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RMDs: What you need to know
If you’ve spent years building your retirement savings, there comes a time when the IRS requires you to start taking some of that money out. This is called a required minimum distribution, or RMD.
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Past Articles
Retirement: Thinking about spending
Although retirement is the most expensive purchase we’ll ever make, only 34% of workers have estimated their retirement expenses.
For What It’s Worth: Rule of Thumb
A rule of thumb is a handy standard that broadly can apply to a situation without bothering with the details.
Rebalancing: More investing, less emotion
A balanced portfolio is a moving target. The optimal balance can shift with individual circumstances or asset performance.
Putting housing in its place
By Joel Dresang Think of your home as your castle, not your bank. […]
When Should I …rebalance my portfolio?
Consider rebalancing when your asset allocations stray from your strategy.
When Should I …start saving for college?
Sooner is better, but allocate enough toward your retirement, and have an emergency fund.