An investment advisor gives his thoughts ...

Part 3 of our series looks at how to make sure you don’t have to delay retirement ...

A 66-year-old couple with a $1.7 million portfolio and $40,000 in combined annual Social Security looks like a textbook ...

A Utah couple with two children and four grandchildren nearby has a retirement goal that has nothing to do with yachts or ...

We will explain how to structure a new retirement portfolio in today's highly volatile market for sustainable income.

A 60-year-old who wants to retire immediately faces a straightforward challenge: Social Security benefits typically remain ...

I stopped celebrating half-birthdays decades ago, and today is No. 54½ — a significant milestone because I’ve decided to retire in exactly five years. I always tell people that when they hit this ...

“Keep in mind this is a portfolio withdrawal amount, so the 4% rule allows you to spend up to 4% of your portfolio, plus you ...

Learn how the immunization investment strategy protects portfolios from interest rate changes by matching asset durations ...

I just turned 541/2, and this could be my most consequential age milestone, because it's the ideal time for me to start detailed planning for my golden years I'm ready to declare my retirement date ...