Katharine Paljug is a financial writer and editor with over a decade of industry experience. Her writing has covered nearly every aspect of the financial world, from investing in forex to paying for ...

PHILADELPHIA (WPVI) -- Many people make retirement plans only to have them disrupted or even derailed by circumstances outside of their control. But there are ways to pivot and create a resilient ...

Retirement budgeting is fundamentally different from budgeting during your working years. Income becomes relatively fixed, while certain expenses rise and others disappear altogether. The safety net ...

Planning for retirement can be intimidating, but it doesn't have to be. It all starts with a series of questions only you can answer. A post-retirement budget is meant to provide you with direction. A ...

Warren Buffett famously said, “Investing is simple, but not easy.” And unsurprisingly, he's spot on—while investing is just a math problem, it’s not one most people are equipped to solve. Take the ...

GRAND RAPIDS, Mich. (ABC 4) — On Real Possibilities with AARP Michigan, Tom Jacobs of Jacobs Financial Services offers advice on how to personalize your retirement plan and find the right path for you ...

Being financially illiterate can lead to financial disaster, as it increases the likelihood of accumulating unsustainable debt burdens due to poor spending decisions or a lack of long-term planning.

As I’ve been working in earnest on retirement planning over the past several decades, I’ve realized that retirement planning isn’t a math problem to solve. Nearly all of the major decisions we make ...

According to the Urban Institute, the population of Americans age 65 and older is on track to increase nearly 50% in the next 15 years, to more than 80 million. That means demand for long-term care ...

In 2000, two retirees each started with $1 million. One invested 80% in U.S. stocks, the other split assets into a balanced 60/40 mix. Twenty-three years later, the stock-heavy investor would have ...