Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
A respected retirement researcher discusses what types of spending are correlated with a better retirement--and which are not.
Judith Ward from T. Rowe Price discusses cash cushions for pre-retirees and retirees.
Use our template to document your retirement assets, strategy, and spending system.
Addressing portfolio problem spots often involves a tax bill; here's how to avoid paying extra and possibly even save.
T. Rowe Price's senior financial planner shares planning and portfolio to-dos for 20-somethings, people in their 70s and beyond, and everyone in between.
Judith Ward from T. Rowe Price discusses new research on retirement preparedness by gender and by generation.
The answer depends on what you're trying to accomplish--and the product you choose.
T. Rowe Price's Judith Ward discusses how to plan for market downturns after retirement.
Morningstar's lead retirement researcher on retiree spending patterns, asset allocation, and mitigating the risks in a plan.
Planning for distributions and deductions now can ease your tax burden next spring.
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.
What is it, who should do it, and why?
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.
Alex Bryan discusses some possible consequences.
Recent volatility provides a good reason for retirees to check up on their portfolios--but don't overdo it.
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.
Ariel International's manager discusses why she emphasizes downside protection and what the market is getting wrong about many of the largest companies.
Are you a hoarder when it comes to financial documents? Here's how to get them under control.
Christine Benz discusses how to protect your portfolio from a stock-market sell-off.
Russ Kinnel shares some key takeaways from his latest investor-returns research.
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.
Mary Beth Franklin reviews the options available to surviving spouses when their partner pre-deceases them.
Ben Johnson examines tax cost and tax efficiency by fund type.
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.
Get a sneak peek at longtime Oakmark fund manager Bill Nygren's appearance on The Long View podcast.
Christine Benz discusses the implications of the Federal Reserve lowering interest rates for the first time in a decade.
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.
On this week's podcast, a high-quality stock to watch, the popularity of passive funds, and what makes data centers attractive.
Deploying mutual fund and capital gains distributions can be a risk-reduction tool for your portfolio.