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

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

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 ...

How should investors and their advisors use our annual retirement-spending research? Let’s start with how they should not use it: as a guide for each year’s withdrawals once retirement has commenced.

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

Compounding is your most powerful tool—starting in your 20s drastically reduces the amount you need to invest monthly to reach $1M+ by retirement. Prioritize growth over dividends when building wealth ...

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 ...

We’ve seen cash yields begin to come down for the past year in anticipation of the Fed beginning to cut. Now that we’re seeing fixed-income yields come down a bit, that means that fixed-income ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

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 ...