The good news: building that floor doesn’t require a finance degree. It does require some clear-eyed planning, a willingness ...

The 4% withdrawal rule is pretty popular among retirees, but you can get away with a 5.5% withdrawal rate with this strategy ...

This article talks about retirement investment strategies.

What strategies do retirement plan participants have for retirement income? The 2025 PLANSPONSOR Plan Participant Survey, published by sister publication PLANSPONSOR, polled both full-time and ...

A $400,000 portfolio can generate $3,200 a month, but only if you’re willing to hold assets that most retirement guides skip ...

Morningstar’s State of Retirement Income report can help you prepare for retirement by illustrating the role nonportfolio income, like Social Security and annuity payments, can play and comparing ...

Many baby boomers are reaching the age when it’s time to retire, if they haven’t retired already. This means that they’ll ...

Retirement planning isn’t just a matter of dollars and portfolios. It’s about how you want to live, contribute, and find ...

For as long as most of us can remember, “fixed income” has meant the same thing to retirees, and it generally appears in the ...

From HSAs to Roth IRAs, industry experts tell us the most effective ways to prepare ...

According to Chuck Oliver, CEO of The Hidden Wealth Solution, tax planning should not be treated as an afterthought to investment management. Instead, it should serve as the structural foundation of a ...