News and analysis for those planning or nearing retirement


Positive results for Eli Lilly Alzheimer’s trial considered “potentially very important”. Eli Lilly’s positive phase 3 trial showed that the drug donanemab “significantly slows cognitive and functional decline” in patients with early symptomatic Alzheimer’s disease.

What happens social security payments What if a debt ceiling agreement is not reached? If no deal is reached, social security payments to about 70 million beneficiaries could be suspended, but some suspect there is a problem.

I’m 65 and have over $5 million in savings and don’t know what to do with it. use it fast enough To avoid RMD disaster. When you’ve been saving your whole life, it can be hard to switch gears and start spending, so try to let it go

Also in Market Watch:

How do I know if I am ready to retire?

How to avoid possible conflicts between children when leaving an unequal inheritance

Why sibling fights continue even among adults in their 50s and 60s

How to turn a small amount of money into a huge amount later and why you should beat the S&P 500

It’s a big ‘haha’ moment — why 50 is the wake-up call for retirement planning

Retirement news details:

How AI and Fintech are Driving Retirement Savings (Fox Business)

70% of Americans plan to retire, but 42% are short on savings: survey (Fox 5)

The last thing Americans need is another broken federal retirement program (Newsweek)

4 Reasons You Can’t Live on Social Security Alone in Retirement (Motley Fool)

Ranked: Best US States for Retirement (Visual Capitalists)

Research and Insights:

Americans could be well on their way to a wave of job losses, slashing retirement savings and skyrocketing student loan payments within a month. Fully preventable. (Business Insider)

1 Hugely Underrated Retiree Account I Wish I Knew Sooner (Motley Fool)

Many Plan Sponsors Reluctant to Offer Retirement Income, Survey Shows (Plan Sponsors)

Don’t count on it: A quarter of Americans admit they’ve never saved money for retirement (StudyFinds)

Workers’ retirement expectations conflict with reality, study finds (YahooFinance)

To share with family, friends or clients:

“It just keeps going”: 3 reasons why starting a stock investing club still makes sense

The new iBond now officially earns 4.3% as inflation eases, but has an attractive 0.9% fixed rate.

A Beginner’s Guide to Understanding and Maximizing Social Security Benefits

A unique multi-family residential complex for seniors of all ages, from toddlers to 100-year-olds.

What does reforming federal “entitlement” programs like Social Security mean?

Confessions of a 50-year-old financial planner

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