For decades, reaching a seven-figure portfolio meant you’d made it. The traditional wisdom suggested following the “4% rule” ...

Let's say you have two retirees with the same $1 million portfolio and they each withdraw the same amount each year, and both also earn the same average return over the next 30 years. The thing is, ...

Income investing can be high yield, low to no growth, and low yield, high growth. Check out two picks that offer tangible ...

At age 70, retirement is no longer a distant goal—it’s your current reality. Whether you’re newly retired or reevaluating your strategy, this is an important time to ensure your savings last. While ...

There is a reason why the $500,000 number keeps showing up in retirement conversation as it’s not an aspirational number or a round figure that has randomly been pulled for a headline. Instead, it’s ...

"Winning" for the retiree or the durable income investor is about achieving great and durable income compounding results ...

I’ve spent years digging into what separates thriving retirees from those scrambling in their golden years, and it’s not rocket science. Indeed, I think it’s more about dodging the pitfalls most folks ...

Annuities convert savings into guaranteed lifetime income, but they come with fees and trade-offs. Learn how they work and when they make sense.

Baby Boomers have been dealt a pretty good hand, at least relative to most other generations. In fact, the generation now controls a majority of household wealth in the United States. Meanwhile, many ...

A real estate investment trust (REIT) is a company that makes money by owning real estate. I'm a fan of REITs because they offer more than one opportunity to make money. For me, they're also a nice ...

Don't let the wrong line of thinking ruin your plans.

Australians have spent decades building their super. They deserve a system that supports them just as strongly once they ...