Many in retirement seek investments with high income. Whether interest, dividends, or both, retirees value the ability to spend income from a portfolio without the need to sell shares of the investment that generates the income. This sentiment was…

Quicken was once the go-to budgeting tool. I used it when it was first released in the 1980s. Today, it's been eclipsed by apps that enable you to manage every aspect of your finances, often for free. I've tested…

Series I Savings Bonds rates increased this month. The unadjusted CPI-U rose from 301.836 in March 2023 to 307.789 in September 2023. As a result, the Inflation Rate on I Bonds increased to 3.97% in November 2023. At the…

Congratulations on your retirement! Now, have you considered how you'll handle your finances? The shift from a steady paycheck to drawing income from investments, social security, and perhaps other sources requires a different approach to cash management. This article…

In 2017, the Stanford Center on Longevity analyzed 292 retirement withdrawal strategies. The study used eight metrics to measure how each strategy would satisfy various retirement income goals. From this analysis, the study identified what it described as the…

Robo-Advisors promise to make investing easy at a very low cost. Investors have taken notice. According to one estimate, automated investing platforms will manage nearly $1.5 trillion by the end of the year. With dozens of options, however, picking…