Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Strong equity gains provide bucketers with an ample source of cash flow for the years ahead.
Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.
Start the new year off right by tackling some important financial tasks.
From financial-life planning to the latest retirement research, these are some of the most memorable moments from our podcast in 2020.
In-retirement portfolios should include a blend of inflation hedges and inflation beaters.
As the new year dawns, here's your plan to get financially fit, one job at a time.
Some of the top moments in our conversations with investment managers, writers, and thinkers.
Traditional mutual funds and ETFs for tax-efficient exposure to domestic and international stocks as well as bonds.
Christine, John, and Jeff Ptak discuss their recent research on safe withdrawal rates, which found retirees will have to dial back spending in the years ahead.
Not even experts agree about the 'right' withdrawal rate, long-term-care insurance, and annuities.
These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving.
The creator of the 4% guideline discusses the implications of higher inflation and elevated equity valuations for new retirees.
Here are some tips for navigating withdrawal rates, risk capacity, and charitable giving.
In-retirement spending is often incredibly variable rather than static.
Check up on your portfolio's health--and that of your whole plan--as the year winds down.
The behavioral finance expert discusses the current investing landscape, his thoughts on what works in financial education, and the benefits of having dedicated accounts.
Key takeaways about inflation, asset allocation, and more.
Nonportfolio strategies can deliver a big payoff for retirees' plans.
The end of the year is a great time to review your portfolio.
Running through our six-step checklist can provide peace of mind with your portfolio and plan if volatility persists.
The personal finance expert and author on how early money experiences shape people's lives and relationships.
Tax-friendly ideas for small, medium, and supersize givers.
We delve into the trade-offs associated with flexible withdrawal systems versus those that deliver steady cash flows.
Whether you can give a little, or a lot, to charity, you can maximize both your donation and your tax write-off.
The blogger and CIO of Savant Wealth Management discusses his new book on alternative investments amid a sobering outlook for the traditional 60% stock/40% bond portfolio.
Recent Morningstar research shows that the 4% standard for in-retirement withdrawals may be a bit too aggressive.
These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.
Charitable giving offers valuable tax breaks, but it's also worth checking up on a charity's effectiveness.
The Financial Times’ correspondent discusses his new book on the history of index funds and the remarkable people who brought indexing into the mainstream.
Maximize the benefits of these accounts.
Here are some key takeaways from this year's series of portfolio checkups.
A self-taught individual investor reaches out for a second set of eyes on a portfolio that she fears has become unwieldy.
Simple tweaks can have an appreciable impact on your withdrawal rate.
A 20-something investor finds it hard to focus given her multiple competing goals.
The author and AAII Journal editor discusses the concept of 'dumb money' and how small investors can gain an edge.
A windfall will save their retirement, but elevated stock and bond prices give this couple pause.
But they worry that their sizable portfolio is more complicated than it needs to be.
With a lot in flux in their lives, how much cash is too much?
The blogger and chief investment officer for Madison Avenue Securities discusses the importance of purpose and humility in financial decision-making.
While you're thinking about open enrollment, take some time to review your insurance coverage and tax situation.
Fritz Gilbert, a successful early retiree, shares how he set an in-retirement budget and withdrawal rate.
Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio.
A lower starting withdrawal rate doesn't guarantee you'll have to live on less.
The author and blogger shares tips for finding balance, purpose, and friendship in retirement.
Tips for both pre-retirees and retirees.
Author Zachary Karabell on risk-taking in the financial-services sector and the folly of trying to predict the next crisis.
With more employers levying spousal surcharges, obtaining coverage on a single plan isn't necessarily the most cost-effective for dual-earning couples.
Author Zachary Karabell discusses the firm's evolution and what made it different from many of its Wall Street counterparts.
Dhananjay Phadnis, a Fidelity portfolio manager who focuses on Asian equities, discusses what he's seeing on the ground.