Retirees seeking financial stability should consider annuities, which offer a guaranteed lifelong income stream, unlike ...

While many advisors are good at planning for their clients' futures, not all of them are so adept at planning for their own. Indeed, only three out of 10 advisors have a succession plan in place, ...

If your full retirement age for Social Security is 67 and you file for benefits at 62, you'll reduce your monthly payments by ...

Memory investing still requires the same disciplined approach you used during your accumulation years, just with a different ...

More than 50% of current retirees admit that they didn't account for taxes in retirement while planning, according to a 2025 ...

It really pays to know all the ins and outs of maximizing your Social Security benefits. David Maynard, owner of Maynard & Associates Wealth Management, notes that one couple he knows lost tens of ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Revolutions aren’t just a thing of history—they’re happening right now. From ...

El Paso, TX (KVIA-TV) —Between up-and-down markets, the risk of inflation, and rising prices, planning for retirement can feel like an endurance test. Can your retirement plan stand up to the stress?

Underestimating your lifespan can lead to saving too little and retiring too soon. Here's how longevity literacy can help you plan more effectively. Vikki Velasquez is a researcher and writer who has ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Vesnaandjic / Getty Images Not having kids might mean fewer financial ...

Transitioning from saving to spending in retirement can be tricky, but devising a strategic plan, rather than taking a ...