Why the strategy that got you TO retirement isn’t the one to get you through it.

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...

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 ...

A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ...

At age 70, retirement is no longer a distant goal-it's your current reality. Whether you’re newly retired or reevaluating your strategy, this is an important time to ensure your savings last. While ...

For 60+ year old investors, a 70% equities / 25% bonds / 5% cash mix balances growth, income, and downside protection. Focus on VOO, VTI, QQQ (40%), income ETFs like SCHD, VIG (20%), plus 10% each in ...

If you’re thinking about retiring, you may want to lower your risk. At the moment, a lot of people have too much exposure to ...

Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...

You might want to consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio to maximize your returns.

Start with a clear investment objective—returns matter only in relation to the goal they are meant to achieve.Quantify goals ...