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Contributors Featured Income Lifestyle Retirement Social Security

This retirement planning gap is ‘hidden in plain sight,’ Harvard professor says

For many people, retirement planning is all about money: how to invest, how much to save, when to claim Social Security, how to best withdraw from accounts. Finances in retirement are an acute fear. ...
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Annuities Contributors Featured Retirement

7 High-Return, Low-Risk Investments for Retirees

A fixed index annuity is one of the best strategies for generating low-risk cash flow in a volatile economy, some experts say. Once an investor locks in the current ...
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Contributors Featured Retirement Taxes US

How Will the 2024 Election Impact Your Retirement?

In times of great change, it is only natural for people to wonder and worry. Without perspective, it morphs into wondering and worrisome-driven decisions or indecision. A general ...
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Contributors Featured Income Retirement

9 Moves for Retirement Planning to Make Now If You’re Worried About the Economy

Planning for retirement can be challenging. It’s hard to know exactly how much you’ll need to set aside and, perhaps more importantly, to save enough in the first ...
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Annuities Contributors Featured Income Retirement Taxes

The Stunning Problem With The 4% Retirement Income Rule In One Chart

Are you in the “retirement bubble”? The retirement bubble is the few years leading up to retirement and the first few years in retirement when your retirement nest ...
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Annuities Contributors Featured Income Insurance Retirement

BlackRock unveils its answer to the looming retirement crisis

The asset management giant announced Wednesday that it has launched a new retirement income solution, LifePath Paycheck, now accessible within defined contribution plans. This innovative approach, which combines a ...
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Contributors Featured Insurance Money Retirement Taxes

Nine Lessons to Be Learned From the Hilton Family Trust Contest

This article discusses the contest of Barron Hilton’s family trust, which centers on changes made by Barron Hilton after the death of his wife, Marilyn. Barron gave 97% ...
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Annuities Contributors Featured Retirement

7 Low-Risk Investments With High Returns for Retirees

The S&P 500 is up 15.4% in the three months ending Jan. 23, while both inflation and mortgage lending rates seem to be coming down. Yet household costs remain high ...
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Contributors Featured Income Retirement

The 4% Retirement Rule Is Just a Starting Point

Ivanna Hampton: New retirees could kick off their golden years with a familiar number, 4%. A trio of Morningstar researchers analyzed starting safe withdrawal rates from an investment ...
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Advisors Contributors Retirement Social Security

House Republican budget calls for raising the retirement age for Social Security

WASHINGTON — A new budget by a large and influential group of House Republicans calls for raising the Social Security retirement age for future retirees and restructuring Medicare. ...
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