Tag: Retirement Planning

We want a diverse area with moderate population, warm, beach and culture — so where should we retire?

We are African-Americans and want to retire to a diverse area with moderate population, warm, beach, culture. We can afford a better-than-average lifestyle and want...

Here are the average retirement savings by age: Is it enough?

This article is reprinted by permission from NerdWallet. This article provides information and education for investors. NerdWallet does not offer advisory or brokerage services, nor...

I’m 60, my wife thinks ‘money is for spending,’ I just lost my job and plan to retire — how can we avoid money fights?

I’m 60 years old and recently lost my job of 20 years. Given my age and the current economic climate, I’m looking at the possibility...

We retired to Athens without speaking Greek — here’s how we got the easy travel and affordable life we wanted

It’s midafternoon, sunny and in the 70s on a November day in Athens. Daniel Bartlow and Linda Pinckney, who moved to the Greek capital three...

I’m 60, my spouse is 45 — can I retire if our expenses are $12,000 a month?

I have read a few of your HelpMeRetire inquiries, and I have a situation that I can’t seem to find much information about when I...

Weekend reads: $500,000 and a retirement problem

ISTOCK/GETTY IMAGES Everybody’s financial scenario heading into retirement is different. This encompasses more than levels of savings or income — emotions come into play. What...

Don’t wait until retirement to start enjoying life

Warner Bros/Courtesy Everett Collection I’m going to be 70 next year and I think I’m in pretty good shape. I do 25 push-ups before bed,...

I am 66 years old, retired, and now need to go back to work full time — how can I start over?

I retired from my job in 2014 and started drawing my Social Security at age 62. My income is around $1,600 a month but my...

There’s a way to fix the $4.6 trillion U.S. public pensions mess — Canada shows us how

In Ernest Hemingway’s “The Sun Also Rises,” Mike is asked how he went bankrupt. His reply: “Two ways. Gradually, then suddenly.” He might as well...

She’s 63 and living by the beach in Mexico on $1,000 a month: ‘I can’t imagine living in the U.S. again’

Janet Blaser knows a thing or two about reinvention. Once a food and restaurant writer in Santa Cruz, Calif., the now-63-year-old struggled to find work...

6 tax moves to consider before the end of the year to lower your 2020 tax bill

With year-end rapidly approaching and the general election finally over, it’s time to consider moves that will lower your 2020 tax bill and hopefully position...

12 million Americans to lose unemployment benefits day after Christmas and the U.S. pays the most for prescription drugs

Hi, MarketWatchers. Don’t miss these top stories: Personal Finance 12 million Americans will lose their unemployment benefits the day after Christmas These Americans are in...

I lost my job because of COVID-19 cutbacks — can I tap into my IRA?

Q: I’m 49 and was laid off due to COVID cutbacks. A former co-worker says I can tap my IRA tax-free this year. How do...

‘I think everybody’s taken a deep breath’: Joe Biden didn’t get a ‘blue wave’ but here are 5 ways he can advance his tax agenda

That pledge was premised on a “blue wave” where Democrats kept the House of Representatives and established a newfound majority in the Senate, which would...

A sobering figure for Veterans Day: 200,000 service members owe nearly $3 billion in student loans, and think twice before saying Alex Trebek ‘lost his battle’ with pancreatic cancer

Hi there, MarketWatchers. Don’t miss these top stories: Personal Finance Why Major Biden becoming the first shelter dog in the White House is a big...

From a Kansas cattle rancher to a Florida day trader, voters tell MarketWatch the money worries behind their choice for president

Every voter has a story, and these are the economic backstories and money motivations of some of the people who are voting for President Donald...

I’m a 40-year-old teacher who doesn’t want to wait 15 years to retire. Can I live off the rental income from my three properties?

I’m a 40-year-old teacher who has invested wisely over the last few years. I have purchased three two-unit homes that bring in about $2,500 in...

How did Trump lose senior citizens?

One of the groups that powered Donald Trump’s surprise White House win in 2016 was seniors. He won 52% of that group, to Hillary Clinton’s...

Can Trump or Biden fix Social Security?

Considering how important retirement security is to most Americans, the presidential candidates have spoken relatively little about it. In the final presidential debate on Thursday,...

My mother-in-law is narcissistic. My father-in-law is selfish. My brother-in-law is amoral. How do we protect our inheritance?

My in-laws are difficult: My mother-in-law is bipolar and narcissistic. My father-in-law is entirely selfish, and my brother-in-law is pretty amoral and lacks scruples. Trust...

I’m 63, my husband is 70, we’ll have $90,000 a year in retirement — how can we claim our Social Security benefits?

My husband is 70 and I am 63. We both want to retire as soon as our son finishes college, if not before. He is...

Value stocks “worst for 100 years”

If you have any old-fashioned “value” or “equity income” funds in your 401(k), IRA or other retirement accounts, right about now you may be asking...

Why California’s unemployment system devolved into chaos during pandemic and some customers will pay hundreds more for the new iPhone 12

TGIF, MarketWatchers, don’t miss these top stories: Personal Finance Why California’s unemployment system devolved into chaos during pandemic A new report examines the failures of...

What millions of Americans have in common with Seth Rogen and his wife: Caregiving

A previous version of this story incorrectly identified Lauren Miller Rogen’s father as also having Alzheimer’s. Her mother’s parents and her mother had Alzheimer’s. When...

Hope to retire someday? See if you can answer these six simple questions

Then try taking the following financial literacy test containing just three basic questions about interest rates, inflation and diversification. Despite being quite elementary, only 34%...