Be sure to set yourself up for success. If you're planning to retire in 2026, you've probably begun what should be a very joyous countdown. But it's important to do the right amount of last-minute ...

Here's a revealing data point: older Americans are scared more of outliving wealth than of death itself. And retirees have good reason to be worried about making their assets last. People are living ...

Every retirement plan is based on a combination of goals, risks and personal budget. You want to build a portfolio for security, so you never need to worry about money again, while also generating the ...

Discover how to achieve high-yield income with covered call ETFs, CEFs, and BDCs—without sacrificing financial independence.

If you’re approaching retirement or recently retired, you’ll want to make sure you have enough regular retirement income to enjoy your retirement but also make sure you won’t outlive your money. To do ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

Let's start with the obvious: How a person withdraws money from their retirement portfolio matters. If thoughtfully executed, portfolio withdrawals need not capsize a retirement portfolio. Processing ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. But as retirees dive deeper into their annuity research, they might find ...

Grab some Kleenex for the tears of joy you'll be shedding. This fund puts the FUN in fund and in your retirement. Don't miss out on income or capital gains today. Have you ever met someone who has ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

Acquiring annuities and delaying Social Security claims are important steps in goal-based retirement planning, according to a new white paper. A new white paper by economists Michael Finke and Jason ...

11 August 2025, Baden-Württemberg, Rottweil: The logo of the cryptocurrency Bitcoin can be seen on the display of a smartphone. Bitcoin is currently scratching record highs. Photo: Silas Stein/dpa ...