably reduces strength and aerobic capacity—but regular exercise can significantly slow the decline.

4 minute read

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