Retirement and Well-Being

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

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.

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

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.

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

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

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

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.