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

Key Takeaways Two-thirds of financial advisors are changing their retirement investment advice for clients due to a volatile ...

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

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

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 ...

Modern annuities address longevity risk, market volatility, inflation, liquidity needs, and legacy planning, helping retirees ...

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

A certified financial planner breaks down the seven tiers of retirement and how to manage them, from investing to debt ...

On Sunday, I wrote an article revealing my entire portfolio. For that, I applied the pyramid approach, a super simple concept based on dividing one's portfolio into three segments to help with the ...

Discover the advantages of staggering retirement with your spouse. Boost your financial security, maximize benefits, and ...

By Suzean Haumann * Will 2026 be the year you retire? Or is it the year you finally take your retirement planning seriously?

JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) has become a retiree favorite with its 8.21% yield and monthly ...