I’ve been thinking a lot about retiring lately, so it was some pretty auspicious timing that the Journal Report group published its biannual Encore section on retirement issues on Monday.

Unfortunately, I probably have 20 or so years to go, but here are some of stories that may help you retire sooner (or click the link above for the full complement):

- Robo-advisory services that pair algorithms with human help have long been popular with millennials because of their low fees. But as baby boomers increasingly embrace the trend, too, many companies are adding features for retirees.

Should Retirees Use Robo Advisers?

- It’s one of the most basic questions people ask themselves when they start planning for retirement: Where am I going to live. It’s also one of the most crucial questions, and one that, surprisingly, many people don’t give a lot of thought to.

Where Should You Live in Retirement?

- Entrepreneurs find there is good money in helping boomers and their parents relocate.

Ready to Downsize? There’s Plenty of Help

- Ask Encore: Answering readers’ questions on volunteer work, 401(k)s and Social Security.

The Best Way for Retirees to Find Meaningful Volunteer Work

Below, some of the best analysis and insight from WSJ writers and columnists, and occasionally beyond, on investing, the wealth-management business and more.


Bitcoin bumps
. Bitcoin slumped more than 25% in recent days, falling below $6,000 after touching a record high just shy of $7,900 last week. On Monday, bitcoin prices regained some of their losses in volatile trading. It traded as high as $6,770, according to CoinDesk, up about 16%, then slid back to about $6,500.

Monday’s markets. U.S. stock indexes inched higher following a flurry of corporate news. The Dow Jones Industrial Average edged up 17.49 points, or less than 0.1%, to 23439.70. The S-P 500 added 2.54 points, or 0.1%, to 2584.84 and the Nasdaq Composite rose 6.66 points, or 0.1%, to 6757.60.


. Fewer companies, particularly small ones, are raising financing by launching IPOs, which has caused hand-wringing but is really just a sign of market efficiency.

Secrets of Wealthy Women podcast.  WSJ Wealth Adviser’s Veronica Dagher talks with successful women from all walks of life who share their financial and career tips to help empower women and improve their financial savvy.

Listen to the latest podcast and subscribe at these sites:





Adviser Voices. 
Marc Shachtman, founder and chief executive at True Wealth Advisory Group, employs a number of strategies at his firm to educate clients about investment costs and mitigate those return-sapping expenses.


AICPA  Personal Finance Planning Summit / Rancho Palos Verdes, Calif., Jan. 8-10, 2018

T3 Advisor Conference / Fort Lauderdale, Fla., Feb. 6-9, 2018

Traffic - Conversion Summit / San Diego, Feb. 26-28, 2018

FPA Retreat / Phoenix, April 23-26, 2018


The WSJ Wealth Adviser Briefing covers topics of interest to wealth managers, financial planners and other advisers. It’s delivered to subscribers by email each workday morning; you can sign up for email delivery here: send tips, suggestions or other comments to Wealth Editor Brian Hershberg at

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