This article talks about retirement investment strategies.

Planning for retirement can be a challenge for families who are balancing everyday expenses, raising children and sometimes ...

Early retirement is different. Every retirement plan is based on a combination of goals, risks and personal budget. You want ...

It's a good idea to do some portfolio rebalancing ahead of retirement. Make sure you're not too heavily invested in volatile assets. Line up steady portfolio income and reserve some cash as a backup ...

If I were to retire tomorrow, my primary concern would not be beating the S&P 500 (SPY). Instead, it would be generating a reliable, inflation-resistant income stream that would also be as ...

Target-date portfolios with guaranteed income could effectively manage retirement risks, according to BlackRock and TIAA. Adding guaranteed income to a target-date portfolio has the potential to ...

A $500,000 portfolio yields $20,000 annually under the 4% rule, insufficient for full retirement in expensive cities. Crown Castle offers 5.20% yield and averaged over 8% annual dividend growth in the ...

Unlike traditional employees, business owners often have income tied directly to company performance, fluctuating cash flow, ...

How should investors and their advisors use our annual retirement-spending research? Let’s start with how they should not use it: as a guide for each year’s withdrawals once retirement has commenced.

The 2022 downturn catalyzed a shift to income-focused retirement planning as dividends held steady while portfolio values dropped. Dividend income eliminates sequence risk by avoiding forced share ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. The stock market has experienced significant ebbs and flows over the ...

Tax changes in 2026 include increases in amounts you can contribute to tax-advantaged accounts such as a 401(k) or IRA. Using tax-efficient strategies for 2026 can boost portfolio returns. The type of ...