How to calculate your spending needs and plan strategic withdrawals that balance saving and spending in your golden years.

I asked ChatGPT how to pay fewer taxes in retirement and got 10 straightforward tips, including Roth timing and QCDs. Here's what every retiree needs to know.

Automatic rebalancing eliminates the need to check and adjust your portfolio manually. While you should still monitor your portfolio closely, many investment platforms offer automatic adjustments to ...

Hartmann’s advice: take the emotion out of it and keep the focus on numbers. Use tools like the Sorted Retirement Navigator to model different draw-down scenarios, which show how long savings will ...

Even post-retirement, at least 30–35% equity exposure is necessary. The best way is through Systematic Withdrawal Plans from ...

Most experts say retirees can live comfortably on about 70% to 80% of what they earned before leaving the workforce. Jamie Hopkins, CEO of Bryn Mawr Trust Advisors, used that guideline to estimate ...

Aaah, retirement! After working for 40 or 50 years, it’s easy to believe that retirement will be idyllic. Sitting by the pool, playing endless rounds of golf, or spoiling the grandchildren may be the ...

Like many of you, I’ve been enjoying the benefits of a strong market over the last few years. It’s been a good stretch for those saving for retirement and those enjoying the fruits of their labor now ...

New millionaires can often make costly missteps, and we can all learn from them. Learn how to avoid common traps -- ...