Quick Read JMUB’s 3.5% tax-free yield equals 5.1% taxable for retirees in the 32% bracket. The fund outperformed passive ...
The S&P 500, a proxy for the stock market, returned about 16% in 2025, and its three-year, annualized return has been around ...
Generally, bonds and stocks move in different directions: If stocks go down, bonds typically either hold their value or go up ...
When bond yields were near zero a few years ago, retirees hunting for income had to venture into riskier territory. Now that ...
The iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR) offers retirees a 4.12% yield with an unusual feature: it’s ...
— -- Money Watch, a personal finance column that runs every Saturday, features a financial planner from the National Association of Personal Financial Advisorsanswering reader questions about ...
Looking for consistent income in retirement beyond Social Security? Need more frequent payouts than the quarterly dividends ...
The traditional retirement planning approaches no longer cover all expenses in nest egg years. So what can retirees do?
Understanding the nuances of how each product works is essential to determining whether they’re right for your financial goals — or how they might even work together. But comparing the ins and outs of ...