No matter where you go online, there is a better-than-good chance that you will see the 4% rule come up around the idea of ...

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

A retirement budget compares expected income with planned expenses to see whether spending fits within available income. This ...

The share of adults who have a will should be 100%, but it hovers consistently at 30% in the U.S. There’s no reason for this.

New research is turning conventional retirement savings wisdom on its head. This article originally appeared here and was ...

Older workers and retirees say there’s a disconnect going on in their retirement plans: The conventional wisdom about how they save and spend—with figures such as the 4% rule for annual withdrawals—is ...

He came up with the 4% rule and published his findings in the Journal of Financial Planning in 1994 (1). The 4% rule ...

The most famous retirement rule of thumb just got an upgrade. Bill Bengen, the financial planner who gave us the 4% rule, now says the number is 4.7%. That's good news if you're planning to retire ...

No matter when you retire, it's important to mange your nest egg carefully. The 4% rule has long served as popular guidance. If you're retiring on the late side, you may have more flexibility to take ...

When it comes to retirement planning, clients often have one burning question: how much money do you need to retire? A quick internet search reveals varying figures, which isn’t surprising as there ...