Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Morningstar's lead retirement researcher on retiree spending patterns, asset allocation, and mitigating the risks in a plan.
Anticipate extra costs and portfolio shocks before pulling the rip cord on retirement.
For soon-to-be retirees, it's crucial to conduct an ultra-customized assessment of retirement-savings adequacy.
PIMCO's group CIO explains the firm's cautious outlook and why it's stressing liquidity in managing assets.
Some funds are likely to make big payouts again this year, but you don't have to take them lying down.
Our annual Portfolio Makeover Week is coming up soon, and Christine Benz is looking for investors who'd like her to review their portfolios.
The skinny on Roth versus traditional contributions, early withdrawals, loans, and more.
Selecting your own investments? Here's what to know before you start.
Confusion abounds when it comes to taxes, payback terms, and ROI.
Is deciding what to do with an orphan 401(k) on your to-do list? Here are seven steps for getting it done.
Don't despair if your plan isn't great; there are some workarounds.
Even if you earn your match in company shares, it doesn't mean you have to stick around.
While company retirement plans often have guardrails, investors can goof with contributions, investment selections, loans, and withdrawals.
We share our strategies for making the most of your company's retirement plan.
The hourly financial planner and columnist on navigating clients' behavioral biases and the virtues of plain-vanilla index funds.
Bookmark our guide for a punch list of what to do when the markets get rocky.
Guess what? You've probably already started the process.
When you have many years until retirement, market volatility should be easy to shrug off, but it isn't always. A step-by-step guide to taking control.
Ariel International's manager discusses why she emphasizes downside protection and what the market is getting wrong about many of the largest companies.
If you're within 10 years of retirement, this eight-step review can help you improve your situation--and your peace of mind.
Are you a hoarder when it comes to financial documents? Here's how to get them under control.
These six steps can help you take back control in uncertain times.
For pre-retirees and retirees, the risk of standing pat with a too-heavy portfolio mix outweighs the downside of exiting stocks too early.
This valuable document can help you see what you own, and serves as a crucial estate planning tool, too.
Guess what? Small positions often contribute the lion's share of the angst.
The nationally recognized expert on retirement and aging discusses the state of retirement readiness in the U.S. and how reducing choice could improve success rates.
Four ideas for streamlining your holdings and reducing your oversight obligations.
An IPS helps transition your investment collection to an investment plan.
Running through our checklist can help you arrive at the right answer for you.
The Oakmark manager discusses the lasting lessons of the financial crisis and how traditional value metrics aren't necessarily the best gauge of an inexpensive stock.
Dividend-growth strategies stand to hold up well on the downside--an important attraction in a not-cheap market.
Some worries belong in the "unlikely to happen/deal with it when it actually does" bin.
Calculating ROIs for your investments and debt paydown can help you make wise capital-allocation decisions.
Deploying mutual fund and capital gains distributions can be a risk-reduction tool for your portfolio.
The influential financial writer on what's driving higher market valuations, the challenges of retirement drawdown, and the myth of the 'dumb' investor.
Getting these elections right can reduce the taxes you owe and ensure that your assets pass to the right people.
Here's how to figure out how big your emergency fund should be and how you should invest it.
The 'right' glide path depends on what you're trying to achieve--and your attitude toward risk and volatility.