When you plan your finances, it includes multiple short-term and long-term goals. These may include buying a house, planning ...

Most people spend decades preparing for retirement, squirreling away dollars into 401(k)s and IRAs, calculating how much they ...

There is no silver bullet when it comes to retirement planning. My most successful retirement clients — wealthy or not — knew that a comfortable retirement would be built around a combination of ...

Retirement planning in 2025 has to look ahead to how today's decisions will affect your wealth in 2026 and beyond, especially ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. If you’re contemplating early retirement before Medicare ...

Retirement is the perfect time to simplify your life — and that includes your insurance. But knowing which policies to keep, drop or tweak isn’t always obvious. Some coverage becomes less necessary ...

Having a comprehensive healthcare plan well in advance can help to prevent unexpected healthcare expenses from eroding a client's nest egg.

For millions of Indians, retirement is no longer just about their own old age. It also has to carry the financial weight of ...