Retirement Planning

Closeup of coins on weighing scale with businessman in background.

Is it time to rebalance your retirement portfolio?

Check your asset allocation.

Three glass jars with coins.

How to use the retirement bucket strategy to protect your nest egg

Three levels of risk and return.

Recently Posted

Long-term care insurance costs, from traditional to hybrid policiesWeighing pricey premiums against future care expenses.

Long-term care insurance: Costs, coverage, and policy typesA safety net for when aging gets expensive.

Understanding sequence risk and its impact on your retirement savingsAvoid selling low for cash flow.

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Beyond the 4% rule: 5 alternative retirement income strategies

One size doesn’t fit all.

End of life planning: Cremation vs. burial, choosing a nursing home, and more

Is there any topic that’s less fun to discuss?

How to use the retirement bucket strategy to protect your nest egg

Three levels of risk and return.

Is it time to rebalance your retirement portfolio?

Check your asset allocation.

Long-term care insurance costs, from traditional to hybrid policies

Weighing pricey premiums against future care expenses.

Long-term care insurance: Costs, coverage, and policy types

A safety net for when aging gets expensive.

Retirement income planning: How to get started

Consistency is the key.

Retirement savings by age: Are you on track?

Don’t get derailed.

The 4% rule: A starting point for your retirement income strategy

Here’s how it works.

Understanding sequence risk and its impact on your retirement savings

Avoid selling low for cash flow.

What is a reverse mortgage, and should I consider one?

Understand the pros and cons.

What is a target-date fund?

Pinpoint your investing strategy around a deadline.

What is the FIRE movement and is it for you?

Burning desire: financial independence; retire early.

Women and retirement: Longevity increases poverty risk

Don’t outlive your money.