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The AAII Journal articles on retirement allocation by Jerome Clark and Josh Cohen present different strategies for the amount of stocks and bonds an investor should hold at retirement. Specifically, they disagree on whether investors should immediately increase their fixed-income...

Computerized Investing’s new February content is now available! This month includes: CI’s Best of the Web for Personal Finance, Retirement Planning and Tax Resources An update of the websites that offer the best guidance and tools for personal financial planning issues,...

A “conservative” approach doesn’t necessarily need to translate into more conservative investments in your portfolio during your retirement years. Look in almost any financial publication or informational brochure aimed at individual investors and you will find broad asset...

Here are the most-read AAII Blog posts for 2017:   When to Sell and Nail Down Your Profits—While You Still Have Them When you go through a complete market cycle, your real objective is to nail down as much of the profits you’ve built as possible. Proven sell rules...

Everyone has a different view of retirement and, thus, different goals they hope to achieve in retirement. The goals may include taking better care of themselves, traveling more, spending more time with friends and family, etc. AAII Weekly Survey Question To get an idea of the biggest...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Mathematics of Retirement Portfolios This article deals with several important retirement questions: “How much money do I need in my investment portfolio at the start of retirement?”...

What’s more important, your retirement or your child’s college education? Financial planners generally suggest that the former should receive priority, but many parents also want to plan for their children’s higher education. While financial priorities are a...

A survey conducted by the Transamerica Center for Retirement Studies found women tend to lag behind men in terms of saving and planning for retirement. The organization’s president, Catherine Collinson, called this “concerning” and offered eight suggestions for how women...

With tens of millions of baby boomers already retired millions and more likely to enter retirement in the next decade, the hard truth is that only a small minority are accumulating enough savings to provide for their income needs during decades in retirement. This uncomfortable...

Many employees think of their 401(k) plan allocations in isolation. But if you are married and your spouse works, you are both likely contributing to employee-sponsored plans. And if that is indeed the case, your allocation approaches should be “married” as well. After...