Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

Following the 4% withdrawal rule, it would take a typical retirement savings of $1 million to provide a $40,000 annual income ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

The earlier you begin investing, the more time compound interest has to work its magic. Imagine that you invest $100,000 into ...

Most investors prioritize investments that provide a guaranteed income stream in retirement, while only 66% of advisors share that priority.

Read why the 4% retirement rule may be riskier than it seems, and how we recommend to invest in dividend stocks instead.

There are innumerable retirement strategies that investors can take advantage of. Here are the pros and cons of Dave Ramsey's ...

Warren Buffett famously said, “Investing is simple, but not easy.” And unsurprisingly, he's spot on—while investing is just a math problem, it’s not one most people are equipped to solve. Take the ...

Planning for lasting retirement income requires a thoughtful strategy, especially with factors like longevity, market volatility and evolving lifestyle needs in play. As retirement approaches, one of ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

Investment researchers have been playing around with the 4% rule, looking for ways that retirees can safely spend more on ...