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retirees
Trends
- 1The $124 Trillion Wealth Transfer Begins Early▼The $124 Trillion Wealth Transfer: Why Retirees Aren't Waiting to Pass It On
An estimated $124 trillion is set to move from older Americans to younger generations in what analysts call the largest wealth transfer in history. Reporting from Kiplinger highlights that many retirees are not waiting until death to pass on their money, instead giving gifts and transferring assets to heirs during their lifetimes. The trend reflects concerns about taxes, longevity, and a desire to help children and grandchildren sooner.
- 2CPA Counters Trump's Drug Price Claims With Rising Medicare Costs●Trump Says Drug Prices Are Falling — Maybe, but I’m a CPA, and Your Medicare Costs Are Rising
President Trump has claimed that drug prices are falling, but a CPA writing for Money Talks News argues the reality for seniors is different: Medicare costs are rising. The piece urges readers to look beyond headline claims and prepare for higher premiums and out-of-pocket healthcare expenses, contrasting official messaging with what retirees actually pay.
- 3Social Security 2027 COLA Forecast Is Falling, Affecting Retirees●Social Security COLA Forecast for 2027 Is Falling and Here Is What It Means for Retirees
Forecasts for the 2027 Social Security cost-of-living adjustment are trending downward, which could mean smaller benefit increases for retirees in that year. The COLA is tied to inflation, so easing price growth lowers projected raises. Retirees and future beneficiaries are watching closely because lower COLAs directly affect household income, though they also typically signal cooling inflation.
- 4Puerto Rico Retirees Say Tax Break Wasn't the Point●The Retirees Who Moved to Puerto Rico for the Tax Break Say the Tax Break Was Never the Point
American retirees who relocated to Puerto Rico, an island known for its generous tax incentives aimed at attracting mainland transplants, are pushing back on the assumption that tax savings drove their move. They describe lifestyle, climate and community as the real reasons they settled there. The discussion highlights how the island's tax-break programs have shaped its reputation among mainland transplants, even as longtime arrivals insist their decisions were about life, not finances.
- 5ACC's 65-year compensation cut-off survives age discrimination challenge▼ACC’s 65-year cut-off for compensation survives age discrimination challenge
New Zealand's Accident Compensation Corporation has successfully defended its policy of cutting off weekly compensation at age 65. A legal challenge argued the rule amounted to unlawful age discrimination, but the courts have upheld the long-standing boundary. The ruling preserves the existing entitlement framework for injured workers, while reigniting debate about whether retirees injured before 65 should continue receiving support.
- 6
Yvonne Goldsberry, president of the Endowment for Health, will retire in 2027. The New Hampshire-based health foundation announced the news, setting the stage for a leadership transition at the philanthropic organization. No successor has been named, and the endowment is expected to begin planning for the changeover.