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

You might want to rethink everything you thought you knew about retirement withdrawals. The famous 4% rule, which has guided ...

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

Many Americans retire early but delay Social Security to boost lifetime benefits. Waiting until 70 can increase monthly ...

Freedom is often cited as a benefit of retirement. Many professionals look forward to the day when they retire and have more free time and the freedom to spend that time however they choose. Of course ...

Investment researchers have been playing around with the 4% rule, looking for ways that retirees can safely spend more on ...

That's why Utah-based retirement planning firm B.O.S.S. Retirement Solutions has released a new report, "5 smart ways to grow ...

To determine the best retirement planning apps and tools, we evaluated platforms based on their ability to help users track progress toward retirement, model long-term income strategies, or increase ...

We often feel like we’re navigating a complex maze without a clear map when it comes to financial decisions. Many people feel overwhelmed with tax laws, optimizing Social Security benefits, making ...

As the Chiefs get ready for their first preseason game, it’s a great time to think about your own retirement “preseason” strategy. There are many lessons we can apply to retirement from the way the ...

A thoughtful review can help ensure your strategies remain aligned with your goals, reflect current legislation, and are ...

Not true! Look, retirement is about enjoying the fruits of your labor. If it’s a truly one-time splurge and you’re in the early years of retirement with a solid financial foundation, go for it! Let’s ...