Weekly Roundup Nov. 9 2018
Among the best stories from Retirement Daily for Nov. 5 - 9: Social Security disability benefits, making the most of the November holiday sales, and new investments for retirement savers.
Retirement may bring relief from certain expenses, but it's easy to overlook new expenses common to these years, writes Martin Krikorian. He examines five, including inflation, taxes and supporting adult children. Read about the expenses you need to watch our for in retirement in this week's news briefing. Other briefs include changes coming to your 401(k) soon, and ways to mitigate taxes in retirement. Read all about it in Briefing: Latest Retirement News (Nov. 8 2018)
And in case you missed them, here are some more great stories this week from Retirement Daily:
Adviser Nestor Vargas, who works with people in the oil and gas industry, describes how he helps clients avoid financial pitfalls.
A reader who has been receiving disability since youth wants to know how marriage would affect benefits.
November is the start of the holiday shopping season, so start planning now for the some of the best buys of the year. Don't forget Veterans Day and open enrollment.
The following are new investments that those saving for or living in retirement might consider for their portfolios. This week: an ETF that aims to outperform the S&P 500 in the long term.
Wells Fargo Investment Institute has downgraded REITs because of the aging economic cycle and rising long-term interest rates.
Here are some of the latest reports, surveys, and studies related to retirement, including research into happiness, complex financial decisions and active vs. passive investing.
Got questions about the new tax law, Social Security, Medicare, retirement, investments, or money in general? Want to be considered for a Money Makeover? Email Robert.Powell@TheStreet.com.