Over the last few decades, anyone who is moving into a midset of retirement planning has been fixated on one thing and only one thing: the size of a portfolio. The mindset has long been that if you ...

Target-date portfolios with guaranteed income could effectively manage retirement risks, according to BlackRock and TIAA.

There are two common ways to think about a retirement budget: you can start with the lifestyle you want or the assets you ...

If you have enough savings, it's possible to live on portfolio income alone in retirement, thereby safeguarding your principal. For this strategy to work, you may need a lot of money, relatively low ...

Acquiring annuities and delaying Social Security claims are important steps in goal-based retirement planning, according to a new white paper. A new white paper by economists Michael Finke and Jason ...

Retiring early is possible for many people, but it requires smart planning and reliable income sources. Dividend-paying investments offer one path by providing consistent cash flow while still ...

A $3 million portfolio using the 4% withdrawal rule generates $120,000 annually before taxes. Combined with Social Security, that could mean a retirement income closer to $150,000 a year. That’s ...

Recent articles tout the advantages of high yield portfolios. The performance of two such portfolios is back checked against ETF's and a suggested DGI portfolio. High yield portfolios fail to match ...

Midstream MLPs offer high single-digit yields with strong defensive characteristics, making them attractive for retirement ...

If you have a target retirement age circled on your calendar, you might be planning around the wrong metric. According to ...

A real estate investment trust (REIT) is a company that makes money by owning real estate. I'm a fan of REITs because they offer more than one opportunity to make money. For me, they're also a nice ...

Rebalancing your portfolio is a critical – yet often misunderstood – aspect of long-term investing. In our recent Morningstar Investor subscriber webinar featuring portfolio strategist Amy Arnott and ...