Category: Pensions and Retirement Plans

Taking Social Security, Paying Student Debt: Financial Planners Weigh In

Readers sent some of their most urgent financial queries, asking about issues like Social Security and student loan debt. Financial planners offered ideas.
How the S&P 500 is Dominated By Apple and Microsoft

Investors in the S&P 500 are highly dependent on the fate of Microsoft, Apple and other big technology stocks. A rally in March showed how this can mask turmoil in the rest of the market.
Set It and Actually Forget It

Millions of workers open retirement accounts, then ignore or forget about them, leaving thousands of dollars unattended. Are you one of them?
French Protesters Rally in Last Angry Push Before Pension Bill Vote

Many believe the legislation to raise the retirement age to 64 from 62 will pass Parliament, and they are looking beyond the vote to fight on.
Britain Wants Its Early Retirees Back, but Their Days Are ‘Never Boring’

The country’s work force is smaller than it was before the pandemic, sapping economic potential. The government is going to try luring more people off the sidelines.
More Retiree Health Plans Move Away From Traditional Medicare

Retirees whose former employers offer health coverage are being shifted to privately run Medicare Advantage, often against their wishes. The change saves millions for employers.
Unions Vow to Bring France to a ‘Standstill’ Over Macron’s Pension Plan

Travel, schools and services were disrupted by nationwide strikes and protests for a sixth time as the battle over the retirement age intensified.
On Wall St., ‘Socially Responsible’ Is Common Sense. In Congress, It’s Political.

Lawmakers are trying to restrict these investment choices in workplace retirement plans, but big fund managers are trying to give shareholders a voice.
When It Comes to Money, Your Brain Can Be Your Own Worst Enemy

Our cognitive biases can get in the way of saving for the future, especially for retirement. Here’s how to recognize and overcome them.
Why Investing at the Last Moment Can Hurt Your Returns

You can still put money in an I.R.A. for 2022, and that’s better than not investing at all. But an early start would have given you a great advantage, our columnist says.
The E.S.G. Fight Has Come to This: Bankers Suing Lawyers

Kentucky passed a law targeting banks and their climate policies. Bankers sued the attorney general. Whose definition of investment risk should prevail?
Hedge Fund Billionaire Gets Billions More to Retire

Bridgewater’s founder, Ray Dalio, retired last year after months of negotiations that guaranteed him a gigantic exit package.