Many retirees are unprepared for the switch from saving to spending. Here’s how to turn your retirement savings into steady, ...

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

There are innumerable retirement strategies that investors can take advantage of. Here are the pros and cons of Dave Ramsey's ...

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

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

Earning $105,000 or more a year theoretically puts you in a very comfortable position. Saving just 5% of your income and ...

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

Quick Summary At 65 with $1.3 million saved and roughly $6,000 a month in retirement income, the question is whether one decision is making the early years fragile, especially if market returns arrive ...

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

Ready for retirement? Discover strategies to protect savings and create guaranteed income from your TSP. Register now for expert-led webinars: dcsofa.org/events ...

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

Decumulation is the period in which you spend the money you've worked so hard to accumulate. If you're still working and tucking money into a retirement plan, you're in the "accumulation" phase. Once ...