My investment approach has shifted from yield-centric to growth-focused. Read how the 5% Rule can function as a strategic ...

Following President Trump’s now-public spat with SEC Chair Jerome Powell, Senator Elizabeth Warren has pressed the SEC to ...

For a 65-year-old staring at a lifetime of paychecks replaced by portfolio statements, the central question is not just "Did ...

Bengen's original 4% rule, published in 1994, suggested retirees could withdraw 4% of their portfolio in the first year and ...

The biggest change once I retire is that I won't be "saving" for retirement anymore, so I won't need to replace the pretax money currently going into my 401 (k). Rather than working off a percentage ...

Bill Bengen, the retirement researcher who created the well-known 4% rule, has a message for early retirees: you might be ...

Retiring at 67 with $6,500 in monthly income places you solidly in middle-class territory, but the financial reality behind ...

Retiring at 55 sounds like a dream come true with no more alarm clocks, no more meetings, just the freedom to do what you ...

Morningstar’s new analysis suggests retirees can start with one withdrawal rate and adjust for inflation, but taxes, fees, ...

Key Points A 44-year-old with $1.3M saved would reach $3.59M by age 59.5 at 7% returns without further contributions. The new ...