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  1. The Pitfall of Mental Accounting in Retirement

    Wed, 24 Jul 2013

    Professor Meir Statman advocates a structured, total-return approach to income so retirees can tap their portfolios responsibly, but he also says annuities aren't the panacea they seem to be.

  2. What Goes on Your Retirement Readiness Checklist?

    Tue, 30 Jul 2013

    Those approaching retirement will want to update their personal balance sheet, optimize their spending budget and asset allocation, make a plan for Social Security, and more, says Baird's Tim Steffen.

  3. Encouraging Trends for Retiree Finances

    Fri, 21 Jun 2013

    Recent studies have found retirees' health-care expenses have decreased while their account balances have moved higher, but there's still a generational divide in terms of savings.

  4. Cashing Out of the Bucket Strategy

    Thu, 4 Jul 2013

    Financial-planning expert Michael Kitces cautions retirees about holding too much cash in their portfolios, as simple rebalancing of stocks and bonds can provide needed income.

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