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    • Retired Now
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  • Goals
    • Ask Yourself
    • Building Wealth
    • Investing to Buy
  • Investing
    • Basic Methods
    • Rebalancing
    • Stocks or Bonds?
    • Investment Fees
    • Being Tax-Wise
    • Finding Advice
  • Portfolios
    • Basic Portfolios
    • How Long?
    • Diversify!
    • Factor Investing
    • Finding Value
  • Calculators
    • Best-Invest
    • Safe Payout
  • About

Retired Now

  • Goals. Guide your retirement by reviewing what matters most.
  • Budget. Five round numbers are enough to set your budget.
  • Your Home. Plan for your home as an asset, an expense, or both.
  • Reserves. Set up a reserve fund for  medical and housing costs.
  • Annuities. What type of annuity might make sense?
  • Payouts. Revisit your plan for stable income.

Retiring Soon

  • Goals. Plan ahead by setting your priorities for retirement.
  • Budget. Five round numbers are enough to set your budget.
  • Annuities. Before you buy, understand your annuity options.
  • Payouts. Learn how to get stable income when you are retired.

Saving to Retire

  • ​​Ask Yourself. Evaluate how you will invest toward retirement.
  • Stocks or Bonds? Learn about balancing stocks and bonds.
  • Basic Portfolios. Get ideas for an IRA or after-tax savings.
  • Rebalancing. Learn how to keep your portfolio on track.​​
  • Fees. Get tips on limiting fees so as to maximize your gains.
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  • News
  • Retirement
    • Retired Now
    • Retiring Soon
    • Saving to Retire
  • Goals
    • Ask Yourself
    • Building Wealth
    • Investing to Buy
  • Investing
    • Basic Methods
    • Rebalancing
    • Stocks or Bonds?
    • Investment Fees
    • Being Tax-Wise
    • Finding Advice
  • Portfolios
    • Basic Portfolios
    • How Long?
    • Diversify!
    • Factor Investing
    • Finding Value
  • Calculators
    • Best-Invest
    • Safe Payout
  • About