When Morningstar in 2021 pegged a 30-year safe withdrawal rate for retirees at 3.3%, it triggered a shudder across the retirement planning industry. Was the annual safe withdrawal rate of 4%, the ...

The 4% rule is an easy way to determine how much to withdraw from savings in retirement. The rule calls for withdrawing 4% of your savings in the first year and adjusting that amount for inflation ...

In 1994, a financial planner named William Bengen published an article that would take the retirement planning industry by storm. The paper had a simple yet powerful idea — using average returns and ...

A calculation error related to the Rule of 6 may have contributed to an infant's death recently when it led to a misplaced decimal point and the preparation of a ...

When we put our money in the market, or before we even do, one of the biggest questions we have is: How long will it take for this investment to really grow? Luckily, there's a mathematical shortcut ...