According to Fidelity, there are 10 things you can do in your 50s to make sure you're ready when the time comes to leave the ...

With so many critical decisions coming up, these tips from Merrill can help you plan for the next steps in your financial ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Retirement isn’t merely about leaving the workforce; it’s about moving toward ...

Retirement planning goes beyond crunching numbers and calendar dates. It's about shaping a lifestyle that feels steady, satisfying, and genuinely yours. Think of it as designing your next ...

Many Americans are anxious about their retirement plans, and that’s no surprise — the process can feel completely overwhelming. That’s why getting expert financial advice can be a game-changer. So, if ...

Maybe you love budgeting. Maybe you hate it. Maybe you gamify your budget to reach your goals. Or maybe you think that budgeting is just downright frustrating. Regardless of how you feel about ...

Hello, baby boomers and seniors! As you step into retirement, one of the most crucial things you need is a solid budget. But don’t just think of a budget as a boring old spreadsheet — consider it your ...

The broad-strokes timing of a basic retirement plan is fairly straightforward. You save up until the point at which, combined with Social Security and other income sources, you should have enough ...

When it comes to portfolio and financial plan maintenance, I believe that a good once-annual review is plenty, providing the opportunity to rebalance, attend to tax matters like tax-loss selling and ...

Are you currently retired? While you may have already done the hard part of saving and planning your retirement, there are some things you should double-check every year to maintain your portfolio and ...

Baby Boomers looking to retire in short order, or those who may have already started this process, may still feel as though there’s plenty to accomplish. Here are three of the key retirement checklist ...

Retirement planning involves numerous facets, from investment strategies to healthcare costs, but one often underestimated area is energy consumption. As you approach retirement, making informed ...