Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

Target date funds require modernization, as their 'set it and forget it' approach limits participant engagement and may expose investors to hidden risks. Integrating academic lifetime investing theory ...

Many investors overcomplicate the process by building huge portfolios with scores of holdings. Check out a simple three-fund ...

In 2022, the last year for which there’s data available, the average retirement savings balance for 65- to 74-year-olds was ...

A new Morningstar analysis suggests that adding semiliquid private market funds to defined-contribution retirement plans may offer incremental improvements to retirement outcomes, particularly for ...

In this article, we will take a look at some of the best dividend stocks for the best retirement portfolio. As a gr‌owin‌g number of Ame ricans app⁠r‌oach retirement, many stil l hav e n ot fully ...

Procter & Gamble leads with a 68-year dividend growth streak and 3.31% yield backed by 26% operating cash flow surge. Johnson & Johnson raised its dividend 4.8% and grew Q3 revenue 6.8% to $24B with ...

To determine the best retirement planning apps and tools, we evaluated platforms based on their ability to help users track progress toward retirement, model long-term income strategies, or increase ...

As our lives evolve, so do our financial and investment priorities. At first, we might have our sights set on paying off debt, buying a car or home, or saving for a wedding. If children come into the ...

Let's start with the obvious: How a person withdraws money from their retirement portfolio matters. If thoughtfully executed, portfolio withdrawals need not capsize a retirement portfolio. Processing ...

Daniella Flores (they/them) is a former software engineer and founder of the two-time award-winning money, career and side hustle resource platform "I Like to Dabble" for LGBTQ+ and neurodivergent ...