Have you ever followed a YouTube tutorial, carefully copied an Excel formula, and hit “Enter,” only to be met with an error or baffling results? It’s a ...

If you choose early retirement, you have a long money-management journey ahead of you. By choosing the right withdrawal strategy, you can absorb shocks and bumps in the road. The well-worn 4% rule ...

Learn how to calculate the present value of various bond types using Excel, including zero-coupon, annuities, and continuous ...

On September 16, 2025, the United States Court of Appeals for the Third Circuit in In re Yellow Corp., No. 25-1421: (i) upheld regulations issued by the Pension Benefit Guaranty Corporation (“PBGC”) ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

The burden rate can help you target profitability by exploring the relationship between direct and indirect costs. Many, or all, of the products featured on this page are from our advertising partners ...

Retirees and near-retirees have known for some time that the famed 4% rule needs to be revised downwards. But by how much? Would you believe 1.9%? That’s the conclusion of new research that replicates ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Saving for retirement is not an easy thing to do. But ...

Information provided on Forbes Advisor is for educational purposes only. Your financial situation is unique and the products and services we review may not be right for your circumstances. We do not ...

The 4% rule is a widely-accepted guideline used in retirement planning to determine the annual withdrawal rate from an investment portfolio. This rule suggests that retirees can withdraw 4% of their ...

Calculating the cost of goods sold gives a business insight into its performance and helps calculate profit. Many, or all, of the products featured on this page are from our advertising partners who ...

You've spent decades building your retirement nest egg. Now you need to make it last. The order you use to tap your retirement accounts matters more than you think. Withdraw from the wrong account at ...