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

If you like the idea of portfolio income, also look at real estate investment trusts, or REITs. They're required to pay at ...

That's why Utah-based retirement planning firm B.O.S.S. Retirement Solutions has released a new report, "5 smart ways to grow ...

Investment researchers have been playing around with the 4% rule, looking for ways that retirees can safely spend more on ...

Instead of keeping your retirement corpus in one mixed pot, the bucket approach splits it by when you will actually need the money.

I build my retirement portfolio using a pyramid strategy: growth stocks for compounding, mid-yielders to hold forever, and income picks for later-stage cash flow. As time passes, I plan to shift from ...

Many investors overcomplicate the process by building huge portfolios with scores of holdings. Check out a simple three-fund ...

To determine the best retirement planning apps and tools, we evaluated platforms based on their ability to help users track progress toward retirement, model long-term income strategies, or increase ...

Saving enough money for retirement is a primary concern when it comes to financial planning for Americans. However, it’s also vital to consider long-term capital gains taxes, or the amount you’ll pay ...

Retiring with a mortgage is no longer an anomaly. As a result, advisors are recognizing that a well-structured financial plan ...

How should investors and their advisors use our annual retirement-spending research? Let’s start with how they should not use it: as a guide for each year’s withdrawals once retirement has commenced.