Retirement and Well-Being

Consider preferred securities, international funds, and TIPS to ease the sting of bonds behaving badly again.

Currently, a $1 million TIPS ladder would pay you $48,000 a year, adjusted annually for inflation, over the next three decades.

Inflation and broader cost-of-living concerns are weighing down retirees, according to a new poll by asset and wealth manager Schroders.

Young people should be steered toward a more mundane way of finding returns, Burton G. Malkiel writes in a guest commentary.

Nearly six in 10 retirees anticipated that Medicare would cover a greater share of their healthcare costs, according to a new survey.

While irrevocable trusts are permanent structures, the assets within them are flexible and can be swapped at any time with different similarly valued assets.

Make sure your portfolio has companies that can raise prices with inflation to help keep up with rising prices.

Own some dividend stocks and bonds funds that inflation won’t chisel away.

Making high-income retirees shoulder the burden of much-needed cuts isn’t a fair solution, Brenton Smith writes.

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.