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Retirement Weekly: News and analysis for those planning for or living in retirement


From MarketWatch:

The Fed raised rates – retirees and near-retirees should do this: The Federal Reserve’s rate hike might make you want to check in on your savings and investments for retirement. 

Thinking about a Roth conversion? If you have an IRA, consider this ‘bear market bonus’: Now is also a good time to consider all of your retirement savings vehicles. 

To retire, start early, have a plan and try a ‘cash diet’: During the MarketWatch’s Best New Ideas in Money Festival this week, Carrie Schwab-Pomerantz, president of the Charles Schwab Foundation, shared tips for comfortably retiring.  

Also on MarketWatch:

Gig workers are worried about running out of money in retirement – here’s how to take initiative 

Your 401(k) isn’t a college fund. Here’s a guide to paying for your kid’s education without sacrificing retirement. 

Social Security’s retirement age is 70 

Living to 100: Venture capitalists are waking up to opportunities in the longevity economy 

Retiring from your small business? You need a good exit strategy. 

Medicare enrollment doesn’t have to be that complicated

The 9 best Vanguard funds for retirees 

More in retirement news:

Social Security is pushing you to work longer – can you still afford to retire early? (Kiplinger)

Want to retire by 40? Here’s how these people did it (GOBankingRates)

How to help parents when college and retirement collide: Advisors’ Advice (ThinkAdvisor)

Retirement dreams fade as inflation lingers, market falters and prices rise (Newsweek)

The state labor deal and the resulting retirement wave (The Connecticut Examiner)

Advisors urged to call upon services of retirement coaches (Financial Advisor Magazine)

Research and Insight:

DC plans slow to adopt ESG options (Plansponsor)

American Century launches ‘income blueprint’ for retirement plan fiduciaries (NAPA)

U.S. drops to 18th on Natixis Retirement Index, due to economic issues, aging population (Planadviser)

Hot new at-work perk? Financial advice: Survey (Financial Advisor IQ)

Need for low-cost retiree housing is urgent (Center for Retirement Research at Boston College)

To share with your family, friends and clients:

Fidelity vs. Vanguard – which is better for you

Do your parents have a will? Is it up-to-date? How do you even ask? 

Live it up now: The pleasure we get from spending declines as we age 

How to plan for the death of a loved one 

This is the best country for retirees

Keep your options open after retiring – a la Roger Federer, Serena Williams and Tom Brady 

The politics of ageism: Some are concerned about candidates’ ages, but others say it’s just another form of bias 

These are the forces trying to ‘steal your joy’ in retirement

Why Measures of Existing Home Inventory appear Different

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