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.

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 ...

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

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 ...

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 ...

They are powerful. But they are not automatic. Employer match should come first. Debt and emergency savings still matter.

The 4% rule is a popular retirement savings withdrawal strategy. It has you taking out 4% of your portfolio your first year of retirement and adjusting future withdrawals for inflation. While this ...

Start your retirement at 40. With $10K and a core & satellite investment strategy, you can build a powerful nest egg over the ...

In November, the California Public Employees Retirement System announced it invested $60 billion in “climate solutions,” ...