There are going to be many factors that help you determine if you’re ready to retire to $90k per year for as long as you’ll ...

There are many people who enter retirement without a lot of money in savings. I'm hoping not to be one of them. I'm working ...

By combining dividend stocks, bonds, REITs, annuities, and other options, you can create a well-rounded portfolio tailored to ...

For example, if the retirement withdrawal rate is above 6% next year ... The use of a guardrails strategy during a Bear Market does not automatically compel the retiree to cut spending commensurately.

Crafting a well-balanced retirement income strategy requires careful planning, diversification, and tax-efficient withdrawals. By integrating Social Security, pensions, annuities, investment income, ...

Social Security payments often forms the foundation of retirement income, making it an essential part of your withdrawal strategy. Your age when you start taking Social Security benefits directly ...

Bill Bengen, the creator of the 4% rule, shared eight customizable elements every retiree should consider when creating a ...

Inflation isn’t just a headline — it’s a reality that affects every retiree’s budget. In Utah, where the cost of living has ...

If you’ve handed in notice to your boss that you’ll be officially retiring in a few months, you’re likely both nervous and ...

Is it time to throw out the 4% rule and give your retirement paycheck a raise? Can retirees withdraw 5% annually and still ...

you should consider working with a financial advisor who can develop a withdrawal strategy that aligns with your income needs and tax situation. A 457 plan is a valuable retirement savings vehicle ...

Explore the tax benefits of reverse mortgages, including strategies for Roth conversions and delaying Social Security.