Retirement and Well-Being

Barron’s asked a French journalist for insider tips on how to avoid getting fleeced and still soak up plenty of good food and culture this summer.

This market is volatile, but the S&P 500 is still up around 18% over the past 52 weeks.

Sites like TrumpRx and retailers like Costco can help. Here’s how else to make the most of your drug coverage and avoid overpaying.

The writer had the means to delay starting Social Security to maximize his benefit. Waiting isn’t for everyone.

With passage of the One Big Beautiful Bill Act in 2025, trusts that were created years ago to shield wealth from onerous federal estate taxes may be unnecessary.

President Trump’s plan could mesh with the Savers Match program set for next year, and it appears to be structured similarly to bipartisan legislation.

Annuities and stocks can be better for long-term financial security. How to invest.

The NFL loosened ownership rules in 2024. Private-equity firms and institutions like pension funds are now trying to get a piece of the action.

Buying coverage through ACA marketplaces is now costlier. How to ease the sting.

The wealthy aren’t just transferring their money. They’re making the most of tax laws and involving their heirs in estate planning.

Forget Thursday’s market rout. Your stocks have risen sharply in recent years, likely throwing your portfolio out of whack. Here’s what to do about it.

Vermont, Washington state, and Minnesota score well when it comes to retiree healthcare. What else to know.

The Trump administration has started using AI to try to save money in Medicare. What it means for your coverage.

The new annuities can save you money, but they are sold through advisors charging their own fees.

With foreign stocks outperforming domestic stocks, investors are getting products tied to international indexes with downside protection.

A steep selloff in software should be a wake-up call to diversify and take other measures to keep your portfolio aloft.

More alternative investments are available in exchange-traded funds, making it easier for retail investors to own them.

The benefits are particularly striking for people who dropped out of the workforce for years to raise children or care for family members.

Retirees are likely to see costs increase at a faster clip than the 3.5% official inflation rate for healthcare. Taking these steps can help.

The head of financial planning at Morgan Stanley discusses why the traditional retirement model is becoming obsolete and why advisors should embrace scenario planning.

Public markets have powered middle-class financial security for decades. We need to make sure they keep growing, Zach Buchwald writes in a guest commentary.

Some early retirees find they miss the camaraderie and challenges of a job.

The former Berkshire Hathaway CEO’s three children probably will become the most influential philanthropists in the world after their father dies.

Advisors usually tell you to secure your retirement before you all in for paying for college.