Retirement

The go-to rule for retirement spending was created over 30 years ago. Things have changed since then. Here's how you can modernize the rule to fit your needs.

By David Rodeck

We consider the case of a retired couple relying on summer rental income from a $1.1 million beach house. Local zoning changes are forcing a hard choice between lifestyle and portfolio stability.

By Maurie Backman

While many retirees keep a job for the social and physical benefits, many are working out of financial necessity. Is working in retirement right for you?

By Alan E. Becker, Investment Adviser

Most of us focus on how much to save for retirement, but what you'll spend is just as important, and your spending habits might change more than you expect.

By Jeanne Thompson

Don't dip into your own retirement savings if your child's 529 plan won't cover all their college expenses. The plan can be more flexible than you might think.

By Bennett Pardue, CFP®, CDFA®, Investment Adviser Representative

Long-term care as you age is expensive and, for most of us, inevitable. Making arrangements now, while you can, is a gift to those you love.

By Kerri Anne Renzulli