Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
A six-week break from work provides takeaways for retirement--and the years that will come before.
In high- (or low-) tax years, retirees may have reason to flout the rules of thumb on withdrawal sequencing.
The Physician on FIRE blogger discusses the financial and lifestyle choices that go into retiring early, passive sources of income, and why and how he and his family give back.
Here's what to keep an eye out for this year.
Consider these strategies to stretch out your tax savings during your retirement years.
Is it raining or too muggy? Use this time to evaluate your portfolio.
The author and The Wall Street Journal columnist discusses the current trading frenzy, the scorn for expertise, the road to a fiduciary standard, and more.
Reviewing your year's performance so far, and positioning yourself for the future.
On the pitfalls of defending against the slow, corrosive effects of inflation with an incredibly volatile asset.
The author and former Vanguard CEO discusses the current investment landscape, his thoughts on ESG and ETFs, and the outlook for retirement planning.
Take these steps to become more of a hands-off investor.
You diversify your investments; why wouldn’t you diversify how you source your in-retirement living expenses?
Investors with more human than financial capital should seek advice on their entire financial life and not just investments.
The CIO of Franklin Templeton’s fixed-income team assesses the risks and rewards of bonds, the economic recovery’s durability, and the future of monetary and fiscal policies.
An HSA's tax benefits are hard to beat, but there are other options as well.
The prospect of higher taxes and the uptake of in-plan conversions make this maneuver a no-brainer for heavy savers who have access to it.
Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.
The CIO of Avantis Investors discusses the firm's strategies and academic research, as well as his thoughts on the future of ESG and ETFs.
Here's how to check.
Average incomes are lower and poverty rates are higher, especially for transgender people and LGBTQ people of color.
As this strategy becomes more commonplace, so do questions about how to execute it.
Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets.
The XY Planning Network cofounder discusses serving younger clients, the trading frenzy in individual stocks and cryptocurrencies, and the future of a fiduciary standard.
Make a blueprint of your financial plan and keep it on track with investment and retirement policy statements.
Without an emergency fund, here are some avenues to pursue--and one that you should definitely avoid.
Occasional checks on your net worth--your current assets minus liabilities--can yield valuable intelligence about your financial health.
You manage risk at the portfolio level; here's how to address it in other parts of your plan.
Here's how to figure out how big your emergency fund should be and how you should invest it.
An IPS helps transition your investment collection to an investment plan.
Calculating ROIs for your investments and debt paydown can help you make wise capital-allocation decisions.
Guess what? You've probably already started the process.
Are you a hoarder when it comes to financial documents? Here's how to get them under control.
This valuable document can help you see what you own, and serves as a crucial estate planning tool, too.
Take these steps to ensure that spending doesn't interfere with your ability to save no matter your life stage.
Use this summer series to cross some financial tasks off your list before fall.
How investment multitaskers can prioritize competing financial objectives.
These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.
The economist and Social Security expert discusses whether or not there's a retirement crisis, and how the U.S. government's retirement plan could be a model for how low- and middle-income workers save.
Noted retirement researcher and financial planner Jonathan Guyton visits to discuss his take.
Donor-advised funds, gifting appreciated stock, and qualified charitable distributions are just some of the options.
Charitable giving offers valuable tax breaks, but it's also worth checking up on a charity's effectiveness.
What ails many portfolios--and what can fix them--is actually pretty mundane.
With some planning and awareness, you can steer your retirement fund safely through times of inflation.
Few U.S. equity sectors came through in 2020's crash, but utilities diversification benefits are on the rise.
The labor economist and author discusses the country's retirement crisis, guaranteed retirement accounts, and what behavioral finance gets wrong.
Here are some tips if you're thinking about giving appreciated stock, a Roth IRA, or good old-fashioned cash.
Not even experts agree about the 'right' withdrawal rate, long-term-care insurance, and annuities.
Knocking off these investment jobs will keep you focused on the big picture.
Chances are, it won't.
The investor, author, and popular podcast host talks ESG, factor investing, some of his favorite podcast guests, and more.