UPDATE: How to avoid the biggest 401(k) mistakes
Here's a step-by-step guide to making sure your in-retirement financial plan is on track.
UPDATE: 10 steps to take if you hope to retire soon
Easing into a bond position may make sense given interest-rate fears.
Focus Consulting's Michael Falk suggests retirees pare down their fixed liabilities in their total portfolio so that they can make their discretionary spending much more manageable.
The bucket approach to retirement portfolio planning is a strategy for funding retirement cash-flow needs while also maintaining a diversified portfolio of stocks, bonds, and cash. The overarching idea is to set aside one to two years' worth of living expenses in cash (bucket 1), while using ...
Readers share where they're holding money they expect to spend within the next year or two.
How strong markets and benign economic conditions can spell trouble for investors' portfolios and financial plans.
Price, process, and index variations all come into play.