A 3.7% withdrawal rate from a $420,000 inheritance would provide you with $15,540 in annual income, which is a reasonable sum that you could potentially combine with Social Security and other savings ...

Rather than focusing on a single retirement year, some Vanguard funds use a five-year horizon, such as 2046 to 2050 in the case of VFIFX. This technique makes the fund ideal for a more adjustable ...

Portable Retirement Plans allow employees to take their retirement savings with them when they change jobs without losing ...

Rather than focusing on a single retirement year, some Vanguard funds use a five-year horizon, such as 2046 to 2050 in the case of Vanguard Target Retirement 2050 Fund (NASDAQ:VFIFX). This ...

Vanguard Target Retirement 2050 Fund ()If you’re looking for one fund to rule them all, there isn’t one because every investor has unique needs. However, a target-date fund like VFIFX is about ...

As de la Rosa has experienced, increased costs of living and inflationary pressures on everyday needs such as transportation, ...

An annuity is a contract between you and an insurance company that’s designed to provide a steady stream of income during retirement. You can fund an annuity with a single lump-sum payment or ...

Saving for retirement on your own is a critical task if you don't have access to a workplace plan. Tax time is the best time ...

Most people approach retirement savings with good intentions, but missteps along the way can have serious consequences.

"By integrating single-charity funds into Give's donor-advised fund ... strengthens client relationships, and aligns retirement and giving goals within a comprehensive wealth management strategy ...