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 ...

Financial planning for widows addresses the shift from managing money as a couple to making all financial decisions independently after the loss of a spouse. This transition involves understanding how ...

An opt-out plan automatically enrolls employees in a retirement savings program, allowing them to choose to stay in or change contribution rates.

Planning for a sustainable income from retirement investments can be complex. I've identified 10 primary variables, or "linchpins," which must be considered to develop a complete withdrawal plan. Of ...

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 ...

Millionaires face distinct financial challenges that require specialized strategies beyond basic money management. Financial planning for millionaires encompasses investment portfolio diversification, ...

For years, Jim Sexton has led financial-education classes at a local library. He's often struck by gaps in attendees' knowledge of retirement planning. "Very few people understand what they need to ...

From left to right, Morningstar CEO Kunal Kapoor; Christine Benz, Morningstar's director of personal finance; and Brock Johnson, president of Morningstar Retirement, during a webinar about the "new ...

As I’ve been working in earnest on retirement planning over the past several decades, I’ve realized that retirement planning isn’t a math problem to solve. Nearly all of the major decisions we make ...

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 ...

Advisers still use traditional criteria for fund selection, but retirement income products raise new questions. While consideration about the actual investments included in defined contribution plan ...

About 56 million Americans do not have access to a retirement savings plan at work. The Trump administration plans to launch ...