Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed to demonstrate the differences between conservative, moderate, and ...

Build a 6-ETF retirement income portfolio targeting 5.7% yield with SCHD, DIVO, JEPQ, plus global & preferred diversification ...

When it comes to retirement planning, many investors are going to spend years chasing returns only to realize too late that what they really needed was income. The difference matters more than most ...

Securities for a tax-efficient, relatively defensive, and sustainable high-yield portfolio. Click here to read what investors ...

The investment seeks a high level of total return consistent with a conservative level of risk relative to the other Voya Retirement Portfolios. Under normal circumstances, the portfolio invests in a ...

Under a traditional model, American workers were said to be able to rely on three sources of income to fund their lifestyle in retirement: pensions, Social Security and personal savings. Over the past ...

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 ...

At 58 with $3 million saved, working one additional year represents one of the most financially consequential retirement ...

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 ...

For decades, retirement planning has assumed inflation would average around 2-2.5% annually, and financial planners built ...

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 ...