How to calculate your spending needs and plan strategic withdrawals that balance saving and spending in your golden years.

Here's a revealing data point: older Americans are scared more of outliving wealth than of death itself. And unfortunately, even retirees who have built a nest egg have good reason to be ...

Don't let a shaky economy and volatile market derail your retirement. These moves will help ensure your money lasts as long ...

Discover the habits, tax strategies and mindset shifts that can help the wealthy retire richer -- and how everyone can apply ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

It's not all about how much you earn in a given month or year; it's more about your net worth and the way you use the money ...

Want to create an annual passive income of $60,000 in dividends? You just have to follow these steps. First: Earn money and ...

Years of rising costs for necessities like housing, transportation and healthcare are causing many Americans to feel like financial comfort — once a feature of middle-class life — is getting further ...