The cost of retiree healthcare is climbing— here’s what you should expect to spend

Healthcare costs continue to rise — Americans planning to retire should prepare ahead of time.  The average 65-year-old couple retiring in 2022 can expect to spend $315,000 in retirement on healthcare...

What is a high-deductible Medigap plan, and is it worth the cost?

This article is reprinted by permission from NerdWallet.  Medicare Supplement Insurance, or Medigap, covers “gaps” in Original Medicare coverage, including certain copays, coinsurance and deductibles....

As Demand for Mental-Health Care Booms, Investors See Opportunities

Psychiatrists and psychologists once ran their own practices. Now the local therapist office could be controlled by a buyout king. Venture capitalists and private-equity firms are pouring billions of ...

4 big expenses you should factor in for retirement

Retirement planning is part savings, part guessing game. While many of your day-to-day expenses will remain the same, there are big-ticket categories that can take a large bite out of your savings. Th...

‘It put everyone in a weird position’: Our waitress said a 20% service fee was added to cover benefits and health insurance, but that it was not a tip. Is this normal?

I went to brunch last weekend and, when the server handed us the bill, she said a 20% service fee was added to cover her benefits and health insurance, but that it was not a tip.  I am absolutely supp...

Pfizer’s New CFO David Denton Negotiated One of the Biggest Healthcare Deals in History

Pfizer on Monday named a new chief financial officer with a resume that hints at the company’s plans to spend big with its Covid-19 vaccine windfall. David Denton is taking up the CFO role at Pfizer (...

Goldman Sachs, JPMorgan, Delta, TSMC, and Other Stocks for Investors to Watch This Week

Text size Uncredited First-quarter earnings season begins this week, kicked off as always by results from several big banks. JPMorgan Chase reports on Wednesday, followed by Wells Fargo , Goldman Sach...

Keep a Lid on Social Security Taxes and Medicare Costs. Consider Roth Conversions.

If you’ve become a 401(k) millionaire or amassed large sums in other tax-deferred retirement accounts, you can potentially shave your lifetime taxes by hundreds of thousands of dollars by converting p...

I’m 61, left my job due to medical reasons, and made $150,000 from the sale of my home. I’d like to work for at least another 5 years. Can I still retire? If so, how?

Dear Quentin, I recently sold my house and had to leave my job due to a medical issue that was easily resolved, and I am now fine. I have approximately $150,000 in my checking account from the sale of...

Nice Surprise: The IRS May Want to Give You Money This Year

If you paid for daycare, health insurance, or your kid’s college tuition in 2021, you may be eligible for a fat credit on your 2021 taxes—even if you haven’t qualified in past years. A number of credi...

How to Plan for Part-Time Retirement

Phased retirement arrangements might be a good fit for older employees who want to scale back on work but aren’t yet ready to leave for good.  “It requires some planning,” said Elliot Dole, an adviser...

Chelsea Clinton Buys Large Block of Clover Health Stock

Text size Chelsea Clinton, a director at Clover Health, bought $252,530 of the embattled shares. Dimitrios Kambouris/Getty Images Clover Health Investments stock has tumbled this year. Director Chelse...

6 Stocks for a 2022 of Higher Interest Rates and Slower Earnings Growth

Don’t let inflation fears dominate your investment thoughts. Save time to worry about earnings growth, too. Below, some statistical bellyaching and portfolio defeatism, plus one Wall Street bank’s top...

Why Medicare Surcharges Can Shock Retirees

I would like to see you write, and warn your readers, about Medicare surcharges. I was insufficiently aware of the impacts. Perhaps you can cushion the shock for others. “Shock,” often, is the right w...

Retiring early this year? Look through Affordable Care Act plans now before the deadline Saturday

Healthcare is one of the largest expenses in retirement, and one of the biggest risks for people who retire before age 65.  Retirement Tip of the Week: Before the open enrollment period ends on Jan. 1...

Biogen’s stock tumbles after the U.S. proposes restricting access to its Alzheimer’s disease drug

Biogen Inc.’s BIIB, -8.92% stock sank 9.3% in premarket trading on Wednesday, the day after regulators proposed limiting access to the class of Alzheimer’s disease drugs that includes the company’s th...

‘She has no life insurance, savings or money’: My brother died, leaving his wife with $20,000 in debt. How can I help her?

Dear Quentin, My sister’s husband died last week. They had both lived with us for the previous nine years before moving into an independent living facility. They were there for two and a half months b...

Biogen’s Alzheimer’s Drug Aduhelm Has Another Shot at Success

Illustration by Elias Stein Text size Biogen ’s Alzheimer’s disease therapy, Aduhelm, has been a disappointment for the company since its Food and Drug Administration approval last spring, with early ...

Nearly 8% of the S&P 500 has taken a bath this week — 39 stocks fell at least 10%

This stock market is very sensitive to any hint of an increase in interest rates, so it may be no surprise that many tech high-flyers have been falling to earth. But there are others whose shareholder...