For dependable income, consider using a bucket strategy and annuities in tandem to promote structure, flexibility and peace ...

Retirees may see an approximate 77% increase to their Social Security benefits by waiting from age 62 to age 70 to claim ...

Once your bucket strategy is set up, it will still require your attention regularly: As time goes by in retirement, bucket 1 ...

Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income ...

Living off of passive income is something retirees do often. And with the right investing strategy, it’s something you can do ...

Target Date Plus, powered by LeafHouse is a target date service featuring data-driven personalizationAustin, TX, July 09, ...

Insurance overlays are redefining how retirement security is delivered within the existing advisory infrastructure.

The secret to retiring a multi-millionaire is quite simple. There is no easier way to accomplish this than by using a ...

Ready to retire? Learn the personal, financial, tax, and healthcare steps to take at least 5–10 years before your retirement ...

Trying to predict one’s finances after becoming a senior can be an interesting exercise, and certainly isn’t a ...

Scott Coulter got little traction on his idea to avert the trust fund’s insolvency, accelerated by the tax-and-spending bill.

It's important to save for retirement, but only half of Americans have calculated how much money they'll need, according to ...