Retirement Weekly

Is the 4% Rule Still Relevant for Modern Retirees?

For years, the 4% rule has been a cornerstone of retirement planning. The concept is simple: retirees can safely withdraw 4% of their portfolio annu...

Introduction

Market volatility can be unsettling, especially when it impacts your retirement portfolio. However, smart investors know that even in turbulent times, there are opportunities to strength...

One of the most important and often overlooked aspects of retirement planning is deciding which accounts to withdraw from first. With a variety of account types—taxable, tax-deferred, and tax-free—the...

Is Social Security Secure? What You Need to Know

For decades, Social Security has been a cornerstone of retirement planning. But as headlines warn about its future, many retirees and those approachin...

Economic uncertainty and recession fears have many retirees questioning how to safeguard their savings. With inflation driving up costs and market volatility causing concern, it’s crucial to take a pr...

In an era of increasing global trade tensions, retirees and those nearing retirement must stay informed about how economic policies can affect their financial well-being. Trade wars—conflicts between ...

Maximize Your Tax Savings in 2025: Key Moves for Retirees

It is 2025 and the Tax Cuts and Jobs Act (TCJA) is about to expire. For retirees, this pivotal year marks a critical time to review your tax ...

How You Can Prepare Financially for Natural Disasters

Natural disasters are unpredictable and can have devastating effects on entire communities. For retirees, who often live on fixed incomes and rel...

A Look Back

When you think back to the tech bubble of the late 1990s and early 2000s, you might remember the meteoric rise of internet companies with little more than big ideas and catchy names. Inve...

For decades, traditional retirement strategies often relied on steady interest rates. The concept was simple: save a substantial amount, invest in bank CDs or similar low-risk options, and live off th...

A reporter asked me this question not long ago. I thought I would share my response so you can have an idea of what’s best for you.

The reporter, Marcia, authored a story about early retirement, and ...

My wife and I are complete opposites. In most areas of life, I am a cautious person. I like to think and plan and understand the decisions I am making. It helps me calm the voices in my head, ease the...