Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

Discover expert strategies to protect retirement savings during market downturns. Learn about liquidity, diversification, and ...

Constantly adjusting portfolios based on market headlines can hurt retirees. A consistent, long-term strategy is the key to a ...

Warren Buffett famously said, “Investing is simple, but not easy.” And unsurprisingly, he's spot on—while investing is just a math problem, it’s not one most people are equipped to solve. Take the ...

As plan participants in their 50s and 60s contemplate retirement in earnest and take advantage of Roth catch-up contributions and other tactics, industry experts say plan advisers and sponsors should ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

Planning for lasting retirement income requires a thoughtful strategy, especially with factors like longevity, market volatility and evolving lifestyle needs in play. As retirement approaches, one of ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Starting to invest for the first time can feel overwhelming. Between market headlines, unfamiliar terminology, and fear of ...

Discover how rising student debt affects retirement savings across generations, especially boomers. Learn effective ...

Buy-and-hold investing simplifies market complexities and enhances long-term returns. Diversifying with growth, value, and dividend stocks balances risks and rewards. Utilize DRIPs and dollar-cost ...

After losing a spouse, it's important to review your will, as well as your beneficiary designations for retirement and ...