Retired Investor Articles

A Key to a Lasting Retirement Portfolio

April 2013 by John Sweeney
Staying within or below a 4% to 5% withdrawal rate (adjusted annually for inflation) will decrease your risk of outliving your retirement savings. Read more »

Allocating for Final Goals

July 2012 by Charles Rotblut
Allocating for expenditures such as a charitable legacy simply requires budgeting and segregating the amount away from your retirement savings. Read more »

Retired Investor: Getting Through Difficult Markets

November 2011 by Julie Jason
Having a goal-oriented skill set can help you cope with turbulent markets and move toward a secure retirement. Read more »

Aging’s Adverse Impact on Decision Making

July 2011 by Charles Rotblut
Declines in cognitive capacities can hurt your ability to effectively manage your finances. Read more »

Limiting Required Minimum Distribution Costs

May 2011 by Charles Rotblut
Use retirement account income and transactions to lower the cost of freeing up cash for required minimum distributions. Read more »