Retirement planning
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I want to refinance my mortgage, but I’m about to turn 70. How would that affect my heirs?
I hope you can help me figure this out. I am 69 years old and will turn 70 at the…
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I own a condo and want to leave it to my daughter when I die. How can I make sure she can afford to maintain it?
Dear MarketWatch, I’m not planning on crossing over anytime soon; however, I’m at the age where I need to get…
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My husband and I have been happily married for over 30 years. Am I foolish or selfish for wanting to quit my job?
I would like to quit my job in the beginning of 2022, but I’m trying to figure out if I…
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90% of people want to grow old in their own home — what’s the real cost of doing so?
More Americans want to age in place — also known as living at home the rest of their lives —…
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Coming soon to Fidelity 401(k) plans: annuities
If your company’s 401(k) or 403(b) plan is managed by Fidelity Investments, your employer may soon start offering you the…
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We want to retire in an East Coast community that ‘leans toward multicultural, progressive and educated’ and has lots of golf — where should we go?
Huntsville is in Alabama, not Georgia. My wife and I are in our 60s, are multicultural (we each speak three…
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Worried about inflation? Buy these, says State Street
Investors worried about the risks of inflation to their retirement portfolios have poured money into funds that invest in inflation-protected…
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Investing in private equity could boost retirement savings accounts
The Labor Department last year paved the way for plan sponsors to add private equity (PE) investments as a component…
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Restrictive retirement rules for the rich edge closer as House passes $1.75 trillion Biden plan
U.S. Speaker of the House Nancy Pelosi (D-CA) speaks during a news conference following the passage of the Build Back…
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How to pick the best year-end charitable giving strategy
Peter Cade | Getty Images As the holidays approach, philanthropic investors may be eyeing year-end gifts to their favorite charity.…
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