A successful retirement plan takes advantage of favorable market conditions while safeguarding against downturns. Here's what ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

If retirement is on your horizon for 2025, now is the time to prepare. A solid plan ensures you’re financially secure and ready for this exciting new chapter. Use this checklist to make sure you ...

You can't control the markets, but you can control how you withdraw your money. A comprehensive distribution plan can do ...

A decade ago, I couldn’t spell septuagenarian, and yet now, at 72, I am one. A decade ago, I thought I would retire in my 60s. And yet here I am working in my 70s. The reality is that some of us ...

Demand for in-plan retirement income is strong as defined benefit plans continue to be phased out, according to Michael Dullaghan of Franklin Templeton. At the forefront of 2025, the retirement ...

Schwab U.S. Dividend Equity ETF is a strong core holding for income reliability. Learn why SCHD fits into a tailored ...

I'm loading my retirement account with dividend stocks. The thesis is simple: Dividend stocks have historically outperformed ...

Retirement plan adviser firms are a hot commodity — so hot that private equity investors are falling over themselves to invest in the lucrative, high-growth businesses, according to mergers and ...

The Financial Savings and Tax Mitigation components of retirement planning can often become over-emphasized in the overall retirement picture. Many people focus on a time when they can step away ...