Key Takeaways Compared to other generations, baby boomers are the least prepared for retirement, followed closely by Gen X (41%) and millennials (42%). Gen Z is off to a head start, saving more and ...

Your golden years should be full of family, friends and fun. Here’s how to start them on the right financial footing.

Market performance tends to dominate the conversation about risks to a retirement plan. But spending shocks can also curb a ...

Cutting energy costs can save you big-time in the long term — just run the numbers to make sure your upgrades will actually pay off.

AI can explain retirement planning basics in seconds, but financial pros say there are key factors it may miss when the stakes are high.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Phased retirement is a more gradual shift into your retirement phase where ...

Familiar portfolio staples still matter as investors balance income needs, diversification and stability in today's markets.

And it’s, you can only pay reasonable amounts as expenses. And that’s found in section 404A of ERISA, which is the sort of, ...

IRA contributions, which must be made with earned income, are made pretax, meaning they are deducted from taxable income, ...

You and your wife are 62, sitting on $1.2 million in home equity, and the one asset that could fund your retirement also ...

PERSI retirement planning; Optional Retirement Planning (ORP) readiness through Fidelity; Medicare education provided by ...