If you are a retired Baby Boomer, or a Baby Boomer who has done any retirement planning at all, you are almost certainly ...

Recent research reveals retirees withdraw just 2.1% of their savings annually—about half the amount experts recommend. Here's ...

As a retiree, you'll need to find balance between your money and your wealth (which encompasses so much more than your money) ...

Millions of Americans lack access to any type of retirement plan, hampering their ability to save for old age.

The No. 1 financial goal for most Americans is to stop working. Once they retire, their primary goal becomes not running out of money.

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, and portfolio mix still matter.

A 4% withdrawal rate is a common rule of thumb when planning for retirement. But what does that mean? And more importantly, is it right for you? This blog post... A 4% withdrawal rate is a common rule ...

Most retirees want to spend as much as they can without having to worry about running out of money. Morningstar’s State of Retirement Income research analyzes retirement spending strategies to ...

For years, financial experts have stood by the 4% rule for managing retirement plan withdrawals. If that's not enough income for you, you may be able to go higher. You'll need the right mix of ...

Even with its foundational role in retirement planning, one critical concept often baffles participants and employers alike: the income replacement rate. This term, crucial for establishing realistic ...

Retirees face tough choices about their emergency funds as economic uncertainty impacts traditional planning.

These retirement tips from a certified financial planner will help you feel more secure in your retirement Retirement tips you can’t afford to miss No one wants to work until they die—and they shouldn ...