Living in Retirement

Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more

Manage your retirement income

Beyond the 4% Rule

How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.

April 15, 2025

Volatility in Retirement

Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.

April 07, 2025

Consider tax-smart strategies

Plan your legacy

The latest bond insights

Cooper Howard

5 Reasons to Consider Munis Now

Cooper Howard
October 28, 2025
Collin Martin

Update on High-Yield Defaults

Collin Martin
October 24, 2025
Cooper Howard

High-Yield Munis: What to Know

Cooper Howard
September 26, 2025

Protect your financial and physical well-being

The Risk of Financial Fraud

Financial fraud often feels like something that only happens to someone else. But we all need to stay vigilant, recognize the latest scams, and take steps to protect our finances.

June 05, 2025 Michael Townsend