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

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

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

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 ...

If you like the idea of portfolio income, also look at real estate investment trusts, or REITs. They're required to pay at ...

Most retirees focus on the wrong metric - and it could cost them everything. This income framework turns volatility into an ...

If you want to make sure your money lasts in retirement, here are three strategies to use. Where to invest $1,000 right now?

NEW YORK, NY, UNITED STATES, January 2, 2026 /EINPresswire.com/ — Financial educator Terence Bradford today announced the launch of A Check for Life, a national financial education initiative designed ...

The IRS has released 2026 tax brackets—here’s how understanding your bracket can help you save with smart retirement and Roth ...

Retirees are shifting from the traditional 4% withdrawal rule to 5% to combat rising healthcare and living costs. A 5% withdrawal on $1M generates $50K annually versus $40K at 4%. The strategy relies ...

How should investors and their advisors use our annual retirement-spending research? Let’s start with how they should not use it: as a guide for each year’s withdrawals once retirement has commenced.

Echoing the themes of Thinking Fast and Slow by Daniel Kahnemana, a new white paper by Mercer outlines top considerations for DC plan sponsors heading into the new year.