This stock looks like an excellent pick for retirement. The post Why AFIC shares are a retiree's dream appeared first on The ...

Many experts consider the 4% rule for retirement account withdrawals to be outdated. Let's discuss the new recommendation and ...

Bengen's original 4% rule, published in 1994, suggested retirees could withdraw 4% of their portfolio in the first year and ...

An elderly couple was swindled out of their $1.3 million retirement fund by scammers pretending to be representatives from ...

Ignore politics as U.S. stocks lag global markets, the dollar slides, and diversification beyond home bias matters for 2026.

Elizabeth "Libet" Anderson is using her two-year term to spread the word about advisor education, while helping establish a ...

AAII’s PRISM Wealth-Building Process provides a framework for thinking through what simplification looks like for you.

Compare Betterment and Merrill Guided Investing, two top robo-advisors that can assist you with automated investing and learn which one is right for your finances.

A $3 million portfolio using the 4% withdrawal rule generates $120,000 annually before taxes. Combined with Social Security, that could mean a retirement income closer to $150,000 a year. That’s ...

Retirement in 2026 could look quite different from the retirements of previous generations. A number of factors are reshaping the retirement landscape, from higher-than-average inflation to new policy ...

This time of year usually comes with extra treats, extra cheer, and a few extra client check-ins. Thankfully, advisors can add one more delight to the season — some genuinely good news for clients' ...