Articles

  • 2 days ago | wsj.com | Anne Tergesen

    401(k) savings rates are just a shade below the commonly recommended 15% of incomeWorkers are putting away a record share of their income for retirement. The average savings rate in 401(k) plans rose to a record high 14.3% of income in the first three months of this year, according to a Fidelity Investments analysis of the millions of accounts it manages. That is just a shade below the 15% annual savings rate financial advisers often recommend over a four-decade career.

  • 3 weeks ago | foxbusiness.com | Anne Tergesen

    close video Charles Payne: American exceptionalism is here to stay 'Making Money' host Charles Payne discusses whether President Donald Trump's trade war will result in U.S. isolation. More retirement savers are about to see private markets investments in their portfolios. The 401(k) giant Empower will start allowing private credit, equity and real estate in some of the accounts it administers later this year.

  • 3 weeks ago | wsj.com | Anne Tergesen

    Wall Street firms are trying to put private credit, equity and real estate into the hands of individual investorsMore retirement savers are about to see private markets investments in their portfolios. The 401(k) giant Empower will start allowing private credit, equity and real estate in some of the accounts it administers later this year.

  • 1 month ago | wsj.com | Anne Tergesen

    April 26, 2025 9:00 pm ETAmericans anxious about the future of Social Security are claiming their benefits earlier than planned, even though it can mean less income over the rest of their lives. The Social Security Administration has been shedding staff and changing requirements for claiming benefits over the phone. President Trump has been pushing to cut government spending, though he has vowed not to reduce benefits. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved.

  • 1 month ago | wsj.com | Veronica Dagher |Anne Tergesen

    After accounting for mortgage payments, their home equity—the portion of their home they own outright—grew by about $525,000. But there was another surprise: Their property taxes have increased by more than 50% since the purchase after multiple reassessments, to nearly $21,000 annually. They know this is a fortunate problem to have, especially since they can still pay their bills. But the higher property taxes have pushed them to trim discretionary spending.

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anne tergesen
anne tergesen @annetergesen
12 Feb 25

Betrothed couples are racing to plan quick-turnaround weddings. Condensing the planning, they say, saves them on costs and stress. https://t.co/Z1eITFXEMO via @WSJ

anne tergesen
anne tergesen @annetergesen
24 Oct 24

Win or lose, Harris and Trump still get taxpayer-funded pensions for life https://t.co/g8zrAx5Ff2 via @WSJ

anne tergesen
anne tergesen @annetergesen
15 May 24

Retirees’ wealth and income have taken a hit due to inflation https://t.co/2ngC3yakeA via @WSJ