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.

April 15, 2025

Volatility in Retirement

Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.

April 07, 2025

Consider tax-smart strategies

Plan your legacy

The latest bond insights

Cooper Howard

Will The Tax Bill Affect Munis?

Cooper Howard
June 05, 2025
Collin Martin

Understanding MBS Investing

Collin Martin
May 22, 2025
Cooper Howard

Muni Below Par? What to Know

Cooper Howard
May 20, 2025

Protect your financial and physical well-being