Expert Insight & Commentary
In Retirement
Is the 4% Rule Still Appropriate?
by Rob Williams
June 4, 2013
The "4% rule," a rule-of-thumb for retirement spending, has come under fire recently. We weigh in.
by Rob Williams
June 4, 2013
The "4% rule," a rule-of-thumb for retirement spending, has come under fire recently. We weigh in.
Retired but Thinking of Going Back to Work?
by Rande Spiegelman
May 23, 2013
If you're a retiree who's thinking about re-entering the workforce, several financial considerations may affect your decision.
by Rande Spiegelman
May 23, 2013
If you're a retiree who's thinking about re-entering the workforce, several financial considerations may affect your decision.
Generating Cash Flow From Your Retirement Portfolio
by Rande Spiegelman
October 31, 2012
Which parts of your retirement portfolio should you draw from, and when?
by Rande Spiegelman
October 31, 2012
Which parts of your retirement portfolio should you draw from, and when?
Shopping for a Fixed Annuity
by Rande Spiegelman
October 18, 2012
Here's how to evaluate whether an immediate fixed annuity makes sense for you—and how to get the best deal.
by Rande Spiegelman
October 18, 2012
Here's how to evaluate whether an immediate fixed annuity makes sense for you—and how to get the best deal.
3 Ways to Manage Your Income in Retirement
by Charles Schwab & Co., Inc.
August 16, 2012
Worried about outliving your savings? Explore different strategies for managing your retirement income stream.
by Charles Schwab & Co., Inc.
August 16, 2012
Worried about outliving your savings? Explore different strategies for managing your retirement income stream.
Nine Fundamentals for Generating Income in Retirement
by Rob Williams
November 18, 2011
You've saved diligently and carefully for your retirement—now it's time to turn your savings into income.
by Rob Williams
November 18, 2011
You've saved diligently and carefully for your retirement—now it's time to turn your savings into income.
Write Your Own Retirement Check
by Rande Spiegelman
Updated March 4, 2011
Here's a smart system for drawing down your life savings during retirement.
by Rande Spiegelman
Updated March 4, 2011
Here's a smart system for drawing down your life savings during retirement.
Bonds or Bond Funds for Retirement Income?
by Rob Williams
June 9, 2010
Are bonds or bond funds better for generating income in retirement? You may want a combination of both to meet your needs.
by Rob Williams
June 9, 2010
Are bonds or bond funds better for generating income in retirement? You may want a combination of both to meet your needs.
Helping Your Grandchildren Pay for College With a 529 Plan
by Rande Spiegelman
May 7, 2010
If you want to help your grandchildren pay for college, read this article about why a 529 plan offers significant tax advantages.
by Rande Spiegelman
May 7, 2010
If you want to help your grandchildren pay for college, read this article about why a 529 plan offers significant tax advantages.
What Role Should Fixed Income Play in Your Retirement Portfolio?
by Rob Williams
February 5, 2010
We show you smart ways to use fixed income in retirement.
by Rob Williams
February 5, 2010
We show you smart ways to use fixed income in retirement.
Is a Reverse Mortgage Right for You?
by Rande Spiegelman
Updated January 8, 2010
If you're 62 or older, a reverse mortgage could be for you, but look before you leap. We'll help you consider the pros, cons and alternatives.
by Rande Spiegelman
Updated January 8, 2010
If you're 62 or older, a reverse mortgage could be for you, but look before you leap. We'll help you consider the pros, cons and alternatives.
Build Your Retirement Portfolio to Last
by Rande Spiegelman
Updated May 21, 2009
How do you construct your retirement portfolio to last as long as you will? Ultimately, the best asset allocation will depend on your own circumstances and tolerance for risk.
by Rande Spiegelman
Updated May 21, 2009
How do you construct your retirement portfolio to last as long as you will? Ultimately, the best asset allocation will depend on your own circumstances and tolerance for risk.
7 Ways to Take Control of Your Retirement in Rough Times
by Mark W. Riepe
Updated March 2, 2009
Now is a good time to reassess your risk tolerance, your goals and the quality and structure of your portfolio.
by Mark W. Riepe
Updated March 2, 2009
Now is a good time to reassess your risk tolerance, your goals and the quality and structure of your portfolio.