When you retire, it's important to change your investment portfolio to protect your money. A moderate portfolio creates ...

People save so they can have smooth retirements, and this may be the year more of them start withdrawing from their nest eggs ...

A 65-year-old retiring this month faces a financial puzzle: leaving work with $1.3 million saved, but entering retirement when the S&P 500 sits up 13% over the past year and 80% over five years. The ...

Securities for a tax-efficient, relatively defensive, and sustainable high-yield portfolio. Click here to read what investors ...

Choosing a personalized retirement investment plan, rather than relying on the 60/40 portfolio, could help protect your ...

Roth conversion strategies for tax efficiency, preservation portfolios, and lifestyle tips for well-being—read now.

A dual-income couple approaching retirement with $1.2 million in savings and Social Security benefits faces a critical ...

It's natural to worry about inflation's impact on your buying power — especially once you're no longer earning a paycheck ...

Choosing investments inside a 401(k) often feels deceptively simple. You’re handed a short list of funds, a few performance ...

If you have a retirement portfolio that's 70% stocks and 30% bonds, you may be able to sustain a 5% withdrawal rate without ...