Retirement and Well-Being

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


My Doctor Told Me to Take My Blood Pressure at Home. She Didn’t Tell Me How Hard It Is.

My Doctor Told Me to Take My Blood Pressure at Home. She Didn’t Tell Me How Hard It Is.

There are a lot of factors that can distort blood pressure measurements that you take at home.

Long Read

SALT, the Estate Tax, and More: How the Megabill Could Affect You

SALT, the Estate Tax, and More: How the Megabill Could Affect You

The bill aims to extend the income-tax cuts from the 2017 tax law while widening the state and local tax deduction.

3 minute read

Bonds Have Underperformed. Why You Should Own Them Now.

Bonds Have Underperformed. Why You Should Own Them Now.

Barron’s has long favored dividend-paying stocks for those seeking income. But bonds now deserve a hard look because they are so attractively priced.

Long Read

Private Investments in Retirement Accounts to be Studied by SEC Office for Next 12 Months

Private Investments in Retirement Accounts to be Studied by SEC Office for Next 12 Months

The move could signal coming changes in SEC regulation regarding private markets.

3 minute read

What Republicans’ Medicaid Cuts Would Mean for Retirees

What Republicans’ Medicaid Cuts Would Mean for Retirees

The Senate may be close to passing Trump’s big tax bill. Its Medicaid cuts would have a long-term effect on millions of retirees.

3 minute read

More Americans Tap 401(k)s for Emergencies: Vanguard

More Americans Tap 401(k)s for Emergencies: Vanguard

Vanguard’s report shows 4.8% of workers took hardship withdrawals from 401(k)s in 2024, up from 3.6% in 2023.

3 minute read

401(k)s Weren’t Built for the Gen Z Economy

401(k)s Weren’t Built for the Gen Z Economy

A generation that changes jobs early and often needs a better retirement solution, Zach Buchwald writes in a guest commentary.

4 minute read

Premium Credit Cards Are Getting Pricier. Do the Perks Match the Fees?

Premium Credit Cards Are Getting Pricier. Do the Perks Match the Fees?

Chase’s Sapphire Reserve is charging $795, topping the American Express Platinum card. We look at the slew of rewards premium credit cards offer.

Long Read

Why Retiring Early May Get More Expensive Next Year

Why Retiring Early May Get More Expensive Next Year

Republicans’ tax bill would allow some subsidies to lapse for Obamacare insurance premiums, raising costs sharply for older Americans.

3 minute read

How This RBC Financial Advisor Makes Sure Her Clients Won’t Run Out of Money in Retirement

How This RBC Financial Advisor Makes Sure Her Clients Won’t Run Out of Money in Retirement

Even wealthy people often fear running out of assets during their lifetime. RBC Financial Advisor Gina Thompson shares how she puts together a plan they can count on.

3 minute read

Social Security, Key Medicare Fund, to Run Out Sooner Than Previously Forecast

Social Security, Key Medicare Fund, to Run Out Sooner Than Previously Forecast

The combined retirement and disability fund is projected to run dry in 2034, one year earlier than reported last year, according to the annual Social Security and Medicare Trustees report.

4 minute read

Deeper Medicaid Cuts, Bigger Tax Breaks: How the Senate Version Would Impact Seniors

Deeper Medicaid Cuts, Bigger Tax Breaks: How the Senate Version Would Impact Seniors

The Senate version has two key provisions that would affect the wallets of seniors. Those planks could change even more.

3 minute read

You Struck It Rich With Bitcoin. How to Leave It to Your Heirs.

You Struck It Rich With Bitcoin. How to Leave It to Your Heirs.

Estate planning for cryptocurrencies is more complicated because of security precautions.

4 minute read

You, Your Parents, and Your Grandma All Live Together. How to Make It Work.

You, Your Parents, and Your Grandma All Live Together. How to Make It Work.

Multigenerational living is on the rise in the U.S. There are things you can do in advance to avoid conflicts.

4 minute read

Trump Accounts May Give New Parents Free Money. There’s More Than One Catch.

Trump Accounts May Give New Parents Free Money. There’s More Than One Catch.

The proposed accounts will compete with a plethora of savings vehicles that can offer better tax advantages and more flexibility.

Long Read

How Much Social Security Benefits Could Rise Next Year, According to Inflation Data

How Much Social Security Benefits Could Rise Next Year, According to Inflation Data

The Social Security Administration will announce the actual cost-of-living adjustment in October.

2 minute read

The Job Market for New Grads Is Lousy. How to Help Your Kid Without Ruining Your Retirement.

The Job Market for New Grads Is Lousy. How to Help Your Kid Without Ruining Your Retirement.

Set a budget and make sure you’re not risking your own financial security later in life.

3 minute read

Vanguard Expands Active Bond ETF Lineup. Here’s What to Know.

Vanguard Expands Active Bond ETF Lineup. Here’s What to Know.

The asset manager has been leaning into active management in fixed income to meet shifting investor and advisor demand.

3 minute read

A Health Crisis Cost You a Bundle. How to Claw It Back.

A Health Crisis Cost You a Bundle. How to Claw It Back.

Many taxpayers miss a deduction that could ease the financial pain of hefty medical bills.

Long Read

Will Target Go the Way of Kmart?

Will Target Go the Way of Kmart?

Readers weigh in on Target, retirement planning, investing abroad, and American exceptionalism

2 minute read

Retirement Contributions Are Closest Ever to Ideal Level, Fidelity Says

Retirement Contributions Are Closest Ever to Ideal Level, Fidelity Says

Despite fluctuations in the stock market, workers are putting more money away for retirement and employer contributions hit an all-time high.

2 minute read

3 Mistakes to Avoid When Investing for Retirement

3 Mistakes to Avoid When Investing for Retirement

Studies show individual investors tend to underperform both the broad market and the individual funds they own.

3 minute read

The World’s Rich Are Getting Even Richer. Here’s What They Buy.

The World’s Rich Are Getting Even Richer. Here’s What They Buy.

The ultrarich were the fastest-growing segment of the world’s wealthiest, according to an annual report from Capgemini.

Long Read

Social Security Recipients Get a Break as U.S. Tackles Defaults on Student Debt

Social Security Recipients Get a Break as U.S. Tackles Defaults on Student Debt

Collections activity for most student borrowers resumed on May 5.

1 minute read

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