Retirement income planning is no longer just about hitting a magic savings number, it is about turning that nest egg into ...

For those who aren’t yet 62, there may be other options. The Home Equity Conversion Mortgage, or HECM, is backed by the ...

Set clear retirement goals, and boost your financial security with actionable investment strategies. Read what investors need ...

We’re in the midst of describing a Do-It-Yourself retirement investing plan. Today we go deeper into the cash flow buffer.

Retiring with a mortgage is no longer an anomaly. As a result, advisors are recognizing that a well-structured financial plan ...

Retirement should be a time to enjoy financial security and not stress over cash flow. That said, some common money mistakes may be putting boomers at risk. Even those who have diligently saved for ...

For those that are getting ready for retirement, mapping out a plan is important to ensure you are financially ready for it.

Discover how to achieve high-yield income with covered call ETFs, CEFs, and BDCs—without sacrificing financial independence.

For many of us, our adult lives are spent saving money for retirement. In fact, several of my clients have recently shared with me their “number”—how much money they need to save in order to feel ...

Major life events—from health changes to family shifts—can shape retirement timing, income planning, and lifestyle decisions. See which catalysts matter most.

Retirement should be a time to enjoy financial security, not stress over cash flow, but some common money mistakes may be putting boomers at risk. Even those who have diligently saved for decades can ...

Even those who have diligently saved for decades can run into trouble if they’re not managing their withdrawals, spending habits or investment strategies wisely. From underestimating inflation to ...