Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed to demonstrate the differences between conservative, moderate, and ...

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

Discover expert strategies to protect retirement savings during market downturns. Learn about liquidity, diversification, and ...

It’s a good problem to have: too much money saved for retirement and additional funds to leave to your heirs. Will you be one of the many who never spend it all?

My investment approach has shifted from yield-centric to growth-focused. Read how the 5% Rule can function as a strategic ...

After three straight years of double-digit returns, retirees should review their asset and retirement income allocations to ...

As plan participants in their 50s and 60s contemplate retirement in earnest and take advantage of Roth catch-up contributions and other tactics, industry experts say plan advisers and sponsors should ...

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

From the misleading "$1 million retirement rule" to the oversimplified "buy low, sell high" mantra, these pieces of ...

While falling behind or not remembering to save can be daunting as one gets older, don't panic! There is always still time to ...

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

While investing can involve some degree of risk, waiting to save for your future is almost always riskier. According to a ...