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Retirement confidence bounces back, but only among wealthy savers

Americans who owned stocks in 2013 are feeling better about their retirement prospects than they did just a few years ago. For everyone else, not so much. The longest-running survey of American...

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New thinking about the use of debt in retirement

“Neither a borrower nor a lender be,” Shakespeare’s Polonius advised his son in Hamlet. Tom Anderson disagrees. Anderson, a wealth manager at Morgan Stanley, is the author of The Value of Debt in...

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When not to save for retirement

Everyone should save for retirement – that is a mantra we have all heard endlessly. But for many people, saving for retirement actually should be fairly low on the financial priority list – well behind...

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For retirees, rising interest rates are a double-edged sword

Interest rates finally are on the rise after a decade stuck near zero – and that should be good news for retirees who need yield on safe investments like certificates of deposit and money market...

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