Retirement is about more than how your investments perform. Longevity, markets, health, and the financial decisions you make over time are closely connected—and planning for how they may affect one another can help build a more resilient retirement.
For lifelong savers, spending in retirement can be surprisingly difficult. A thoughtful retirement plan can do more than help make sure your money lasts—it can also give you the confidence to enjoy the life you spent decades saving for.
Fall is a good time to review your tax picture while there’s still time to make changes before year-end. From withholding and retirement contributions to charitable giving, RMDs, and 529 plans, a little planning now can help you avoid surprises and take advantage of opportunities before December 31.
Treasury buybacks and rising bond yields may seem contradictory, but they reflect different forces at work in the bond market. Understanding what’s driving yields—and the role bonds play in your portfolio—can help put the headlines into perspective.
The government publishes several inflation rates, each measuring something different. Learn why the CPI-W used for Social Security differs from the CPI-U, CPI-E, and PCE—and why the inflation rate that matters most is the one you're actually living with.
Disability insurance can help protect your income if an illness or injury keeps you from working. Understanding the coverage you already have—and where there may be gaps—can help you consider how a disability could affect your family, savings, and long-term financial plan.
