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Weekend reads: where to retire on $40,000 a year


White Oak Lavender Farm/courtesy Visit Harrisonburg VA

Silvia Ascarelli helps a couple who wish to leave Salt Lake City and retire to an area away from urban sprawl and with better air quality and a more pastoral life. The catch is doing so with an annual budget of $40,000. Here are three beautiful locations that may fit the bill.

Need help finding your retirement destination? Try the MarketWatch retirement location tool for customized suggestions.

To lump, or not to lump

This woman is retiring at 65 with a pension, and she can opt for a lump-sum distribution of $445,000 or $1,913 a month for the rest of her life (and her husband’s life if he outlives her). What to choose? CD Moriarty walks her through the decision points.

Read: Your guide to the tricky tax rules of retirement

A red flag for taxes — and for a marriage

Quentin Fottrell — MarketWatch’s Moneyisthelps a woman whose husband didn’t tell her about a serious tax problem.

Weekend reads: where to retire on $40,000 a year 2

The stock market tends to reward government gridlock in Washington.


A rosy election result — for the stock market

Former Vice President Joe Biden overtook President Donald Trump in Pennsylvania and Georgia’s ballot counts early Friday, as four crucial battleground states continued to process votes. Meanwhile, Senate control was hanging in the balance as two races in Georgia were headed for runoffs. Mark Hulbert explains why a split government under a Democratic president may be ideal for investors.

Some good coronavirus news for a change

New COVID-19 cases are racking up at a record pace, but medical treatment has improved. Hospitalized coronavirus patients were much less likely die in August than they were in March.

This active fund strategy has beaten the S&P 500 without holding any of its stocks

The S&P 500 index

isn’t as diversified as you might think; because it is weighted by market capitalization, the largest five companies make up 23% of the index. But you can invest in another developed market for similar returns and more diversification.

Weekend reads: where to retire on $40,000 a year 3


More generational conflict ahead

Jonathan Burton interviews William Strauss, co-author of “The Fourth Turning: An American Prophecy,” who says the U.S. is halfway through a transformation, with the millennial generation demanding “more social order” than previous generations.

A stock-market bubble — or not

Berkshire Hathaway Inc. CEO Warren Buffett has called the ratio of stock-market valuation to U.S. GDP “the best single measure of where valuations stand at any given moment.” By that measure, the market appears overvalued. However, despite the high valuations, Mark Hulbert doesn’t think the stock market is heading for a near-term crash.

The case for a huge stimulus

Joy Wiltermuth interviews Torsten Sløk, the chief economist at Apollo Global Management, who explains why he believes a $4.4 trillion stimulus is needed to shore up the U.S. economy.

Related: Powell insists Fed is not out of fire power to support the economy

A forced retirement

As part of her Help Me Retire series, Alessandra Malito helps a 60-year-old man who has just lost his job. He may be forced to retire earlier than he planned and he and his wife have different opinions about money.

Weekend reads: where to retire on $40,000 a year 4

Fistful of Bourbon

Relax after election week

Why worry? Charles Passy continues his Weekend Sip series with a Fistful of Bourbon — a new blend from William Grant & Sons.

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