Retirement planning is undergoing a transformation as the traditional 4 percent rule faces scrutiny. Experts are increasingly advocating for dividends as a more reliable
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Couples Nearing Retirement: Synchronizing Your Retirement Planning Timelines
Couples approaching retirement must navigate the challenges of synchronizing their individual retirement planning timelines for a seamless transition into their golden years.
Your retirement health care playbook: Mapping your financial strategy for post-career wellness
When people talk about their retirement “magic number,” they’re typically talking about a target level of savings. That magic number is determined by factoring
Steps to Plan a Phased Retirement
Then again, not everyone has a requirement to follow the main model of working until a particular date and then stop cold…. The post
My financial advisor says I need 30 years of retirement savings at 55 — is that realistic or just playing it safe?
A 55-year-old nurse questions her advisor’s recommendation to save for 30 years of retirement. Experts break down why longevity planning matters more than you
6 Key Signs You’ll Be Able To Enjoy a Middle-Class Retirement
Explore the signs that you’ll be able to enjoy a middle-class retirement without stressing about paying the bills in your golden years.
What Retirees Wish They Had Known Before Starting to Plan
Retirement planning often feels like a distant concern until the years pass and the reality begins to set in. Many retirees look back, wishing
6 Moves That Can Make (or Break) Your Early Retirement Before Social Security Kicks In
Retiring before claiming Social Security may reduce benefits and strain savings. Learn how timing, working years, and planning can make or break retirement.
Should You Use Savings to Cover Early Retirement Expenses to Delay Social Security?
If you have a nice amount of retirement savings, you may be able to tap your nest egg to cover a few years of
Financial Planning Guide 2025
When it comes to money, most people don’t worry about headlines until they hit home. Rising interest rates, market volatility, inflation—it can all feel