Nearly half of 2025 PLANSPONSOR Plan Participant Survey participants reported having less than $100,000 in total retirement ...

Using annuities alongside the 4% rule can increase retirement income by as much as 23%.

It's not a complicated strategy, but you may need to plan ahead.

For many retirees, taxes don’t disappear once the paychecks stop; they simply change form. Withdrawals from retirement ...

There are two common ways to think about a retirement budget: you can start with the lifestyle you want or the assets you ...

One of the most common and emotionally loaded questions retirees ask is how long will my money last in retirement. It’s a ...

A $56,680 median annual income comes out to $4,723 per month. This isn't a lot to live on, especially if you live in some of ...

A critical part of an overall financial plan, regardless of age, is having goals for how you will live and spend in the short and long term and managing the assets you have accumulated to fund those ...

Social Security plays a different role for each generation — here’s how people can factor benefits and future changes into ...

How should investors and their advisors use our annual retirement-spending research? Let’s start with how they should not use it: as a guide for each year’s withdrawals once retirement has commenced.

When a client has retirement assets spread across multiple accounts, advisors recommend strategizing for cash flow ...

Retiring early might seem ideal for many people. If you think you are ready to retire early, there are still some financial ...