Wealthy retirees often diversify beyond traditional retirement accounts by building passive income streams. This might ...

Retirement planning isn’t just a matter of dollars and portfolios. It’s about how you want to live, contribute, and find ...

As you approach retirement, your financial focus shifts. During your working life, retirement is about goals and planning. You decide what kind of lifestyle you want, figure out what kind of income ...

Everyone knows what a bucket list is: the list of things you want to do before you — to put it crudely — “kick the bucket.” Some bucket list items are inspiring, like reconnecting with family. Others ...

Learn about the Guardrails Approach, its benefits, implementation, comparison to other strategies, and the importance of management and monitoring.

Christine Benz explains how the Bucket approach can help retirees, the pushback against this strategy, and how a fourth bucket can help you in retirement. Dan Lefkovitz: In terms of your own work, ...

In this “Financially Savvy Female” column, we’re chatting with Sangeeta Moorjani, head of tax exempt market at Fidelity, about why more women are opting for a phased retirement, plus, signs it could ...

Drew Shockley has a question he loves to ask people in their late 50s: "If health insurance wasn't an issue, would you retire today?" The answer, he says, is almost always yes. As founder of Move ...

When it comes to retirement, are some Americans playing it too safe? The “flooring” approach to retirement income, a saving strategy that focuses on steady and predictable payouts, remains popular ...