Living in Retirement

Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more

Manage your retirement income

Beyond the 4% Rule

How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.

May 14, 2024

Volatility: 7 Retirement Tips

Now is a good time to reassess your risk tolerance, your goals, and the quality and structure of your portfolio.

January 17, 2023

Consider tax-smart strategies

Plan your legacy

The latest bond insights

Collin Martin

Preferreds: Yield vs. Risk

Collin Martin
January 30, 2025
Collin Martin

Preferreds: Still Attractive?

Collin Martin
January 28, 2025
Kathy Jones

Treasuries: Riding the Range

Kathy Jones
January 08, 2025

Protect your financial and physical well-being