Retirement and Well-Being

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

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

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

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.

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

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.

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

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

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

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.

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

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

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

Proceed with caution, financial experts advise.

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

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

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

Treasury Secretary Scott Bessent said his comments about Trump accounts acting as a back door to privatizing Social Security were misinterpreted.

A new survey from Schwab finds that fewer savers are taking hardship deposits or loans from their retirement accounts. Vanguard data tell a different story.

Retirees might spend more than $172,000 on healthcare, Fidelity estimates. How to ease the sting.

Some workers find they benefit from taking a few months off from work periodically before plunging back in.

Age-old financial scams have become digitized, putting seniors at greater risk, says Adam Frank, head of wealth planning and advice at J.P. Morgan Wealth Management.

Annuities are often complicated, with confusing fee structures, but certain ones can make sense for a portion of your retirement portfolio.

Cassidy, a Louisiana Republican, has a proposal to touch what is known as the third rail of American politics: Social Security.