Investing
Retirees Underspend: Fear of Depletion Harms Lifestyle
Many retirees, driven by fear, underspend their savings, missing out on a fulfilling lifestyle. Morningstar research shows half use overly simple strategies,...
#retirement planning 10 articles
Markets
Retirement Benefits Face 23% Cut Without Action
Future retirees could see Social Security benefits shrink by 23% as the system's long-standing surplus rapidly diminishes, threatening retirement budgets.
Markets
Retirees’ Tax Shield: Roth Accounts Cut Social Security Levy
Social Security benefits can be subject to both state and federal income taxes, but a strategic retirement account choice offers a path...
Markets
Three Healthcare Stocks Offering Retirees Up To 6.5% Yield
Retirees seeking income can find compelling opportunities in the healthcare sector. Three dividend-paying stocks—Pfizer, Medtronic, and Omega Healthcare—offer yields up to 6.5%...
Investing
Over 60: Four Financial Moves for a Better Retirement Experience
For individuals over 60 with robust retirement plans, a shift in focus from purely financial gains to psychological returns can enhance quality...
Markets
Retirement Income: Why ‘Interest Only’ May Fall Short for Most
Many retirees consider withdrawing only interest from savings, but median account balances and inflation make this strategy unfeasible for most Americans.
Investing
Small Business Retirement: Maximizing Contributions Up to $72,000 Per Plan
Small business owners and solo practitioners often overlook powerful retirement savings options. An expert details how to leverage plans like Solo 401(k)s...
Markets
2026 Social Security Math: Delaying Benefits Can Add $7,400 Annually
New analysis reveals the financial implications of delaying Social Security claims until age 70 in 2026, with potential annual benefits increasing by...
Markets
Retirement’s 4% Rule Under Scrutiny: Is Your Nest Egg Safe?
The long-touted 4% retirement withdrawal rule is facing renewed scrutiny from retirees and financial experts. Once considered a safe bet, its underlying...