Saving for retirement is a common financial concern for many of us, particularly in today?s challenging economy. With so much uncertainty surrounding the future of health care and other programs, it ...

When more than a third of millionaires say they will need a miracle to retire, it signals a problem that goes far beyond the ...

In 7 Steps to a Successful Retirement, CPA and advisor Brian Evans lays out a clear, principle-driven roadmap to help individuals transition from working years to a comfortable retirement. The book is ...

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 ...

If you're like many people in their 20s and 30s, you've put off thinking about retirement because it seems so far away. And while some Gen X and Gen Yers have started worrying about being prepared for ...

I have always believed that planning for retirement is one of the most critical steps in securing a stable future. In my career as a CFP and CEO at LifeGoal Wealth Advisors, I have worked with many ...

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

On Real Possibilities with AARP Michigan, Tom Jacobs of Jacobs Financial Services shares the simple first step toward ...

According to Dave’s site Ramsey Solutions, “The Social Security Administration reports that 1 out of 4 Americans who are 65 years old or older rely on Social Security for 90% of their income in ...

Retirement planning can feel overwhelming, but what if taking just one step could improve your outlook? That's the idea behind The Next Step, Financial Planning's newest series. We're inviting ...

Learn how to safeguard your retirement assets during divorce by understanding asset division rules and pension payouts. Plan ahead to protect your financial future.