Retirement Planning

Part Four in my Planning for Retirement Series based on my How to Recreate Your Paycheck in Retirement class. Part one covers why you need ...

Part Three in my Planning for Retirement Series based on my How to Recreate Your Paycheck in Retirement class. Part one covered why you need ...

Continuing my Planning for Retirement Series based on my How to Recreate Your Paycheck in Retirement class. Last week’s post covered why you need to ...

Kicking off my Planning for Retirement Series based on my How to Recreate Your Paycheck in Retirement class I created to share the lessons I've ...

Sharing my book review of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement by Christine Benz, as well as a link ...

Your asset allocation drives your portfolio's return, so it's arguably the most important investment decision you'll make. Stocks have historically provided the best long-term returns, ...

A reader asks, can I retire with $3 million and what would that portfolio look like today? His spending need is $8,000 dollars a month, ...

There are two bipartisan bills working their way through Congress to change our retirement rules. They're similar and share the same goal stated in the ...

Morningstar’s Investor Success Project published a paper More Money, More Problems: How to Keep a Bigger Paycheck From Spoiling Retirement, which besides being an good ...

I’ve been skeptical about traditional advice on when to take Social Security for a while. Most financial advisors and calculators push you to delay claiming ...