Retirement and Well-Being

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.

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.

The first wave of Gen Xers are worried that healthcare costs and other factors could send them back to work after their formal retirement, a new survey finds.

Many advisors expect that alternative investments such as private credit will make up only a limited share of retirement plans’ portfolios if the agency promulgates its proposed rule.

Aluminum stocks are soaring, SpaceX IPO could use a little-known loophole, pro football kicks off new deal with American Express, and more news to start your day.

Barron’s gives tips for avoiding unfair penalties, withheld refunds, or drawn-out grievances with the IRS.

A federal rule aiming to protect retirement investors has been officially scrapped. Take these steps to find an advisor you can trust.

Nothing is guaranteed, but financial advisors say these five steps can help clients live financially sound lives after leaving the workforce.

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

If retirees are forced to withdraw funds from a declining portfolio, those losses become locked in and can permanently impair long-term financial security.

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

Now advisor recommendations for handling one-time 401(k) rollovers won’t be subject to a fiduciary standard.

There are now around 85 retirement homes in the U.S. with varying ties to universities. Some residents take college classes.

Prenuptial agreements are particularly good idea in second marriages or for anybody who has substantial assets.

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

A number of financial planning considerations arise when retirement turns out to be temporary.

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