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

Millions of investors are making a critical mistake that could leave their finances vulnerable That error? Clinging to ...

On the other hand, if you have a chronic illness and don’t expect to live into your 90s, you could consider a higher rate.

Social Security benefits are eligible for a cost-of-living adjustment, or COLA, each year. The purpose of COLAs is to help ...

There are many changes coming to retirement benefits and planning in 2026. Here’s a list covering the significant changes.

Several states have major tax changes taking effect in 2026, from income tax shifts to estate rules — plus federal updates ...

Conventional wisdom has long held that retirees should plan on spending 4% of their savings in the first year of retirement and then spending that same amount, adjusted for inflation, every year after ...

A practical look at the “80 percent rule,” why it is useful, and how you can adapt it to your own retirement planning ...

Many people work hard to build up savings for retirement. But retiring with a nice-sized nest egg is only half the battle. It ...

The financial advisor studied a system to determine a withdrawal percentage that would ensure no one would run out of money.

Think of the "Best of Both Worlds" or total return retirement spending rule as the 4% rule on steroids — retirees live off both the income and investment returns. The rest continues to grow and ...