A retirement spending plan works best when income is organized into clear categories. Experts recommend segmenting income, so ...

The transition to retirement comes with unique financial challenges. Managing withdrawals, mitigating risks and finding the ...

Retirement planning is a vital process that ensures financial stability and peace of mind during your golden years. It’s not just about saving money but also about preparing for the life you want to ...

Hello, baby boomers and seniors! As we approach 2025, the financial landscape continues to evolve. With market fluctuations, inflation and rising health care costs, building a retirement plan that ...

Retirement budgeting is a constant problem for advisors and their clients. How do you estimate in advance how much a retiree will want or need to spend? Also, can you trust clients to be honest about ...

Manulife John Hancock's new index measures retirement readiness across eight domains, moving beyond traditional ...

It’s a staggering statistic: About 56 million American workers in the private sector lack access to an employer-sponsored retirement plan. It’s no surprise that the retirement system in the United ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Planning for retirement can feel like a daunting task, and when you’re doing ...

Forbes contributors publish independent expert analyses and insights. I write about investing, retirement, & workplace savings plans. Retirement planning has always been a long-term journey, but for ...

A Capital Group national accounts manager makes the case that simply turning off the TV may help boost financial wellness. Misleading depictions of retirement on television can prevent Americans from ...

Many entrepreneurs dream of selling their companies for millions, walking away free and clear. But think about it. You’ve spent decades building a cash-generating machine. Why trade it for an index ...