Category Archives: Retirement

Finance Preview: Barron’s Magazine – January 8, 2024

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BARRON’S MAGAZINE – JANUARY 8, 2024 ISSUE:

The Power Grid Is Changing. What It Means for Utility Stocks—and Your Electricity Bill.

Renewable energy will make life more complicated but could be a boon for the companies providing it.

Watch Out for This Rude Surprise From Medicare

Watch Out for This Rude Surprise From Medicare

If your Medicare modified adjusted gross income is on the edge of a tax bracket, you could save thousands of dollars a year by keeping it from going over.

Home Builders’ Stocks Soared in 2023. Brace for a Dip.

Home Builders’ Stocks Soared in 2023. Brace for a Dip.

High expectations for the spring buying season are already priced into most of the stocks, analysts say.

Japan Is Hot. Here Are the Best Funds to Play It.

Japan Is Hot. Here Are the Best Funds to Play It.

Japan was once the world’s hottest stock market, before falling into a decadeslong slumber. It revived in 2023, awakening investors to its long-term potential. How to invest in the country now.

The Right Balanced Fund Can Carry Your Portfolio. Where to Find It.

The Right Balanced Fund Can Carry Your Portfolio. Where to Find It.

The rise in bond interest rates makes the classic 60/40 balanced fund attractive again.

Finance Preview: Barron’s Magazine – January 1, 2024

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BARRON’S MAGAZINE – JANUARY 1, 2024 ISSUE:

Inside Saudi Arabia’s $3 Trillion Plan to Move Past Oil

Inside Saudi Arabia’s $3 Trillion Plan to Move Past Oil

The world’s largest oil exporter has a plan to transform its economy into a high-tech hub for global business. How investors can ride along.

The Best Income Investments for 2024

The Best Income Investments for 2024

Stocks with dividends lead our annual listing. Energy pipelines and utilities also look like good bets.

Changes Could Be Coming to Your 401(k) in 2024

Changes Could Be Coming to Your 401(k) in 2024

Secure 2.0 included new benefits for savers—but many employers have been slow to add them.

Finance Preview: Barron’s Magazine – Dec 25, 2023

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BARRON’S MAGAZINE – DECEMBER 25, 2023 ISSUE:

Apple’s Search for Growth

Apple’s Search for Growth

Apple trades near record highs, with a market value no other company has ever attained. Now it has to justify the gains

Why Emerging Markets Could Have a Strong Run Next Year

Why Emerging Markets Could Have a Strong Run Next Year

Mexico and Brazil are heading into a favorable interest rate backdrop already in a strong position.Long read

This Stock Is a Better Electric-Vehicle Bet Than Tesla. Buy It Now.

This Stock Is a Better Electric-Vehicle Bet Than Tesla. Buy It Now.

Tesla and China-based BYD are financially similar. Both car makers generated almost identical operating profit in the third quarter. The one big difference: their valuations.Long read

5 Ways to Play the Rally in Small-Cap Stocks

5 Ways to Play the Rally in Small-Cap Stocks

Shares of smaller companies have taken off in the recent rally, but they are still a bargain compared with bigger companies.Long read

Star Stockpickers Are Coming to ETFs. Why They May Not Shine as Brightly.

Star Stockpickers Are Coming to ETFs. Why They May Not Shine as Brightly.

Active ETFs are the industry’s hottest trend. Picking winners is as tricky as ever.Long read

Finance Preview: Barron’s Magazine – Dec 18, 2023

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BARRON’S MAGAZINE – DECEMBER 18, 2023 ISSUE:

Stocks Beat the Odds This Year. They Can Do It Again in 2024.

Stocks Beat the Odds This Year. They Can Do It Again in 2024.

They might have a bumpy start to the new year, but stocks should finish stronger as interest rates fall. Stay invested.

20% of Retirees Haven’t Taken Their RMD. What Happens if You Miss the Deadline.

20% of Retirees Haven’t Taken Their RMD. What Happens if You Miss the Deadline.

About 20% of retirees haven’t taken their required minimum distribution for this year, says Fidelity. The clock is ticking

Barron’s 10 Favorite Stocks for 2024

Barron’s 10 Favorite Stocks for 2024

Barron’s annual list of unloved stocks ranges from tech giant Alibaba to miner Barrick to auto rental stalwart Hertz Global.Long read

The EV Stock Bubble Popped. Now What?

The EV Stock Bubble Popped. Now What?

