Savers and retirees alike can turn to our portfolios for ideas about asset allocation, benchmarking, and specific investments, says Christine Benz.
The 4% guideline can put you in the right ballpark, but the best spending policies factor in time horizon, asset allocation, and market fluctuations.
Rules of thumb won't cut it for this important question; how to customize based on your own situation.
Some funds that invest in other funds charge additional fees, and here's how you can tell.
A month-by-month framework covering everything from your portfolio to taxes to getting organized.
BlackRock, Invesco, Neuberger Berman, Beaumont Capital, Innealta Capital, & American Funds Partner with Envestnet Institute
UPDATE: Don't ignore your Social Security statement
Younger investors may want options for accessing their funds prior to retirement.
Not having a plan at the outset, holding too much company stock, and being too generous with family can trip up retirees, says Baird's Tim Steffen.
What steps can or must our clients take by Dec. 31 to preserve or enhance their retirement savings?