News and analysis for those planning or living in retirement
I took Social Security at 62 and now I regret it. Is there a way to increase my Social Security benefits? : When you decide to claim your Social Security benefit, it makes a huge, lasting impression — and often, it’s permanent.
I want to protect my home from estate clawback through Medicaid – what should I do? : The rules around assets and benefits can be confusing, but consider this to get the most out of what you have.
We want to retire somewhere with lots of cultural activities, a beach and a big airport. Our budget is $4,000 to $5,500 per month including rent. So where should we look? : Do you have specific ideas in mind for where to live in retirement, but you don’t know where to go? Ask for MarketWatch.
Also on MarketWatch:
Should retirees invest in emerging markets?
Aging in place is even more difficult in small towns or rural areas
I’m 68, my husband is terminally ill, and his $3 million estate will go to his son. I want to spend the rest of my life traveling – will I have enough money?
This Valentine’s Day, skip the flowers and talk money instead
How to Profit from Your Losses on These “Cathie Wood” Stocks
Here’s how to plan a “traveling retreat” in Europe – plus a sample itinerary
How will Medicare and Medicaid fill the growing gaps in the long-term care system?
More information about the retreat:
You got rich during the pandemic. Early retirement remains risky (The Wall Street Journal)
How much I earned as a software engineer to retire at 30 (Business Intern)
TN’s active adult retirement communities are seeing a huge surge in enrollment as retirees flock to the state (WBIR)
Before you apply for pension benefits: What you need to know (Washington Times-Herald)
Shaun White’s retirement has made his legacy clear (The Washington Post)
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A new study shows how logging into the Social Security site will benefit you (GOBankingTariffs)
People feeling more pressure to plan for the future (plan sponsor)
One study cites the difference between quitting work and fully retiring (FEDweek)
Financial education in high school does not affect retirement savings in adulthood (401K Specialist)
Information on social security is revealing (Center for Retirement Research at Boston College)
To share with your family, friends and clients:
They’re saving sea turtles, fighting Alzheimer’s and giving billions – and they’re over 60
You changed jobs as part of the Great Resignation. What happens now with your 401(k)?
Congress just proved bipartisan action is still possible on health care
A little financial knowledge and the right tools can help you manage your own wealth
To what extent can online tools lighten the workload of Social Security?
5 popular financial rules you might want to ditch
I’m done with Illinois! I want to retire in a small town in a neighboring state, so where do I go?
More than a third of Americans say they have never had a retirement account