The key is to focus on companies with affordable cars and profitable operations.Long read

Finance Preview: Barron’s Magazine – Dec 11, 2023

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BARRON’S MAGAZINE – DECEMBER 11, 2023 ISSUE:

Higher Rates Are Here to Stay. What That Really Means.

Higher Rates Are Here to Stay. What That Really Means.

Even as inflation eases, global changes including less trade and growing government deficits will keep rates higher than before.

3 Moves That Retirees Can Make Now to Benefit From Higher Rates

3 Moves That Retirees Can Make Now to Benefit From Higher Rates

Three moves to take advantage of higher rates.

It Isn’t Too Late to Reduce Your 2023 Tax Bill. Consider These 6 Steps.

It Isn't Too Late to Reduce Your 2023 Tax Bill. Consider These 6 Steps.

Thanks to an inflation adjustment to the 2024 income-tax bracket thresholds, you may save money by deferring year-end income and bonuses to next year. 

Finance Preview: Barron’s Magazine – Dec 4, 2023

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BARRON’S MAGAZINE – DECEMBER 4, 2023 ISSUE

Nvidia Stock Is Still Undervalued. So Are These 2 Smaller AI Plays.

Nvidia Stock Is Still Undervalued. So Are These 2 Smaller AI Plays.

Nvidia is the clear—and most obvious—beneficiary from the AI buildout but there are two other companies that are less well known to investors that should equally benefit in the year ahead.

Microsoft Got an AI Boost. It’s Far From Over.

Microsoft Got an AI Boost. It's Far From Over.

Nvidia may be first on the list of AI beneficiaries, but Microsoft is a clear No. 2.

Even Millionaire Retirees Have Credit Card Debt

Even Millionaire Retirees Have Credit Card Debt

A subset of affluent borrowers hold dangerous debt, according to a new study.

Retirement: Barron’s Magazine – Nov 27, 2023

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BARRON’S MAGAZINE – November 27, 2023 ISSUE:

15 Stocks to Buy Around the World, From Our Roundtable Experts

15 Stocks to Buy Around the World, From Our Roundtable Experts

Global turmoil has created opportunities, especially in emerging markets and commodities.

A Golden Age of Vaccines Is Here. What It Means for You.

A Golden Age of Vaccines Is Here. What It Means for You.

Pharmaceutical companies are currently developing vaccines for a range of purposes, from preventing disease to treating cancers.Long read

One Auto Stock to Buy Now to Split the EV Difference

One Auto Stock to Buy Now to Split the EV Difference

The transition to electric vehicles has hit a speed bump, but Vontier shares should benefit no matter what kind of car you drive.4 min read

5 Pros Offer Their Top Year-End Financial Tips

5 Pros Offer Their Top Year-End Financial Tips

We asked financial advisors to share their most surprising year-end financial-planning or investing moves.Long read

Finance Preview: Barron’s Magazine – Nov 20, 2023

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BARRON’S MAGAZINE – November 20, 2023 ISSUE:

Consumers Still Have Plenty to Spend. That’s Good News for the Economy.

Consumers Still Have Plenty to Spend. That's Good News for the Economy.

A resilient labor market and healthy household finances should keep a recession at bay, even if the postpandemic spending boom loses a bit of its vigor.

Retailers Are in for a Holiday ‘Nail-Biter.’ Who Will Come Out on Top.

Retailers Are in for a Holiday ‘Nail-Biter.’ Who Will Come Out on Top.

After the pandemic buying boom, sales are expected to come back to earth this holiday season.Long read

Don’t Assume Your Doctor Still Accepts Medicare Advantage

Don't Assume Your Doctor Still Accepts Medicare Advantage

Some major healthcare systems are dropping the plans that cover seniors.4 min read

Finance Preview: Barron’s Magazine – Nov 13, 2023

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BARRON’S MAGAZINE – November 13, 2023 ISSUE:

Couples Fight More About Money After They Retire. 3 Ways to Avoid Squabbles.

Couples Fight More About Money After They Retire. 3 Ways to Avoid Squabbles.

The three biggest areas of dispute are spending priorities, worries about running out of money, and legacy questions.4 min read

Clean-Energy Stocks Have Collapsed. What’s Next.

Clean-Energy Stocks Have Collapsed. What's Next.

Stocks related to wind, solar and other forms of renewable energy have fallen by a third this year. Only a handful may be ready to rebound.

A Costly Lesson: How Koch’s Green Push Ended in the Red

A Costly Lesson: How Koch's Green Push Ended  in the Red

Since early 2021, Koch’s environment picks have posted an average loss of 58% on a cap-rated basis, Barron’s calculates.Long read

Citi Is in the Doghouse. How It Could Break Out.

