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

Social Security FAQs

We answer common questions about Social Security to help you maximize your retirement benefits.

February 22, 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

Why to Consider MBS Now

Collin Martin
July 18, 2024
Kathy Jones

Bonds Face Tug-of-War

Kathy Jones
July 11, 2024
Collin Martin

Outlook: Corporate Bonds

Collin Martin
June 20, 2024

Protect your financial and physical well-being