A retirement budget compares expected income with planned expenses to see whether spending fits within available income. This ...

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...

Your approach to investing should evolve as you do. The right asset allocation by age helps balance growth, stability and income — whether you’re in your 20s or already retired. In simple terms, ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

A well-constructed retirement portfolio should balance equities and fixed income, targeting 75% equities and 25% fixed income for reduced volatility and strong returns. Equity exposure is diversified ...