Citi Is in the Doghouse. How It Could Break Out.

CEO Jane Fraser is cutting jobs and downsizing globally. With a 5% yield and cheap stock, Citi could pay off.3 min read

Reviews: Best Books On Aging And Retirement

The Wall Street Journal (November 10, 2023)There was plenty to learn from and entertain—including the third novel of a Richard Russo trilogy and a podcast with Julia Louis-Dreyfus

HBR Guide to Designing Your Retirement 

HBR Guide to Designing Your Retirement

By Harvard Business Review | Harvard Business Review Press (256 pages)

What sets this retirement guide apart from others is the perspectives brought by the contributing writers. In addition to presenting case histories and addressing the best ways to assess your life goals and financial needs, the authors discuss specific steps to help you think about encore careers in coaching, consulting or teaching; practical tips for coping with different stresses; and how to view the career you’re leaving as a period of “preretirement” to help you evaluate what comes next.


Still Life at Eighty: The Next Interesting Thing  

Still Life at Eighty: The Next... by Thomas, Abigail

By Abigail Thomas | Golden Notebook Press (196 pages)

Veteran book editor, agent and author Abigail Thomas begins her third memoir with the observation that at 80, her thoughts can sometimes be “interrupted by a memory so vivid that I am in two places at once.” Perhaps a jarring thought to some, but to Thomas, such moments can be “an inexpensive, unpatented, readily available form of time travel,” and readers who choose to accompany her will be rewarded. 

Funny gripes, wistful reflections, rueful memories and realizations about aging fill these pages. Some of the best entries are about her days as a single mother of three living in Greenwich Village and protesting the Vietnam War. “The times that were a-changing have changed,” Thomas writes, “but for a little while I’m going to ignore what went off the rails, and let myself remember what innocence and hope felt like.”  


Somebody’s Fool

Somebody's Fool by Richard Russo: 9780593317891 | PenguinRandomHouse.com:  Books

By Richard Russo | Knopf (464 pages)

The closing piece of the “North Bath” trilogy by Pulitzer Prize-winner Richard Russo is a wondrous novel that captures the changing pace of small-town life in the 21st century. The setting once again is a fictional, blue-collar community in upstate New York whose senior residents must grapple not only with the daily indignities of financial troubles and aging bodies, but with intrusions from the inhabitants of a more-prosperous neighboring town.  

No worries if you are new to these books. You can jump right in to enjoy the fun even if you haven’t read the previous two (“Nobody’s Fool” and “Everyone’s Fool”). You can also expand your immersion in Russo’s world by streaming the 1994 movie of “Nobody’s Fool,” starring Paul Newman in an Oscar-nominated role.  


The Measure of Our Age

The Measure of Our Age by M.T. Connolly | Hachette Book Group

By M.T. Connolly | PublicAffairs (384 pages)

In this compassionate book, M.T. Connolly, founding head of the Justice Department’s Elder Justice Initiative, lays out many of the problems associated with giving and finding care for seniors in our aging society. And as its subtitle, “Navigating Care, Safety, Money, and Meaning Later in Life,” suggests, she also has ideas for solutions to help avert a worse crisis. 

Connolly draws on research, interviews and her own experience to explore these issues. “Our norms and systems have not kept up with our longevity, sometimes with terrible, and usually preventable, consequences,” she writes. She is optimistic, however, that “change is possible—and some is even under way” on community, federal and individual levels.

One thing that needs to continue, she writes, is “increasing our capacity to make meaning of aging, and of our fleeting time on Earth, by paying more attention to the power of purpose, curiosity, stories, awe, and love.”


The Well-Lived Life

By Dr. Gladys McGarey Atria Books (256 pages)

To remain healthy in mind and body, consider the wisdom of Dr. Gladys McGarey, still a consulting physician at the age of 102, and co-founder of the American Holistic Medical Association. McGarey sums up her approach to life in six lessons, hence the book’s subtitle: “A 102-Year-Old Doctor’s Six Secrets to Health and Happiness at Every Age.” We won’t list them, and they are probably not what you would expect.

Based on her own experience—some of it difficult and emotionally draining—she places huge importance on the ability to regain perspective and purpose after a physical illness or crisis. This is essential for healing, medically and emotionally, says McGarey, whose own life story reveals she has had to practice what she preaches. At 69, she had to find a new path when her husband and medical partner of 46 years left her for a younger woman.