Retirement is a new stage of life that may include travel, part-time work, new interests or a slower pace. Preparing for it often involves more than saving, since you may need to think about how your ...

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

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...

Experts say you need to get specific, tap into your intrinsic motivations, and celebrate small wins to create financial resolutions you can adhere to.

Not true! Look, retirement is about enjoying the fruits of your labor. If it’s a truly one-time splurge and you’re in the early years of retirement with a solid financial foundation, go for it! Let’s ...

Cheers if you already have the best retirement plan for your business. If not check out the tax benefits of a cash balance pension plan. As we enter tax season, you may wonder what else you can do to ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Vikki Velasquez is a researcher and writer who has managed, ...

When you are in a committed relationship, it is not just your personal finances you need to consider. Setting financial goals as a couple is an important step in building a secure future together.

We often feel like we’re navigating a complex maze without a clear map when it comes to financial decisions. Many people feel overwhelmed with tax laws, optimizing Social Security benefits, making ...

As Generation X members try to balance retirement readiness, financial wellness and supporting their aging parents and children, many feel they are coming up short. The oldest members of Generation X ...