Bill Bengen updates his Safe Withdrawal Rate to 4.7%. What it means for retirees and how long your portfolio can really last.

As retirement planning evolves, the debate over the ideal withdrawal rate intensifies, with some experts suggesting a shift from the traditional 4% rule to a potentially higher 8% rate. This ...

The go-to rule for retirement spending was created over 30 years ago. Things have changed since then. Here's how you can ...

You can start drawing Social Security retirement benefits as early as age 62, meaning the oldest Gen Xers will become ...

DC asset managers weigh in on what the Federal Reserve’s widely expected interest rate cut regime may portend for retirement plan investing. The Federal Reserve’s interest rate cut finally came ...

The 'guardrails approach' to retirement spending signals when you can spend more and when you need to rein it in, giving you ...

All else equal, high-rate periods favor buyers of fixed annuities, like immediate annuities (SPIAs), deferred income ...

More specifically, most Americans think the magic number is $1.26 million, according to a 2025 Northwestern Mutual survey (1) ...

Still, small, steady contributions are adding up. Transamerica’s 2025 survey found that middle-class 20-somethings who are ...

There’s a reason many people choose to downsize their homes once they retire. Not only can downsizing mean shedding a lot of the work associated with a larger home, but it can also mean slashing your ...

Why hasn't Quincy budgeted a $16 million pension contribution ordered by a state board and what does it mean for taxpayers?