Retirees with $500,000 to $5 million in assets need a different approach to keep their house and cover ever-increasing health ...

A multimillion-dollar portfolio can generate substantial income—but how much is truly sustainable without risking the nest ...

The S&P 500 valuation looks stretched—it could fall 26% to the long-term average. Learn the 15-year rule, crash recovery ...

According to a recent Transamerica Center study, 57 percent of baby boomer workers believe they will retire sometime in their 70s or don’t plan on retiring at all. Some 48 percent of U.S. workers ...

Making sense of Medicare is no easy task. A new book aptly titled “Medicare 101” by financial journalist Kimberly Lankford is a practical roadmap to help you make the best decisions about your ...

SPONSORED – Retirement is one of the biggest financial transitions people will ever make, but many don`t know if they`re ...

President Donald Trump in his State of the Union address Tuesday briefly mentioned his intention to help private-sector workers save for retirement if they don’t have access to an employer-sponsored ...

For years, federal employment has been associated with stability — steady paychecks with predictable step increases, dependable benefits and a retirement system built around the Thrift Savings Plan ...

More than 50 million US private-sector employees don’t have access to a workplace retirement savings plan like a 401(k). But a growing number of states are now requiring most private-sector employers ...

Home Retirement Happy Retirement The 8 Stages of Retirement: An Expert Guide to Confidence, Flexibility and Fulfillment, From a Financial Planner Retirement planning is less about hitting a "magic ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Beneficiary designations are one of the major gaps in many retirement ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Here are the most meaningful developments retirees and pre-retirees should ...