Accumulators with short- and intermediate-term financial goals can employ the concept, too.
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.
The prominent retirement researcher discusses Social Security's viability, the role of housing wealth, and a surprising new finding about married couple's retirement preparedness.
You may be switching to cut costs, but watch out: You may trigger additional fees along the way.
Get out those calendars: It's time for Medicare open enrollment, RMDs, mutual fund capital gains distributions, and more.
A respected retirement researcher discusses what types of spending are correlated with a better retirement--and which are not.
Use our template to document your retirement assets, strategy, and spending system.