Retirement and Well-Being

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


American Exceptionalism May Be Dying. How to Make the Best of It.

American Exceptionalism May Be Dying. How to Make the Best of It.

Foreign stocks have momentum as the dollar weakens. These funds can help you capture the gains.

4 minute read

AI Can Help With Retirement Planning, but It Can’t Replace a Human Advisor

AI Can Help With Retirement Planning, but It Can’t Replace a Human Advisor

Entrusting your financial life to AI would be a risky move.

Long Read

Parental Dilemma: What to Do if You’re Supporting Children as You Near Retirement

Parental Dilemma: What to Do if You’re Supporting Children as You Near Retirement

People are providing more aid to adult children and having children later in life. The combination can make it hard to save for retirement.

Long Read

Private Equity Says Its Fund Values Don’t Come From Dartboards

Private Equity Says Its Fund Values Don’t Come From Dartboards

For retirement savers, worries about the pricing of private holdings would be mitigated by several things.

2 minute read

Big Changes Are Coming to Charitable Giving. How to Get Maximum Savings.

Big Changes Are Coming to Charitable Giving. How to Get Maximum Savings.

Many Americans may get a new tax break, but those who itemize face new limits on deductions. Planning now makes sense.

3 minute read

Your I Bonds Aren’t Hot Anymore. How to Decide Whether to Hold or Sell.

Your I Bonds Aren’t Hot Anymore. How to Decide Whether to Hold or Sell.

As inflation has dropped, so has the appeal of these inflation-protected savings bonds.

Long Read

Half of Retirement Plan Participants Would Invest in Private Assets, Survey Finds

Half of Retirement Plan Participants Would Invest in Private Assets, Survey Finds

The study should be welcome news to asset managers with funds that invest in private assets. They are on a path to win access to the nation’s 401(k)s.

2 minute read

Private Equity Is Headed for Your 401(k). The Industry Is Celebrating. Should You?

Private Equity Is Headed for Your 401(k). The Industry Is Celebrating. Should You?

The Trump administration is taking the handcuffs off the private-market industry. The outcome for retirement savers will be complicated.

Long Read

How One Wealth Manager Built a Niche Advising Retirement-Plan Participants

How One Wealth Manager Built a Niche Advising Retirement-Plan Participants

Mike Bisaro, the president and CEO of $1.2-billion StraightLine, explains how his firm helps people at all stages of their financial journeys.

Long Read

Want to Work Fewer Hours? How to Ask Without Sabotaging Your Career.

Want to Work Fewer Hours? How to Ask Without Sabotaging Your Career.

Be ready to hear “no,” and more tips from financial advisors and an HR manager.

4 minute read

Some Retirees Are Too Frugal. Tips to Help Them Loosen Their Purse Strings and Enjoy Life.

Some Retirees Are Too Frugal. Tips to Help Them Loosen Their Purse Strings and Enjoy Life.

Today’s advisors are finding creative ways to get wealthy clients to stop hoarding their cash in retirement and spend money to enrich their lives.

4 minute read

Private Equity Will Never Be the Same. 401(k)s Are the Golden Goose.

Private Equity Will Never Be the Same. 401(k)s Are the Golden Goose.

Gaining even a sliver of the $12 trillion pool of retirement funds could drive private equity growth for years.

Long Read

Buffett Stock Buys Say Plenty About the Stock Market. Why His Inaction Says More.

Buffett Stock Buys Say Plenty About the Stock Market. Why His Inaction Says More.

Trump’s Putin meeting crucial for oil prices, Berkshire Hathaway’s mystery solved, the case for rate cuts, and more news to start your day.

Long Read

Retiring Early? Prepare for Higher Healthcare Premiums.

Retiring Early? Prepare for Higher Healthcare Premiums.

Health insurers are requesting the largest monthly premium increases in more than five years

Long Read

Social Security Is 90 Years Old. Trump Just Weighed In.

Social Security Is 90 Years Old. Trump Just Weighed In.

The president celebrated his administration’s commitment to the program even as it remains in dire need of a fix.

3 minute read

What’s a ‘Safe’ Savings Withdrawal Rate? It May Be More Than You Think.

What’s a ‘Safe’ Savings Withdrawal Rate? It May Be More Than You Think.

The inventor of the “4% rule” has revised his math. What to know about giving yourself a pay hike.

4 minute read

Buffett Shows Value of Working Past 65. That’s When He Really Got Rich.

Buffett Shows Value of Working Past 65. That’s When He Really Got Rich.

The Berkshire Hathaway CEO, who turns 95 at the end of August, has created almost 95% of his current wealth over the past 30 years.

3 minute read

You May Need Medicaid for Long-Term Care. How to Move Your Assets.

You May Need Medicaid for Long-Term Care. How to Move Your Assets.

For many people nearing retirement, Medicaid planning will be a component of their long-term care.

Long Read

Private Equity Is Knocking on the Door of Americans’ Retirement Funds. Don’t Let It In.

Private Equity Is Knocking on the Door of Americans’ Retirement Funds. Don’t Let It In.

Private equity has no place as a default investment for most workers, Joshua Hemmert writes in a guest commentary.

4 minute read

Alts in 401(k)s? Why Advisors Have Mixed Feelings

Alts in 401(k)s? Why Advisors Have Mixed Feelings

401(k) participants could soon have access to everything from private equity to crypto.

Long Read

Crypto, P/E, and More Are Coming to 401(k)s. What Could Go Wrong?

Crypto, P/E, and More Are Coming to 401(k)s. What Could Go Wrong?

Proceed with caution, financial experts advise.

3 minute read

Trump Signs Executive Order Allowing Private Equity and Crypto Into 401(k)s

Trump Signs Executive Order Allowing Private Equity and Crypto Into 401(k)s

The move is a major win for investment managers and digital-assets companie

2 minute read

Cash’s Heyday Is Coming to an End. What to Do Next.

Cash’s Heyday Is Coming to an End. What to Do Next.

Retirees should consider locking in higher yields on cash and bonds while they still can.

3 minute read

Gut Health Isn’t Just About Your Gut. It’s About Your Whole Body.

Gut Health Isn’t Just About Your Gut. It’s About Your Whole Body.

Bacteria help digest food, produce essential nutrients, and fight cancer and heart disease.

Long Read

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