Retirement Savings and Investments

Professor Malkiel discusses the latest edition of his legendary book and some of the biggest lessons from his own life.

Learn about 8 options for investing in real estate for retirement. Explore the pros and cons and discover which one is right for you. Read now…

See the impact of new 2023 and 2033 RMD ages on your projected retirement plans. Your taxes, income, and Roth strategies may have changed.

There are big retirement planning changes with passage of the Omnibus Spending Bill, including the SECURE Act 2.0. See how you are impacted.

Are RMDs desired income or a cost? Either way, preserve wealth with these 6 strategies for minimizing taxes on your withdrawals.

What is a Roth Conversion? Backdoor IRA? A Roth Conversion is when you convert money that you have in a traditional IRA to a Roth IRA. This is sometimes called a backdoor Roth IRA because instead of investing money in a Roth, you are converting money. With a conversion, you can get around both the…

Millionaires are nearly as worried as average savers about their retirement. Find out why.

Too good to be true? Explore 15 pros and cons of dividend stocks. Good for retirement income, but also expensive, confusing, and risky.

Bear markets aren’t so different from real life bear encounters. With both you want to remain calm and wait for the bear to retreat.

Explore how to use the Planner to model bear market scenarios. See what might happen over the next year or two with your investments.

Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.

Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.

Explore investing rules of thumb as well as sample asset allocations to help you know if you are on the right track. Read now!

You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why…

Bond ladders can be used to protect against interest rate risk. Discover what they are and why you would use one to secure your future.

Wall Street news isn’t great: bear market, inflation & more. However, it may be a great opportunity to invest. Explore 12 tips to help you know if it is for you.

Your next 401k statement is going to look different. And, your retirement income projections may be concerning. Find out why.

As with any economic shift, there are winners and losers. See who benefits and who will suffer more from the recent interest rate hike.

Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.

Stock market corrections are a reality, but that doesn’t make them less painful. Here are 10 tips for weathering these storms.

You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more…

It is a worrisome time to be planning retirement. Explore 9 ways to adjust your plans for an uncertain economy.

I scream. You scream. We all scream for… I Bonds. Learn why there is so much excitement for I Bonds and explore the pros and cons of this investment.

Steve and Cullen, founder of Orcam Financial Group and Discipline Funds, discuss inflations risk and investing for retirement