Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
Recent research suggests that many individuals experience a mind shift as they approach retirement, resulting in a retirement earlier than planned and no transition period.
Sudden retirees are typically forced to make decisions before they feel ready to do so. If you are fortunate enough to exercise some control over when you will retire, you have an advantage over sudden retirees.
After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.